AI Hyperscale Dashboard
Foundation model releases, AI infrastructure performance, and research digest
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AI ecosystem performance — hyperscalers, semiconductors, infrastructure, and software
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Model Release Timeline
Foundation model releases over time — circle size indicates relative capability
| Date | Model | Company | Parameters | Context | MMLU | Capabilities | Notes |
|---|
AI Infrastructure Stock Performance (Normalized)
Indexed to 100 at start of period — leading indicator of AI infrastructure cycle
Quarterly Capital Expenditure
Quarterly CapEx Spend ($B)
Capital expenditure by hyperscaler — from public earnings reports
Software vs Semiconductors Divergence
SMH (Semis) vs IGV (Software) normalized to 100. Semis leading = infrastructure phase, Software leading = application phase rotation.
Real estate investment trusts powering the AI buildout — digital infrastructure, colocation, and tower assets.
Normalized Performance (Base 100)
All tickers indexed to 100 at start of period for comparable performance
Relative Performance vs S&P 500
Average data center REIT return vs SPY — above 0% = outperforming market
Latest AI-related news from market and technology sources
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