Update NEW_AI_INFRA.html

NEW_AI_INFRA.html

@@ -458,15 +458,50 @@
             { 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 },
+
+            // Design IP & EDA (Architects)
+            { 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 },
+
+            // Testing & Verification
+            { 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 },
+
+            // Materials & Fab Equipment
+            { 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 },
+
+            // Storage Hub (Massive Capacity)
+            { 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" },
+
+            // Cables & Fiber Backbone
+            { 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 },
+
+            // Power Management & Infrastructure
+            { 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 },
+
             // NSE (India) Hub
-            { id: "RELIANCE", name: "Reliance Industries", ticker: "RELIANCE.NS", category: "hyperscaler", color: "#f1c40f", aiExposure: 25, return1y: 32, earnings: "2026-04-20", price: 1432.0, change: 0.46, currency: "INR" },
-            { id: "ADANIENT", name: "Adani Enterprises", ticker: "ADANIENT.NS", category: "hyperscaler", color: "#f1c40f", aiExposure: 20, return1y: 45, earnings: "2026-05-02", price: 2396.8, change: -1.2, currency: "INR" },
-            { id: "BHARTIARTL", name: "Bharti Airtel", ticker: "BHARTIARTL.NS", category: "hyperscaler", color: "#f1c40f", aiExposure: 18, return1y: 28, earnings: "2026-05-14", price: 1900.2, change: 0.64, currency: "INR" },
-            { id: "NETWEB", name: "Netweb Tech", ticker: "NETWEB.NS", category: "server", color: "#a29bfe", aiExposure: 85, return1y: 210, earnings: "2026-05-12", price: 4075.9, change: 1.11, currency: "INR" },
-            { id: "E2E", name: "E2E Networks", ticker: "E2E.NS", category: "server", color: "#a29bfe", aiExposure: 92, return1y: 450, earnings: "2026-05-20", price: 2940.5, change: 0.07, currency: "INR" },
-            { id: "LT", name: "Larsen & Toubro", ticker: "LT.NS", category: "foundry", color: "#4ecdc4", aiExposure: 15, return1y: 42, earnings: "2026-05-08", price: 4021.9, change: -1.81, currency: "INR" },
-            { id: "TATACOMM", name: "Tata Comm", ticker: "TATACOMM.NS", category: "network", color: "#ff9eaa", aiExposure: 35, return1y: 55, earnings: "2026-05-10", price: 1581.4, change: -1.3, 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: "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 = [
@@ -509,7 +544,13 @@
             { 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: "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";
@@ -770,7 +811,21 @@
                 "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."
+                "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).";
         }