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Research compute, cloud, manufacturing, power and cooling. Separate the AI narrative from the business evidence.

Source review · 2026-10-14Documentation, not live pricesNo sign-up required
6curated records
1.1.0Evidence version
28 Oct 2026Next editorial review due

DN Evidence Directory

Business exposure, not stock tips.

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Selective coverage, not a complete market inventory or ranking. Source-backed descriptions sit beside DN research questions. Inclusion does not establish operational status, availability or suitability.

6 of 6 records
Reviewed 2026-10-14. Prices and performance are not collected. Select up to three records to compare their research conditions.
Research recordDocumented exposureConditions to preserveDN diligence questionCompare
ComputeNVIDIA · NVDAReviewed 2026-10-14Accelerated-computing and data-centre infrastructure exposure.NVIDIA financial reports (opens in a new tab)DN classification of the business, not a measured percentage of AI revenue or a valuation judgement.Separate demand growth from customer concentration, supply commitments and capital-cycle exposure.
ComputeAMD · AMDReviewed 2026-10-14Data-centre CPUs and AI accelerators alongside other computing businesses.AMD Q2 2026 results (opens in a new tab)Data Center segment revenue is not an AI-only revenue measure.How much growth comes from CPUs, accelerators, pricing and shipment timing?
Cloud & softwareMicrosoft · MSFTReviewed 2026-10-14Cloud infrastructure and software distribution provide different paths to AI monetisation.Microsoft investor information and filings (opens in a new tab)Consolidated or cloud revenue should not be labelled pure AI revenue.Do usage, pricing and margins support the capital expenditure and depreciation burden?
Cloud & softwareAlphabet · GOOGLReviewed 2026-10-14AI infrastructure, cloud services and application distribution sit within a broader business.Alphabet Q2 2026 earnings call (opens in a new tab)Search, advertising and Cloud exposure are not a single AI revenue line.How do infrastructure investment and AI product adoption affect monetisation and margins?
ManufacturingTSMC · TSM / 2330Reviewed 2026-10-14Advanced manufacturing and packaging support customers building AI hardware.TSMC 2025 annual report (opens in a new tab)The ADR and Taiwan-listed share are different instruments. Currency, depositary terms and market hours require separate checks.What capacity, packaging, customer and geopolitical dependencies matter to the mandate?
Power & coolingVertiv · VRTReviewed 2026-10-14Power and thermal infrastructure serve data centres, including AI workloads.Vertiv AI-ready cooling expansion (opens in a new tab)A capacity expansion or order pipeline is not recognised AI revenue.How do orders convert to revenue and cash, and what capacity or execution constraints remain?

DN Exposure Lab

Six names can still be one trade.

Group holdings by a shared economic dependency, then enter each group’s weight. This is a user-input scenario, not current market data.

Up to 50 non-negative weights totalling 100%. Default 60 / 25 / 10 / 5 is hypothetical.

60.0%Largest weight
2.30Effective holdings
95.0%Top three weight

Effective holdings = 1 / sum of squared fractional weights. Equal weights maximise this measure for a fixed count. It does not measure correlations, liquidity, drawdown or suitability.

Evidence & methodology

Useful research shows its boundaries.

What this dataset establishes

A selective research directory of benchmark designs, product structures and AI value-chain exposure. Inclusion is editorial coverage, not an investment ranking, endorsement or eligibility determination. No live prices, constituent weights, performance series or execution observations are collected. AI categories and diligence questions are DN interpretations of linked primary sources. Review dates describe our source review, not provider release dates. Individual token records identify issuer and reference asset separately. Network labels are documentary evidence, not verified contracts or trading routes; unverified fields remain explicit.

Reviewed by Decentralised News editorial research. Review due 28 October 2026. After that date, treat these records as historical pending a new published review.

What remains outside scope

No live prices, investment returns, verified trading availability, eligibility decisions, regulatory approvals or audited institutional suitability. Source access does not grant a market-data redistribution licence.

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