AI-compute tracker

Nvidia closed down 0.80% at $213.66 (about $5.15T market cap), holding up better than the Nasdaq; no Nvidia-specific catalyst was reported during the session. source
TSMC fell 1.75% to $431.81 with the chip group; its Q3 revenue rose 41.2% to $46.72B and it guided Q4 to $52.3B–$54.3B on a steep 2-nanometer ramp. source
Hyperscaler capex: Microsoft, Amazon and Meta are projected to spend well over $700B in 2026. Alphabet and Microsoft held their forecasts, Meta guides $135B–$145B and Amazon about $220B. source
Capacity bottleneck: Microsoft cited GPU delivery delays at third-party providers (it relies on CoreWeave, IREN and Nebius) pushing capacity into 1H 2027, as Azure grew 48%. CoreWeave fell about 5% and Nebius 5.7% Thursday. source
Financing the build: Microsoft's bond sale and Meta's stock issuance show AI capex increasingly being funded with debt and equity as free cash flow turns negative at several hyperscalers. source

Research only, not financial advice. Built Oct 29 11:51 PM PT.