Research tracker
Lead indicators for the AI buildout (power equipment, memory, leasing, credit and demand), placed by roughly how many months each one moves before it shows up in NVIDIA's reported revenue.
Latest reading Oct 15, 2026 · synced from Notion
16 of 24 signals holding. The watch list sits in Credit, Model Calibration and Memory Supply.
Earlier warning on the left, in reported revenue on the right
Key signals
Other signals
A personal research tracker, updated by hand from public filings, earnings calls and industry data. Lead times are approximate. Not investment advice.