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| <title>AI Infra Ecosystem 2026 | Live Intel</title> |
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| </style> |
| </head> |
|
|
| <body> |
| <div class="header"> |
| <div> |
| <h1>AI Infra Ecosystem <span style="font-weight:300; opacity:0.6;">2026</span></h1> |
| <div style="font-size: 0.75em; color: var(--text-dim); margin-top: 4px;">Supply Chain Intelligence • Live |
| Profit Flow • Institutional Intel</div> |
| </div> |
| <div class="status-badge"> |
| <span id="status-dot" class="status-dot status-sim"></span> |
| <span id="status-text" style="font-family:'JetBrains Mono';">Simulation Mode</span> |
| <span |
| style="border-left:1px solid var(--border); margin-left:8px; padding-left:8px; opacity:0.6; font-size:0.9em;"> |
| Init: April 30, 2026 (Manual Sync) |
| </span> |
| </div> |
| </div> |
|
|
| <div class="container"> |
| <div id="graph-container"></div> |
|
|
| <div class="sidebar"> |
| <div class="settings-panel"> |
| <input type="password" id="api-key" class="api-key" placeholder="Finnhub API Key..." |
| value="d7ph5ppr01qlb0a9vvjgd7ph5ppr01qlb0a9vvk0"> |
| <input type="text" id="search" placeholder="Search companies or tickers..."> |
| </div> |
|
|
| <div class="panel"> |
| <h2><span style="color:var(--accent);">◈</span> Category Filters</h2> |
| <div class="filter-grid" id="filters"></div> |
| </div> |
|
|
| <div class="panel"> |
| <h2><span style="color:#ffd700;">◈</span> Earnings Calendar</h2> |
| <div id="calendar-panel"> |
| <div class="calendar-grid" id="earnings-calendar"></div> |
| </div> |
| </div> |
|
|
| <div class="panel" id="selection-panel"> |
| <h2 id="selected-name">Select a node to inspect</h2> |
| <div id="impact-details" class="impact-panel-content"></div> |
| </div> |
|
|
| <div class="panel"> |
| <h2><span style="color:var(--accent);">◈</span> Market Overview</h2> |
| <ul class="company-list" id="company-list"></ul> |
| </div> |
| </div> |
| </div> |
|
|
| <script> |
| |
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| |
| { id: "NVDA", name: "NVIDIA", ticker: "NVDA", category: "chip", color: "#ff6b6b", aiExposure: 92, return1y: 52, earnings: "2026-05-20", price: 209.25, change: -1.84 }, |
| { id: "AMD", name: "AMD", ticker: "AMD", category: "chip", color: "#ff6b6b", aiExposure: 68, return1y: 95, earnings: "2026-05-05", price: 337.11, change: 4.3 }, |
| { id: "AVGO", name: "Broadcom", ticker: "AVGO", category: "chip", color: "#ff6b6b", aiExposure: 58, return1y: 78, earnings: "2026-06-03", price: 405.45, change: 1.41 }, |
| { id: "MRVL", name: "Marvell", ticker: "MRVL", category: "chip", color: "#ff6b6b", aiExposure: 65, return1y: 53, earnings: "2026-05-21", price: 156.57, change: 2.18 }, |
| { id: "INTC", name: "Intel", ticker: "INTC", category: "chip", color: "#ff6b6b", aiExposure: 40, return1y: 12, earnings: "2026-04-23", price: 94.75, change: 12.1 }, |
| { id: "ARM", name: "ARM Holdings", ticker: "ARM", category: "chip", color: "#ff6b6b", aiExposure: 85, return1y: 120, earnings: "2026-05-08", price: 201.69, change: 1.53 }, |
| |
| |
| { id: "TSM", name: "TSMC", ticker: "TSM", category: "foundry", color: "#4ecdc4", aiExposure: 60, return1y: 100, earnings: "2026-04-16", price: 393.83, change: 0.38 }, |
| { id: "ASML", name: "ASML", ticker: "ASML", category: "equipment", color: "#4ecdc4", aiExposure: 45, return1y: 94, earnings: "2026-04-15", price: 1394.08, change: 0.69 }, |
| { id: "AMAT", name: "Applied Materials", ticker: "AMAT", category: "equipment", color: "#4ecdc4", aiExposure: 48, return1y: 134, earnings: "2026-05-15", price: 382.59, change: 0.39 }, |
| { id: "LRCX", name: "Lam Research", ticker: "LRCX", category: "equipment", color: "#4ecdc4", aiExposure: 52, return1y: 193, earnings: "2026-04-17", price: 248.75, change: -0.99 }, |
| |
| |
| { id: "MU", name: "Micron", ticker: "MU", category: "memory", color: "#96ceb4", aiExposure: 72, return1y: 305, earnings: "2026-06-24", price: 518.46, change: 2.81 }, |
| { id: "HYNIX", name: "SK Hynix", ticker: "000660.KS", category: "memory", color: "#96ceb4", aiExposure: 78, return1y: 50, earnings: "2026-04-25", price: 1286000.0, change: -0.54 }, |
| |
| |
| { id: "PSTG", name: "Pure Storage", ticker: "PSTG", category: "storage", color: "#fab1a0", aiExposure: 75, return1y: 85, earnings: "2026-05-27", price: 70.31, change: -0.87 }, |
| |
| |
| { id: "VRT", name: "Vertiv", ticker: "VRT", category: "power", color: "#ffea67", aiExposure: 82, return1y: 238, earnings: "2026-04-22", price: 306.18, change: 0.38 }, |
| { id: "MOD", name: "Modine", ticker: "MOD", category: "cooling", color: "#ffea67", aiExposure: 65, return1y: 180, earnings: "2026-05-22", price: 233.39, change: -1.55 }, |
| { id: "NVT", name: "nVent", ticker: "NVT", category: "cooling", color: "#ffea67", aiExposure: 55, return1y: 95, earnings: "2026-04-30", price: 137.37, change: -0.67 }, |
| { id: "GEV", name: "GE Vernova", ticker: "GEV", category: "energy", color: "#55efc4", aiExposure: 35, return1y: 45, earnings: "2026-04-23", price: 1063.11, change: -2.37 }, |
| { id: "BE", name: "Bloom Energy", ticker: "BE", category: "energy", color: "#55efc4", aiExposure: 65, return1y: 555, earnings: "2026-05-07", price: 287.97, change: 27.21 }, |
| { id: "PWR", name: "Quanta Services", ticker: "PWR", category: "energy", color: "#55efc4", aiExposure: 52, return1y: 116, earnings: "2026-05-02", price: 628.6, change: -0.37 }, |
| |
| |
| { id: "ANET", name: "Arista", ticker: "ANET", category: "network", color: "#ff9eaa", aiExposure: 75, return1y: 55, earnings: "2026-05-05", price: 168.68, change: 2.05 }, |
| { id: "CSCO", name: "Cisco", ticker: "CSCO", category: "network", color: "#ff9eaa", aiExposure: 30, return1y: 15, earnings: "2026-05-13", price: 89.57, change: 3.12 }, |
| { id: "LITE", name: "Lumentum", ticker: "LITE", category: "network", color: "#ff9eaa", aiExposure: 82, return1y: 102, earnings: "2026-05-05", price: 858.32, change: 8.46 }, |
| { id: "COHR", name: "Coherent", ticker: "COHR", category: "network", color: "#ff9eaa", aiExposure: 68, return1y: 145, earnings: "2026-05-07", price: 304.93, change: 0.32 }, |
| { id: "CRDO", name: "Credo", ticker: "CRDO", category: "network", color: "#ff9eaa", aiExposure: 88, return1y: 180, earnings: "2026-05-28", price: 175.77, change: 5.94 }, |
| |
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| { id: "SMCI", name: "Supermicro", ticker: "SMCI", category: "server", color: "#a29bfe", aiExposure: 90, return1y: -36, earnings: "2026-05-05", price: 26.32, change: -3.41 }, |
| { id: "DELL", name: "Dell", ticker: "DELL", category: "server", color: "#a29bfe", aiExposure: 55, return1y: 140, earnings: "2026-05-28", price: 205.66, change: -0.13 }, |
| { id: "HPE", name: "HPE", ticker: "HPE", category: "server", color: "#a29bfe", aiExposure: 45, return1y: 42, earnings: "2026-06-02", price: 28.3, change: 1.25 }, |
| { id: "CLS", name: "Celestica", ticker: "CLS", category: "server", color: "#a29bfe", aiExposure: 75, return1y: 238, earnings: "2026-04-23", price: 376.54, change: 4.15 }, |
| |
| |
| { id: "MSFT", name: "Microsoft", ticker: "MSFT", category: "hyperscaler", color: "#f1c40f", aiExposure: 32, return1y: 25, earnings: "2026-04-29", price: 424.46, change: -1.12 }, |
| { id: "GOOGL", name: "Google", ticker: "GOOGL", category: "hyperscaler", color: "#f1c40f", aiExposure: 28, return1y: 42, earnings: "2026-04-29", price: 349.94, change: 0.05 }, |
| { id: "AMZN", name: "Amazon", ticker: "AMZN", category: "hyperscaler", color: "#f1c40f", aiExposure: 25, return1y: 38, earnings: "2026-04-30", price: 263.04, change: 1.29 }, |
| { id: "META", name: "Meta", ticker: "META", category: "hyperscaler", color: "#f1c40f", aiExposure: 35, return1y: 85, earnings: "2026-04-29", price: 669.12, change: -0.33 }, |
| { id: "ORCL", name: "Oracle", ticker: "ORCL", category: "hyperscaler", color: "#f1c40f", aiExposure: 45, return1y: 65, earnings: "2026-06-15", price: 163.83, change: -1.28 }, |
| |
| { id: "ORCL", name: "Oracle", ticker: "ORCL", category: "hyperscaler", color: "#f1c40f", aiExposure: 45, return1y: 65, earnings: "2026-06-15", price: 163.83, change: -1.28 }, |
| |
| |
| { id: "SNPS", name: "Synopsys", ticker: "SNPS", category: "design_ip", color: "#6c5ce7", aiExposure: 85, return1y: 42, earnings: "2026-05-21", price: 481.50, change: 0 }, |
| { id: "CDNS", name: "Cadence", ticker: "CDNS", category: "design_ip", color: "#6c5ce7", aiExposure: 82, return1y: 38, earnings: "2026-05-24", price: 333.20, change: 0 }, |
| |
| |
| { id: "TER", name: "Teradyne", ticker: "TER", category: "testing", color: "#e17055", aiExposure: 55, return1y: 25, earnings: "2026-04-29", price: 112.40, change: 0 }, |
| { id: "ATEYY", name: "Advantest", ticker: "ATEYY", category: "testing", color: "#e17055", aiExposure: 68, return1y: 45, earnings: "2026-04-30", price: 184.50, change: 0 }, |
| |
| |
| { id: "TOELY", name: "Tokyo Electron", ticker: "TOELY", category: "materials", color: "#00cec9", aiExposure: 60, return1y: 52, earnings: "2026-04-30", price: 139.20, change: 0 }, |
| { id: "ENTG", name: "Entegris", ticker: "ENTG", category: "materials", color: "#00cec9", aiExposure: 45, return1y: 32, earnings: "2026-04-30", price: 156.40, change: 0 }, |
| |
| |
| { id: "WDC", name: "Western Digital", ticker: "WDC", category: "storage", color: "#fab1a0", aiExposure: 55, return1y: 82, earnings: "2026-04-28", price: 110.40, change: 0 }, |
| { id: "STX", name: "Seagate", ticker: "STX", category: "storage", color: "#fab1a0", aiExposure: 50, return1y: 75, earnings: "2026-04-23", price: 125.60, change: 0 }, |
| { id: "SMSN", name: "Samsung", ticker: "005930.KS", category: "ram", color: "#96ceb4", aiExposure: 65, return1y: 42, earnings: "2026-04-30", price: 85200, change: 0, currency: "KRW" }, |
| |
| |
| { id: "APH", name: "Amphenol", ticker: "APH", category: "cables", color: "#fdcb6e", aiExposure: 72, return1y: 95, earnings: "2026-04-22", price: 145.20, change: 0 }, |
| { id: "GLW", name: "Corning", ticker: "GLW", category: "cables", color: "#fdcb6e", aiExposure: 68, return1y: 55, earnings: "2026-04-28", price: 48.50, change: 0 }, |
| |
| |
| { id: "ETN", name: "Eaton", ticker: "ETN", category: "power", color: "#ffea67", aiExposure: 62, return1y: 110, earnings: "2026-04-29", price: 352.40, change: 0 }, |
| { id: "EQIX", name: "Equinix", ticker: "EQIX", category: "infra", color: "#00b894", aiExposure: 55, return1y: 35, earnings: "2026-05-06", price: 890.50, change: 0 }, |
| |
| |
| { id: "RELIANCE", name: "Reliance Industries", ticker: "RELIANCE.NS", category: "hyperscaler", color: "#f1c40f", aiExposure: 25, return1y: 32, earnings: "2026-04-20", price: 1431.1, change: 0.4, currency: "INR" }, |
| { id: "ADANIENT", name: "Adani Enterprises", ticker: "ADANIENT.NS", category: "hyperscaler", color: "#f1c40f", aiExposure: 20, return1y: 45, earnings: "2026-05-02", price: 2410.7, change: -0.63, currency: "INR" }, |
| { id: "BHARTIARTL", name: "Bharti Airtel", ticker: "BHARTIARTL.NS", category: "hyperscaler", color: "#f1c40f", aiExposure: 18, return1y: 28, earnings: "2026-05-14", price: 1886.0, change: -0.11, currency: "INR" }, |
| { id: "NETWEB", name: "Netweb Tech", ticker: "NETWEB.NS", category: "server", color: "#a29bfe", aiExposure: 85, return1y: 210, earnings: "2026-05-12", price: 4066.1, change: 0.87, currency: "INR" }, |
| { id: "E2E", name: "E2E Networks", ticker: "E2E.NS", category: "server", color: "#a29bfe", aiExposure: 92, return1y: 450, earnings: "2026-05-20", price: 2890.0, change: -1.64, currency: "INR" }, |
| { id: "LT", name: "Larsen & Toubro", ticker: "LT.NS", category: "foundry", color: "#4ecdc4", aiExposure: 15, return1y: 42, earnings: "2026-05-08", price: 4015.6, change: -1.97, currency: "INR" }, |
| { id: "TATACOMM", name: "Tata Comm", ticker: "TATACOMM.NS", category: "network", color: "#ff9eaa", aiExposure: 35, return1y: 55, earnings: "2026-05-10", price: 1580.0, change: -1.39, currency: "INR" }, |
| { id: "ABB_IN", name: "ABB India", ticker: "ABB.NS", category: "power", color: "#ffea67", aiExposure: 22, return1y: 65, earnings: "2026-05-11", price: 7800, change: 0, currency: "INR" }, |
| { id: "REC", name: "REC Ltd", ticker: "RECLTD.NS", category: "grid", color: "#55efc4", aiExposure: 25, return1y: 120, earnings: "2026-05-12", price: 620, change: 0, currency: "INR" }, |
| { id: "PFC", name: "PFC", ticker: "PFC.NS", category: "grid", color: "#55efc4", aiExposure: 22, return1y: 115, earnings: "2026-05-14", price: 542, change: 0, currency: "INR" }, |
| { id: "STLTECH", name: "Sterlite Tech", ticker: "STLTECH.NS", category: "cables", color: "#fdcb6e", aiExposure: 58, return1y: 45, earnings: "2026-05-15", price: 282, change: 0, currency: "INR" }, |
| { id: "HFCL", name: "HFCL", ticker: "HFCL.NS", category: "cables", color: "#fdcb6e", aiExposure: 62, return1y: 88, earnings: "2026-05-18", price: 146, change: 0, currency: "INR" }, |
| { id: "KAYNES", name: "Kaynes Tech", ticker: "KAYNES.NS", category: "ems", color: "#d63031", aiExposure: 65, return1y: 140, earnings: "2026-05-20", price: 4110, change: 0, currency: "INR" }, |
| { id: "DIXON", name: "Dixon Tech", ticker: "DIXON.NS", category: "ems", color: "#d63031", aiExposure: 40, return1y: 110, earnings: "2026-05-22", price: 11325, change: 0, currency: "INR" }, |
| { id: "TEJAS", name: "Tejas Networks", ticker: "TEJASNET.NS", category: "network", color: "#ff9eaa", aiExposure: 72, return1y: 180, earnings: "2026-05-25", price: 1416, change: 0, currency: "INR" }, |
| { id: "TATAELXSI", name: "Tata Elxsi", ticker: "TATAELXSI.NS", category: "design_ip", color: "#6c5ce7", aiExposure: 55, return1y: 28, earnings: "2026-05-28", price: 8148, change: 0, currency: "INR" } |
| ]; |
| |
| const links = [ |
| |
| { source: "NVDA", target: "MSFT", type: "supplies" }, { source: "NVDA", target: "GOOGL", type: "supplies" }, |
| { source: "NVDA", target: "AMZN", type: "supplies" }, { source: "NVDA", target: "META", type: "supplies" }, |
| { source: "NVDA", target: "ORCL", type: "supplies" }, { source: "AMD", target: "MSFT", type: "supplies" }, |
| { source: "AMD", target: "META", type: "supplies" }, { source: "AVGO", target: "GOOGL", type: "supplies" }, |
| { source: "AVGO", target: "META", type: "supplies" }, { source: "MRVL", target: "AMZN", type: "supplies" }, |
| { source: "ARM", target: "NVDA", type: "architecture" }, { source: "ARM", target: "MSFT", type: "architecture" }, |
| { source: "INTC", target: "AMZN", type: "foundry" }, |
| |
| |
| { source: "TSM", target: "NVDA", type: "manufactures" }, { source: "TSM", target: "AMD", type: "manufactures" }, |
| { source: "TSM", target: "AVGO", type: "manufactures" }, { source: "TSM", target: "ARM", type: "manufactures" }, |
| { source: "ASML", target: "TSM", type: "equipment" }, { source: "AMAT", target: "TSM", type: "equipment" }, |
| { source: "LRCX", target: "TSM", type: "equipment" }, |
| |
| |
| { source: "MU", target: "NVDA", type: "supplies" }, { source: "HYNIX", target: "NVDA", type: "supplies" }, |
| { source: "PSTG", target: "MSFT", type: "storage" }, { source: "PSTG", target: "GOOGL", type: "storage" }, |
| |
| |
| { source: "VRT", target: "NVDA", type: "cooling" }, { source: "VRT", target: "MSFT", type: "cooling" }, |
| { source: "MOD", target: "VRT", type: "components" }, { source: "NVT", target: "SMCI", type: "power" }, |
| { source: "BE", target: "MSFT", type: "energy" }, { source: "PWR", target: "GOOGL", type: "grid" }, |
| { source: "GEV", target: "AMZN", type: "energy" }, |
| |
| |
| { source: "ANET", target: "META", type: "networking" }, { source: "ANET", target: "MSFT", type: "networking" }, |
| { source: "CSCO", target: "ORCL", type: "networking" }, { source: "LITE", target: "ANET", type: "optics" }, |
| { source: "COHR", target: "ANET", type: "optics" }, { source: "CRDO", target: "ANET", type: "interconnect" }, |
| |
| |
| { source: "SMCI", target: "NVDA", type: "integrates" }, { source: "DELL", target: "NVDA", type: "integrates" }, |
| { source: "HPE", target: "NVDA", type: "integrates" }, { source: "CLS", target: "NVDA", type: "integrates" }, |
| { source: "DELL", target: "MSFT", type: "enterprise" }, { source: "HPE", target: "ORCL", type: "enterprise" }, |
| |
| |
| { source: "RELIANCE", target: "NVDA", type: "partnership" }, { source: "RELIANCE", target: "NETWEB", type: "client" }, |
| { source: "ADANIENT", target: "MSFT", type: "jv" }, { source: "LT", target: "ADANIENT", type: "builder" }, |
| { source: "E2E", target: "NVDA", type: "cloud_partner" }, { source: "TATACOMM", target: "TSM", type: "network_infra" }, |
| { source: "ABB_IN", target: "RELIANCE", type: "power_systems" }, |
| { source: "REC", target: "ADANIENT", type: "grid_finance" }, { source: "STLTECH", target: "BHARTIARTL", type: "network_rollout" }, |
| { source: "HFCL", target: "RELIANCE", type: "ai_networks" }, |
| { source: "SNPS", target: "NVDA", type: "design_tools" }, { source: "CDNS", target: "AMD", type: "design_tools" }, |
| { source: "TER", target: "TSM", type: "chip_testing" }, { source: "ATEYY", target: "SMSN", type: "chip_testing" }, |
| { source: "TOELY", target: "TSM", type: "fab_equipment" }, { source: "ENTG", target: "INTC", type: "materials" }, |
| { source: "KAYNES", target: "NETWEB", type: "server_assembly" }, { source: "TEJAS", target: "TATACOMM", type: "optical_gear" } |
| ]; |
| |
| let svg, simulation, nodeGroup, linkGroup, labelGroup, currentFilter = "all"; |
| |
| function initGraph() { |
| const container = document.getElementById("graph-container"); |
| const width = container.clientWidth, height = container.clientHeight; |
| |
| svg = d3.select("#graph-container").append("svg") |
| .attr("width", "100%").attr("height", "100%") |
| .attr("viewBox", [0, 0, width, height]); |
| |
| |
| const zoom = d3.zoom() |
| .scaleExtent([0.3, 5]) |
| .on("zoom", (event) => { |
| g.attr("transform", event.transform); |
| }); |
| |
| svg.call(zoom); |
| |
| |
| const defs = svg.append("defs"); |
| const filter = defs.append("filter").attr("id", "glow"); |
| filter.append("feGaussianBlur").attr("stdDeviation", "3.5").attr("result", "coloredBlur"); |
| const feMerge = filter.append("feMerge"); |
| feMerge.append("feMergeNode").attr("in", "coloredBlur"); |
| feMerge.append("feMergeNode").attr("in", "SourceGraphic"); |
| |
| const g = svg.append("g"); |
| |
| |
| simulation = d3.forceSimulation(companies) |
| .force("link", d3.forceLink(links).id(d => d.id).distance(120)) |
| .force("charge", d3.forceManyBody().strength(-800)) |
| .force("center", d3.forceCenter(width / 2, height / 2)) |
| .force("collision", d3.forceCollide().radius(60)); |
| |
| linkGroup = g.append("g").selectAll("line") |
| .data(links).join("line").attr("class", "link").attr("stroke-width", 1.5); |
| |
| nodeGroup = g.append("g").selectAll("g") |
| .data(companies).join("g").attr("class", "node") |
| .call(d3.drag().on("start", dragstarted).on("drag", dragged).on("end", dragended)); |
| |
| nodeGroup.append("circle") |
| .attr("r", d => d.category === "hyperscaler" ? 32 : 24) |
| .attr("fill", d => `url(#grad-${d.id})`) |
| .attr("stroke", d => d.color).attr("stroke-width", 2) |
| .style("filter", "url(#glow)"); |
| |
| |
| companies.forEach(c => { |
| const grad = defs.append("radialGradient").attr("id", `grad-${c.id}`); |
| grad.append("stop").attr("offset", "0%").attr("stop-color", c.color); |
| grad.append("stop").attr("offset", "100%").attr("stop-color", d3.color(c.color).darker(2)); |
| }); |
| |
| labelGroup = g.append("g").selectAll("text") |
| .data(companies).join("text") |
| .text(d => d.ticker) |
| .attr("font-family", "JetBrains Mono") |
| .attr("font-size", "10px").attr("fill", "#fff") |
| .attr("text-anchor", "middle").attr("dy", 4).style("font-weight", "700"); |
| |
| const tooltip = d3.select("body").append("div").attr("class", "tooltip").style("opacity", 0); |
| |
| nodeGroup.on("mouseover", (event, d) => { |
| tooltip.transition().duration(200).style("opacity", 1); |
| tooltip.html(` |
| <div style="font-size:1.1em; font-weight:700; margin-bottom:8px; color:var(--accent);">${d.name}</div> |
| <div style="display:grid; grid-template-columns: 1fr 1fr; gap:10px; font-size:0.85em;"> |
| <div><span style="opacity:0.6;">Ticker</span><br><strong>${d.ticker}</strong></div> |
| <div><span style="opacity:0.6;">AI Exp</span><br><strong style="color:#ffd700;">${d.aiExposure}%</strong></div> |
| <div><span style="opacity:0.6;">Price</span><br><strong class="live-price ${d.change >= 0 ? 'price-up' : 'price-down'}">${d.currency === 'INR' ? '₹' : '$'}${d.price.toLocaleString()}</strong></div> |
| <div><span style="opacity:0.6;">Earnings</span><br><strong>${d.earnings}</strong></div> |
| </div> |
| `).style("left", (event.pageX + 20) + "px").style("top", (event.pageY - 20) + "px"); |
| }).on("mouseout", () => tooltip.transition().duration(200).style("opacity", 0)) |
| .on("click", (_, d) => highlightPaths(d)); |
| |
| simulation.on("tick", () => { |
| linkGroup.attr("x1", d => d.source.x).attr("y1", d => d.source.y) |
| .attr("x2", d => d.target.x).attr("y2", d => d.target.y); |
| nodeGroup.attr("transform", d => `translate(${d.x},${d.y})`); |
| labelGroup.attr("x", d => d.x).attr("y", d => d.y); |
| }); |
| |
| |
| svg.on("dblclick.zoom", () => { |
| svg.transition().duration(750).call(zoom.transform, d3.zoomIdentity); |
| }); |
| |
| createFilters(); |
| renderCompanyList(); |
| renderEarningsCalendar(); |
| startStockPulse(); |
| |
| const initialKey = document.getElementById("api-key").value; |
| if (initialKey) { |
| enableLiveFeed(initialKey); |
| } |
| |
| document.getElementById("api-key").addEventListener("change", (e) => { |
| const key = e.target.value; |
| if (key) enableLiveFeed(key); |
| }); |
| } |
| |
| function enableLiveFeed(key) { |
| document.getElementById("status-dot").className = "status-dot status-live"; |
| document.getElementById("status-text").textContent = "Live Feed Connected"; |
| fetchLivePrices(key); |
| |
| setInterval(() => fetchLivePrices(key), 60000); |
| } |
| |
| function renderEarningsCalendar() { |
| const calendar = document.getElementById("earnings-calendar"); |
| calendar.innerHTML = ""; |
| |
| |
| const groups = {}; |
| companies.forEach(c => { |
| if (!groups[c.earnings]) groups[c.earnings] = []; |
| groups[c.earnings].push(c); |
| }); |
| |
| const dates = Object.keys(groups).sort(); |
| const today = new Date().toISOString().split('T')[0]; |
| |
| dates.forEach(date => { |
| if (date.startsWith("2026-05") || date === today) { |
| const dayDiv = document.createElement("div"); |
| dayDiv.className = `calendar-day ${date === today ? 'today' : ''}`; |
| |
| const dateStr = new Date(date).toLocaleDateString('en-US', { month: 'short', day: 'numeric' }); |
| let itemsHtml = groups[date].map(c => ` |
| <div class="calendar-item" data-id="${c.id}" onclick="highlightPathsById('${c.id}')" style="cursor:pointer"> |
| <span>${c.ticker}</span> |
| <span class="badge ${date < today ? 'badge-reported' : ''}">${date < today ? '✓' : ''}</span> |
| </div> |
| `).join(""); |
| |
| dayDiv.innerHTML = ` |
| <div class="calendar-date">${dateStr}${date === today ? ' (Today)' : ''}</div> |
| ${itemsHtml} |
| `; |
| calendar.appendChild(dayDiv); |
| } |
| }); |
| } |
| |
| function highlightPathsById(id) { |
| const company = companies.find(c => c.id === id); |
| if (company) highlightPaths(company); |
| } |
| |
| function createFilters() { |
| const cats = ["all", "chip", "foundry", "equipment", "memory", "storage", "power", "cooling", "energy", "network", "server", "hyperscaler"]; |
| const container = document.getElementById("filters"); |
| container.innerHTML = ""; |
| cats.forEach(cat => { |
| const btn = document.createElement("button"); |
| btn.className = "filter"; |
| btn.textContent = cat === "all" ? "All" : cat.charAt(0).toUpperCase() + cat.slice(1); |
| if (cat === "all") btn.classList.add("active"); |
| btn.onclick = () => { |
| currentFilter = cat; |
| document.querySelectorAll(".filter").forEach(b => b.classList.remove("active")); |
| btn.classList.add("active"); |
| filterGraph(); |
| }; |
| container.appendChild(btn); |
| }); |
| } |
| |
| function filterGraph() { |
| if (currentFilter === "all") { |
| nodeGroup.style("opacity", 1); |
| linkGroup.style("opacity", 0.65); |
| } else { |
| const visible = new Set(companies.filter(c => c.category === currentFilter).map(c => c.id)); |
| nodeGroup.style("opacity", d => visible.has(d.id) ? 1 : 0.15); |
| linkGroup.style("opacity", d => (visible.has(d.source.id) && visible.has(d.target.id)) ? 0.65 : 0.08); |
| } |
| } |
| |
| function highlightPaths(selected) { |
| |
| document.querySelectorAll(".calendar-item").forEach(item => { |
| item.classList.toggle("active", item.getAttribute("data-id") === selected.id); |
| }); |
| |
| document.getElementById("selected-name").innerHTML = ` |
| ${selected.name} (${selected.ticker}) |
| <span class="live-price ${selected.change >= 0 ? 'price-up' : 'price-down'}"> |
| $${selected.price.toFixed(2)} (${selected.change >= 0 ? '+' : ''}${selected.change.toFixed(2)}%) |
| </span> |
| `; |
| |
| const connected = new Set([selected.id]); |
| const upstream = new Set(); |
| const downstream = new Set(); |
| |
| links.forEach(l => { |
| if (l.source.id === selected.id) { connected.add(l.target.id); downstream.add(l.target.id); } |
| if (l.target.id === selected.id) { connected.add(l.source.id); upstream.add(l.source.id); } |
| }); |
| |
| nodeGroup.selectAll("circle").classed("highlight-node", d => d.id === selected.id || connected.has(d.id)); |
| linkGroup.classed("highlight-link", d => |
| (d.source.id === selected.id || d.target.id === selected.id) |
| ); |
| |
| const impactHTML = ` |
| <div style="margin-bottom:15px; padding:10px; background:rgba(255,215,0,0.1); border-radius:8px; border:1px solid #ffd70044;"> |
| <strong>AI Revenue Exposure:</strong> <span class="ai-exposure" style="font-size:1.2em;">${selected.aiExposure}%</span> |
| </div> |
| <strong>Strategic Profit Flow:</strong><br> |
| <p style="color:#cbd5e1; margin-top:5px;">${getProfitImpact(selected.id)}</p> |
| |
| <div style="display:flex; gap:10px; margin-top:15px;"> |
| <div style="flex:1; background:rgba(0,255,157,0.05); padding:8px; border-radius:6px; border:1px dashed #00ff9d44;"> |
| <small style="color:#00ff9d; display:block;">Upstream Partners</small> |
| ${Array.from(upstream).slice(0, 3).join(", ") || "N/A"} |
| </div> |
| <div style="flex:1; background:rgba(0,212,255,0.05); padding:8px; border-radius:6px; border:1px dashed #00d4ff44;"> |
| <small style="color:#00d4ff; display:block;">Downstream Customers</small> |
| ${Array.from(downstream).slice(0, 3).join(", ") || "N/A"} |
| </div> |
| </div> |
| |
| <div style="margin-top:20px; border-top:1px solid #334155; padding-top:15px; display:flex; justify-content:space-between; align-items:center;"> |
| <div> |
| <small style="color:var(--text-dim); display:block;">Next Earnings</small> |
| <strong style="color:#ffd700;">${selected.earnings}</strong> |
| </div> |
| <a href="https://finance.yahoo.com/quote/${selected.ticker}" target="_blank" style="color:var(--accent); text-decoration:none; font-size:0.8em; padding:6px 12px; border:1px solid var(--accent); border-radius:6px; transition: all 0.2s;"> |
| Yahoo Finance ↗ |
| </a> |
| </div> |
| `; |
| document.getElementById("impact-details").innerHTML = impactHTML; |
| } |
| |
| function getProfitImpact(id) { |
| const map = { |
| "NVDA": "<strong>King of Compute:</strong> Supplies Blackwell GPUs to MSFT/META. Relies on TSM (Production) and MU (Memory). <br><strong>Earnings Outlook:</strong> Stock booms if GB200 Blackwell orders exceed current $100B estimates. Price targets are rising on H100 margin persistence.", |
| "AMD": "<strong>The Alternative:</strong> Gaining 15% market share from NVDA with MI300X. Linked to MSFT and META as a secondary supplier. <br><strong>Earnings Outlook:</strong> Stock rises if software (ROCm) adoption shows parity with CUDA, enabling Hyperscalers to swap chips.", |
| "TSM": "<strong>The Sole Gateway:</strong> Manufactures 100% of advanced AI silicon for NVDA, AMD, and ARM. Bottleneck of the entire ecosystem. <br><strong>Earnings Outlook:</strong> Massive capex spend ($30B+) signals long-term multi-year growth in 2nm nodes.", |
| "BE": "<strong>Off-Grid Power:</strong> Solves the 5-year grid wait time for MSFT/AMZN by providing hydrogen fuel cells for instant power. <br><strong>Earnings Outlook:</strong> Stock is a 'Power Play'—booms as soon as grid-constrained data centers sign MW-scale fuel cell contracts.", |
| "VRT": "<strong>Thermal Mastery:</strong> The liquid cooling bottleneck. Essential for cooling NVIDIA GB200 racks (120kW+). <br><strong>Earnings Outlook:</strong> High-margin service revenue from retrofitting air-cooled centers for high-density AI heat loads.", |
| "NETWEB": "<strong>India's AI Builder:</strong> Local server integrator for NVDA under the Sovereign AI initiative. Key for India's Digital Mission. <br><strong>Earnings Outlook:</strong> Large orders from Indian Govt and private telcos (Jio) for indigenous AI infrastructure.", |
| "RELIANCE": "<strong>Sovereign AI Lead:</strong> Building gigawatt-scale data centers for Jio. Partnered with NVDA for an India-specific AI stack. <br><strong>Earnings Outlook:</strong> Valuation expands as Jio transforms from a Telco into an AI/Cloud powerhouse.", |
| "ANET": "<strong>Network Spine:</strong> Ethernet leader vs InfiniBand. Key partner for META's 600,000 GPU cluster. <br><strong>Earnings Outlook:</strong> Gains from the 'Ethernet-is-Better' narrative for massive-scale cluster interconnects.", |
| "ASML": "<strong>Photolithography Monopolist:</strong> Only company capable of building EUV machines needed for 2nm/3nm AI chips. <br><strong>Earnings Outlook:</strong> Rebound expected as foundries (TSM, INTC) ramp up next-gen fab capacity for 2027.", |
| "MU": "<strong>The HBM Bottleneck:</strong> Supplies High Bandwidth Memory (HBM3e) for NVDA GPUs. Memory is the current supply constraint. <br><strong>Earnings Outlook:</strong> Record-high ASPs (Average Selling Prices) for memory will lead to huge profit surprises.", |
| "PSTG": "<strong>AI Storage Feed:</strong> Flash storage is 10x faster for feeding data into GPU clusters than legacy drives. <br><strong>Earnings Outlook:</strong> Booms as 'Retrieval-Augmented Generation' (RAG) makes fast storage critical for enterprise AI.", |
| "E2E": "<strong>The GPU Cloud:</strong> Providing 'GPU-as-a-Service' to Indian startups. Cloud-native alternative to AWS for cheaper AI training. <br><strong>Earnings Outlook:</strong> Massive subscriber growth from Indian SaaS and AI startups migrating from US-based clouds.", |
| "LT": "<strong>The Builder:</strong> Dominant EPC contractor for data center shells and power transmission in India. <br><strong>Earnings Outlook:</strong> Record order book from AdaniConneX and Nxtra projects signaling a multi-year construction boom.", |
| "WDC": "<strong>Storage Giant:</strong> Critical supplier of NAND/SSD for AI model weights. SanDisk brand dominates edge AI storage. <br><strong>Earnings Outlook:</strong> Stock booms as data center SSD shortages lead to 20% price spikes.", |
| "STX": "<strong>Mass Capacity:</strong> Leader in high-capacity HDDs needed for training data archives. <br><strong>Earnings Outlook:</strong> Massive margin expansion as Hyperscalers ramp up 'Warm Storage' capacity.", |
| "SMSN": "<strong>The Memory Rival:</strong> Challenging SK Hynix for NVIDIA's HBM3e business. Also a logic foundry alternative to TSM. <br><strong>Earnings Outlook:</strong> Massive profit expansion as HBM qualification for Blackwell GPUs is confirmed.", |
| "APH": "<strong>AI Nerve System:</strong> Supplies high-speed connectors and internal rack cabling for NVDA GB200 systems. <br><strong>Earnings Outlook:</strong> Revenue grows with 'Rack-Scale' AI sales, which require 10x more cabling than legacy servers.", |
| "REC": "<strong>Green Grid Engine:</strong> Financing the massive power infrastructure needed for India's 1.5GW data center expansion. <br><strong>Earnings Outlook:</strong> Profit surge from high-yield loans to renewable energy and grid-modernization projects.", |
| "ETN": "<strong>Power Distribution:</strong> Controls the switchgear and electrical flow for Hyperscale sites. <br><strong>Earnings Outlook:</strong> Stock rises as 'Electrification of AI' becomes the #1 priority for cloud providers.", |
| "GLW": "<strong>Optical Backbone:</strong> Provides the specialized fiber needed for the Meta/Microsoft multi-site data center interconnects. <br><strong>Earnings Outlook:</strong> Booms on massive fiber pull-through from AI clusters requiring ultra-low latency.", |
| "STLTECH": "<strong>Digital Infrastructure:</strong> Building the end-to-end fiber connectivity for Indian AI data centers. <br><strong>Earnings Outlook:</strong> Stock is a 'Turnaround Play'—gaining from the massive shift to high-density 5G/AI networks.", |
| "PFC": "<strong>Power Finance Lead:</strong> Primary lender for India's massive energy grid expansion. <br><strong>Earnings Outlook:</strong> Valuation catch-up as credit growth hits 10-year highs due to AI power demand.", |
| "HFCL": "<strong>Networking Native:</strong> Indigenous provider of fiber-optic cables and 5G/AI networking gear for the Reliance/Jio ecosystem. <br><strong>Earnings Outlook:</strong> Booms as 'Make in India' mandates force tech giants to source networking gear locally.", |
| "SNPS": "<strong>The Architect's Tool:</strong> Provides the EDA software without which NVDA cannot design a single transistor. <br><strong>Earnings Outlook:</strong> Massive growth from 'Custom Silicon' trend as MSFT/GOOGL design their own AI chips.", |
| "TER": "<strong>Quality Control:</strong> The final gatekeeper. Tests every AI chip for defects before it leaves the factory. <br><strong>Earnings Outlook:</strong> Complexity of 3nm chips means testing takes 2x longer, driving more machine sales.", |
| "KAYNES": "<strong>India's AI Factory:</strong> Critical EMS partner for manufacturing AI servers and IoT nodes in India. <br><strong>Earnings Outlook:</strong> Stock booms on PLI disbursement and new export orders for AI-ready telecom gear.", |
| "TOELY": "<strong>Fab Precision:</strong> Supplies the etching and deposition machines for TSM's most advanced nodes. <br><strong>Earnings Outlook:</strong> Booms as the industry shifts to 'GAA' (Gate-All-Around) transistors for 2nm AI chips." |
| }; |
| return map[id] || "<strong>Critical Component:</strong> This company provides essential 'Picks and Shovels' for the AI data center buildout. Its stock price is highly sensitive to the Capex spending announcements of Hyperscalers (MSFT, AMZN, GOOGL)."; |
| } |
| |
| function renderCompanyList() { |
| const ul = document.getElementById("company-list"); |
| ul.innerHTML = ""; |
| companies.sort((a, b) => b.aiExposure - a.aiExposure).forEach(c => { |
| const li = document.createElement("li"); |
| li.innerHTML = ` |
| <div> |
| <strong>${c.name}</strong> <small style="color:#94a3b8">${c.ticker}</small> |
| <div style="font-size:0.8em; color:#ffd700">${c.aiExposure}% Exposure</div> |
| </div> |
| <div class="live-price ${c.change >= 0 ? 'price-up' : 'price-down'}"> |
| ${c.currency === 'INR' ? '₹' : '$'}${c.price.toLocaleString()} |
| <div style="font-size:0.7em; text-align:right;">${c.change >= 0 ? '+' : ''}${c.change.toFixed(2)}%</div> |
| </div> |
| `; |
| li.onclick = () => highlightPaths(c); |
| ul.appendChild(li); |
| }); |
| } |
| |
| function startStockPulse() { |
| setInterval(() => { |
| companies.forEach(c => { |
| const volatility = 0.002; |
| const move = (Math.random() - 0.5) * volatility; |
| c.price *= (1 + move); |
| c.change = ((Math.random() * 4) - 2); |
| }); |
| renderCompanyList(); |
| }, 3000); |
| } |
| |
| async function fetchLivePrices(apiKey) { |
| try { |
| const promises = companies.slice(0, 10).map(c => |
| fetch(`https://finnhub.io/api/v1/quote?symbol=${c.ticker}&token=${apiKey}`) |
| .then(res => res.json()) |
| .then(data => { |
| if (data.c) { |
| c.price = data.c; |
| c.change = data.dp; |
| } |
| }) |
| ); |
| await Promise.all(promises); |
| renderCompanyList(); |
| } catch (e) { |
| console.error("Live fetch failed", e); |
| } |
| } |
| |
| function dragstarted(event) { if (!event.active) simulation.alphaTarget(0.3).restart(); event.subject.fx = event.subject.x; event.subject.fy = event.subject.y; } |
| function dragged(event) { event.subject.fx = event.x; event.subject.fy = event.y; } |
| function dragended(event) { if (!event.active) simulation.alphaTarget(0); event.subject.fx = null; event.subject.fy = null; } |
| |
| document.getElementById("search").addEventListener("keyup", function () { |
| const term = this.value.toLowerCase(); |
| document.querySelectorAll("#company-list li").forEach(li => { |
| li.style.display = li.textContent.toLowerCase().includes(term) ? "" : "none"; |
| }); |
| }); |
| |
| window.onload = initGraph; |
| </script> |
| </body> |
|
|
| </html> |
