For Investors

For investors, analysts & allocators

Read the AI build-out like an operator, not a headline.

Margins, $/TFLOP reality, capacity chokepoints and supply-chain exposure, the structural facts behind a semiconductor or AI thesis, in tools you can drive yourself.

Investors & analysts Procurement & infra Hardware engineers Fabless & hardware startups

What you're trying to do → the tool Sanity-check an accelerator's gross marginSee what an H100 or MI300X actually costs to build vs its street price.AI Chip Cost Bridge → Cut through the $/TFLOP marketingCompare paper specs vs real-world value (utilization × software moat).Price/Performance Frontier → Pull cited pricing into a modelWafer, HBM, packaging, GPU and cloud rates, every number sourced, CSV export.Market Data → Track where supply is constrainedWhich nodes and packaging lines are sold out, and for how long.Allocation Dashboard → Map geopolitical exposure of a thesisChokepoints, country-risk scores and disruption history.Supply Chain Explorer → Compare two companies' revenue by regionFinance & sector comparisons → Are these numbers real?

Yes, they are researched approximations, not guesses. We compile them from public sources (earnings calls, analyst reports, teardowns, public price pages), so they are directionally accurate and good for modeling, but they are not official quotes and the exact figure for your deal will differ. Foundries don't publish contract pricing, and big buyers get volume discounts we can't see. So: trust the shape and the order of magnitude, and confirm the precise number with the vendor before you transact. Cited pricing with named sources lives on Market Data; accelerator specs cross-reference the Epoch AI database (CC-BY). Nothing here is confidential or scraped contract data.

Get it before your first meeting.

One free morning email, the overnight moves in chips, batteries and trade that change these numbers. Free for 60 days, no card.

Subscribe free → ×Silicon & Steel🎮 Biz Game & SIMAll Games & Sims🏢 Boardroom (business sim)🕹️ Executive Arcade🏭 COO: Factory Flow💵 CFO: Cash Runway🔗 SCM: The Bullwhip🤝 CPO: The Deal Room📣 CMO: Launch Day📈 The Bullwhip (3 supply chains)🎓 Supply Chain 101📚 Foundations (educators)🎓 Class dashboard (teachers)📊 Who played whatDashboardsPulseThe Desk (watchlist brief)Leaders Screen & Trading GuideFinanceThe MapTariffsWhiteHouse PicksSemiconductor / ChipsAll Chip ToolsChip Cost CalculatorGPU TCOInference CostPrice/Perf FrontierCost BridgeFab ExplorerNode ExplorerWafer YieldPackaging / PCBA YieldTapeoutAllocationMarket DataRobotics & VehiclesAll Humanoids ToolHumanoid BOMRobot Labor $/hrActuator ExplorerHumanoid TrackerAll EV/AV ToolEV Battery CostAV Sensor SuiteRobotaxi EconomicsSupply ChainAll SCM ToolsLogistics ToolkitSupply Chain ExplorerProcurementAgents & SimulationsAgents & SimulationsDoes it qualify?FEOC ScorerHormuz Sim8-K DecoderReadNewsletterThis WeekCase StudiesTopicsLearnLearning HubLearn to Trade (guide)📍 Trading RoadmapAI Supply Chain 101GlossarySupplyChain CareerStartupsAboutAboutPricing & ProBook a callPersonalizeSubscribe free →

🎮 Biz Game & SIM

All Games & Sims🏢 Boardroom (business sim)🕹️ Executive Arcade🏭 COO: Factory Flow💵 CFO: Cash Runway🔗 SCM: The Bullwhip🤝 CPO: The Deal Room📣 CMO: Launch Day📈 The Bullwhip (3 supply chains)🎓 Supply Chain 101📚 Foundations (educators)🎓 Class dashboard (teachers)📊 Who played what

Dashboards

PulseThe Desk (watchlist brief)Leaders Screen & Trading GuideFinanceThe MapTariffsWhiteHouse Picks

Semiconductor / Chips

All Chip ToolsChip Cost CalculatorGPU TCOInference CostPrice/Perf FrontierCost BridgeFab ExplorerNode ExplorerWafer YieldPackaging / PCBA YieldTapeoutAllocationMarket Data

Robotics & Vehicles

All Humanoids ToolHumanoid BOMRobot Labor $/hrActuator ExplorerHumanoid TrackerAll EV/AV ToolEV Battery CostAV Sensor SuiteRobotaxi Economics

Supply Chain

All SCM ToolsLogistics ToolkitSupply Chain ExplorerProcurement

Agents & Simulations

Agents & SimulationsDoes it qualify?FEOC ScorerHormuz Sim8-K Decoder

Read

NewsletterThis WeekCase StudiesTopics

Learn

Learning HubLearn to Trade (guide)📍 Trading RoadmapAI Supply Chain 101GlossarySupplyChain CareerStartups

About

AboutPricing & ProBook a callPersonalize