Data room

The raw material behind every chart — each figure traceable to its filing. Browse the sources we've pulled, and the full menu of what SEC EDGAR exposes beyond them.

Acquisition ledger

Verbatim primary-source snapshots exported from DataSource and held locally.

Datasets: 24
Payload: 4.05 GB
Files: 76

Updated 2026-07-29T01:46:30.851640Z · manual

Dataset	Primary source	Snapshot	Files	Size	Tree hash
AMD first-party resultsbuildout.amd-results	AMD investor relations	2026-07-29	2	284.7 KB	332c182ba81c…
Broadcom first-party resultsbuildout.broadcom-results	Broadcom investor relations	2026-07-29	2	1.1 MB	b7dd791c331f…
Data-center construction spending source filesbuildout.census-c30	U.S. Census Bureau	2026-07-29	2	28.6 KB	2238c3ba3f42…
Census M3 equipment source filesbuildout.census-m3	U.S. Census Bureau Manufacturers' Shipments, Inventories, and Orders	2026-07-29	8	2.2 MB	aa63d2825b34…
CHIPS and NEPA source documentsbuildout.chips-nepa	NIST CHIPS for America	2026-07-29	2	109.8 KB	74b3554a2903…
DOL OFLC source filesbuildout.dol-oflc	U.S. Department of Labor	2026-07-29	4	164.7 MB	c0c75de87db4…
EIA electricity source filesbuildout.eia-electricity	U.S. Energy Information Administration	2026-07-29	6	36.0 MB	5bdd4d2ef94f…
EPA ECHO facility source archivesbuildout.epa-echo	U.S. Environmental Protection Agency	2026-07-29	4	801.7 MB	47791759737c…
EPA GHGRP power-sector source filesbuildout.epa-ghgrp-power	U.S. Environmental Protection Agency	2026-07-29	6	40.0 MB	5464cb00272d…
ERCOT large-load source documentsbuildout.ercot-load	ERCOT	2026-07-29	2	93.0 KB	3cb379cec197…
GE Vernova power-equipment sourcesbuildout.ge-vernova-results	GE Vernova	2026-07-29	2	76.6 KB	22d7d981476c…
Georgia PSC large-load source documentsbuildout.georgia-load	Georgia PSC	2026-07-29	2	26.8 KB	cde05feaa89c…
Lambda GPU pricing source pagesbuildout.lambda-pricing	Lambda	2026-07-29	2	85.9 KB	6ababde83ab6…
Berkeley Lab Queued Up interconnection databuildout.lbnl-queued-up	Lawrence Berkeley National Laboratory	2026-07-29	2	15.6 MB	f3a2b88d56a3…
NERC Long-Term Reliability Assessmentbuildout.nerc-ltra	North American Electric Reliability Corporation	2026-07-29	2	7.8 MB	58c82b800ff1…
PJM load forecast source documentsbuildout.pjm-load	PJM	2026-07-29	8	13.2 MB	2eb1e5562550…
Runpod GPU pricing source pagesbuildout.runpod-pricing	Runpod	2026-07-29	2	253.7 KB	485041888bb0…
Siemens Energy power-equipment sourcesbuildout.siemens-energy-results	Siemens Energy	2026-07-29	2	146.8 KB	0e4b65ddec4b…
Texas data-center permit source documentsbuildout.texas-permits	Texas TCEQ	2026-07-29	2	57.2 KB	5ee8a92ed1f8…
Transformer price source filesbuildout.transformer-prices	FRED	2026-07-29	2	6.4 KB	85910ccf4934…
USGS mineral source filesbuildout.usgs-mcs	U.S. Geological Survey	2026-07-29	4	17.7 MB	7ebce9ec9b01…
Virginia data-center permit source documentsbuildout.virginia-permits	Virginia DEQ	2026-07-29	4	787.8 KB	60eef8cf6a64…
All SEC company factssec.companyfacts	SEC EDGAR bulk XBRL archive	2026-07-29	2	1.39 GB	3dae871e65f1…
All SEC filing submissionssec.submissions	SEC EDGAR bulk submissions archive	2026-07-29	2	1.55 GB	361037b8c0fd…

What we've gathered

Structured, provenance-tracked data feeding the dashboard today.

Hyperscaler capex (quarterly)

SEC EDGAR

Updated 2026-07-28 · quarterly

U.S. Securities and Exchange Commission (EDGAR / XBRL) · Total capex, not AI-only (Amazon includes fulfillment/logistics). Quarters are derived by differencing YTD values. Oracle fiscal quarters bucketed to nearest calendar quarter.

▸ Show 243 rows

company	ticker	vendor	quarter	capexUsd	capexUsdB
Alphabet	GOOGL	google	2014Q4	3606000000	3.61
Alphabet	GOOGL	google	2015Q1	2927000000	2.93
Alphabet	GOOGL	google	2015Q2	2515000000	2.52
Alphabet	GOOGL	google	2015Q3	2383000000	2.38
Alphabet	GOOGL	google	2015Q4	2102000000	2.1
Alphabet	GOOGL	google	2016Q1	2444000000	2.44
Alphabet	GOOGL	google	2016Q2	2136000000	2.14
Alphabet	GOOGL	google	2016Q3	2554000000	2.55
Alphabet	GOOGL	google	2016Q4	3078000000	3.08
Alphabet	GOOGL	google	2017Q1	2508000000	2.51
Alphabet	GOOGL	google	2017Q2	2831000000	2.83
Alphabet	GOOGL	google	2017Q3	3538000000	3.54
Alphabet	GOOGL	google	2017Q4	4307000000	4.31
Alphabet	GOOGL	google	2018Q1	7299000000	7.3
Alphabet	GOOGL	google	2018Q2	5477000000	5.48
Alphabet	GOOGL	google	2018Q3	5282000000	5.28
Alphabet	GOOGL	google	2018Q4	7081000000	7.08
Alphabet	GOOGL	google	2019Q1	4638000000	4.64
Alphabet	GOOGL	google	2019Q2	6126000000	6.13
Alphabet	GOOGL	google	2019Q3	6732000000	6.73
Alphabet	GOOGL	google	2019Q4	6052000000	6.05
Alphabet	GOOGL	google	2020Q1	6005000000	6
Alphabet	GOOGL	google	2020Q2	5391000000	5.39
Alphabet	GOOGL	google	2020Q3	5406000000	5.41
Alphabet	GOOGL	google	2020Q4	5479000000	5.48
Alphabet	GOOGL	google	2021Q1	5942000000	5.94
Alphabet	GOOGL	google	2021Q2	5496000000	5.5
Alphabet	GOOGL	google	2021Q3	6819000000	6.82
Alphabet	GOOGL	google	2021Q4	6383000000	6.38
Alphabet	GOOGL	google	2022Q1	9786000000	9.79
Alphabet	GOOGL	google	2022Q2	6828000000	6.83
Alphabet	GOOGL	google	2022Q3	7276000000	7.28
Alphabet	GOOGL	google	2022Q4	7595000000	7.59
Alphabet	GOOGL	google	2023Q1	6289000000	6.29
Alphabet	GOOGL	google	2023Q2	6888000000	6.89
Alphabet	GOOGL	google	2023Q3	8055000000	8.05
Alphabet	GOOGL	google	2023Q4	11019000000	11.02
Alphabet	GOOGL	google	2024Q1	12012000000	12.01
Alphabet	GOOGL	google	2024Q2	13186000000	13.19
Alphabet	GOOGL	google	2024Q3	13061000000	13.06
Alphabet	GOOGL	google	2024Q4	14276000000	14.28
Alphabet	GOOGL	google	2025Q1	17197000000	17.2
Alphabet	GOOGL	google	2025Q2	22446000000	22.45
Alphabet	GOOGL	google	2025Q3	23953000000	23.95
Alphabet	GOOGL	google	2025Q4	27851000000	27.85
Alphabet	GOOGL	google	2026Q1	35674000000	35.67
Alphabet	GOOGL	google	2026Q2	44924000000	44.92
Amazon	AMZN	amazon	2014Q1	1080000000	1.08
Amazon	AMZN	amazon	2014Q2	1290000000	1.29
Amazon	AMZN	amazon	2014Q3	1378000000	1.38
Amazon	AMZN	amazon	2014Q4	1145000000	1.15
Amazon	AMZN	amazon	2015Q1	871000000	0.87
Amazon	AMZN	amazon	2015Q2	1213000000	1.21
Amazon	AMZN	amazon	2015Q3	1195000000	1.2
Amazon	AMZN	amazon	2015Q4	1309000000	1.31
Amazon	AMZN	amazon	2016Q1	1179000000	1.18
Amazon	AMZN	amazon	2016Q2	1711000000	1.71
Amazon	AMZN	amazon	2016Q3	1841000000	1.84
Amazon	AMZN	amazon	2016Q4	3073000000	3.07
Amazon	AMZN	amazon	2017Q1	1861000000	1.86
Amazon	AMZN	amazon	2017Q3	3074000000	3.07
Amazon	AMZN	amazon	2017Q4	3619000000	3.62
Amazon	AMZN	amazon	2018Q1	3098000000	3.1
Amazon	AMZN	amazon	2018Q2	3243000000	3.24
Amazon	AMZN	amazon	2018Q3	3352000000	3.35
Amazon	AMZN	amazon	2018Q4	3734000000	3.73
Amazon	AMZN	amazon	2019Q1	3290000000	3.29
Amazon	AMZN	amazon	2019Q2	3562000000	3.56
Amazon	AMZN	amazon	2019Q3	4697000000	4.7
Amazon	AMZN	amazon	2019Q4	5312000000	5.31
Amazon	AMZN	amazon	2020Q1	6795000000	6.79
Amazon	AMZN	amazon	2020Q2	7459000000	7.46
Amazon	AMZN	amazon	2020Q3	11063000000	11.06
Amazon	AMZN	amazon	2020Q4	14823000000	14.82
Amazon	AMZN	amazon	2021Q1	12082000000	12.08
Amazon	AMZN	amazon	2021Q2	14288000000	14.29
Amazon	AMZN	amazon	2021Q3	15748000000	15.75
Amazon	AMZN	amazon	2021Q4	18935000000	18.93
Amazon	AMZN	amazon	2022Q1	14951000000	14.95
Amazon	AMZN	amazon	2022Q2	15724000000	15.72
Amazon	AMZN	amazon	2022Q3	16378000000	16.38
Amazon	AMZN	amazon	2022Q4	16592000000	16.59
Amazon	AMZN	amazon	2023Q1	14207000000	14.21
Amazon	AMZN	amazon	2023Q2	11455000000	11.46
Amazon	AMZN	amazon	2023Q3	12479000000	12.48
Amazon	AMZN	amazon	2023Q4	14588000000	14.59
Amazon	AMZN	amazon	2024Q1	14925000000	14.93
Amazon	AMZN	amazon	2024Q2	17620000000	17.62
Amazon	AMZN	amazon	2024Q3	22620000000	22.62
Amazon	AMZN	amazon	2024Q4	27834000000	27.83
Amazon	AMZN	amazon	2025Q1	25019000000	25.02
Amazon	AMZN	amazon	2025Q2	32183000000	32.18
Amazon	AMZN	amazon	2025Q3	35095000000	35.09
Amazon	AMZN	amazon	2025Q4	39522000000	39.52
Amazon	AMZN	amazon	2026Q1	44203000000	44.2
Meta	META	meta	2014Q1	363000000	0.36
Meta	META	meta	2014Q2	469000000	0.47
Meta	META	meta	2014Q3	482000000	0.48
Meta	META	meta	2014Q4	517000000	0.52
Meta	META	meta	2015Q1	502000000	0.5
Meta	META	meta	2015Q2	549000000	0.55
Meta	META	meta	2015Q3	780000000	0.78
Meta	META	meta	2015Q4	692000000	0.69
Meta	META	meta	2016Q1	1132000000	1.13
Meta	META	meta	2016Q2	995000000	0.99
Meta	META	meta	2016Q3	1095000000	1.09
Meta	META	meta	2016Q4	1269000000	1.27
Meta	META	meta	2017Q1	1271000000	1.27
Meta	META	meta	2017Q2	1444000000	1.44
Meta	META	meta	2017Q3	1755000000	1.75
Meta	META	meta	2017Q4	2263000000	2.26
Meta	META	meta	2018Q1	2812000000	2.81
Meta	META	meta	2018Q2	3460000000	3.46
Meta	META	meta	2018Q3	3342000000	3.34
Meta	META	meta	2018Q4	4301000000	4.3
Meta	META	meta	2019Q1	3837000000	3.84
Meta	META	meta	2019Q2	3633000000	3.63
Meta	META	meta	2019Q3	3532000000	3.53
Meta	META	meta	2019Q4	4100000000	4.1
Meta	META	meta	2020Q1	3558000000	3.56
Meta	META	meta	2020Q2	3255000000	3.25
Meta	META	meta	2020Q3	3689000000	3.69
Meta	META	meta	2020Q4	4661000000	4.66
Meta	META	meta	2021Q1	4303000000	4.3
Meta	META	meta	2021Q2	4641000000	4.64
Meta	META	meta	2021Q3	4346000000	4.35
Meta	META	meta	2021Q4	5400000000	5.4
Meta	META	meta	2022Q1	5441000000	5.44
Meta	META	meta	2022Q2	7572000000	7.57
Meta	META	meta	2022Q3	9375000000	9.38
Meta	META	meta	2022Q4	8798000000	8.8
Meta	META	meta	2023Q1	6823000000	6.82
Meta	META	meta	2023Q2	6134000000	6.13
Meta	META	meta	2023Q3	6496000000	6.5
Meta	META	meta	2023Q4	7592000000	7.59
Meta	META	meta	2024Q1	6400000000	6.4
Meta	META	meta	2024Q2	8173000000	8.17
Meta	META	meta	2024Q3	8258000000	8.26
Meta	META	meta	2024Q4	14425000000	14.43
Meta	META	meta	2025Q1	12941000000	12.94
Meta	META	meta	2025Q2	16538000000	16.54
Meta	META	meta	2025Q3	18829000000	18.83
Meta	META	meta	2025Q4	21383000000	21.38
Meta	META	meta	2026Q1	18997000000	19
Microsoft	MSFT	microsoft	2014Q1	1192000000	1.19
Microsoft	MSFT	microsoft	2014Q2	1330000000	1.33
Microsoft	MSFT	microsoft	2014Q3	1282000000	1.28
Microsoft	MSFT	microsoft	2014Q4	1490000000	1.49
Microsoft	MSFT	microsoft	2015Q1	1391000000	1.39
Microsoft	MSFT	microsoft	2015Q2	1781000000	1.78
Microsoft	MSFT	microsoft	2015Q3	1356000000	1.36
Microsoft	MSFT	microsoft	2015Q4	2024000000	2.02
Microsoft	MSFT	microsoft	2016Q1	2308000000	2.31
Microsoft	MSFT	microsoft	2016Q2	2655000000	2.65
Microsoft	MSFT	microsoft	2016Q3	2163000000	2.16
Microsoft	MSFT	microsoft	2016Q4	1988000000	1.99
Microsoft	MSFT	microsoft	2017Q1	1695000000	1.7
Microsoft	MSFT	microsoft	2017Q2	2283000000	2.28
Microsoft	MSFT	microsoft	2017Q3	2132000000	2.13
Microsoft	MSFT	microsoft	2017Q4	2586000000	2.59
Microsoft	MSFT	microsoft	2018Q1	2934000000	2.93
Microsoft	MSFT	microsoft	2018Q2	3980000000	3.98
Microsoft	MSFT	microsoft	2018Q3	3602000000	3.6
Microsoft	MSFT	microsoft	2018Q4	3707000000	3.71
Microsoft	MSFT	microsoft	2019Q1	2565000000	2.56
Microsoft	MSFT	microsoft	2019Q2	4051000000	4.05
Microsoft	MSFT	microsoft	2019Q3	3385000000	3.38
Microsoft	MSFT	microsoft	2019Q4	3545000000	3.54
Microsoft	MSFT	microsoft	2020Q1	3767000000	3.77
Microsoft	MSFT	microsoft	2020Q2	4744000000	4.74
Microsoft	MSFT	microsoft	2020Q3	4907000000	4.91
Microsoft	MSFT	microsoft	2020Q4	4174000000	4.17
Microsoft	MSFT	microsoft	2021Q1	5089000000	5.09
Microsoft	MSFT	microsoft	2021Q2	6452000000	6.45
Microsoft	MSFT	microsoft	2021Q3	5810000000	5.81
Microsoft	MSFT	microsoft	2021Q4	5865000000	5.87
Microsoft	MSFT	microsoft	2022Q1	5340000000	5.34
Microsoft	MSFT	microsoft	2022Q2	6871000000	6.87
Microsoft	MSFT	microsoft	2022Q3	6283000000	6.28
Microsoft	MSFT	microsoft	2022Q4	6274000000	6.27
Microsoft	MSFT	microsoft	2023Q1	6607000000	6.61
Microsoft	MSFT	microsoft	2023Q2	8943000000	8.94
Microsoft	MSFT	microsoft	2023Q3	9917000000	9.92
Microsoft	MSFT	microsoft	2023Q4	9735000000	9.73
Microsoft	MSFT	microsoft	2024Q1	10952000000	10.95
Microsoft	MSFT	microsoft	2024Q2	13873000000	13.87
Microsoft	MSFT	microsoft	2024Q3	14923000000	14.92
Microsoft	MSFT	microsoft	2024Q4	15804000000	15.8
Microsoft	MSFT	microsoft	2025Q1	16745000000	16.75
Microsoft	MSFT	microsoft	2025Q2	17079000000	17.08
Microsoft	MSFT	microsoft	2025Q3	19394000000	19.39
Microsoft	MSFT	microsoft	2025Q4	29876000000	29.88
Microsoft	MSFT	microsoft	2026Q1	30876000000	30.88
Oracle	ORCL	oracle	2014Q1	147000000	0.15
Oracle	ORCL	oracle	2014Q2	154000000	0.15
Oracle	ORCL	oracle	2014Q3	201000000	0.2
Oracle	ORCL	oracle	2014Q4	225000000	0.23
Oracle	ORCL	oracle	2015Q1	368000000	0.37
Oracle	ORCL	oracle	2015Q2	597000000	0.6
Oracle	ORCL	oracle	2015Q3	446000000	0.45
Oracle	ORCL	oracle	2015Q4	195000000	0.2
Oracle	ORCL	oracle	2016Q1	368000000	0.37
Oracle	ORCL	oracle	2016Q2	180000000	0.18
Oracle	ORCL	oracle	2016Q3	299000000	0.3
Oracle	ORCL	oracle	2016Q4	757000000	0.76
Oracle	ORCL	oracle	2017Q1	440000000	0.44
Oracle	ORCL	oracle	2017Q2	525000000	0.53
Oracle	ORCL	oracle	2017Q3	473000000	0.47
Oracle	ORCL	oracle	2017Q4	599000000	0.6
Oracle	ORCL	oracle	2018Q1	286000000	0.29
Oracle	ORCL	oracle	2018Q2	378000000	0.38
Oracle	ORCL	oracle	2018Q3	383000000	0.38
Oracle	ORCL	oracle	2018Q4	421000000	0.42
Oracle	ORCL	oracle	2019Q1	443000000	0.44
Oracle	ORCL	oracle	2019Q2	413000000	0.41
Oracle	ORCL	oracle	2019Q3	386000000	0.39
Oracle	ORCL	oracle	2019Q4	349000000	0.35
Oracle	ORCL	oracle	2020Q1	396000000	0.4
Oracle	ORCL	oracle	2020Q2	433000000	0.43
Oracle	ORCL	oracle	2020Q3	436000000	0.44
Oracle	ORCL	oracle	2020Q4	568000000	0.57
Oracle	ORCL	oracle	2021Q1	414000000	0.41
Oracle	ORCL	oracle	2021Q2	717000000	0.72
Oracle	ORCL	oracle	2021Q3	1062000000	1.06
Oracle	ORCL	oracle	2021Q4	925000000	0.93
Oracle	ORCL	oracle	2022Q1	1101000000	1.1
Oracle	ORCL	oracle	2022Q2	1423000000	1.42
Oracle	ORCL	oracle	2022Q3	1719000000	1.72
Oracle	ORCL	oracle	2022Q4	2435000000	2.44
Oracle	ORCL	oracle	2023Q1	2628000000	2.63
Oracle	ORCL	oracle	2023Q2	1913000000	1.91
Oracle	ORCL	oracle	2023Q3	1314000000	1.31
Oracle	ORCL	oracle	2023Q4	1080000000	1.08
Oracle	ORCL	oracle	2024Q1	1674000000	1.67
Oracle	ORCL	oracle	2024Q2	2798000000	2.8
Oracle	ORCL	oracle	2024Q3	2303000000	2.3
Oracle	ORCL	oracle	2024Q4	3970000000	3.97
Oracle	ORCL	oracle	2025Q1	5862000000	5.86
Oracle	ORCL	oracle	2025Q2	9080000000	9.08
Oracle	ORCL	oracle	2025Q3	8502000000	8.5
Oracle	ORCL	oracle	2025Q4	12033000000	12.03
Oracle	ORCL	oracle	2026Q1	18635000000	18.64
Oracle	ORCL	oracle	2026Q2	16493000000	16.49

Hyperscaler financials (annual)

SEC EDGAR

Updated 2026-07-28 · annual

U.S. Securities and Exchange Commission (EDGAR / XBRL) · Fiscal years differ across companies (e.g. Microsoft ends June). Revenue/capex use the first matching concept; Amazon capex merges two tags.

▸ Show 51 rows

company	ticker	vendor	year	revenueUsdB	capexUsdB	ppeNetUsdB	ocfUsdB	rndUsdB	fcfUsdB	capexPctRevenue
Microsoft	MSFT	microsoft	2016	91.15	8.34	18.36	33.33	11.99	24.98	9.2
Microsoft	MSFT	microsoft	2017	96.57	8.13	23.73	39.51	13.04	31.38	8.4
Microsoft	MSFT	microsoft	2018	110.36	11.63	29.46	43.88	14.73	32.25	10.5
Microsoft	MSFT	microsoft	2019	125.84	13.93	36.48	52.19	16.88	38.26	11.1
Microsoft	MSFT	microsoft	2020	143.01	15.44	44.15	60.67	19.27	45.23	10.8
Microsoft	MSFT	microsoft	2021	168.09	20.62	59.72	76.74	20.72	56.12	12.3
Microsoft	MSFT	microsoft	2022	198.27	23.89	74.4	89.03	24.51	65.15	12
Microsoft	MSFT	microsoft	2023	211.91	28.11	95.64	87.58	27.2	59.48	13.3
Microsoft	MSFT	microsoft	2024	245.12	44.48	135.59	118.55	29.51	74.07	18.1
Microsoft	MSFT	microsoft	2025	281.72	64.55	204.97	136.16	32.49	71.61	22.9
Alphabet	GOOGL	google	2016	90.27	10.21	34.23	36.04	13.95	25.82	11.3
Alphabet	GOOGL	google	2017	110.86	13.18	42.38	37.09	16.62	23.91	11.9
Alphabet	GOOGL	google	2018	136.82	25.14	59.72	47.97	21.42	22.83	18.4
Alphabet	GOOGL	google	2019	161.86	23.55	73.65	54.52	26.02	30.97	14.5
Alphabet	GOOGL	google	2020	182.53	22.28	84.75	65.12	27.57	42.84	12.2
Alphabet	GOOGL	google	2021	257.64	24.64	97.6	91.65	31.56	67.01	9.6
Alphabet	GOOGL	google	2022	282.84	31.48	112.67	91.5	39.5	60.01	11.1
Alphabet	GOOGL	google	2023	307.39	32.25	134.34	101.75	45.43	69.5	10.5
Alphabet	GOOGL	google	2024	350.02	52.53	171.04	125.3	49.33	72.76	15
Alphabet	GOOGL	google	2025	402.84	91.45	—	164.71	61.09	73.27	22.7
Amazon	AMZN	amazon	2016	135.99	6.74	29.11	16.44	—	9.71	5
Amazon	AMZN	amazon	2017	177.87	11.96	48.87	18.43	—	6.48	6.7
Amazon	AMZN	amazon	2018	232.89	13.43	61.8	30.72	—	17.3	5.8
Amazon	AMZN	amazon	2019	280.52	16.86	72.7	38.51	—	21.65	6
Amazon	AMZN	amazon	2020	386.06	40.14	—	66.06	—	25.92	10.4
Amazon	AMZN	amazon	2021	469.82	61.05	—	46.33	—	-14.73	13
Amazon	AMZN	amazon	2022	513.98	63.65	—	46.75	—	-16.89	12.4
Amazon	AMZN	amazon	2023	574.78	52.73	—	84.95	—	32.22	9.2
Amazon	AMZN	amazon	2024	637.96	83	252.66	115.88	—	32.88	13
Amazon	AMZN	amazon	2025	716.92	131.82	357.02	139.51	—	7.7	18.4
Meta	META	meta	2016	27.64	4.49	8.59	16.11	5.92	11.62	16.2
Meta	META	meta	2017	40.65	6.73	13.72	24.22	7.75	17.48	16.6
Meta	META	meta	2018	55.84	13.91	24.68	29.27	10.27	15.36	24.9
Meta	META	meta	2019	70.7	15.1	—	36.31	13.6	21.21	21.4
Meta	META	meta	2020	85.97	15.12	—	38.75	18.45	23.63	17.6
Meta	META	meta	2021	117.93	18.57	—	57.68	24.66	39.12	15.7
Meta	META	meta	2022	116.61	31.43	—	50.48	35.34	19.04	27
Meta	META	meta	2023	134.9	27.27	—	71.11	38.48	43.85	20.2
Meta	META	meta	2024	164.5	37.26	—	91.33	43.87	54.07	22.6
Meta	META	meta	2025	200.97	69.69	—	115.8	57.37	46.11	34.7
Oracle	ORCL	oracle	2016	37.05	1.19	4	13.69	5.79	12.5	3.2
Oracle	ORCL	oracle	2017	37.79	2.02	5.32	14.13	6.16	12.11	5.3
Oracle	ORCL	oracle	2018	39.38	1.74	5.9	15.39	6.09	13.65	4.4
Oracle	ORCL	oracle	2019	39.51	1.66	6.25	14.55	6.03	12.89	4.2
Oracle	ORCL	oracle	2020	39.07	1.56	6.24	13.14	6.07	11.57	4
Oracle	ORCL	oracle	2021	40.48	2.13	7.05	15.89	6.53	13.75	5.3
Oracle	ORCL	oracle	2022	42.44	4.51	9.72	9.54	7.22	5.03	10.6
Oracle	ORCL	oracle	2023	49.95	8.7	17.07	17.16	8.62	8.47	17.4
Oracle	ORCL	oracle	2024	52.96	6.87	21.54	18.67	8.91	11.81	13
Oracle	ORCL	oracle	2025	57.4	21.21	43.52	20.82	9.86	-0.39	37
Oracle	ORCL	oracle	2026	67.36	55.66	99.96	31.98	10.27	-23.69	82.6

Cloud-segment revenue

SEC iXBRL

Updated 2026-07-28 · annual

U.S. Securities and Exchange Commission (EDGAR / inline XBRL) · Segment definitions differ across companies (Microsoft Intelligent Cloud is broader than Azure; Oracle cloud excludes license support). Oracle FY ends in May.

▸ Show 16 rows

company	vendor	label	year	revenueUsdB
Amazon	amazon	AWS	2021	62.2
Amazon	amazon	AWS	2022	80.1
Amazon	amazon	AWS	2023	90.76
Amazon	amazon	AWS	2024	107.56
Amazon	amazon	AWS	2025	128.72
Microsoft	microsoft	Intelligent Cloud	2023	72.94
Microsoft	microsoft	Intelligent Cloud	2024	87.46
Microsoft	microsoft	Intelligent Cloud	2025	106.27
Alphabet	google	Google Cloud	2021	19.21
Alphabet	google	Google Cloud	2022	26.28
Alphabet	google	Google Cloud	2023	33.09
Alphabet	google	Google Cloud	2024	43.23
Alphabet	google	Google Cloud	2025	58.7
Oracle	oracle	Oracle Cloud	2024	19.77
Oracle	oracle	Oracle Cloud	2025	24.51
Oracle	oracle	Oracle Cloud	2026	33.99

Chip import/export price index

BLS · FRED

Updated 2026-07-28 · monthly

U.S. Bureau of Labor Statistics (International Price Program), via FRED · Index base 2000=100; not seasonally adjusted; excludes tariffs (price of the good itself).

▸ Show 305 rows

month	import	export
2001-01	97.6	98.2
2001-02	97	98.1
2001-03	96.4	98
2001-04	94.9	97.4
2001-05	94.6	96.6
2001-06	94.2	95.8
2001-07	93.2	95
2001-08	93	94.6
2001-09	91.7	94.6
2001-10	91.1	92.7
2001-11	91	92.4
2001-12	90.3	91.6
2002-01	90.2	90.3
2002-02	90	90.6
2002-03	90.1	91
2002-04	90.2	90.8
2002-05	90.1	90.1
2002-06	89.8	88.5
2002-07	88.8	87.9
2002-08	88.6	87.9
2002-09	88.4	87.4
2002-10	87	87.1
2002-11	87.1	86.8
2002-12	86.6	86.6
2003-01	86.2	86.2
2003-02	85.8	86.6
2003-03	85.3	86.6
2003-04	85.4	86.6
2003-05	84.8	86.5
2003-06	84.7	84.1
2003-07	84.4	84.1
2003-08	84.2	84.1
2003-09	84.4	83.5
2003-10	83.2	82.8
2003-11	83.1	82.6
2003-12	82.3	82.9
2004-01	82.1	82.3
2004-02	82	82.9
2004-03	81.8	83.2
2004-04	80.5	83.4
2004-05	80.5	83.4
2004-06	79.7	82.2
2004-07	79	82
2004-08	78.6	81.8
2004-09	78.2	81.5
2004-10	77.5	81
2004-11	77.3	80.6
2004-12	77.2	80.4
2005-01	76.7	79.9
2005-02	76.3	79.8
2005-03	75.8	79.4
2005-04	75.8	78.8
2005-05	75.4	78.6
2005-06	75.2	78.6
2005-07	73.9	77.5
2005-08	73.9	76.2
2005-09	73	75.8
2005-10	72.6	75.5
2005-11	72.3	75
2005-12	72.2	74.7
2006-01	71.8	74.8
2006-02	71.4	74.2
2006-03	71.3	74.1
2006-04	70.8	73.7
2006-05	70.4	73.5
2006-06	70.2	73.1
2006-07	70	72.6
2006-08	70	71.7
2006-09	69.7	71.9
2006-10	69.7	71.8
2006-11	69.8	71.4
2006-12	69.7	71.1
2007-01	68.8	70.4
2007-02	68	70.3
2007-03	67.4	69.9
2007-04	66.5	69.5
2007-05	66.4	69.6
2007-06	66.2	69.5
2007-07	66.3	69.3
2007-08	66.5	69.1
2007-09	66.6	69
2007-10	66.3	68.8
2007-11	66.3	68.8
2007-12	66	69
2008-01	64.8	68.5
2008-02	64.5	68.4
2008-03	64.3	67.5
2008-04	64	67.3
2008-05	64.1	67
2008-06	63.4	67.7
2008-07	62.9	66.5
2008-08	62.6	66
2008-09	62.2	65.6
2008-10	61.9	64.3
2008-11	61.6	64.2
2008-12	61.3	63.7
2009-01	60.6	63.7
2009-02	60.2	64.3
2009-03	59.7	64
2009-04	60	64.8
2009-05	60	65
2009-06	59.8	64.8
2009-07	59.7	64.5
2009-08	59.8	64.6
2009-09	59.8	64.9
2009-10	59.5	63.5
2009-11	59.6	63.9
2009-12	59.2	63.5
2010-01	59	63.2
2010-02	58.9	62.9
2010-03	58.5	62.9
2010-04	58.4	63.4
2010-05	58.5	62.9
2010-06	58.4	62
2010-07	58.1	61.6
2010-08	58.1	61.3
2010-09	58.2	61.3
2010-10	58.1	60.7
2010-11	57.7	60.8
2010-12	57.6	61.2
2011-01	56.7	61
2011-02	56.7	60.6
2011-03	56.5	60.6
2011-04	56	60.7
2011-05	55.8	60.4
2011-06	55.8	60.4
2011-07	55.3	60.2
2011-08	55.2	60.1
2011-09	55.1	60
2011-10	54.6	59.9
2011-11	54.6	59.8
2011-12	55	60
2012-01	55.3	61.3
2012-02	55.1	61.1
2012-03	54.9	61.1
2012-04	54.5	60.8
2012-05	54.5	60.7
2012-06	54.5	60.5
2012-07	54.5	60.4
2012-08	54.4	60
2012-09	54.7	60.1
2012-10	54.3	60.2
2012-11	54.2	60.3
2012-12	54.2	60.2
2013-01	54.2	60.6
2013-02	54.1	60.7
2013-03	54	60.6
2013-04	53.9	60.1
2013-05	53.9	60
2013-06	53.9	60
2013-07	54	60.2
2013-08	53.9	60.2
2013-09	53.8	60
2013-10	53.8	59.5
2013-11	54	59.7
2013-12	53.9	59.5
2014-01	53.7	59.3
2014-02	53.5	59.2
2014-03	53.4	59.5
2014-04	53.4	59.4
2014-05	53.8	59.5
2014-06	53.8	59.5
2014-07	53.7	58.8
2014-08	53.5	58.7
2014-09	53.5	58.7
2014-10	53.6	58.4
2014-11	53.4	58.3
2014-12	53.4	58.4
2015-01	53.1	58.5
2015-02	53.1	58.5
2015-03	53	58.3
2015-04	52.8	57.5
2015-05	52.5	57.2
2015-06	52.3	57.1
2015-07	52.1	57
2015-08	52	56.7
2015-09	51.8	56.7
2015-10	51.7	56.4
2015-11	51.6	56.2
2015-12	51.5	55.9
2016-01	51.3	55.1
2016-02	51.2	54.9
2016-03	51.2	54.7
2016-04	51.1	54.6
2016-05	51	54.4
2016-06	50.8	54.3
2016-07	50.7	54
2016-08	50.5	53.8
2016-09	50.7	53.6
2016-10	50.5	53.4
2016-11	50.3	53.6
2016-12	50.3	53.6
2017-01	50.3	53.3
2017-02	50.5	53.2
2017-03	50.6	53.2
2017-04	50.6	53.5
2017-05	50.7	53.5
2017-06	50.9	53.5
2017-07	51	53.7
2017-08	51	53.6
2017-09	51	53.5
2017-10	51.1	54.1
2017-11	51.1	54.1
2017-12	51.1	54.1
2018-01	51	54.1
2018-02	51.2	54
2018-03	51.3	54.1
2018-04	51.3	54.4
2018-05	51.2	54.5
2018-06	51	54.4
2018-07	51	54.5
2018-08	50.9	54.4
2018-09	51	54.5
2018-10	51	54.1
2018-11	50.8	54.1
2018-12	50.6	53.9
2019-01	50.2	53.8
2019-02	50.1	53.5
2019-03	49.8	53.4
2019-04	48.9	52.9
2019-05	48.8	52.6
2019-06	48.5	52.5
2019-07	48.1	52.3
2019-08	47.9	52.2
2019-09	47.6	52.4
2019-10	47.3	51.7
2019-11	46.9	51.7
2019-12	46.9	51.6
2020-01	46.8	51.5
2020-02	46.8	51.7
2020-03	47.1	52
2020-04	47.3	52.2
2020-05	47.5	52.1
2020-06	47.6	52.2
2020-07	47.3	52.3
2020-08	47.3	52.2
2020-09	47.1	51.8
2020-10	46.8	51.5
2020-11	46.7	51.3
2020-12	46.6	51.2
2021-01	46.7	51.4
2021-02	46.9	51.3
2021-03	46.9	51.6
2021-04	47.2	51.8
2021-05	47.3	51.9
2021-06	47.6	52.5
2021-07	47.8	52.5
2021-08	48.1	52.5
2021-09	48.1	52.8
2021-10	48.2	52.7
2021-11	48.4	52.8
2021-12	48.2	52.9
2022-01	48.5	53.3
2022-02	48.8	53.6
2022-03	48.9	53.8
2022-04	49.2	54.3
2022-05	49.4	54.2
2022-06	49.4	54.1
2022-07	49.3	54
2022-08	49.2	53.8
2022-09	49.1	54
2022-10	49.4	53.3
2022-11	49.4	52.6
2022-12	49.3	52.3
2023-01	49	52
2023-02	48.9	52.1
2023-03	48.7	51.7
2023-04	48.3	51.7
2023-05	48.1	51.5
2023-06	48.1	51.2
2023-07	48	50.9
2023-08	47.8	50.8
2023-09	47.8	50.8
2023-10	47.7	51
2023-11	47.6	50.8
2023-12	47.4	50.7
2024-01	47.4	50.6
2024-02	47.3	50.6
2024-03	47.2	50.7
2024-04	47.2	50.8
2024-05	47.2	50.8
2024-06	47.1	50.6
2024-07	47.1	50.4
2024-08	47.3	49.8
2024-09	47.3	49.8
2024-10	47.4	50
2024-11	47.4	50.1
2024-12	47.3	50
2025-01	47.1	50.3
2025-02	47	50.2
2025-03	47	50.4
2025-04	47.9	50.6
2025-05	47.8	50.4
2025-06	47.7	50.3
2025-07	47.7	50.3
2025-08	48.2	50.4
2025-09	48	50.5
2025-11	48.3	50.3
2025-12	48.4	50.2
2026-01	48.8	50.5
2026-02	50.4	50.3
2026-03	50.9	50.5
2026-04	52.8	51.5
2026-05	54.4	51.3
2026-06	54.8	52.1

Revenue by segment (per company)

SEC iXBRL

Updated 2026-07-28 · annual

U.S. Securities and Exchange Commission (EDGAR / inline XBRL) · Segment categories follow each company's own recast reporting, so history depth differs (Amazon 2020+, Microsoft/Oracle shorter). Microsoft FY ends June, Oracle ends May. Alphabet excludes hedging gains. Amounts sum to each filing's own total (checked to 3%).

▸ Show 132 rows

company	segment	label	year	revenueUsdB
amazon	online	First Party Online	2020	197.35
amazon	physical	Physical Stores	2020	16.23
amazon	thirdparty	Third Party Seller	2020	80.46
amazon	ads	Advertising	2020	19.77
amazon	subscription	Subscription	2020	25.21
amazon	aws	AWS	2020	45.37
amazon	other	Other	2020	1.68
amazon	online	First Party Online	2021	222.07
amazon	physical	Physical Stores	2021	17.07
amazon	thirdparty	Third Party Seller	2021	103.37
amazon	ads	Advertising	2021	31.16
amazon	subscription	Subscription	2021	31.77
amazon	aws	AWS	2021	62.2
amazon	other	Other	2021	2.18
amazon	online	First Party Online	2022	220
amazon	physical	Physical Stores	2022	18.96
amazon	thirdparty	Third Party Seller	2022	117.72
amazon	ads	Advertising	2022	37.74
amazon	subscription	Subscription	2022	35.22
amazon	aws	AWS	2022	80.1
amazon	other	Other	2022	4.25
amazon	online	First Party Online	2023	231.87
amazon	physical	Physical Stores	2023	20.03
amazon	thirdparty	Third Party Seller	2023	140.05
amazon	ads	Advertising	2023	46.91
amazon	subscription	Subscription	2023	40.21
amazon	aws	AWS	2023	90.76
amazon	other	Other	2023	4.96
amazon	online	First Party Online	2024	247.03
amazon	physical	Physical Stores	2024	21.21
amazon	thirdparty	Third Party Seller	2024	156.15
amazon	ads	Advertising	2024	56.21
amazon	subscription	Subscription	2024	44.37
amazon	aws	AWS	2024	107.56
amazon	other	Other	2024	5.42
amazon	online	First Party Online	2025	269.29
amazon	physical	Physical Stores	2025	22.56
amazon	thirdparty	Third Party Seller	2025	172.16
amazon	ads	Advertising	2025	68.64
amazon	subscription	Subscription	2025	49.62
amazon	aws	AWS	2025	128.72
amazon	other	Other	2025	5.93
microsoft	server	Server products & cloud services	2023	65.01
microsoft	m365commercial	Microsoft 365 Commercial	2023	66.95
microsoft	m365consumer	Microsoft 365 Consumer	2023	6.42
microsoft	linkedin	LinkedIn	2023	14.99
microsoft	dynamics	Dynamics	2023	5.8
microsoft	gaming	Gaming	2023	15.47
microsoft	windows	Windows & Devices	2023	17.15
microsoft	searchads	Search & news advertising	2023	12.12
microsoft	enterprise	Enterprise & partner services	2023	7.9
microsoft	other	Other	2023	0.12
microsoft	server	Server products & cloud services	2024	79.83
microsoft	m365commercial	Microsoft 365 Commercial	2024	76.97
microsoft	m365consumer	Microsoft 365 Consumer	2024	6.65
microsoft	linkedin	LinkedIn	2024	16.37
microsoft	dynamics	Dynamics	2024	6.83
microsoft	gaming	Gaming	2024	21.5
microsoft	windows	Windows & Devices	2024	17.03
microsoft	searchads	Search & news advertising	2024	12.31
microsoft	enterprise	Enterprise & partner services	2024	7.59
microsoft	other	Other	2024	0.04
microsoft	server	Server products & cloud services	2025	98.44
microsoft	m365commercial	Microsoft 365 Commercial	2025	87.77
microsoft	m365consumer	Microsoft 365 Consumer	2025	7.4
microsoft	linkedin	LinkedIn	2025	17.81
microsoft	dynamics	Dynamics	2025	7.83
microsoft	gaming	Gaming	2025	23.45
microsoft	windows	Windows & Devices	2025	17.31
microsoft	searchads	Search & news advertising	2025	13.88
microsoft	enterprise	Enterprise & partner services	2025	7.76
microsoft	other	Other	2025	0.07
alphabet	search	Google Search & other	2021	148.95
alphabet	youtube	YouTube ads	2021	28.84
alphabet	network	Google Network	2021	31.7
alphabet	subscriptions	Subscriptions, platforms & devices	2021	28.03
alphabet	cloud	Google Cloud	2021	19.21
alphabet	otherbets	Other Bets	2021	0.75
alphabet	search	Google Search & other	2022	162.45
alphabet	youtube	YouTube ads	2022	29.24
alphabet	network	Google Network	2022	32.78
alphabet	subscriptions	Subscriptions, platforms & devices	2022	29.05
alphabet	cloud	Google Cloud	2022	26.28
alphabet	otherbets	Other Bets	2022	1.07
alphabet	search	Google Search & other	2023	175.03
alphabet	youtube	YouTube ads	2023	31.51
alphabet	network	Google Network	2023	31.31
alphabet	subscriptions	Subscriptions, platforms & devices	2023	34.69
alphabet	cloud	Google Cloud	2023	33.09
alphabet	otherbets	Other Bets	2023	1.53
alphabet	search	Google Search & other	2024	198.08
alphabet	youtube	YouTube ads	2024	36.15
alphabet	network	Google Network	2024	30.36
alphabet	subscriptions	Subscriptions, platforms & devices	2024	40.34
alphabet	cloud	Google Cloud	2024	43.23
alphabet	otherbets	Other Bets	2024	1.65
alphabet	search	Google Search & other	2025	224.53
alphabet	youtube	YouTube ads	2025	40.37
alphabet	network	Google Network	2025	29.79
alphabet	subscriptions	Subscriptions, platforms & devices	2025	48.03
alphabet	cloud	Google Cloud	2025	58.7
alphabet	otherbets	Other Bets	2025	1.54
meta	ads	Advertising (Family of Apps)	2022	113.64
meta	foaother	FoA other revenue	2022	0.81
meta	realitylabs	Reality Labs	2022	2.16
meta	ads	Advertising (Family of Apps)	2023	131.95
meta	foaother	FoA other revenue	2023	1.06
meta	realitylabs	Reality Labs	2023	1.9
meta	ads	Advertising (Family of Apps)	2024	160.63
meta	foaother	FoA other revenue	2024	1.72
meta	realitylabs	Reality Labs	2024	2.15
meta	ads	Advertising (Family of Apps)	2025	196.18
meta	foaother	FoA other revenue	2025	2.58
meta	realitylabs	Reality Labs	2025	2.21
oracle	cloudinfra	Cloud infrastructure (OCI)	2024	6.84
oracle	cloudapps	Cloud applications (SaaS)	2024	12.93
oracle	support	Software license support	2024	19.61
oracle	license	Software license	2024	5.08
oracle	hardware	Hardware	2024	3.07
oracle	services	Services	2024	5.43
oracle	cloudinfra	Cloud infrastructure (OCI)	2025	10.23
oracle	cloudapps	Cloud applications (SaaS)	2025	14.27
oracle	support	Software license support	2025	19.52
oracle	license	Software license	2025	5.2
oracle	hardware	Hardware	2025	2.94
oracle	services	Services	2025	5.23
oracle	cloudinfra	Cloud infrastructure (OCI)	2026	18.1
oracle	cloudapps	Cloud applications (SaaS)	2026	15.89
oracle	support	Software license support	2026	19.8
oracle	license	Software license	2026	4.74
oracle	hardware	Hardware	2026	3.08
oracle	services	Services	2026	5.74

U.S. chip production & imports

Fed · Census

Updated 2026-07-28 · monthly

Federal Reserve (G.17) via FRED; U.S. Census Bureau (international trade) · Production is seasonally adjusted, 2017=100. Imports (when enabled) are HS 8542 customs value, all countries, not seasonally adjusted.

▸ Show 138 rows

month	production	imports
2015-01	82.15	2.36
2015-02	81.82	2.15
2015-03	81.03	2.43
2015-04	80.55	2.46
2015-05	79.94	2.41
2015-06	80.43	2.45
2015-07	79.87	2.57
2015-08	80.26	2.36
2015-09	80.72	2.49
2015-10	81.05	2.44
2015-11	81.25	2.14
2015-12	82.47	2.42
2016-01	81.63	2.22
2016-02	82.55	2.14
2016-03	82.93	2.82
2016-04	83.79	2.5
2016-05	84.76	2.54
2016-06	86.1	2.65
2016-07	88.2	2.59
2016-08	89.42	2.69
2016-09	91.33	2.56
2016-10	92.68	2.72
2016-11	93.59	2.53
2016-12	94.19	2.66
2017-01	95.02	2.8
2017-02	96.03	2.55
2017-03	97.52	2.9
2017-04	101.02	2.51
2017-05	101.04	2.82
2017-06	100.55	2.83
2017-07	99.57	2.54
2017-08	99.37	2.82
2017-09	100.05	2.87
2017-10	101.39	2.74
2017-11	103.14	3.09
2017-12	105.3	2.86
2018-01	106.51	2.74
2018-02	106.21	2.77
2018-03	105.51	2.84
2018-04	106	2.91
2018-05	106.33	3.23
2018-06	107.37	2.9
2018-07	107.54	3.02
2018-08	107.87	3.07
2018-09	106.61	2.77
2018-10	105.26	2.59
2018-11	103	2.75
2018-12	102.5	3.05
2019-01	103.75	2.52
2019-02	104.76	2.2
2019-03	105.37	2.87
2019-04	105.83	2.21
2019-05	105.81	2.69
2019-06	106.76	2.62
2019-07	107.52	2.54
2019-08	109.18	3.2
2019-09	108.74	2.62
2019-10	108.97	3.25
2019-11	110.96	2.6
2019-12	112.63	3.13
2020-01	110.93	2.66
2020-02	108.69	2.33
2020-03	109.48	3.48
2020-04	107.52	2.03
2020-05	107.16	2.24
2020-06	109.24	2.67
2020-07	111.78	2.17
2020-08	112.41	2.65
2020-09	115.8	2.83
2020-10	119.86	2.92
2020-11	121.13	2.72
2020-12	121.04	2.99
2021-01	120.32	2.57
2021-02	119.11	2.43
2021-03	119.65	4.04
2021-04	121.99	3.06
2021-05	123.99	3.62
2021-06	121.29	3.81
2021-07	117.74	3.3
2021-08	117.82	3.93
2021-09	118.11	3.63
2021-10	119.93	3.06
2021-11	122.42	3.44
2021-12	124.71	4.02
2022-01	125.77	2.98
2022-02	128.95	3.16
2022-03	129.55	4.22
2022-04	127.94	3.42
2022-05	128.77	3.96
2022-06	131.25	4.45
2022-07	131.71	3.24
2022-08	132.83	3.4
2022-09	134.06	4.07
2022-10	132.93	3.84
2022-11	133.45	3.38
2022-12	130.85	3.25
2023-01	130.04	2.77
2023-02	133.54	2.92
2023-03	133.53	3.35
2023-04	135.84	2.67
2023-05	136.07	3.14
2023-06	135.44	3.14
2023-07	136.69	3.1
2023-08	135.62	2.9
2023-09	134.42	3.06
2023-10	136.4	2.91
2023-11	137.83	2.82
2023-12	138.94	2.99
2024-01	139.42	2.79
2024-02	138.22	2.37
2024-03	138.35	3.26
2024-04	143.87	2.85
2024-05	144.28	3.13
2024-06	143.42	3.66
2024-07	143.41	3.46
2024-08	148.79	3.33
2024-09	146.42	4.29
2024-10	148.71	3.54
2024-11	148.2	3.4
2024-12	150.23	4.04
2025-01	158.07	3.51
2025-02	159.69	2.88
2025-03	159.23	3.88
2025-04	162.23	3.1
2025-05	164.35	3.17
2025-06	163.17	3.64
2025-07	171.56	3.12
2025-08	169.2	3
2025-09	165.67	3.48
2025-10	169.12	3.38
2025-11	169.74	4.15
2025-12	170.54	4.88
2026-01	176.71	4.06
2026-02	176.08	4.09
2026-03	173.56	4.68
2026-04	176.45	4.4
2026-05	180.92	4.48
2026-06	181.88	—

U.S. electricity output

Fed · FRED

Updated 2026-07-28 · monthly

Federal Reserve (G.17 Industrial Production) via FRED · Index (2017=100), not TWh; includes gas utilities. EIA API (keyed) gives generation by source in physical units as a richer next layer.

▸ Show 318 rows

month	output
2000-01	87.64
2000-02	88.47
2000-03	87.31
2000-04	88.29
2000-05	91.73
2000-06	90.19
2000-07	87.31
2000-08	89.42
2000-09	90.03
2000-10	89.34
2000-11	91.79
2000-12	93.87
2001-01	92.31
2001-02	90.71
2001-03	90.19
2001-04	90.05
2001-05	89.57
2001-06	89.81
2001-07	87.86
2001-08	90.07
2001-09	88.22
2001-10	89.03
2001-11	88.35
2001-12	86.96
2002-01	88.6
2002-02	88.93
2002-03	90.89
2002-04	93.01
2002-05	92.06
2002-06	92.41
2002-07	93.72
2002-08	91.63
2002-09	93.63
2002-10	93.93
2002-11	92.99
2002-12	92.46
2003-01	94.33
2003-02	95.86
2003-03	93.18
2003-04	93.36
2003-05	93.17
2003-06	90.64
2003-07	93.68
2003-08	94.33
2003-09	93.3
2003-10	93.69
2003-11	94.21
2003-12	95.24
2004-01	96.53
2004-02	97.19
2004-03	94.79
2004-04	95.81
2004-05	97.89
2004-06	95.58
2004-07	93.75
2004-08	91.09
2004-09	95.4
2004-10	95.89
2004-11	96.05
2004-12	97.75
2005-01	96.31
2005-02	95.42
2005-03	97.81
2005-04	96.25
2005-05	95.36
2005-06	99.36
2005-07	99.58
2005-08	99.44
2005-09	101.41
2005-10	99.92
2005-11	98.66
2005-12	100.6
2006-01	94.5
2006-02	97.19
2006-03	99.14
2006-04	98.81
2006-05	100.05
2006-06	100
2006-07	101.59
2006-08	100.71
2006-09	97.07
2006-10	98.24
2006-11	99.87
2006-12	97.66
2007-01	99.23
2007-02	103.58
2007-03	100.07
2007-04	100.83
2007-05	101.65
2007-06	99.67
2007-07	98.36
2007-08	102.79
2007-09	103.35
2007-10	103.26
2007-11	102.34
2007-12	99.96
2008-01	101.21
2008-02	102.16
2008-03	101.4
2008-04	101.7
2008-05	100.11
2008-06	102.1
2008-07	100.73
2008-08	96.92
2008-09	99.27
2008-10	99.58
2008-11	101.12
2008-12	100.53
2009-01	100.25
2009-02	97.74
2009-03	98.96
2009-04	98.08
2009-05	97.22
2009-06	95.84
2009-07	94.28
2009-08	95.46
2009-09	96.6
2009-10	97.84
2009-11	97.17
2009-12	101.25
2010-01	101.86
2010-02	103.4
2010-03	100.25
2010-04	97.6
2010-05	100.98
2010-06	103.09
2010-07	102.2
2010-08	102.38
2010-09	102.41
2010-10	99.14
2010-11	100
2010-12	104.51
2011-01	102.9
2011-02	101.45
2011-03	101.24
2011-04	100.92
2011-05	99.79
2011-06	101.45
2011-07	103.19
2011-08	102.95
2011-09	101.09
2011-10	99.47
2011-11	99.61
2011-12	98.28
2012-01	96.01
2012-02	96.6
2012-03	97.38
2012-04	99.25
2012-05	103.6
2012-06	100.13
2012-07	102.15
2012-08	100.69
2012-09	98.5
2012-10	99.44
2012-11	99.19
2012-12	97.27
2013-01	98.33
2013-02	98.52
2013-03	102.15
2013-04	101.65
2013-05	99.87
2013-06	98.78
2013-07	98.58
2013-08	98.26
2013-09	99.67
2013-10	100.91
2013-11	101.5
2013-12	103.84
2014-01	105.17
2014-02	104.08
2014-03	103.77
2014-04	101.05
2014-05	100.83
2014-06	99.54
2014-07	97.02
2014-08	98.03
2014-09	99.91
2014-10	100.86
2014-11	102.81
2014-12	101.18
2015-01	101.83
2015-02	105.67
2015-03	104.29
2015-04	101.43
2015-05	100.5
2015-06	100.81
2015-07	100.15
2015-08	100.58
2015-09	102.01
2015-10	100.25
2015-11	98.17
2015-12	96.82
2016-01	99.71
2016-02	99.35
2016-03	97.4
2016-04	100.95
2016-05	99.43
2016-06	102.63
2016-07	103
2016-08	105.32
2016-09	102.8
2016-10	100.45
2016-11	98.53
2016-12	102.38
2017-01	98.39
2017-02	94.03
2017-03	100.48
2017-04	100.91
2017-05	100.38
2017-06	100.5
2017-07	101.25
2017-08	99.09
2017-09	98.51
2017-10	101.67
2017-11	101.34
2017-12	103.45
2018-01	106.86
2018-02	100.19
2018-03	102.59
2018-04	103.68
2018-05	105.35
2018-06	104.02
2018-07	102.87
2018-08	104.06
2018-09	103.49
2018-10	103.86
2018-11	105.14
2018-12	102.34
2019-01	102.51
2019-02	102.73
2019-03	104.86
2019-04	101.82
2019-05	102.63
2019-06	98.95
2019-07	102.46
2019-08	101.82
2019-09	104.6
2019-10	103.12
2019-11	103.16
2019-12	101.63
2020-01	98.07
2020-02	100.66
2020-03	99.95
2020-04	98.59
2020-05	96.43
2020-06	99.23
2020-07	103.34
2020-08	101.07
2020-09	99.23
2020-10	100.85
2020-11	99
2020-12	103.77
2021-01	100.17
2021-02	105.78
2021-03	101.65
2021-04	101.3
2021-05	99.98
2021-06	104.18
2021-07	101.23
2021-08	103.23
2021-09	102.52
2021-10	102.36
2021-11	102.55
2021-12	100.81
2022-01	105.07
2022-02	105.44
2022-03	104.6
2022-04	104.02
2022-05	106.44
2022-06	105.63
2022-07	104.89
2022-08	104.16
2022-09	103.74
2022-10	100.87
2022-11	104.72
2022-12	108.31
2023-01	99.49
2023-02	100.41
2023-03	107.05
2023-04	103.96
2023-05	102.42
2023-06	100.17
2023-07	104.7
2023-08	105.72
2023-09	106.31
2023-10	105.15
2023-11	105.47
2023-12	104.01
2024-01	106.45
2024-02	102.47
2024-03	104.23
2024-04	105.6
2024-05	108.39
2024-06	108.56
2024-07	106.52
2024-08	106.04
2024-09	105.25
2024-10	107.36
2024-11	105.59
2024-12	109.06
2025-01	111.69
2025-02	110.01
2025-03	106.78
2025-04	108.59
2025-05	107.07
2025-06	108.64
2025-07	109.41
2025-08	105.67
2025-09	107.19
2025-10	109.79
2025-11	108.3
2025-12	113.46
2026-01	110.57
2026-02	111.14
2026-03	109.88
2026-04	111.16
2026-05	109.08
2026-06	110.05

Transformer producer price index

BLS · DataSource

Updated 2026-07-17 · monthly

U.S. Bureau of Labor Statistics via FRED · Producer price proxy for power and distribution transformers; not an orders, capacity, delivery, or lead-time series.

▸ Show 300 rows

month	index
1999-12	100
2000-01	100.3
2000-02	100.8
2000-03	101.5
2000-04	101.7
2000-05	101.7
2000-06	101.6
2000-07	100.8
2000-08	100.5
2000-09	99.9
2000-10	100.2
2000-11	99.2
2000-12	99.2
2001-01	99.8
2001-02	99.6
2001-03	99.5
2001-04	99.8
2001-05	99.2
2001-06	99.1
2001-07	99.1
2001-08	98.9
2001-09	98.9
2001-10	98.8
2001-11	98.5
2001-12	98.4
2002-01	97.9
2002-02	97.9
2002-03	97.5
2002-04	97.8
2002-05	98.1
2002-06	98.2
2002-07	98.2
2002-08	98.2
2002-09	98.2
2002-10	98.2
2002-11	98.3
2002-12	98.3
2003-01	98.1
2003-02	96.9
2003-03	96.7
2003-04	96.8
2003-05	96.7
2003-06	96.6
2003-07	97.8
2003-08	97.9
2003-09	97.9
2003-10	97.6
2003-11	97.5
2003-12	97.6
2004-01	97.8
2004-02	98.1
2004-03	98.8
2004-04	100
2004-05	99.9
2004-06	100
2004-07	101
2004-08	101.7
2004-09	103.1
2004-10	104.2
2004-11	105.2
2004-12	108.3
2005-01	110.8
2005-02	110.6
2005-03	113.5
2005-04	114.4
2005-05	114.4
2005-06	114.4
2005-07	114.9
2005-08	115.1
2005-09	117
2005-10	118.4
2005-11	122.9
2005-12	124.9
2006-01	127.6
2006-02	128.3
2006-03	128.4
2006-04	130.4
2006-05	131.2
2006-06	133.9
2006-07	137.8
2006-08	141.5
2006-09	145
2006-10	145.3
2006-11	145.1
2006-12	146.1
2007-01	149.6
2007-02	157.1
2007-03	158.9
2007-04	159.4
2007-05	162.5
2007-06	161.5
2007-07	163
2007-08	165
2007-09	162.9
2007-10	164
2007-11	165.3
2007-12	164.2
2008-01	169.1
2008-02	169.8
2008-03	177
2008-04	178.5
2008-05	182.1
2008-06	188.1
2008-07	193.4
2008-08	192.3
2008-09	192.6
2008-10	192
2008-11	176.9
2008-12	173.2
2009-01	164.7
2009-02	168.5
2009-03	170.8
2009-04	170
2009-05	169.9
2009-06	172.2
2009-07	171.7
2009-08	175.8
2009-09	178.8
2009-10	179.9
2009-11	183.9
2009-12	186
2010-01	188.6
2010-02	188.8
2010-03	188.6
2010-04	189.2
2010-05	192
2010-06	190.5
2010-07	189.7
2010-08	189.8
2010-09	189.9
2010-10	190.6
2010-11	191.8
2010-12	191.7
2011-01	193.5
2011-02	196.2
2011-03	197.6
2011-04	199.4
2011-05	200.4
2011-06	199.3
2011-07	199
2011-08	199.3
2011-09	197.3
2011-10	197.4
2011-11	197.4
2011-12	198
2012-01	200.7
2012-02	200.7
2012-03	197.2
2012-04	197.6
2012-05	197.1
2012-06	195.7
2012-07	192.6
2012-08	192.7
2012-09	192.8
2012-10	193.9
2012-11	192.8
2012-12	192.4
2013-01	193.7
2013-02	193.6
2013-03	193.8
2013-04	192.3
2013-05	193.6
2013-06	191.9
2013-07	190.8
2013-08	192.3
2013-09	193.1
2013-10	192.5
2013-11	192.1
2013-12	191.3
2014-01	191.7
2014-02	192
2014-03	192.7
2014-04	192.3
2014-05	192.9
2014-06	192.8
2014-07	193.9
2014-08	194.2
2014-09	193.3
2014-10	192.6
2014-11	191.1
2014-12	190.4
2015-01	188.3
2015-02	186.1
2015-03	185
2015-04	181.7
2015-05	182.4
2015-06	181.8
2015-07	181.4
2015-08	180.5
2015-09	178.5
2015-10	175.3
2015-11	173.6
2015-12	172.7
2016-01	172.7
2016-02	173.4
2016-03	174.8
2016-04	175.8
2016-05	175.8
2016-06	175.8
2016-07	175.5
2016-08	175.1
2016-09	174.9
2016-10	175.1
2016-11	175.7
2016-12	177.6
2017-01	179.2
2017-02	180.1
2017-03	181
2017-04	182.3
2017-05	182.7
2017-06	181.7
2017-07	181.1
2017-08	180.5
2017-09	180.6
2017-10	183.9
2017-11	184.5
2017-12	183.8
2018-01	184.8
2018-02	188
2018-03	188.3
2018-04	190.8
2018-05	190.7
2018-06	193.1
2018-07	193.1
2018-08	194.2
2018-09	193.8
2018-10	193.6
2018-11	194.1
2018-12	194.2
2019-01	193.7
2019-02	193.5
2019-03	194
2019-04	193.7
2019-05	194.5
2019-06	194
2019-07	195.2
2019-08	195.4
2019-09	196.2
2019-10	196.1
2019-11	198.1
2019-12	200.3
2020-01	199.5
2020-02	199
2020-03	197.9
2020-04	195.6
2020-05	193.9
2020-06	194.5
2020-07	197.4
2020-08	198.2
2020-09	198.6
2020-10	199.4
2020-11	200.7
2020-12	201.5
2021-01	204.6
2021-02	205.5
2021-03	209.9
2021-04	213.9
2021-05	226.4
2021-06	233.2
2021-07	234.455
2021-08	234.678
2021-09	241.918
2021-10	247.753
2021-11	261.772
2021-12	273.453
2022-01	272.877
2022-02	273.68
2022-03	294.945
2022-04	307.046
2022-05	308.435
2022-06	324.428
2022-07	332.329
2022-08	332.991
2022-09	332.991
2022-10	321.879
2022-11	324.243
2022-12	325.844
2023-01	329.276
2023-02	329.831
2024-10	344.831
2024-11	344.831
2024-12	344.831
2025-01	345.28
2025-02	345.28
2025-03	349.185
2025-04	350.532
2025-05	350.532
2025-06	350.532
2025-07	351.192
2025-08	351.192
2025-09	351.192
2025-10	365.135
2025-11	362.638
2025-12	362.638
2026-01	362.638
2026-02	362.638
2026-03	362.638
2026-04	365.306
2026-05	365.306
2026-06	365.306

Chipmaker AI / data-center disclosures

Company IR · DataSource

Updated 2026-07-17 · quarterly

AMD and Broadcom investor relations · Representative current-quarter disclosures only. AMD Data Center segment revenue and Broadcom semiconductor revenue from AI are company-defined and are not directly comparable.

▸ Show 2 rows

company	period	metric	revenueBn	yoyPct	sourceUrl	evidence
AMD	2026-Q1	Data Center segment revenue	5.8	57	https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results	company-reported
Broadcom	FY2026-Q2	Semiconductor revenue from AI	10.8	143	https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-second-quarter-fiscal-year-2026-financial	company-reported

Project evidence spine

Primary evidence

Updated 2026-07-17T00:00:00Z

Manual seed from retained primary-source snapshots: SEC XBRL company-total observations plus a Virginia DEQ Title V permit for the first facility record. Company-total financial evidence remains unattributed to facilities or AI; permit evidence is classified no higher than the milestone it proves.

▸ Show 9 rows

projectId	metric	value	unit	period	scope	publisher
microsoft-infrastructure-portfolio	capital_expenditure	64551000000	USD	Microsoft FY2025	company_total	U.S. Securities and Exchange Commission
alphabet-infrastructure-portfolio	capital_expenditure	91447000000	USD	Alphabet FY2025	company_total	U.S. Securities and Exchange Commission
oracle-infrastructure-portfolio	capital_expenditure	55663000000	USD	Oracle FY2026	company_total	U.S. Securities and Exchange Commission
microsoft-east-coast-data-center-boydton	title_v_air_permit_status	effective	status	Initial Title V permit effective date	facility_air_permit	Virginia Department of Environmental Quality
microsoft-east-coast-data-center-boydton	facility_address	101 Herbert Drive, Office 1118, Boydton, VA 23917	address	Permit issuance date	facility	Virginia Department of Environmental Quality
microsoft-east-coast-data-center-boydton	air_permit_registration_number	21527	registration_number	Permit issuance date	facility_air_permit	Virginia Department of Environmental Quality
microsoft-east-coast-data-center-boydton	permittee	Microsoft Corporation	entity	Permit issuance date	facility_air_permit	Virginia Department of Environmental Quality
microsoft-east-coast-data-center-boydton	backup_engine_generator_count	165	engine_generator_sets	Initial Title V permit	facility_backup_generation	Virginia Department of Environmental Quality
microsoft-east-coast-data-center-boydton	backup_generator_unit_nameplate_rating_range	750-3000	kWe_per_standby_generator	Initial Title V permit	facility_backup_generation_equipment	Virginia Department of Environmental Quality

Tracked SEC filing histories

SEC · DataSource

Updated 2026-07-17 · daily

U.S. Securities and Exchange Commission · The normalized table covers recent 10-K, 10-Q, 8-K, 20-F, and 6-K families embedded in each selected company JSON. Older filing fragments are identified but not yet materialized; filing metadata is not the filing document itself.

▸ Show 20 rows

company	cik	tickers	sic	recentFilings	olderFragments
Microsoft	0000789019	MSFT	7372	90	2
Amazon	0001018724	AMZN	5961	89	2
Alphabet	0001652044	GOOGL, GOOG, GOOGM, GOOGN	7370	54	1
Meta	0001326801	META	7370	30	2
Oracle	0001341439	ORCL, ORCL-PD	7372	138	1
NVIDIA	0001045810	NVDA	3674	86	1
AMD	0000002488	AMD	3674	149	2
Broadcom	0001730168	AVGO	3674	155	0
Micron	0000723125	MU	3674	171	1
GE Vernova	0001996810	GEV	3600	28	0
Eaton	0001551182	ETN	3590	136	1
Vertiv	0001674101	VRT	3679	141	0
Digital Realty	0001297996	DLR, DLR-PK, DLR-PJ, DLR-PL	6798	232	1
Equinix	0001101239	EQIX	6798	147	2
CoreWeave	0001769628	CRWV	7372	39	0
Applied Materials	0000006951	AMAT	3674	195	1
Lam Research	0000707549	LRCX	3559	183	1
KLA	0000319201	KLAC	3827	152	1
Marvell	0001835632	MRVL	3674	105	0
Arista Networks	0001596532	ANET	3576	54	1

U.S. generator inventory

EIA-860M · DataSource

Updated 2026-07-29 · monthly

U.S. Energy Information Administration · Partial coverage: this is the June 2026 EIA-860M edition only, not a historical monthly series. It includes the main Operating, Planned, Retired, and Canceled or Postponed sheets; Puerto Rico sheets are excluded. EIA-923 generation and EIA-930 demand data are not included.

▸ Show 4 rows

category	generators	nameplateCapacityMw
canceled_or_postponed	1733	185357.5
operating	28196	1404855.7
planned	2296	285666
retired	7288	295423.9

U.S. interconnection queue records

LBNL Queued Up · DataSource

Updated 2026-07-28 · annual

Lawrence Berkeley National Laboratory · Single curated edition, not operator-primary load-queue evidence. The provider's documented entity + q_id key has 135 conflicting groups, so every row is retained under an edition-scoped content hash. The complete-data sheet has 8,513 active rows while the workbook summary reports 8,244; the unexplained 269-row difference is entirely ERCOT. Ten undocumented q_status=unknown values and three non-five-digit fips_code digit strings are preserved. Queued capacity is not capacity likely to be built.

▸ Show 5 rows

measure	value	note
Complete queue records	38201	Every source row retained
Conflicting provider keys	135	270 rows; no winner selected
Active requests	8513	Workbook summary reports 8244; +269 rows, all ERCOT
Undocumented status rows	10	q_status="unknown" preserved
Non-5-digit FIPS cells	3	Provider digit strings preserved; no inferred split

Equipment orders and backlogs

Census M3 · DataSource

Updated 2026-07-29 · monthly

U.S. Census Bureau · Industry aggregates, not company records. Values are nominal millions of dollars and may be revised. TGP is the Census category labeled Turbines, Generators, and Other Power Transmission Equipment; 33H and 35S retain their official category labels. Census excludes semiconductor industry data from new-orders and unfilled-orders estimates, so this dataset is equipment-backlog evidence and is not a semiconductor backlog series. The derived ratio divides official unfilled orders by the same month's official shipments.

▸ Show 6 rows

equipmentCode	equipmentLabel	adjustmentCode	adjustmentLabel	month	shipmentsUsdMillions	newOrdersUsdMillions	unfilledOrdersUsdMillions	inventoriesUsdMillions	unfilledOrdersToShipmentsRatio	shipmentsYearOverYearPercent	newOrdersYearOverYearPercent	unfilledOrdersYearOverYearPercent	inventoriesYearOverYearPercent
TGP	Turbines, Generators, and Other Power Transmission Equipment	A	Seasonally Adjusted	2026-05	5237	5299	39277	13776	7.4999	12.5	18.55	-0.76	8.06
TGP	Turbines, Generators, and Other Power Transmission Equipment	U	Not Seasonally Adjusted	2026-05	5395	5457	39277	14004	7.2803	11.35	17.1	-0.76	8.16
33H	Ventilation, heating, air-conditioning, and commercial refrigeration equipment manufacturing	A	Seasonally Adjusted	2026-05	6755	7098	17700	10949	2.6203	14.26	19.41	23.37	8.16
33H	Ventilation, heating, air-conditioning, and commercial refrigeration equipment manufacturing	U	Not Seasonally Adjusted	2026-05	7054	7370	18093	11361	2.5649	12.2	17.15	23.48	7.41
35S	Electrical Equipment, Appliances, and Components	A	Seasonally Adjusted	2026-05	18391	18388	54574	29635	2.9674	6.5	5.7	5.35	3.46
35S	Electrical Equipment, Appliances, and Components	U	Not Seasonally Adjusted	2026-05	17762	17624	55210	30170	3.1083	4.25	4.75	5.9	3.52

PJM large-load adjustments

PJM · DataSource

Updated 2026-07-29 · annual

PJM Interconnection · Partial historical coverage: only the 2026 report edition is normalized, so the output cannot establish forecast revisions across editions. Workbook tables B-1, B-2, B-9, and B-9b are quantitative evidence; the companion report PDF is retained as report-level evidence and is not treated as a second numeric source. B-9 and B-9b are distinct measures and must not be added together.

▸ Show 42 rows

table	metric	period	valueMw	evidence
Table B-9	adjustments_above_embedded_summer_peak_load	2026	6403	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2027	10785	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2028	16242	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2029	22290	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2030	33707	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2031	41477	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2032	48772	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2033	55089	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2034	59889	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2035	63796	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2036	67370	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2037	71831	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2038	74809	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2039	76329	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2040	77450	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2041	78328	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2042	79123	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2043	79813	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2044	80496	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2045	81148	workbook_table
Table B-9	adjustments_above_embedded_summer_peak_load	2046	81810	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2026	11469	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2027	15856	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2028	21280	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2029	27361	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2030	38805	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2031	46638	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2032	53949	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2033	60258	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2034	65041	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2035	68968	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2036	72599	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2037	77020	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2038	79974	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2039	81519	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2040	82648	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2041	83601	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2042	84408	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2043	85120	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2044	85810	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2045	86503	workbook_table
Table B-9b	total_load_associated_with_summer_peak_adjustments	2046	87186	workbook_table

EIA-923 reported generation and fuel rows

EIA-923 · DataSource

Updated 2026-07-29 · annual early and final releases

U.S. Energy Information Administration · Partial coverage: 2025 early release only. EIA says the early release is not fully edited, excludes some plants and generators, and is inappropriate for state, regional, or national aggregation. This output preserves row-level reports and publishes no aggregate energy totals. Fuel receipts/costs and other archive schedules remain upstream but are not normalized here.

▸ Show 2 rows

recordType	rows	distinctPlants	aggregateUse
Plant generation and fuel	18080	13249	blocked — early release
Generator net generation	3345	1218	blocked — early release

Gas-turbine orders, backlog and guidance

Company IR · DataSource

Updated 2026-07-29 · quarterly

GE Vernova and Siemens Energy · Partial current-release coverage. GE Vernova backlog is RPO and includes Prolec GE; Siemens Energy reports order backlog. Currencies, fiscal calendars, segment scopes, and guidance definitions differ, so observations are explicitly non-comparable.

▸ Show 22 rows

company	period	scope	metric	reportedValue	guidance	comparableAcrossCompanies
GE Vernova	First Quarter 2026	company	Orders	$18.3B	false	false
GE Vernova	First Quarter 2026	company	Backlog growth	$13.0B sequentially	false	false
GE Vernova	First Quarter 2026	company	Backlog	$163 billion	false	false
GE Vernova	First Quarter 2026	Gas Power	Gas Power equipment backlog and slot reservation agreements	grew from 83 to 100 GW	false	false
GE Vernova	First Quarter 2026	Gas Power	Combined gas turbine backlog and slot reservation agreements	at least 110 GW	true	false
GE Vernova	First Quarter 2026	Electrification	Equipment orders to support data centers	$2.4 billion	false	false
GE Vernova	First Quarter 2026	company	Revenue	$44.5-$45.5 billion	true	false
GE Vernova	First Quarter 2026	company	Adjusted EBITDA margin	12%-14%	true	false
GE Vernova	First Quarter 2026	company	Free cash flow	$6.5-$7.5 billion	true	false
Siemens Energy	Q2 FY 2026	company	Orders	€17.7bn	false	false
Siemens Energy	Q2 FY 2026	Gas Services	Orders level	another record level of orders	false	false
Siemens Energy	Q2 FY 2026	Grid Technologies	Orders year-over-year change	a sharp increase year-over-year	false	false
Siemens Energy	Q2 FY 2026	company	Book-to-bill ratio (ratio of orders to revenue)	1.72	false	false
Siemens Energy	Q2 FY 2026	company	Order backlog	€154bn	false	false
Siemens Energy	Q2 FY 2026	company	Comparable revenue growth (excluding currency translation and portfolio effects)	14% to 16%	true	false
Siemens Energy	Q2 FY 2026	company	Profit margin before Special items	10% to 12%	true	false
Siemens Energy	Q2 FY 2026	company	Net income	around €4bn	true	false
Siemens Energy	Q2 FY 2026	company	Free cash flow pre tax	around €8bn	true	false
Siemens Energy	Q2 FY 2026	Gas Services	Comparable revenue growth	16% to 18%	true	false
Siemens Energy	Q2 FY 2026	Gas Services	Profit margin before Special items	14% to 16%	true	false
Siemens Energy	Q2 FY 2026	Grid Technologies	Comparable revenue growth	25% to 27%	true	false
Siemens Energy	Q2 FY 2026	Grid Technologies	Profit margin before Special items	18% to 20%	true	false

Public GPU rental prices

Provider pricing · DataSource

Updated 2026-07-29 · manual

Runpod and Lambda · Prices are provider-listed observations, not normalized performance or total-cost benchmarks. Compare only after accounting for accelerator variant, memory, tenancy, server size, commitments, taxes, region, and availability.

▸ Show 66 rows

provider	product	offer	price	currency	billingUnit	gpuCount	region	availability
Lambda	NVIDIA A10	instance	1.29	USD	gpu_hour	1x	—	—
Lambda	NVIDIA A100 PCIe	instance	1.99	USD	gpu_hour	1x	—	—
Lambda	NVIDIA A100 PCIe	instance	1.99	USD	gpu_hour	2x	—	—
Lambda	NVIDIA A100 PCIe	instance	1.99	USD	gpu_hour	4x	—	—
Lambda	NVIDIA A100 SXM	instance	1.99	USD	gpu_hour	1x	—	—
Lambda	NVIDIA A100 SXM	instance	1.99	USD	gpu_hour	8x	—	—
Lambda	NVIDIA A100 SXM	instance	2.79	USD	gpu_hour	8x	—	—
Lambda	NVIDIA A6000	instance	1.09	USD	gpu_hour	1x	—	—
Lambda	NVIDIA A6000	instance	1.09	USD	gpu_hour	2x	—	—
Lambda	NVIDIA A6000	instance	1.09	USD	gpu_hour	4x	—	—
Lambda	NVIDIA B200 SXM6	instance	6.99	USD	gpu_hour	1x	—	—
Lambda	NVIDIA B200 SXM6	instance	6.89	USD	gpu_hour	2x	—	—
Lambda	NVIDIA B200 SXM6	instance	6.79	USD	gpu_hour	4x	—	—
Lambda	NVIDIA B200 SXM6	instance	6.69	USD	gpu_hour	8x	—	—
Lambda	NVIDIA GH200	instance	2.29	USD	gpu_hour	1x	—	—
Lambda	NVIDIA H100 PCIe	instance	3.29	USD	gpu_hour	1x	—	—
Lambda	NVIDIA H100 SXM	instance	4.29	USD	gpu_hour	1x	—	—
Lambda	NVIDIA H100 SXM	instance	4.19	USD	gpu_hour	2x	—	—
Lambda	NVIDIA H100 SXM	instance	4.09	USD	gpu_hour	4x	—	—
Lambda	NVIDIA H100 SXM	instance	3.99	USD	gpu_hour	8x	—	—
Lambda	NVIDIA Quadro RTX 6000	instance	0.69	USD	gpu_hour	1x	—	—
Lambda	NVIDIA Tesla V100	instance	0.79	USD	gpu_hour	8x	—	—
Lambda	NVIDIA H100	one_click_cluster	6.16	USD	hour	16	—	—
Lambda	NVIDIA H100	one_click_cluster	5.85	USD	hour	64	—	—
Lambda	NVIDIA H100	one_click_cluster	5.54	USD	hour	256	—	—
Lambda	NVIDIA HGX B200	one_click_cluster	9.86	USD	hour	16	—	—
Lambda	NVIDIA HGX B200	one_click_cluster	9.36	USD	hour	64	—	—
Lambda	NVIDIA HGX B200	one_click_cluster	8.87	USD	hour	256+	—	—
Runpod	A100 PCIe GPU on Runpod	on_demand_gpu	1.19	USD	gpu_hour	—	—	—
Runpod	A100 PCIe GPU on Runpod	on_demand_gpu	1.39	USD	gpu_hour	—	—	—
Runpod	A100 SXM GPU on Runpod	on_demand_gpu	1.39	USD	gpu_hour	—	—	—
Runpod	A100 SXM GPU on Runpod	on_demand_gpu	1.49	USD	gpu_hour	—	—	—
Runpod	A40 GPU on Runpod	on_demand_gpu	0.35	USD	gpu_hour	—	—	—
Runpod	A40 GPU on Runpod	on_demand_gpu	0.44	USD	gpu_hour	—	—	—
Runpod	B200 GPU on Runpod	on_demand_gpu	5.89	USD	gpu_hour	—	—	—
Runpod	B200 GPU on Runpod	on_demand_gpu	5.89	USD	gpu_hour	—	—	—
Runpod	B300 GPU on Runpod	on_demand_gpu	6.94	USD	gpu_hour	—	—	—
Runpod	B300 GPU on Runpod	on_demand_gpu	7.39	USD	gpu_hour	—	—	—
Runpod	H100 NVL GPU on Runpod	on_demand_gpu	2.59	USD	gpu_hour	—	—	—
Runpod	H100 NVL GPU on Runpod	on_demand_gpu	3.19	USD	gpu_hour	—	—	—
Runpod	H100 PCIe GPU on Runpod	on_demand_gpu	1.99	USD	gpu_hour	—	—	—
Runpod	H100 PCIe GPU on Runpod	on_demand_gpu	2.89	USD	gpu_hour	—	—	—
Runpod	H100 SXM GPU on Runpod	on_demand_gpu	2.69	USD	gpu_hour	—	—	—
Runpod	H100 SXM GPU on Runpod	on_demand_gpu	2.99	USD	gpu_hour	—	—	—
Runpod	H200 GPU on Runpod	on_demand_gpu	3.59	USD	gpu_hour	—	—	—
Runpod	H200 GPU on Runpod	on_demand_gpu	4.39	USD	gpu_hour	—	—	—
Runpod	L4 GPU on Runpod	on_demand_gpu	0.44	USD	gpu_hour	—	—	—
Runpod	L4 GPU on Runpod	on_demand_gpu	0.39	USD	gpu_hour	—	—	—
Runpod	L40 GPU on Runpod	on_demand_gpu	0.69	USD	gpu_hour	—	—	—
Runpod	L40 GPU on Runpod	on_demand_gpu	0.82	USD	gpu_hour	—	—	—
Runpod	L40S GPU on Runpod	on_demand_gpu	0.79	USD	gpu_hour	—	—	—
Runpod	L40S GPU on Runpod	on_demand_gpu	0.99	USD	gpu_hour	—	—	—
Runpod	RTX 3090 GPU on Runpod	on_demand_gpu	0.22	USD	gpu_hour	—	—	—
Runpod	RTX 3090 GPU on Runpod	on_demand_gpu	0.46	USD	gpu_hour	—	—	—
Runpod	RTX 4090 GPU on Runpod	on_demand_gpu	0.34	USD	gpu_hour	—	—	—
Runpod	RTX 4090 GPU on Runpod	on_demand_gpu	0.69	USD	gpu_hour	—	—	—
Runpod	RTX 5090 GPU on Runpod	on_demand_gpu	0.69	USD	gpu_hour	—	—	—
Runpod	RTX 5090 GPU on Runpod	on_demand_gpu	0.99	USD	gpu_hour	—	—	—
Runpod	RTX 6000 Ada GPU on Runpod	on_demand_gpu	0.74	USD	gpu_hour	—	—	—
Runpod	RTX 6000 Ada GPU on Runpod	on_demand_gpu	0.77	USD	gpu_hour	—	—	—
Runpod	RTX A5000 GPU on Runpod	on_demand_gpu	0.16	USD	gpu_hour	—	—	—
Runpod	RTX A5000 GPU on Runpod	on_demand_gpu	0.27	USD	gpu_hour	—	—	—
Runpod	RTX A6000 GPU on Runpod	on_demand_gpu	0.33	USD	gpu_hour	—	—	—
Runpod	RTX A6000 GPU on Runpod	on_demand_gpu	0.49	USD	gpu_hour	—	—	—
Runpod	RTX Pro 6000 GPU on Runpod	on_demand_gpu	1.69	USD	gpu_hour	—	—	—
Runpod	RTX Pro 6000 GPU on Runpod	on_demand_gpu	1.99	USD	gpu_hour	—	—	—

Critical-mineral supply facts

USGS MCS 2026 · DataSource

Updated 2026-07-29 · annual

U.S. Geological Survey, National Minerals Information Center · The selection of seven AI-buildout-relevant commodity chapters is local and is not a USGS grouping. Report facts are separate from local derived interpretations. Values retain USGS estimate, inequality, withheld, unavailable, zero, and net-exporter markers. World totals are rounded by USGS. The exported snapshot does not include the structured ScienceBase commodity CSV referenced by item metadata, so this build is pinned to report PDF version 1.3.

▸ Show 173 rows

commodity	series	year	sourceValue	unit	status
ALUMINUM	Production: Primary	2021	889	thousand metric tons	numeric
ALUMINUM	Production: Primary	2022	861	thousand metric tons	numeric
ALUMINUM	Production: Primary	2023	750	thousand metric tons	numeric
ALUMINUM	Production: Primary	2024	676	thousand metric tons	numeric
ALUMINUM	Production: Primary	2025e	660	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from old scrap)	2021	1,520	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from old scrap)	2022	1,480	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from old scrap)	2023	1,560	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from old scrap)	2024	1,560	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from old scrap)	2025e	1,600	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from new scrap)	2021	1,780	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from new scrap)	2022	1,920	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from new scrap)	2023	1,870	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from new scrap)	2024	2,120	thousand metric tons	numeric
ALUMINUM	Production: Secondary (from new scrap)	2025e	2,000	thousand metric tons	numeric
ALUMINUM	Net import reliance as a percentage of apparent consumption	2021	61	percent	numeric
ALUMINUM	Net import reliance as a percentage of apparent consumption	2022	66	percent	numeric
ALUMINUM	Net import reliance as a percentage of apparent consumption	2023	63	percent	numeric
ALUMINUM	Net import reliance as a percentage of apparent consumption	2024	62	percent	numeric
ALUMINUM	Net import reliance as a percentage of apparent consumption	2025e	60	percent	numeric
BAUXITE AND ALUMINA	Bauxite: Production, mine	2021	W	thousand metric dry tons	withheld
BAUXITE AND ALUMINA	Bauxite: Production, mine	2022	W	thousand metric dry tons	withheld
BAUXITE AND ALUMINA	Bauxite: Production, mine	2023	W	thousand metric dry tons	withheld
BAUXITE AND ALUMINA	Bauxite: Production, mine	2024	W	thousand metric dry tons	withheld
BAUXITE AND ALUMINA	Bauxite: Production, mine	2025e	W	thousand metric dry tons	withheld
BAUXITE AND ALUMINA	Bauxite: Net import reliance as a percentage of apparent consumption	2021	>75	percent	numeric
BAUXITE AND ALUMINA	Bauxite: Net import reliance as a percentage of apparent consumption	2022	>75	percent	numeric
BAUXITE AND ALUMINA	Bauxite: Net import reliance as a percentage of apparent consumption	2023	>75	percent	numeric
BAUXITE AND ALUMINA	Bauxite: Net import reliance as a percentage of apparent consumption	2024	>75	percent	numeric
BAUXITE AND ALUMINA	Bauxite: Net import reliance as a percentage of apparent consumption	2025e	>75	percent	numeric
BAUXITE AND ALUMINA	Alumina: Production, refinery	2021	1,000	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	Alumina: Production, refinery	2022	920	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	Alumina: Production, refinery	2023	850	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	Alumina: Production, refinery	2024	700	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	Alumina: Production, refinery	2025	710	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	Alumina: Net import reliance as a percentage of apparent consumption	2021	58	percent	numeric
BAUXITE AND ALUMINA	Alumina: Net import reliance as a percentage of apparent consumption	2022	65	percent	numeric
BAUXITE AND ALUMINA	Alumina: Net import reliance as a percentage of apparent consumption	2023	59	percent	numeric
BAUXITE AND ALUMINA	Alumina: Net import reliance as a percentage of apparent consumption	2024	63	percent	numeric
BAUXITE AND ALUMINA	Alumina: Net import reliance as a percentage of apparent consumption	2025e	71	percent	numeric
COPPER	Production: Mine, recoverable	2021	1,230	thousand metric tons, copper content	numeric
COPPER	Production: Mine, recoverable	2022	1,230	thousand metric tons, copper content	numeric
COPPER	Production: Mine, recoverable	2023	1,130	thousand metric tons, copper content	numeric
COPPER	Production: Mine, recoverable	2024	1,050	thousand metric tons, copper content	numeric
COPPER	Production: Mine, recoverable	2025e	1,000	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Primary (from ore)	2021	931	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Primary (from ore)	2022	917	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Primary (from ore)	2023	843	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Primary (from ore)	2024	882	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Primary (from ore)	2025e	790	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Secondary (from scrap)	2021	49	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Secondary (from scrap)	2022	40	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Secondary (from scrap)	2023	39	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Secondary (from scrap)	2024	39	thousand metric tons, copper content	numeric
COPPER	Production: Refinery: Secondary (from scrap)	2025e	60	thousand metric tons, copper content	numeric
COPPER	Net import reliance as a percentage of apparent consumption	2021	44	percent	numeric
COPPER	Net import reliance as a percentage of apparent consumption	2022	41	percent	numeric
COPPER	Net import reliance as a percentage of apparent consumption	2023	42	percent	numeric
COPPER	Net import reliance as a percentage of apparent consumption	2024	45	percent	numeric
COPPER	Net import reliance as a percentage of apparent consumption	2025e	57	percent	numeric
GALLIUM	Production, primary	2021	—	kilograms, gallium content	zero
GALLIUM	Production, primary	2022	—	kilograms, gallium content	zero
GALLIUM	Production, primary	2023	—	kilograms, gallium content	zero
GALLIUM	Production, primary	2024	—	kilograms, gallium content	zero
GALLIUM	Production, primary	2025e	—	kilograms, gallium content	zero
GALLIUM	Net import reliance as a percentage of reported consumption	2021	100	percent	numeric
GALLIUM	Net import reliance as a percentage of reported consumption	2022	100	percent	numeric
GALLIUM	Net import reliance as a percentage of reported consumption	2023	100	percent	numeric
GALLIUM	Net import reliance as a percentage of reported consumption	2024	100	percent	numeric
GALLIUM	Net import reliance as a percentage of reported consumption	2025e	100	percent	numeric
GERMANIUM	Production, refinery: Primary	2021	—	kilograms, germanium content	zero
GERMANIUM	Production, refinery: Primary	2022	—	kilograms, germanium content	zero
GERMANIUM	Production, refinery: Primary	2023	—	kilograms, germanium content	zero
GERMANIUM	Production, refinery: Primary	2024	—	kilograms, germanium content	zero
GERMANIUM	Production, refinery: Primary	2025e	—	kilograms, germanium content	zero
GERMANIUM	Production, refinery: Secondary	2021	NA	kilograms, germanium content	not_available
GERMANIUM	Production, refinery: Secondary	2022	NA	kilograms, germanium content	not_available
GERMANIUM	Production, refinery: Secondary	2023	NA	kilograms, germanium content	not_available
GERMANIUM	Production, refinery: Secondary	2024	NA	kilograms, germanium content	not_available
GERMANIUM	Production, refinery: Secondary	2025e	NA	kilograms, germanium content	not_available
GERMANIUM	Net import reliance as a percentage of estimated consumption	2021	>50	percent	numeric
GERMANIUM	Net import reliance as a percentage of estimated consumption	2022	>50	percent	numeric
GERMANIUM	Net import reliance as a percentage of estimated consumption	2023	>50	percent	numeric
GERMANIUM	Net import reliance as a percentage of estimated consumption	2024	>50	percent	numeric
GERMANIUM	Net import reliance as a percentage of estimated consumption	2025e	>50	percent	numeric
RARE EARTHS	Production: Mineral concentrates	2021	42,400	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Mineral concentrates	2022	42,500	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Mineral concentrates	2023	41,600	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Mineral concentrates	2024	45,500	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Mineral concentrates	2025	51,000	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Compounds and metals	2021	120	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Compounds and metals	2022	95	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Compounds and metals	2023	800	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Compounds and metals	2024	4,300	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Production: Compounds and metals	2025	8,900	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Compounds and metals	2021	>95	percent	numeric
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Compounds and metals	2022	>95	percent	numeric
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Compounds and metals	2023	>90	percent	numeric
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Compounds and metals	2024	53	percent	numeric
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Compounds and metals	2025e	67	percent	numeric
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Mineral concentrates	2021	E	percent	net_exporter
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Mineral concentrates	2022	E	percent	net_exporter
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Mineral concentrates	2023	E	percent	net_exporter
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Mineral concentrates	2024	E	percent	net_exporter
RARE EARTHS	Net import reliance as a percentage of apparent consumption: Mineral concentrates	2025e	E	percent	net_exporter
SILICON	Production, ferrosilicon and silicon metal	2021	W	thousand metric tons, silicon content	withheld
SILICON	Production, ferrosilicon and silicon metal	2022	W	thousand metric tons, silicon content	withheld
SILICON	Production, ferrosilicon and silicon metal	2023	W	thousand metric tons, silicon content	withheld
SILICON	Production, ferrosilicon and silicon metal	2024	W	thousand metric tons, silicon content	withheld
SILICON	Production, ferrosilicon and silicon metal	2025e	W	thousand metric tons, silicon content	withheld
SILICON	Net import reliance as a percentage of apparent consumption: Ferrosilicon, all grades	2021	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Ferrosilicon, all grades	2022	>50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Ferrosilicon, all grades	2023	>50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Ferrosilicon, all grades	2024	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Ferrosilicon, all grades	2025e	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Silicon metal	2021	<25	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Silicon metal	2022	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Silicon metal	2023	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Silicon metal	2024	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Silicon metal	2025e	>50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Total	2021	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Total	2022	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Total	2023	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Total	2024	<50	percent	numeric
SILICON	Net import reliance as a percentage of apparent consumption: Total	2025e	>50	percent	numeric
ALUMINUM	World Smelter Production and Capacity: United States: Smelter production	2024	676	thousand metric tons	numeric
ALUMINUM	World Smelter Production and Capacity: United States: Smelter production	2025e	660	thousand metric tons	numeric
ALUMINUM	World Smelter Production and Capacity: World total (rounded): Smelter production	2024	72,800	thousand metric tons	numeric
ALUMINUM	World Smelter Production and Capacity: World total (rounded): Smelter production	2025e	74,000	thousand metric tons	numeric
ALUMINUM	World Smelter Production and Capacity: United States: Yearend capacity	2024	1,310	thousand metric tons	numeric
ALUMINUM	World Smelter Production and Capacity: United States: Yearend capacity	2025e	1,310	thousand metric tons	numeric
ALUMINUM	World Smelter Production and Capacity: World total (rounded): Yearend capacity	2024	78,800	thousand metric tons	numeric
ALUMINUM	World Smelter Production and Capacity: World total (rounded): Yearend capacity	2025e	79,700	thousand metric tons	numeric
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: United States: Alumina production	2024	e700	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: United States: Alumina production	2025e	710	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: World total (rounded): Alumina production	2024	142,000	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: World total (rounded): Alumina production	2025e	150,000	thousand metric dry tons, calcined equivalent weights	numeric
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: United States: Bauxite production	2024	W	thousand metric dry tons	withheld
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: United States: Bauxite production	2025e	W	thousand metric dry tons	withheld
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: World total (rounded): Bauxite production	2024	428,000	thousand metric dry tons	numeric
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: World total (rounded): Bauxite production	2025e	440,000	thousand metric dry tons	numeric
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: United States: Bauxite reserves	2025	20,000	thousand metric dry tons	numeric
BAUXITE AND ALUMINA	World Alumina Refinery and Bauxite Mine Production and Bauxite Reserves: World total (rounded): Bauxite reserves	2025	29,000,000	thousand metric dry tons	numeric
COPPER	World Mine and Refinery Production and Reserves: United States: Mine production	2024	1,050	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: United States: Mine production	2025e	1,000	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: World total (rounded): Mine production	2024	23,000	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: World total (rounded): Mine production	2025e	23,000	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: United States: Refinery production	2024	921	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: United States: Refinery production	2025e	850	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: World total (rounded): Refinery production	2024	27,600	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: World total (rounded): Refinery production	2025e	29,000	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: United States: Reserves	2025	47,000	thousand metric tons, copper content	numeric
COPPER	World Mine and Refinery Production and Reserves: World total (rounded): Reserves	2025	980,000	thousand metric tons, copper content	numeric
GALLIUM	World Low-Purity Production and Production Capacity: United States: Primary production	2024	—	kilograms, gallium content	zero
GALLIUM	World Low-Purity Production and Production Capacity: United States: Primary production	2025e	—	kilograms, gallium content	zero
GALLIUM	World Low-Purity Production and Production Capacity: World total (rounded): Primary production	2024	848,000	kilograms, gallium content	numeric
GALLIUM	World Low-Purity Production and Production Capacity: World total (rounded): Primary production	2025e	900,000	kilograms, gallium content	numeric
GALLIUM	World Low-Purity Production and Production Capacity: United States: Production capacity	2025	—	kilograms, gallium content	zero
GALLIUM	World Low-Purity Production and Production Capacity: World total (rounded): Production capacity	2025	e1,700,000	kilograms, gallium content	numeric
RARE EARTHS	World Mine Production and Reserves: United States: Mine production	2024	45,500	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	World Mine Production and Reserves: United States: Mine production	2025	51,000	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	World Mine Production and Reserves: World total (rounded): Mine production	2024	380,000	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	World Mine Production and Reserves: World total (rounded): Mine production	2025	390,000	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	World Mine Production and Reserves: United States: Reserves	2025	1,900,000	metric tons, rare-earth-oxide equivalent	numeric
RARE EARTHS	World Mine Production and Reserves: World total (rounded): Reserves	2025	>75,000,000	metric tons, rare-earth-oxide equivalent	numeric
SILICON	World Production: United States: Ferrosilicon	2024	W	thousand metric tons, silicon content	withheld
SILICON	World Production: United States: Ferrosilicon	2025e	W	thousand metric tons, silicon content	withheld
SILICON	World Production: World total (rounded): Ferrosilicon	2024	4,600	thousand metric tons, silicon content	numeric
SILICON	World Production: World total (rounded): Ferrosilicon	2025e	5,000	thousand metric tons, silicon content	numeric
SILICON	World Production: United States: Silicon metal	2024	W	thousand metric tons, silicon content	withheld
SILICON	World Production: United States: Silicon metal	2025e	W	thousand metric tons, silicon content	withheld
SILICON	World Production: World total (rounded): Silicon metal	2024	5,500	thousand metric tons, silicon content	numeric
SILICON	World Production: World total (rounded): Silicon metal	2025e	4,600	thousand metric tons, silicon content	numeric

Semiconductors vs. industrial production

Fed G.17 · FRED

Updated 2026-07-28 · monthly

Federal Reserve (G.17 Industrial Production) via FRED · Indexes (2017=100), seasonally adjusted. 'Ex high-tech' = manufacturing excluding computers, communications equipment, and semiconductors.

▸ Show 138 rows

month	semis	totalIP	mfgExHighTech
2015-01	82.15	102.89	101.48
2015-02	81.82	102.23	100.69
2015-03	81.03	101.89	101.06
2015-04	80.55	101.34	101.01
2015-05	79.94	100.89	101.05
2015-06	80.43	100.57	100.64
2015-07	79.87	101.22	101.45
2015-08	80.26	101.04	101.11
2015-09	80.72	100.75	100.82
2015-10	81.05	100.27	100.64
2015-11	81.25	99.53	100.42
2015-12	82.47	99.04	100.1
2016-01	81.63	99.56	100.48
2016-02	82.55	99.04	100.11
2016-03	82.93	98.31	100.02
2016-04	83.79	98.64	99.89
2016-05	84.76	98.42	99.79
2016-06	86.1	98.88	100
2016-07	88.2	99	100.01
2016-08	89.42	98.85	99.54
2016-09	91.33	98.75	99.65
2016-10	92.68	98.76	99.66
2016-11	93.59	98.35	99.52
2016-12	94.19	99.02	99.52
2017-01	95.02	98.76	99.69
2017-02	96.03	98.36	99.56
2017-03	97.52	99.01	99.19
2017-04	101.02	100.02	100.31
2017-05	101.04	100.14	100.14
2017-06	100.55	100.35	100.22
2017-07	99.57	100.11	99.83
2017-08	99.37	99.69	99.65
2017-09	100.05	99.8	99.65
2017-10	101.39	101.02	100.68
2017-11	103.14	101.27	100.7
2017-12	105.3	101.46	100.39
2018-01	106.51	101.46	100.04
2018-02	106.21	101.71	100.94
2018-03	105.51	102.21	100.87
2018-04	106	103.33	101.56
2018-05	106.33	102.4	100.68
2018-06	107.37	103.2	101.29
2018-07	107.54	103.36	101.33
2018-08	107.87	104.03	101.54
2018-09	106.61	104.1	101.6
2018-10	105.26	103.99	101.19
2018-11	103	104.07	100.96
2018-12	102.5	104.09	101.29
2019-01	103.75	103.4	100.32
2019-02	104.76	102.84	99.71
2019-03	105.37	102.88	99.42
2019-04	105.83	102.27	98.79
2019-05	105.81	102.39	98.78
2019-06	106.76	102.44	99.17
2019-07	107.52	101.94	98.42
2019-08	109.18	102.64	99.03
2019-09	108.74	102.29	98.25
2019-10	108.97	101.43	97.42
2019-11	110.96	101.94	98.17
2019-12	112.63	101.7	98.23
2020-01	110.93	101.03	97.95
2020-02	108.69	101.37	98.16
2020-03	109.48	97.41	93.48
2020-04	107.52	84.56	78.88
2020-05	107.16	85.96	82.43
2020-06	109.24	91.59	89
2020-07	111.78	95.03	92.31
2020-08	112.41	95.95	93.79
2020-09	115.8	95.97	93.79
2020-10	119.86	96.74	94.72
2020-11	121.13	97.08	95.17
2020-12	121.04	98.36	95.87
2021-01	120.32	98.88	96.8
2021-02	119.11	95.61	92.77
2021-03	119.65	98.39	95.69
2021-04	121.99	98.56	95.79
2021-05	123.99	99.43	96.78
2021-06	121.29	99.8	96.81
2021-07	117.74	100.25	97.76
2021-08	117.82	100.04	97.25
2021-09	118.11	98.86	96.05
2021-10	119.93	100.19	97.37
2021-11	122.42	100.87	97.87
2021-12	124.71	100.57	97.67
2022-01	125.77	100.19	96.75
2022-02	128.95	100.81	97.24
2022-03	129.55	101.39	97.72
2022-04	127.94	101.44	97.64
2022-05	128.77	101.33	97.15
2022-06	131.25	101.02	96.53
2022-07	131.71	101.22	96.54
2022-08	132.83	101.1	96.47
2022-09	134.06	101.29	96.48
2022-10	132.93	101.25	96.77
2022-11	133.45	100.96	95.98
2022-12	130.85	99.77	94.34
2023-01	130.04	100.5	96.04
2023-02	133.54	100.64	96.01
2023-03	133.53	101.02	95.35
2023-04	135.84	101.25	96.15
2023-05	136.07	100.93	95.94
2023-06	135.44	100.12	95.25
2023-07	136.69	100.91	95.57
2023-08	135.62	100.84	95.53
2023-09	134.42	101.02	95.6
2023-10	136.4	100.47	95.08
2023-11	137.83	100.86	95.44
2023-12	138.94	100.6	95.38
2024-01	139.42	99.22	93.94
2024-02	138.22	100.28	95.2
2024-03	138.35	100.46	95.31
2024-04	143.87	100.24	94.69
2024-05	144.28	100.86	95.23
2024-06	143.42	100.89	95.05
2024-07	143.41	99.98	94.24
2024-08	148.79	100.43	94.6
2024-09	146.42	99.81	94.1
2024-10	148.71	99.47	93.41
2024-11	148.2	99.29	93.62
2024-12	150.23	100.33	93.94
2025-01	158.07	100.06	93.48
2025-02	159.69	101.1	94.68
2025-03	159.23	101.04	95.1
2025-04	162.23	101.13	94.96
2025-05	164.35	100.97	94.82
2025-06	163.17	101.48	95.16
2025-07	171.56	101.89	95.52
2025-08	169.2	101.62	95.57
2025-09	165.67	101.67	95.62
2025-10	169.12	101.22	94.8
2025-11	169.74	101.03	94.66
2025-12	170.54	101.49	94.42
2026-01	176.71	101.04	94.34
2026-02	176.08	101.93	95.03
2026-03	173.56	101.62	95.25
2026-04	176.45	102.42	95.9
2026-05	180.92	102.56	95.98
2026-06	181.88	102.64	95.93

China chip & computer exports

China Customs (GACC)

Updated 2026-07-28 · monthly

General Administration of Customs of China (GACC) — via UN Comtrade (history) & GACC release tables (2025+) · Values are FOB export value in current US$. History (2010–2024) is UN Comtrade; recent months (2025+) are GACC's own monthly release tables, which Comtrade still lags. Tables from 2026 onward are discovered from GACC's official annual preliminary-release indexes. When February contains both a monthly and Jan-Feb cumulative value, January is their difference; older combined Jan-Feb tables are split evenly. Some 2025 months (Mar/Jun/Jul/Sep/Oct) were not captured — the line bridges those historical gaps.

▸ Show 154 rows

month	ics	computers
201001	2.31	11.284
201002	1.839	10.682
201003	2.482	13.406
201004	2.423	12.704
201005	2.442	13.406
201006	2.364	15.281
201007	2.575	14.908
201008	2.575	13.332
201009	2.787	15.815
201010	2.558	16.255
201011	2.591	16.203
201012	2.689	17.118
201101	2.643	12.378
201102	1.936	9.907
201103	2.869	14.64
201104	2.584	14.481
201105	2.691	14.021
201106	2.618	15.874
201107	2.835	17.057
201108	2.688	16.954
201109	2.9	16.58
201110	2.488	17.223
201111	3.108	16.937
201112	3.547	16.63
201201	2.023	12.088
201202	2.471	12.994
201203	3.155	16.198
201204	3.062	15.089
201205	2.986	16.138
201206	4.444	17.45
201207	4.65	16.205
201208	5.61	14.684
201209	6.352	15.587
201601	3.976	10.689
201602	3.34	9.837
201603	5.535	12.207
201604	5.009	11.553
201605	5.139	11.341
201606	5.415	12.465
201607	5.29	12.509
201608	4.66	12.876
201609	5.446	12.968
201610	4.981	13.607
201611	6.038	15.16
201612	6.329	15.649
201701	4.387	11.395
201702	4.464	10.523
201703	4.743	13.61
201704	5.07	12.437
201705	5.1	12.566
201706	5.782	15.985
201707	5.99	15.449
201708	6.146	15.915
201709	6.284	16.118
201710	5.593	15.606
201711	6.24	18.419
201712	7.404	17.953
201801	6.084	13.881
201802	5.266	12.473
201803	7.114	16.815
201804	6.369	15.922
201805	6.91	16.22
201806	7.506	16.623
201807	7.121	17.181
201808	7.164	17.904
201809	8.444	17.952
201810	8.438	17.438
201811	7.407	18.962
201812	7.214	17.788
201901	7.641	14.807
201902	6.336	11.398
201903	7.984	15.628
201904	7.971	14.114
201905	7.625	14.588
201906	8.443	16.47
201907	9.284	15.295
201908	9.329	14.372
201909	9.352	14.478
201910	9.293	16.61
201911	9.113	17.155
201912	9.732	15.932
202001	7.69	12.519
202002	7.475	6.579
202003	8.797	13.33
202004	8.491	18.264
202005	8.995	18.612
202006	8.996	17.015
202007	10.664	18.393
202008	10.226	17.814
202009	10.622	18.837
202010	10.406	18.778
202011	11.172	20.243
202012	13.456	21.33
202101	10.879	18.936
202102	8.923	15.182
202103	11.721	19.244
202104	11.856	18.283
202105	11.458	17.83
202106	12.154	19.14
202107	13.444	20.238
202108	14.133	19.757
202109	14.415	21.267
202110	13.59	22.008
202111	15.524	23.442
202112	16.125	25.432
202201	14.142	20.25
202202	10.971	16.206
202203	13.401	20.687
202204	11.808	16.866
202205	13.096	16.589
202206	13.533	20.668
202207	12.509	20.573
202208	11.722	18.539
202209	13.951	18.876
202210	13.06	18.83
202211	10.757	17.36
202212	12.931	16.871
202301	8.634	13.283
202302	9.646	12.015
202303	12.95	15.598
202304	10.942	14.4
202305	9.725	15.011
202306	11.257	15.691
202307	10.865	14.796
202308	11.323	15.038
202309	13.528	16.478
202310	11.189	14.763
202311	12.414	15.33
202312	14.079	16.18
202401	12.333	13.827
202402	10.088	11.969
202403	14.552	16.427
202404	12.873	15.514
202405	12.637	15.873
202406	13.875	17.161
202407	13.859	17.575
202408	13.364	16.661
202409	14.375	17.218
202410	13.181	17.159
202411	13.776	17.755
202412	14.834	17.622
2025-01	12.552	15.142
2025-02	12.552	15.142
2025-04	15.575	16.16
2025-05	16.858	16.191
2025-08	17.722	17.223
2025-11	18.455	17.332
2025-12	21.863	19.738
2026-01	22.914	19.151
2026-02	20.41	17.306
2026-03	29.147	23.927
2026-04	31.085	23.806
2026-05	35.548	26.887
2026-06	38.205	27.144

South Korea memory-IC exports

UN Comtrade

Korea Customs Service via UN Comtrade (public preview API) · FOB export value, current US$. Implied ASP (value/kg) is a proxy: HS-6 854232 blends DRAM and NAND, whose ASP cycles diverge — the KCS HS-10 upgrade (.1010 DRAM / .1030 NAND) splits them. Comtrade lags ~2-3 months. Partner 490 'Other Asia, nes' is how Taiwan usually appears.

▸ Show 16 rows

year	valueBn	aspUsdPerKg
2010	21.608	3792.8
2011	19.506	3244.1
2012	16.612	3169.3
2013	21.964	5018.7
2014	28.85	—
2015	28.857	11209.3
2016	31.612	13997.2
2017	60.507	26388
2018	83.048	34467.9
2019	53.162	22963
2020	52.358	18027.9
2021	69.177	19627
2022	61.778	16967.7
2023	42.894	11674.9
2024	72.02	22456.4
2025	94.613	24759.9

Disclosed memory ASP (Micron, SK hynix)

SEC / IR

Micron Technology (SEC 10-Q/8-K) + SK hynix (earnings releases / DART) · Values are QoQ % changes as disclosed/estimated per quarter; qualitative color ('mid-60s%') recorded as best numeric estimate. Samsung excluded on purpose (no quantitative DRAM/NAND split). 94/144 rows high-confidence (verbatim).

▸ Show 144 rows

company	period	metric	value	unit	sourceUrl	confidence
Micron	2021-Q4	DRAM ASP QoQ	-3	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000004/mu-20211202.htm	medium
Micron	2021-Q4	DRAM bit shipment QoQ	-5	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000004/mu-20211202.htm	medium
Micron	2021-Q4	NAND ASP QoQ	-5	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000004/mu-20211202.htm	medium
Micron	2021-Q4	NAND bit shipment QoQ	0	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000004/mu-20211202.htm	medium
Micron	2022-Q1	DRAM ASP QoQ	-5	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000016/mu-20220303.htm	medium
Micron	2022-Q1	DRAM bit shipment QoQ	8	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000016/mu-20220303.htm	medium
Micron	2022-Q1	NAND ASP QoQ	5	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000016/mu-20220303.htm	medium
Micron	2022-Q1	NAND bit shipment QoQ	-1	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000016/mu-20220303.htm	medium
Micron	2022-Q2	DRAM ASP QoQ	-1	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000036/mu-20220602.htm	medium
Micron	2022-Q2	DRAM bit shipment QoQ	11	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000036/mu-20220602.htm	medium
Micron	2022-Q2	NAND ASP QoQ	-1	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000036/mu-20220602.htm	medium
Micron	2022-Q2	NAND bit shipment QoQ	18	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000036/mu-20220602.htm	medium
Micron	2022-Q3	DRAM ASP QoQ	-13	pct_qoq	https://investors.micron.com/static-files/57a37d78-76c4-4170-9cb4-6a998864a715	medium
Micron	2022-Q3	DRAM bit shipment QoQ	-10	pct_qoq	https://investors.micron.com/static-files/57a37d78-76c4-4170-9cb4-6a998864a715	medium
Micron	2022-Q3	NAND ASP QoQ	-7	pct_qoq	https://investors.micron.com/static-files/57a37d78-76c4-4170-9cb4-6a998864a715	medium
Micron	2022-Q3	NAND bit shipment QoQ	-22	pct_qoq	https://investors.micron.com/static-files/57a37d78-76c4-4170-9cb4-6a998864a715	medium
Micron	2022-Q4	DRAM ASP QoQ	-22	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000072/mu-20221201.htm	medium-high
Micron	2022-Q4	DRAM bit shipment QoQ	-25	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000072/mu-20221201.htm	medium-high
Micron	2022-Q4	NAND ASP QoQ	-22	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000072/mu-20221201.htm	medium-high
Micron	2022-Q4	NAND bit shipment QoQ	-15	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312522000072/mu-20221201.htm	medium-high
Micron	2023-Q1	DRAM ASP QoQ	-20	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000022/mu-20230302.htm	medium
Micron	2023-Q1	DRAM bit shipment QoQ	15	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000022/mu-20230302.htm	medium
Micron	2023-Q1	NAND ASP QoQ	-25	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000022/mu-20230302.htm	medium
Micron	2023-Q1	NAND bit shipment QoQ	7	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000022/mu-20230302.htm	medium
Micron	2023-Q2	DRAM ASP QoQ	-10	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000041/mu-20230601.htm	medium
Micron	2023-Q2	DRAM bit shipment QoQ	10	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000041/mu-20230601.htm	medium
Micron	2023-Q2	NAND ASP QoQ	-15	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000041/mu-20230601.htm	medium
Micron	2023-Q2	NAND bit shipment QoQ	38	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000041/mu-20230601.htm	medium
Micron	2023-Q3	DRAM ASP QoQ	-8	pct_qoq	https://investors.micron.com/static-files/d2608011-fd73-4d3c-b048-98976d31b827	medium
Micron	2023-Q3	DRAM bit shipment QoQ	15	pct_qoq	https://investors.micron.com/static-files/d2608011-fd73-4d3c-b048-98976d31b827	medium
Micron	2023-Q3	NAND ASP QoQ	-15	pct_qoq	https://investors.micron.com/static-files/d2608011-fd73-4d3c-b048-98976d31b827	medium
Micron	2023-Q3	NAND bit shipment QoQ	42	pct_qoq	https://investors.micron.com/static-files/d2608011-fd73-4d3c-b048-98976d31b827	medium
Micron	2023-Q4	DRAM ASP QoQ	3	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000077/mu-20231130.htm	medium
Micron	2023-Q4	DRAM bit shipment QoQ	22	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000077/mu-20231130.htm	medium
Micron	2023-Q4	NAND ASP QoQ	20	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000077/mu-20231130.htm	medium
Micron	2023-Q4	NAND bit shipment QoQ	-15	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312523000077/mu-20231130.htm	medium
Micron	2024-Q1	DRAM ASP QoQ	18	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000007/mu-20240229.htm	high
Micron	2024-Q1	DRAM bit shipment QoQ	3	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000007/mu-20240229.htm	high
Micron	2024-Q1	NAND ASP QoQ	32	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000007/mu-20240229.htm	high
Micron	2024-Q1	NAND bit shipment QoQ	-3	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000007/mu-20240229.htm	high
Micron	2024-Q2	DRAM ASP QoQ	20	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000019/mu-20240530.htm	medium-high
Micron	2024-Q2	DRAM bit shipment QoQ	-5	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000019/mu-20240530.htm	medium-high
Micron	2024-Q2	NAND ASP QoQ	20	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000019/mu-20240530.htm	medium-high
Micron	2024-Q2	NAND bit shipment QoQ	8	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000019/mu-20240530.htm	medium-high
Micron	2024-Q3	DRAM ASP QoQ	15	pct_qoq	https://investors.micron.com/static-files/5890f96b-bf35-4c4d-b8b8-b9d0f9ed63e4	medium-high
Micron	2024-Q3	DRAM bit shipment QoQ	1	pct_qoq	https://investors.micron.com/static-files/5890f96b-bf35-4c4d-b8b8-b9d0f9ed63e4	medium-high
Micron	2024-Q3	NAND ASP QoQ	8	pct_qoq	https://investors.micron.com/static-files/5890f96b-bf35-4c4d-b8b8-b9d0f9ed63e4	medium-high
Micron	2024-Q3	NAND bit shipment QoQ	8	pct_qoq	https://investors.micron.com/static-files/5890f96b-bf35-4c4d-b8b8-b9d0f9ed63e4	medium-high
Micron	2024-Q4	DRAM ASP QoQ	8	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000047/mu-20241128.htm	high
Micron	2024-Q4	DRAM bit shipment QoQ	11	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000047/mu-20241128.htm	high
Micron	2024-Q4	NAND ASP QoQ	-3	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000047/mu-20241128.htm	high
Micron	2024-Q4	NAND bit shipment QoQ	-3	pct_qoq	https://www.sec.gov/Archives/edgar/data/723125/000072312524000047/mu-20241128.htm	high
Micron	2025-Q1	DRAM ASP QoQ	5	pct_qoq	https://investors.micron.com/static-files/52ce0c07-49dc-4eab-b1d2-a67bde373bca	medium-high
Micron	2025-Q1	DRAM bit shipment QoQ	-8	pct_qoq	https://investors.micron.com/static-files/52ce0c07-49dc-4eab-b1d2-a67bde373bca	medium-high
Micron	2025-Q1	NAND ASP QoQ	-18	pct_qoq	https://investors.micron.com/static-files/52ce0c07-49dc-4eab-b1d2-a67bde373bca	medium-high
Micron	2025-Q1	NAND bit shipment QoQ	2	pct_qoq	https://investors.micron.com/static-files/52ce0c07-49dc-4eab-b1d2-a67bde373bca	medium-high
Micron	2025-Q2	DRAM ASP QoQ	-3	pct_qoq	https://investors.micron.com/static-files/39bb28c4-dd18-4097-a1fe-e5eb4956bcfc	high
Micron	2025-Q2	DRAM bit shipment QoQ	22	pct_qoq	https://investors.micron.com/static-files/39bb28c4-dd18-4097-a1fe-e5eb4956bcfc	high
Micron	2025-Q2	NAND ASP QoQ	-8	pct_qoq	https://investors.micron.com/static-files/39bb28c4-dd18-4097-a1fe-e5eb4956bcfc	high
Micron	2025-Q2	NAND bit shipment QoQ	25	pct_qoq	https://investors.micron.com/static-files/39bb28c4-dd18-4097-a1fe-e5eb4956bcfc	high
Micron	2025-Q3	DRAM ASP QoQ	12	pct_qoq	https://investors.micron.com/static-files/5ea95475-639b-4cfc-91fd-b9b4a2bb5e63	high
Micron	2025-Q3	DRAM bit shipment QoQ	12	pct_qoq	https://investors.micron.com/static-files/5ea95475-639b-4cfc-91fd-b9b4a2bb5e63	high
Micron	2025-Q3	NAND ASP QoQ	8	pct_qoq	https://investors.micron.com/static-files/5ea95475-639b-4cfc-91fd-b9b4a2bb5e63	high
Micron	2025-Q3	NAND bit shipment QoQ	-5	pct_qoq	https://investors.micron.com/static-files/5ea95475-639b-4cfc-91fd-b9b4a2bb5e63	high
Micron	2025-Q4	DRAM ASP QoQ	20	pct_qoq	https://www.fool.com/earnings/call-transcripts/2025/12/17/micron-mu-q1-2026-earnings-call-transcript/	high
Micron	2025-Q4	DRAM bit shipment QoQ	1	pct_qoq	https://www.fool.com/earnings/call-transcripts/2025/12/17/micron-mu-q1-2026-earnings-call-transcript/	high
Micron	2025-Q4	NAND ASP QoQ	15	pct_qoq	https://www.fool.com/earnings/call-transcripts/2025/12/17/micron-mu-q1-2026-earnings-call-transcript/	high
Micron	2025-Q4	NAND bit shipment QoQ	7	pct_qoq	https://www.fool.com/earnings/call-transcripts/2025/12/17/micron-mu-q1-2026-earnings-call-transcript/	high
Micron	2026-Q1	DRAM ASP QoQ	65	pct_qoq	https://investors.micron.com/static-files/e089f8c0-065d-47b8-9d02-bfa863cdb357	high
Micron	2026-Q1	DRAM bit shipment QoQ	5	pct_qoq	https://investors.micron.com/static-files/e089f8c0-065d-47b8-9d02-bfa863cdb357	high
Micron	2026-Q1	NAND ASP QoQ	78	pct_qoq	https://investors.micron.com/static-files/e089f8c0-065d-47b8-9d02-bfa863cdb357	high
Micron	2026-Q1	NAND bit shipment QoQ	3	pct_qoq	https://investors.micron.com/static-files/e089f8c0-065d-47b8-9d02-bfa863cdb357	high
Micron	2026-Q2	DRAM ASP QoQ	62	pct_qoq	https://www.investing.com/news/transcripts/earnings-call-transcript-micron-tops-q3-2026-estimates-shares-jump-131-93CH-4759237	high
Micron	2026-Q2	DRAM bit shipment QoQ	3	pct_qoq	https://www.investing.com/news/transcripts/earnings-call-transcript-micron-tops-q3-2026-estimates-shares-jump-131-93CH-4759237	high
Micron	2026-Q2	NAND ASP QoQ	85	pct_qoq	https://www.investing.com/news/transcripts/earnings-call-transcript-micron-tops-q3-2026-estimates-shares-jump-131-93CH-4759237	high
Micron	2026-Q2	NAND bit shipment QoQ	5	pct_qoq	https://www.investing.com/news/transcripts/earnings-call-transcript-micron-tops-q3-2026-estimates-shares-jump-131-93CH-4759237	high
SK hynix	2022-Q1	DRAM ASP QoQ	-4	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121896-q1-2022/	high
SK hynix	2022-Q1	DRAM bit shipment QoQ	-8	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121896-q1-2022/	high
SK hynix	2022-Q1	NAND ASP QoQ	2	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121896-q1-2022/	high
SK hynix	2022-Q1	NAND bit shipment QoQ	18	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121896-q1-2022/	high
SK hynix	2022-Q2	DRAM ASP QoQ	-3	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121895-q2-2022/	high
SK hynix	2022-Q2	DRAM bit shipment QoQ	10	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121895-q2-2022/	high
SK hynix	2022-Q2	NAND ASP QoQ	2	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121895-q2-2022/	high
SK hynix	2022-Q2	NAND bit shipment QoQ	8	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121895-q2-2022/	high
SK hynix	2022-Q3	DRAM ASP QoQ	-20	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121894-q3-2022/	high
SK hynix	2022-Q3	DRAM bit shipment QoQ	-5	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121894-q3-2022/	high
SK hynix	2022-Q3	NAND ASP QoQ	-22	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121894-q3-2022/	high
SK hynix	2022-Q3	NAND bit shipment QoQ	-12	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121894-q3-2022/	high
SK hynix	2022-Q4	DRAM ASP QoQ	-30	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121893-q4-2022/	low
SK hynix	2022-Q4	DRAM bit shipment QoQ	0	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121893-q4-2022/	high
SK hynix	2022-Q4	NAND ASP QoQ	-27	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121893-q4-2022/	low
SK hynix	2022-Q4	NAND bit shipment QoQ	8	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121893-q4-2022/	high
SK hynix	2023-Q1	DRAM ASP QoQ	-18	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121892-q1-2023/	high
SK hynix	2023-Q1	DRAM bit shipment QoQ	-20	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121892-q1-2023/	high
SK hynix	2023-Q1	NAND ASP QoQ	-10	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121892-q1-2023/	high
SK hynix	2023-Q1	NAND bit shipment QoQ	-15	pct_qoq	https://stockanalysis.com/quote/krx/000660/transcripts/121892-q1-2023/	high
SK hynix	2023-Q2	DRAM ASP QoQ	8	pct_qoq	https://www.foundersc.com/u/cms/www/ZX/20230809/f0f29600ec52422893a69398c2fa0b65.pdf	high
SK hynix	2023-Q2	DRAM bit shipment QoQ	35	pct_qoq	https://www.foundersc.com/u/cms/www/ZX/20230809/f0f29600ec52422893a69398c2fa0b65.pdf	high
SK hynix	2023-Q2	NAND ASP QoQ	-10	pct_qoq	https://www.foundersc.com/u/cms/www/ZX/20230809/f0f29600ec52422893a69398c2fa0b65.pdf	high
SK hynix	2023-Q2	NAND bit shipment QoQ	50	pct_qoq	https://www.foundersc.com/u/cms/www/ZX/20230809/f0f29600ec52422893a69398c2fa0b65.pdf	high
SK hynix	2023-Q3	DRAM ASP QoQ	10	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2023	high
SK hynix	2023-Q3	DRAM bit shipment QoQ	20	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2023	high
SK hynix	2023-Q3	NAND ASP QoQ	-3	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2023	high
SK hynix	2023-Q3	NAND bit shipment QoQ	5	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2023	high
SK hynix	2023-Q4	DRAM ASP QoQ	18	pct_qoq	https://www.storagenewsletter.com/2024/01/29/sk-hynix-fiscal-4q23-financial-results/	high
SK hynix	2023-Q4	DRAM bit shipment QoQ	3	pct_qoq	https://www.storagenewsletter.com/2024/01/29/sk-hynix-fiscal-4q23-financial-results/	high
SK hynix	2023-Q4	NAND ASP QoQ	42	pct_qoq	https://www.storagenewsletter.com/2024/01/29/sk-hynix-fiscal-4q23-financial-results/	high
SK hynix	2023-Q4	NAND bit shipment QoQ	-3	pct_qoq	https://www.storagenewsletter.com/2024/01/29/sk-hynix-fiscal-4q23-financial-results/	high
SK hynix	2024-Q1	DRAM ASP QoQ	20	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2024	high
SK hynix	2024-Q1	DRAM bit shipment QoQ	-3	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2024	high
SK hynix	2024-Q1	NAND ASP QoQ	32	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2024	high
SK hynix	2024-Q1	NAND bit shipment QoQ	0	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2024	high
SK hynix	2024-Q2	DRAM ASP QoQ	15	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q2-2024	high
SK hynix	2024-Q2	DRAM bit shipment QoQ	22	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q2-2024	high
SK hynix	2024-Q2	NAND ASP QoQ	17	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q2-2024	high
SK hynix	2024-Q2	NAND bit shipment QoQ	-3	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q2-2024	high
SK hynix	2024-Q3	DRAM ASP QoQ	15	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2024	high
SK hynix	2024-Q3	DRAM bit shipment QoQ	-3	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2024	high
SK hynix	2024-Q3	NAND ASP QoQ	15	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2024	high
SK hynix	2024-Q3	NAND bit shipment QoQ	-15	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2024	high
SK hynix	2024-Q4	DRAM ASP QoQ	10	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q4-2024	high
SK hynix	2024-Q4	DRAM bit shipment QoQ	5	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q4-2024	high
SK hynix	2024-Q4	NAND ASP QoQ	-5	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q4-2024	high
SK hynix	2024-Q4	NAND bit shipment QoQ	-5	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q4-2024	high
SK hynix	2025-Q1	DRAM ASP QoQ	0	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2025	high
SK hynix	2025-Q1	DRAM bit shipment QoQ	-8	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2025	high
SK hynix	2025-Q1	NAND ASP QoQ	-20	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2025	high
SK hynix	2025-Q1	NAND bit shipment QoQ	-18	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2025	high
SK hynix	2025-Q2	DRAM ASP QoQ	2	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q2-2025	high
SK hynix	2025-Q2	DRAM bit shipment QoQ	25	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q2-2025	high
SK hynix	2025-Q2	NAND ASP QoQ	-8	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q2-2025	high
SK hynix	2025-Q2	NAND bit shipment QoQ	70	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q2-2025	high
SK hynix	2025-Q3	DRAM ASP QoQ	5	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2025	high
SK hynix	2025-Q3	DRAM bit shipment QoQ	8	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2025	high
SK hynix	2025-Q3	NAND ASP QoQ	13	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2025	high
SK hynix	2025-Q3	NAND bit shipment QoQ	-5	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q3-2025	high
SK hynix	2025-Q4	DRAM ASP QoQ	20	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q4-2025	high
SK hynix	2025-Q4	DRAM bit shipment QoQ	3	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q4-2025	high
SK hynix	2025-Q4	NAND ASP QoQ	32	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q4-2025	high
SK hynix	2025-Q4	NAND bit shipment QoQ	10	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q4-2025	high
SK hynix	2026-Q1	DRAM ASP QoQ	65	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2026	high
SK hynix	2026-Q1	DRAM bit shipment QoQ	0	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2026	high
SK hynix	2026-Q1	NAND ASP QoQ	75	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2026	high
SK hynix	2026-Q1	NAND bit shipment QoQ	-10	pct_qoq	https://www.alphaspread.com/security/krx/000660/investor-relations/earnings-call/q1-2026	high

Model intelligence index

Artificial Analysis

Updated 2026-06-22

Artificial Analysis Intelligence Index v4.1 · Transcribed from a chart image. Intelligence Index values are read directly from the bar labels. costPerTaskUsd figures are estimated from the log-scale scatter plot and are approximate. Vendor for 'Muse Spark' is inferred from its logo.

▸ Show 22 rows

id	name	label	vendor	intelligenceIndex	costPerTaskUsd	reasoning	available
claude-fable-5	Claude Fable 5	with fallback	anthropic	60	3	true	false
claude-opus-4.8	Claude Opus 4.8	max	anthropic	56	2	true	true
gpt-5.5	GPT-5.5	xhigh	openai	55	1.1	true	true
glm-5.2	GLM-5.2	—	zai	51	0.45	true	true
gemini-3.5-flash	Gemini 3.5 Flash	—	google	50	0.55	true	true
claude-sonnet-4.6	Claude Sonnet 4.6	max	anthropic	47	0.62	true	true
gemini-3.1-pro	Gemini 3.1 Pro Preview	—	google	46	0.34	true	true
qwen3.7-max	Qwen3.7 Max	—	alibaba	46	0.5	true	true
minimax-m3	MiniMax-M3	—	minimax	44	0.2	true	true
deepseek-v4-pro	DeepSeek V4 Pro	max	deepseek	44	0.047	true	true
muse-spark	Muse Spark	—	meta	43	—	true	true
kimi-k2.6	Kimi K2.6	—	kimi	43	0.3	true	true
mimo-v2.5-pro	MiMo-V2.5-Pro	—	xiaomi	42	0.032	true	true
deepseek-v4-flash	DeepSeek V4 Flash	max	deepseek	40	0.045	true	true
glm-5.1	GLM-5.1	—	zai	40	0.23	true	true
gpt-5.4-mini	GPT-5.4 mini	xhigh	openai	40	0.5	true	true
nemotron-3-ultra	Nemotron 3 Ultra	—	nvidia	38	0.25	true	true
grok-4.3	Grok 4.3	high	xai	38	0.2	true	true
qwen3.5-397b-a17b	Qwen3.5 397B A17B	—	alibaba	34	0.3	true	true
mistral-medium-3.5	Mistral Medium 3.5	—	mistral	30	0.6	true	true
claude-4.5-haiku	Claude 4.5 Haiku	—	anthropic	30	0.24	true	true
gpt-oss-120b	gpt-oss-120b	high	openai	24	0.043	true	true

Explore SEC EDGAR

Every financial concept each company reports in XBRL — ~550 per company, the menu of things we could chart. Search it, see the latest value and how far back the history goes.

Loading the SEC index…

Dimensional breakdowns

The concept index above shows consolidated totals. Each 10-K's inline XBRL also carries these dimensional cuts — a much deeper well, parsed filing-by-filing.

PropertyPlantAndEquipmentByTypeAxis

Server fleet & data centers under construction

Amazon servers & networking: $113B → $172.5B (+52% in one year); construction-in-progress $47B → $72B

ProductOrService / BusinessSegments

Revenue by line of business

AWS, Intelligent Cloud, Google Cloud, Oracle OCI vs SaaS, advertising, retail…

StatementGeographicalAxis

Revenue & long-lived assets by region

US vs international concentration of revenue and infrastructure