Change intelligence

What changed on the map

The worker writes map facts into cache: a one-time baseline of each researched layer, then add/remove rows when membership moves. Each fact has a permanent URL. Not a ranking and not a trade signal.

Status right now

Cache read: ok.
Membership moves in this window: 0. Zero means no add/remove yet — not a refresh failure.
Researched-layer baselines in this window: 14.

This week's research thread

Focus layer: Compute. Rotates across layers with complete sources — not by price.

Open the layer →

Timeline

Newest cache facts in this window — time order, not importance.

Oct 19, 2026, 02:13 PM UTC
Baseline · AI Server
Oct 19, 2026, 02:13 PM UTC
Baseline · Cloud
Oct 19, 2026, 02:13 PM UTC
Baseline · Compute
Oct 19, 2026, 02:13 PM UTC
Baseline · Cooling
Oct 19, 2026, 02:13 PM UTC
Baseline · Custom Silicon
Oct 19, 2026, 02:13 PM UTC
Baseline · Data Center
Oct 19, 2026, 02:13 PM UTC
Baseline · Energy
Oct 19, 2026, 02:13 PM UTC
Baseline · Foundry
Oct 19, 2026, 02:13 PM UTC
Baseline · GPU Cloud
Oct 19, 2026, 02:13 PM UTC
Baseline · HBM / Memory
Oct 19, 2026, 02:13 PM UTC
Baseline · Networking
Oct 19, 2026, 02:13 PM UTC
Baseline · Optical

Membership moves

No ticker add/remove rows in this window yet. Researched-layer baselines below are the first seed; membership moves appear when a later refresh changes a layer.

Researched layers (baseline)

Snapshot of companies on each researched layer when the change log was first seeded. These are real cache facts with permanent URLs — not an empty page.

On mapAI Server·3 companies
DELL · HPE · SMCI
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapCloud·5 companies
AMZN · GOOGL · META · MSFT · ORCL
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapCompute·6 companies
AMD · ARM · AVGO · CBRS · INTC · NVDA
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapCooling·4 companies
JCI · MOD · TT · VRT
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapCustom Silicon·2 companies
AVGO · MRVL
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapData Center·3 companies
DLR · EQIX · IRM
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapEnergy·10 companies
BWXT · CCJ · CEG · LEU · NRG · OKLO · SMR · TLN · VST · XE
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapFoundry·5 companies
AMKR · ASX · GFS · TSM · UMC
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapGPU Cloud·2 companies
CRWV · NBIS
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapHBM / Memory·4 companies
MU · SNDK · STX · WDC
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapNetworking·7 companies
ALAB · ANET · APH · AVGO · CRDO · CSCO · MRVL
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapOptical·4 companies
COHR · FN · GLW · LITE
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapPhysical AI·8 companies
AUR · AVAV · ISRG · KDK · PONY · SYM · TSLA · WRD
Oct 19, 2026, 02:13 PM UTCPermanent link
On mapPower Infrastructure·5 companies
ETN · GEV · HUBB · PWR · VRT
Oct 19, 2026, 02:13 PM UTCPermanent link

Cache as-of Oct 20, 2026, 03:18 PM UTC.

Layer placement is XingAI's classification. A membership fact is not a recommendation. Verify filings and prices yourself.

Open the AI Industry Map Method