{
  "_doc": "Generated by spot-desk/tools/export_for_web.py. Do not edit by hand.",
  "as_of": "2026-05-31",
  "generated_at_utc": "2026-05-31T12:41:52.728173+00:00",
  "issue_no": 21,
  "scale": {
    "sources": 43,
    "verticals": 32,
    "weekly_comps": 956,
    "skus": 192,
    "data_window_days": 730
  },
  "indices": [
    {
      "ticker": "SWCI",
      "name": "Compute",
      "components": "Legacy GPUs \u00b7 Servers \u00b7 Enterprise SSD \u00b7 DDR5 RAM \u00b7 Hyperscaler GPU rental \u00b7 HBM stress \u00b7 Frontier GPU OEM",
      "value": 88.56666983006204,
      "wow_pct": -0.39903593720407304,
      "yoy_pct": -11.433330169937994,
      "sparkline": [
        105.45974636063899,
        93.33824966627584,
        80.47170421641856,
        95.19380589925306,
        96.27477482387043,
        81.39652989615477,
        90.14147371976773,
        89.05307134793118,
        90.74468774737714,
        102.12989477428076,
        74.17046284682425,
        88.56666983006204
      ],
      "headline_sku": "H100 80GB PCIe at $1,630",
      "indicative": true,
      "data_through": "2026-05-31",
      "rebase_window_days": 84,
      "n_components": 7,
      "n_comps_used": 37,
      "component_values": {
        "gpu": 774.4933827993628,
        "server": null,
        "ssd": 1559.0000000000002,
        "ram": null,
        "hyperscaler": 4.0,
        "hbm": 100.0,
        "frontier_gpu": 350493.41799240693
      },
      "component_n_comps": {
        "gpu": 4,
        "server": 0,
        "ssd": 3,
        "ram": 0,
        "hyperscaler": 23,
        "hbm": 3,
        "frontier_gpu": 4
      },
      "component_weights": {
        "gpu": 0.06,
        "server": 0.06,
        "ssd": 0.04,
        "ram": 0.04,
        "hyperscaler": 0.2,
        "hbm": 0.25,
        "frontier_gpu": 0.35
      },
      "component_source_tier": {
        "gpu": "tier_4_ebay_secondary",
        "server": "tier_4_ebay_secondary",
        "ssd": "tier_4_ebay_secondary",
        "ram": "tier_4_ebay_secondary",
        "hyperscaler": "tier_1_hyperscaler_api",
        "hbm": "tier_1_industry_research_and_filings",
        "frontier_gpu": "tier_1_oem_direct"
      },
      "source_mix": {
        "tier_1_pct": 0.675,
        "tier_2_pct": 0.0,
        "tier_3_pct": 0.125,
        "tier_4_pct": 0.2,
        "tier_5_pct": 0.0
      },
      "yoy_backfill_disclosed": true
    },
    {
      "ticker": "SWII",
      "name": "Interconnect",
      "components": "Networking eBay \u00b7 Transceiver eBay \u00b7 FS.com Ethernet \u00b7 FS.com InfiniBand \u00b7 FS.com DAC/AOC \u00b7 NVSwitch OEM",
      "value": 153.3,
      "wow_pct": 65.84,
      "yoy_pct": null,
      "sparkline": [
        96.92,
        96.92,
        114.24,
        110.04,
        103.77,
        109.11,
        110.19,
        109.36,
        100.97,
        97.46,
        92.44,
        153.3
      ],
      "headline_sku": "Cisco Catalyst 9300 (secondary)",
      "indicative": true,
      "data_through": "2026-05-31",
      "rebase_window_days": 28,
      "n_components": 6,
      "n_comps_used": 48,
      "component_values": {
        "networking_ebay": 468.42,
        "transceiver_ebay": 5000.1,
        "fs_new_list": 100.0,
        "infiniband_fs": 100.0,
        "dac_aoc_fs": 100.0,
        "nvswitch_oem": 100.0
      },
      "component_n_comps": {
        "networking_ebay": 11,
        "transceiver_ebay": 0,
        "fs_new_list": 5,
        "infiniband_fs": 21,
        "dac_aoc_fs": 10,
        "nvswitch_oem": 1
      },
      "component_weights": {
        "networking_ebay": 0.15,
        "transceiver_ebay": 0.05,
        "fs_new_list": 0.15,
        "infiniband_fs": 0.3,
        "dac_aoc_fs": 0.15,
        "nvswitch_oem": 0.2
      },
      "component_source_tier": {
        "networking_ebay": "tier_4_ebay_secondary",
        "transceiver_ebay": "tier_4_ebay_secondary",
        "fs_new_list": "tier_2_channel_partner",
        "infiniband_fs": "tier_2_channel_partner",
        "dac_aoc_fs": "tier_2_channel_partner",
        "nvswitch_oem": "tier_1_oem_direct"
      },
      "source_mix": {
        "tier_1_pct": 0.2,
        "tier_2_pct": 0.6,
        "tier_3_pct": 0.0,
        "tier_4_pct": 0.2,
        "tier_5_pct": 0.0
      }
    },
    {
      "ticker": "SWPI",
      "name": "Power",
      "components": "Nationwide LMP \u00b7 Queue depth \u00b7 Backlog growth \u00b7 Lead-time \u00b7 BLS PPI",
      "value": 112.79,
      "weighted_lmp_per_mwh": 28.1,
      "wow_pct": -1.24,
      "yoy_pct": null,
      "sparkline": [
        114.06,
        114.06,
        114.06,
        114.05,
        114.05,
        114.05,
        114.05,
        114.21,
        114.21,
        114.21,
        114.21,
        112.79
      ],
      "headline_sku": "Diffusion index \u2014 5/5 components active",
      "indicative": true,
      "data_through": "2026-05-31",
      "rebase_window_days": 730,
      "n_components": 5,
      "n_components_used": 5,
      "n_comps_used": 36,
      "component_values": {
        "lmp": 100.0,
        "queue_depth": 98.71,
        "backlog_growth": 167.52,
        "lead_time": 75.0,
        "ppi": 108.62
      },
      "component_n_comps": {
        "lmp": 5,
        "queue_depth": 9,
        "backlog_growth": 5,
        "lead_time": 13,
        "ppi": 4
      },
      "component_weights": {
        "lmp": 0.1,
        "queue_depth": 0.3,
        "backlog_growth": 0.25,
        "lead_time": 0.2,
        "ppi": 0.15
      },
      "component_weights_used": {
        "lmp": 0.1,
        "queue_depth": 0.3,
        "backlog_growth": 0.25,
        "lead_time": 0.2,
        "ppi": 0.15
      },
      "component_source_tier": {
        "lmp": "tier_5_public_infrastructure",
        "queue_depth": "tier_5_public_infrastructure",
        "backlog_growth": "tier_3_edgar_filings",
        "lead_time": "tier_3_edgar_filings",
        "ppi": "tier_1_bls_ppi"
      },
      "source_mix": {
        "tier_1_pct": 0.15,
        "tier_2_pct": 0.0,
        "tier_3_pct": 0.45,
        "tier_4_pct": 0.0,
        "tier_5_pct": 0.4
      },
      "iso_component_values": {
        "ercot": 23.82,
        "pjm": null,
        "spp": null,
        "miso": 39.94,
        "caiso": 8.75,
        "nyiso": 39.63,
        "iso_ne": 45.33
      },
      "methodology": "diffusion",
      "interpretation": "Value > 100 = grid more stressed than trailing 24-month baseline.",
      "v1_partial_fallback_used": false
    },
    {
      "ticker": "SWFI",
      "name": "Facility",
      "components": "T&M \u00b7 PLC \u00b7 PPI process instruments \u00b7 PPI HVAC \u00b7 EDGAR cohort sentiment \u00b7 CDW cooling channel",
      "value": 128.13,
      "wow_pct": -3.58,
      "yoy_pct": null,
      "sparkline": [
        116.44,
        108.34,
        109.76,
        121.41,
        118.64,
        111.58,
        111.58,
        119.39,
        126.34,
        128.16,
        128.16,
        128.13
      ],
      "headline_sku": "Composite \u2014 6/6 components active",
      "indicative": false,
      "data_through": "2026-05-31",
      "rebase_window_days": 730,
      "n_components": 6,
      "n_components_used": 6,
      "n_comps_used": 835,
      "component_values": {
        "tm_ebay": 136.36,
        "plc_ebay": 195.9,
        "ppi_process": 106.24,
        "ppi_hvac": 103.14,
        "edgar_sentiment": 165.14,
        "cooling": 100.0
      },
      "component_n_comps": {
        "tm_ebay": 685,
        "plc_ebay": 78,
        "ppi_process": 24,
        "ppi_hvac": 24,
        "edgar_sentiment": 4,
        "cooling": 20
      },
      "component_weights": {
        "tm_ebay": 0.1,
        "plc_ebay": 0.1,
        "ppi_process": 0.2,
        "ppi_hvac": 0.2,
        "edgar_sentiment": 0.2,
        "cooling": 0.2
      },
      "component_weights_used": {
        "tm_ebay": 0.1,
        "plc_ebay": 0.1,
        "ppi_process": 0.2,
        "ppi_hvac": 0.2,
        "edgar_sentiment": 0.2,
        "cooling": 0.2
      },
      "component_source_tier": {
        "tm_ebay": "tier_4_ebay_secondary",
        "plc_ebay": "tier_4_ebay_secondary",
        "ppi_process": "tier_1_bls_ppi",
        "ppi_hvac": "tier_1_bls_ppi",
        "edgar_sentiment": "tier_3_edgar_filings",
        "cooling": "tier_2_channel_partner"
      },
      "source_mix": {
        "tier_1_pct": 0.4,
        "tier_2_pct": 0.2,
        "tier_3_pct": 0.2,
        "tier_4_pct": 0.2,
        "tier_5_pct": 0.0
      },
      "methodology": "hybrid_spot_diffusion",
      "interpretation": "Combines spot eBay (T&M, PLC) with diffusion (PPI, EDGAR cohort sentiment)."
    }
  ],
  "featured": {
    "ticker": "SWCI",
    "sku": "NVIDIA A100 40GB PCIe",
    "metric": "weekly median, USD",
    "series": [
      {
        "m": "JUN",
        "y": "'25",
        "v": 8500
      },
      {
        "m": "JUL",
        "y": "'25",
        "v": 8200
      },
      {
        "m": "AUG",
        "y": "'25",
        "v": 7900
      },
      {
        "m": "SEP",
        "y": "'25",
        "v": 7400
      },
      {
        "m": "OCT",
        "y": "'25",
        "v": 6900
      },
      {
        "m": "NOV",
        "y": "'25",
        "v": 6500
      },
      {
        "m": "DEC",
        "y": "'25",
        "v": 6100
      },
      {
        "m": "JAN",
        "y": "'26",
        "v": 5700
      },
      {
        "m": "FEB",
        "y": "'26",
        "v": 5400
      },
      {
        "m": "MAR",
        "y": "'26",
        "v": 5200
      },
      {
        "m": "APR",
        "y": "'26",
        "v": 5050
      },
      {
        "m": "MAY",
        "y": "'26",
        "v": 4999
      }
    ],
    "annotation": {
      "at_index": 4,
      "label": "H100 hyperscaler ramp",
      "sublabel": "A100 secondary supply expands"
    },
    "n_listings": 1608,
    "yoy_pct": -41.2,
    "indicative": true,
    "data_source_note": "Indicative trend; from 2026-Q2 forward, points will derive from spot-desk GPU history."
  },
  "bottlenecks": [
    {
      "value": "-41%",
      "unit": "A100 40GB PCIe, year-over-year",
      "tag": "SWCI \u00b7 Compute",
      "sub": "floor unknown"
    },
    {
      "value": "20+",
      "unit": "weeks \u2014 400G optic lead times",
      "tag": "SWII \u00b7 Interconnect",
      "sub": "was 8 weeks pre-2024",
      "source": "650 Group"
    },
    {
      "value": "5+",
      "unit": "years \u2014 ERCOT large-load interconnect queue",
      "tag": "SWPI \u00b7 Power",
      "sub": "and growing"
    },
    {
      "value": "30+",
      "unit": "weeks \u2014 Allen-Bradley ControlLogix lead times",
      "tag": "SWFI \u00b7 Facility",
      "sub": "was 6 weeks pre-2022",
      "source": "Rockwell investor disclosures"
    }
  ],
  "_schema_version": 1,
  "_frozen": {
    "month": "2026-05",
    "snapshot_date": "2026-05-31",
    "license": "CC-BY-4.0"
  }
}