Accelerators

The chips themselves, and who is allowed to buy them. Export policy moves this layer faster than silicon does.

The number

days from a BIS effective date to the next guidance cut

This week

Constituents and their week
Company	Ticker	Beat	Close	Week
NVIDIA	NVDA	hardware	230.36	+5.9%
Broadcom	AVGO	hardware	357.89	-3.0%
Advanced Micro Devices	AMD	hardware	—	—
CoreWeave	CRWV	ai	—	—
Groq	—	serving	—	—
Marvell Technology	MRVL	datacenters	—	—
Together AI	—	serving	—	—

7 on the layer · closes to 2026-09-04

A dated number. Collected on a cadence; the chart is the record.

series sources on this layer
Source	What it is for	As of	State
mlperf-inference-rounds	claimed-vs-delivered throughput per vendor	—	not yet collected
vast-gpu-availability	GPU scarcity proxy (count of offers by GPU); price field belongs to P6 only	—	not yet collected
openrouter-breadth	providers and context windows over time — NON-PRICE fields only	—	not yet collected
top500	AI supercomputer entrants and accelerator mix	—	lead

Forward-dated events a lean can be sealed on.

calendar sources on this layer
Source	What it is for	As of	State
bis-export-controls	the accelerator chokepoint calendar — rule effective dates and entity-list additions; forward events a lean can be sealed on	—	not yet collected

Dated decisions where the event itself is the record.

event-log sources on this layer
Source	What it is for	As of	State
accelerator-announce-to-ship	days from announcement to availability per accelerator generation	—	lead
hyperscaler-gpu-counts	GPU fleet-size disclosures per hyperscaler	—	not yet collected
bis-entity-list	entity-list additions as a diff	—	not yet collected

Nothing logged on this layer in the last 30 days. The sweep deposits events when it finds them; silence here means it found none.

Dated catalysts ahead
Date	Company	Period	Firmness
2026-11-04	Advanced Micro Devices AMD	2026-Q3	expected