A trimmed look at this week's Intelligence Digest — the full version, with every layer broken out, is in the app.
AI Chip Design and Datacenter & AI Compute Infrastructure led the AI Supply Chain universe this week, both posting multi-day winning streaks as semiconductor earnings came in ahead of estimates.
AI Platforms & Foundation Models cooled off after a strong prior month, with no single catalyst — more a pause than a reversal based on what the data shows so far.
Physical AI & Robotics continued tracking AI Chip Design with a short lag, consistent with the supply-chain relationship between the two — exactly the kind of pattern the Confluence Engine is built to catch.
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