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

Section source review · 2026-10-25Dated research documentationNo sign-up required
6curated records
1.4.0Evidence version
8 Nov 2026Next editorial review due

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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 2026-10-25. 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 2026-10-25Accelerated-computing and data-centre infrastructure exposure.NVIDIA second-quarter fiscal 2027 results (opens in a new tab)DN classification of accelerated-computing exposure, not a measured AI revenue percentage or valuation judgement. The cited fiscal Q2 2027 release reports Data Center revenue; DN does not treat that total as a verified AI-only split.Separate demand growth from customer concentration, supply commitments and capital-cycle exposure.
ComputeAMD · AMDReviewed 2026-10-25Data-centre CPUs and AI accelerators alongside other computing businesses.AMD Q2 2026 results (opens in a new tab)The Q2 2026 release attributes Data Center growth to both EPYC processors and Instinct GPUs. That segment total is not an AI-only revenue measure.How much growth comes from CPUs, accelerators, pricing and shipment timing?
Cloud & softwareMicrosoft · MSFTReviewed 2026-10-25Cloud infrastructure and software distribution provide different paths to AI monetisation.Microsoft fiscal 2026 annual report (opens in a new tab)The fiscal 2026 report separates business segments and describes cloud and AI offerings within broader revenue categories. DN does not classify consolidated, Intelligent Cloud or Azure revenue as pure AI revenue.Do usage, pricing and margins justify infrastructure commitments, cash capital expenditure and the separate depreciation expense?
Cloud & softwareAlphabet · GOOGLReviewed 2026-10-25AI infrastructure, cloud services and application distribution sit within a broader business.Alphabet Q2 2026 earnings release (SEC exhibit) (opens in a new tab)The Q2 release describes AI infrastructure and solutions alongside core GCP services. Google Cloud and advertising totals are not an isolated AI revenue line; product adoption is not the same as realised profit.How do infrastructure investment and AI product adoption affect monetisation and margins?
ManufacturingTSMC · TSM / 2330Reviewed 2026-10-25Advanced manufacturing and packaging support customers building AI hardware.TSMC 2025 annual report (opens in a new tab)TSMC Q3 2026 earnings release (opens in a new tab)Advanced-node wafer revenue is not an AI-only revenue measure. The NYSE depositary instrument and Taiwan-listed share differ; check currency, depositary terms and market hours separately.What capacity, packaging, customer and geopolitical dependencies matter to the mandate?
Power & coolingVertiv · VRTReviewed 2026-10-25Power and thermal infrastructure serve data centres, including AI workloads.Vertiv AI-ready cooling expansion (opens in a new tab)The July announcement describes planned capacity and testing expansion. It does not establish completed capacity, recognised AI revenue or cash conversion. DN has not independently verified commissioning.How do orders convert to revenue and cash, and what capacity or execution constraints remain?

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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. This version combines separately dated section reviews. All four editorial sections now have a completed scoped review. Dataset-level reviewedAt is the oldest completed section date, a conservative freshness baseline; it is not a same-day full review. Section reviews and record dates identify the actual scope. lastFullReviewAt preserves the prior full-review date. Framework references inform DN-authored prompts; they do not endorse this worksheet or certify compliance.

Tokenised-stock evidence retains its 23 October review and 6 November deadline. Crypto-index, AI-stock and institutional framework reviews are dated 25 October and due 8 November. The previously outstanding 28 October institutional review is complete. The earliest next section review is 6 November; publication and download dates do not refresh evidence.

Reviewed by Decentralised News editorial research. Section source review: 2026-10-25. Review due 8 Nov 2026; after that date this scope requires another evidence review.

What remains outside scope

The research dataset contains 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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