Datacentres
Building the artificial gigabrain
Ranked by momentum (22)
| # | Entity | Kind | Momentum | Divergence | 30d |
|---|---|---|---|---|---|
| 1 | ggml-org/llama.cpp | repo | 96 | — | |
| 2 | vllm-project/vllm | repo | 91 | — | |
| 3 | sgl-project/sglang | repo | 84 | — | |
| 4 | deepseek-ai/DeepSpec | repo | 58 | — | |
| 5 | deepseek-ai/DeepSeek-Math | repo | 45 | — | |
| 6 | NVIDIA/TensorRT-LLM | repo | 45 | — | |
| 7 | triton-lang/triton | repo | 45 | — | |
| 8 | skypilot-org/skypilot | repo | 45 | — | |
| 9 | deepseek-ai/DeepSeek-OCR-2 | repo | 45 | — | |
| 10 | deepseek-ai/DeepSeek-OCR | repo | 45 | — | |
| 11 | deepseek-ai/Janus | repo | 38 | — | |
| 12 | deepseek-ai/Engram | repo | 38 | — | |
| 13 | deepseek-ai/LPLB | repo | 38 | — | |
| 14 | deepseek-ai/DeepSeek-V3.2-Exp | repo | 38 | — | |
| 15 | deepseek-ai/awesome-deepseek-coder | repo | 38 | — | |
| 16 | deepseek-ai/DeepSeek-Prover-V2 | repo | 38 | — | |
| 17 | deepseek-ai/DeepSeek-R1 | repo | 38 | — | |
| 18 | deepseek-ai/DeepGEMM | repo | 38 | — | |
| 19 | deepseek-ai/profile-data | repo | 38 | — | |
| 20 | deepseek-ai/DeepSeek-VL2 | repo | 38 | — | |
| 21 | deepseek-ai/TileKernels | repo | 38 | — | |
| 22 | deepseek-ai/ESFT | repo | 31 | — |
Public bench
Public names carry no momentum — their signal class is filings + quarterly fundamentals.
| Company | Latest filing | Capex (Q) | Revenue (Q) | 8q capex |
|---|---|---|---|---|
| $AMD Advanced Micro Devices | 8-K 2026-07-01 · sec.gov | $389M▲+83% | $1.6B▲+38% | |
| $ANET Arista Networks | 8-K 2026-06-02 · sec.gov | $54.5M▲+92% | $2.7B▲+17% | |
| $ASML ASML Holding NV | 6-K 2026-04-23 · sec.gov | — | — | — |
| $AVGO Broadcom Inc. | 8-K 2026-07-06 · sec.gov | $250M▲+150% | $5.4B▲+8% | |
| $CEG Constellation Energy | 8-K 2026-06-02 · sec.gov | $1.3B▲+58% | $11.1B▲+69% | |
| $MU Micron Technology | 10-Q 2026-06-25 · sec.gov | $5.4B▲+68% | $8.4B▲+8% | |
| $NVDA NVIDIA Corporation | 8-K 2026-07-02 · sec.gov | $155M▲+21% | $81.6B▲+43% | |
| $SMCI Super Micro Computer | 8-K 2026-06-15 · sec.gov | $32.3M▼-27% | $678.2M▲+10% | |
| $TSM Taiwan Semiconductor Manufacturing | 6-K 2026-07-13 · sec.gov | — | — | — |
| $VRT Vertiv Holdings | 8-K 2026-06-18 · sec.gov | $112.6M▲+149% | $0 | |
| $VST Vistra Corp | 8-K 2026-06-30 · sec.gov | $883M▲+15% | $5.6B▲+13% |
Cascade — private → public
- ↳ category beneficiary$VSTVistra Corpcapex $883M▲+15%· 8-K 2026-06-30AI load growth re-rates firm clean generation (nuclear PPAs).
- ↳ drives demand for$NVDANVIDIA Corporationcapex $155M▲+21%· 8-K 2026-07-02Frontier-lab training and inference demand is the marginal buyer of accelerators.
NVIDIA Corporationpublic
- ↳ supplied by$MUMicron Technologycapex $5.4B▲+68%· 10-Q 2026-06-25HBM attach rises per accelerator generation.
- ↳ supplied by$TSMTaiwan Semiconductor Manufacturing· 6-K 2026-07-13Accelerators fab at TSMC's leading edge.
- ↳ category beneficiary$ANETArista Networkscapex $54.5M▲+92%· 8-K 2026-06-02AI clusters pull 800G+ Ethernet buildouts.
- ↳ category beneficiary$CEGConstellation Energycapex $1.3B▲+58%· 424B4 2026-06-02AI load growth re-rates firm clean generation (nuclear PPAs).
- ↳ category beneficiary$VRTVertiv Holdingscapex $112.6M▲+149%· 8-K 2026-06-18Every GW of AI datacentre needs power and cooling infrastructure.
- ↳ drives demand for$AVGOBroadcom Inc.capex $250M▲+150%· 8-K 2026-07-06Custom-accelerator programs and cluster networking scale with frontier compute.
- ↳ drives demand for$NVDANVIDIA Corporationcapex $155M▲+21%· 8-K 2026-07-02Frontier-lab training and inference demand is the marginal buyer of accelerators.
- ↳ supplied by$ASMLASML Holding NV· 6-K 2026-04-23Leading-edge capacity requires EUV.
- ↳ category beneficiary$NVDANVIDIA Corporationcapex $155M▲+21%· 8-K 2026-07-02Inference-stack maturity expands deployable GPU demand.
Recent events
- gh_releaseggml-org/llama.cpp b100022026-07-14source
- gh_releaseggml-org/llama.cpp b100012026-07-14source
- gh_releaseggml-org/llama.cpp b100002026-07-14source
- gh_releaseggml-org/llama.cpp b99992026-07-14source
- gh_releaseggml-org/llama.cpp b99962026-07-14source
- gh_releaseggml-org/llama.cpp b99952026-07-14source
- gh_releasevllm-project/vllm v0.25.12026-07-14source
- gh_releasesgl-project/sglang v0.5.15.post12026-07-14source
- gh_releaseggml-org/llama.cpp b99942026-07-14source
- gh_releaseggml-org/llama.cpp b99932026-07-13source
- gh_releaseggml-org/llama.cpp b99922026-07-13source
- gh_releaseggml-org/llama.cpp b99902026-07-13source
- gh_releaseggml-org/llama.cpp b99882026-07-13source
- gh_releaseggml-org/llama.cpp b99872026-07-13source
- gh_releaseggml-org/llama.cpp b99862026-07-13source
- gh_releaseggml-org/llama.cpp b99852026-07-13source
- gh_releaseggml-org/llama.cpp b99842026-07-13source
- gh_releaseggml-org/llama.cpp b99822026-07-13source
- gh_releasevllm-project/vllm v0.25.02026-07-11source
- gh_releasesgl-project/sglang v0.5.152026-07-10source
- gh_releaseskypilot-org/skypilot v0.13.0rc12026-07-09source
- gh_releaseNVIDIA/TensorRT-LLM v1.3.0rc202026-06-30source
- gh_releasevllm-project/vllm v0.24.02026-06-29source
- gh_releasesgl-project/sglang v0.5.142026-06-26source
- gh_releaseNVIDIA/TensorRT-LLM v1.3.0rc192026-06-23source