Research dashboards
Track 放持续更新的数据，Research 放研究文章，Notes 放 expert call 等知识库
Track
AI Demands
Jev OpenRouter Tracker · Ramp AI Index
2 个 tracker
AI CapEx
筹备中
CSP
CSP Weekly · MSFT、AMZN、GOOGL、META、ORCL capex
2 份周报
Semis
Memory Weekly · SemiCap Weekly
6 份周报
GPU
GPU Weekly · NVDA、AMD、ASIC
2 份周报
CPU
CPU Weekly
2 份周报
Foundry
Foundry Weekly
2 份周报
Neocloud
Neocloud Weekly
2 份周报
Model
Model Weekly · OpenAI、Anthropic、GOOGL、META、中国 lab
2 份周报
Software
Software Weekly · 应用、infra、安全软件
2 份周报
Power
BE Weekly
3 份周报