Permanent monthly record
2026-07 market archive
A weekly operating view of the AI economy—connecting compute supply, power availability, model economics, and enterprise adoption in one decision-ready brief.
01 · 月度表現 / Monthly performance
Market basket and tracked equities
AI equity basket+6.4%
02 · 論點變化 / Thesis changes
Core thesis movements during the month
No thesis stance changes were recorded this month.
03 · 催化劑 / Catalysts
Forward catalysts
No catalysts were recorded this month.
04 · 分析註記 / Analyst notes
Analyst notes
- Track signed megawatts, not announced campuses. The spread between the two is becoming the best reality check on growth.
- Watch whether price compression expands total workloads fast enough to offset falling revenue per token.
- Completion rate, human review burden, and gross margin matter more than seats or pilots.
05 · 完整公開來源 / Complete public sources
Complete public sources
AI Market Atlas
ATLAS modelDirectional weekly market model
A directional model built from the public materials below; model outputs are not official statistics, live prices, or audited financial data.
Broadcom Investor Relations
Open source ↗Second Quarter Fiscal Year 2026 Financial Results
Company disclosures on custom AI accelerators, AI networking, and semiconductor revenue.
U.S. Department of Energy / LBNL
Open source ↗2024 Report on U.S. Data Center Energy Use
U.S. data-center electricity history, 2028 forecast range, and demand growth.
Google AI for Developers
Open source ↗Gemini Developer API pricing
Official Gemini model and tool pricing, including its latest update time.
International Energy Agency
Open source ↗Data Centres & Networks · Latest findings
Latest global data-center electricity consumption and growth trends.
International Energy Agency
Open source ↗Energy and AI · Executive summary
Global data-center electricity demand, 2030 scenarios, supply mix, and project-delay risk.
Infineon
Open source ↗Next milestone on 200 mm silicon carbide
Company disclosure on 200mm SiC production progress and product timing.
NVIDIA Investor Relations
Open source ↗First Quarter Fiscal 2027 Financial Results
Data-center revenue, growth, platform progress, and company outlook.
onsemi
Open source ↗How onsemi Is Powering the Next Generation of AI Factories
Silicon, SiC, and GaN power products and supply-chain context for AI data centers.
OpenAI
Open source ↗API pricing
Official API list pricing; the provider page governs when prices change.
Stanford HAI
Open source ↗2026 AI Index Report · Economy
Benchmark context for AI investment, enterprise adoption, revenue, and productivity.
Stanford HAI
Open source ↗2026 AI Index Report · Technical Performance
Model capability, benchmarks, reasoning progress, and technical competition.
STMicroelectronics Investor Relations
Open source ↗Q1 2026 Earnings Results
SiC business, 800V AI data-center power architecture, and company outlook.
TSMC Investor Relations
Open source ↗First Quarter 2026 Management Report
Advanced-node, capital-expenditure, revenue-mix, and capacity outlook.
Wolfspeed
Open source ↗Artificial Intelligence news and SiC product updates
Company announcements on 300mm SiC, AI data-center power, and advanced packaging.
© 2026 TYCreation.Designed by TYCreationPowered by AI