Supply Chain catalysts
Supply Chain catalysts and events, newest first.
DateCardAvg 5d
- 2026-10-04Hyperscaler Capex Tracking Near $800B in 2026 as Datacenter Spending ExpandsNVDA-2.00%
- 2026-10-04Nvidia Reaffirms Long-Term Data Center Capex ProjectionsNVDA-2.00%
- 2026-10-04Applied Digital Brings 150 MW Online at North Dakota Polaris Forge FacilityUNG+5.16%
- 2026-10-04TSMC Leverages Leading-Edge Dominance With 10% Wafer Fee IncreasesTSM-4.12%
- 2026-10-04TSMC Implements 10% Chipmaking Price Increases Across Leading AI CustomersTSM-4.12%
- 2026-10-04TSMC enforces 10% fee hike as AMD server processor market share reaches 34.5%TSM-4.12%
- 2026-10-03Applied Digital Brings 150 MW Phase 2 Online at Polaris Forge 1 FacilityAPLD
- 2026-10-03Cybersecurity Spending Forecast at $244B by 2026 as AI Security Demand GrowsCRWD MSFT PANW+3.39%
- 2026-10-03Applied Digital Energizes 150MW Critical IT Load at Polaris Forge 1 FacilityAPLD NVDA-2.00%
- 2026-10-03Global Cybersecurity Spend Projected at $244B in 2026 on AI Threat SurfaceCRWD PANW
- 2026-10-02SpaceX and Tesla Plan $55B to $119B Terafab Chip Plant Starting Dec 2026SMH-4.32%
- 2026-10-02Petrobras and Cardano Partner on Blockchain Fuel Traceability ArchitecturePBR
- 2026-10-01Anthropic draft IPO filing reveals $518B cloud plan with $110B AWS dealAMZN+2.35%
- 2026-10-01TSMC Foundry Demand Momentum Diverges From AMAT 4.4% Growth BaselineNVDA TSM-0.21%
- 2026-10-01TSMC Foundry Momentum Diverges from Applied Materials 4.4% Revenue Growth Run RateTSM-0.26%
- 2026-10-01Anthropic Draft Prospectus Discloses $518B Total Cloud Plans, $110B to AWSAMZN SPY+1.82%
- 2026-10-01Semiconductor Equipment Trajectory Diverges as TSMC Outpaces AMAT 2025 Revenue GrowthTSM-0.26%
- 2026-10-01Anthropic Discloses $518B Long-Term Cloud Plan with $110B Amazon AWS CommitmentAMZN SPY+1.82%
- 2026-10-01Anthropic Plans $518B Compute Spend with $110B AWS CommitmentAMZN+2.35%
- 2026-10-01Nvidia targets 70% FY2028 growth as hyperscaler capex climbs to $1.3TARKK NVDA-0.16%
- 2026-10-01Anthropic Draft IPO Prospectus Outlines $518B Cloud and Infrastructure PlanAMZN+2.35%
- 2026-10-01Hyperscaler AI Capex Projected to Reach $1.3T as Hardware Guidance ApproachesNVDA SPY+0.57%
- 2026-10-01Hyperscaler Capex Projections Toward $1.3T Drive AI Semiconductor OutlookAVGO NVDA TSM+1.46%
- 2026-10-01Hyperscaler 2027 CapEx Forecasts Expand to $1.3T, Underpinning Semiconductor DemandNVDA SPY+0.57%
- 2026-09-30KAYTUS Debuts AI Storage Server Powered by AMD EPYC 9005 ProcessorsAMD+5.57%
- 2026-09-30Bitdeer AI Secures $1.7B Off-Take for Malaysia GB300 Data CenterNVDA+3.98%
- 2026-09-30NetSfere Launches Quantum-Resilient Enterprise NetworkDTEGY NTTYY
- 2026-09-30Bitdeer AI Secures $1.7B Off-Take for Malaysia GB300 FacilityBTDR
- 2026-09-29Crusoe Developing 531 MW Wind-Powered Texas Data Center Campus for GoogleGOOGL
- 2026-09-29Schneider Electric Unveils Software-Defined Medium Voltage Switchgear with EquinixEQIX SBGSY
- 2026-09-29Carbios and Consortium Validate Industrial-Scale Enzymatic Polyester RecyclingPUMSY
- 2026-09-29Broadcom custom AI silicon revenue targeted at $58B in 2026 and $230B by 2028AVGO GOOGL+5.83%
- 2026-09-29KAYTUS Launches AIHPC Server Powered by AMD EPYC 9005 Processor ArchitectureAMD SMH+5.56%
- 2026-09-29Broadcom Targets $58B in FY26 AI Revenue as ASIC Adoption AcceleratesAVGO MRVL+5.83%
- 2026-09-28Intel Reports Meeting Only 50% of Server CPU Demand as 2026 Share Rally Reaches 250%AMD+3.93%
- 2026-09-28Morgan Stanley Projects $1.4T in Hyperscaler Data Center Spending by 2028IREN-0.81%
- 2026-09-28Hyperscaler AI Data Center Spending Projected to Hit $1.4 Trillion by 2028IREN VRT-0.81%
- 2026-09-28Morgan Stanley projects $1.4T data center infrastructure capex through 2028VRT
- 2026-09-28Intel CEO confirms 50% server CPU fulfillment rate amid supply bottleneckAMD+3.93%
- 2026-09-28Intel confirms capacity limits meeting only 50% of server CPU demandAMD+3.93%
- 2026-09-28Intel Discloses 50% Server CPU Shortage as AMD Captures Datacenter DemandAMD TSM+5.60%
- 2026-09-28Intel CEO Lip-Bu Tan Discloses 50% Server CPU Demand ShortfallAMD+3.93%
- 2026-09-28Hyperscalers Accelerate AI Datacenter Infrastructure Capex Toward $1.4TNVDA VRT+4.39%
- 2026-09-28Intel CEO Discloses 50% Supply Shortage for Server CPUs, Opening AMD Share GainsAMD TSM+5.60%
- 2026-09-28Intel Discloses Capacity to Meet Only 50% of Server CPU Demand Amid Industry ShortagesAMD+3.93%
- 2026-09-28Intel CEO Reports Company Can Meet Only 50% of Server CPU DemandAMD TSM+5.60%
- 2026-09-27U.S. Grid Demand Projected to Grow 60% by 2045 on AI Data Center LoadCCJ CEG
- 2026-09-27Morgan Stanley Projects $1.4T in Hyperscaler Data Center AI Capex by 2028NVDA VRT+3.95%
- 2026-09-26Rocket Lab Completes 97th Electron Launch with Synspective StriX DeploymentRKLB-2.38%
- 2026-09-26Chery and Jaguar Land Rover Joint Venture Unveils FREELANDER 8 for Global LaunchCRAUY
See today's live cards
Public pages are published 24 hours after the product shows them. Desk shows every catalyst, event and causal reading as it happens, mapped to your holdings.