AI tracker
Foundation model releases, hyperscaler capex and AI infrastructure performance
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AI ecosystem performance: hyperscalers, semiconductors, infrastructure and software
Model release timeline
One dot per release, one row per lab
| Date | Model | Lab | Parameters | Context | Weights | Capabilities | Source |
|---|
AI infrastructure stocks, indexed to 100
Each name set to 100 at its first close in the window. The figure beside each name is its move since then.
Quarterly capital expenditure
Quarterly capex spend ($B)
Capital expenditure by hyperscaler, from public filings. An outlined bar is a quarter still in progress.
Software vs semiconductors divergence
SMH (semiconductors) and IGV (software), each set to 100 at its first close in the window. Semis ahead reads as the infrastructure phase; software ahead, as rotation to applications.
Data center REITs: Equinix, Digital Realty and Iron Mountain, the colocation and data center real estate behind the AI buildout. Tower REITs are in the AI stocks grid.
Performance, indexed to 100
Each REIT set to 100 at its first close in the window; the S&P 500 is dashed.
Relative performance vs S&P 500
The average REIT's return minus the S&P 500's since the first common close, in percentage points. Green above zero: ahead of the market.
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