AI Supply Chain
External signals for the AI buildout thesis — rates, energy, crypto, and aggregate capex spend across your supply-chain categories.
Rates & FX
- US 10Y Yield
- 4.56%▼0.61%
- US 13W T-Bill
- 3.58%▲0.08%
- US Dollar Index
- 99.3▼0.00%
Energy (DC power)
- Natural Gas
- 3.02▼4.31%
- WTI Crude
- 96.6▲0.25%
Materials
- Copper
- 6.39▲1.48%
- Gold
- 4,510▼0.71%
Crypto (miner DCs)
- Bitcoin
- 76,221▼1.80%
- Ethereum
- 2,086▼2.54%
Aggregate Capex Spend (LTM)
| Category | Capex LTM | Revenue LTM | Capex / Rev |
|---|---|---|---|
| AI Hyperscalers | $498.2B | $2.1T | 23.6% |
| Neoclouds | $22.3B | $8.1B | 277.4% |
| Data Center Equipment | $8.2B | $421.5B | 2.0% |
| Data Center Operators | $186.3B | $87.5B | 212.9% |
| Power Equipment | $9.4B | $262B | 3.6% |
| Power Generation | $20.1B | $101.5B | 19.8% |