AI Buildout
Indicator Study | Emerging | As of 2026-02-06 | Freshness 34d
AI Buildout is 'emerging' with a composite score of 47.8. The hottest components are Software and compute capex 61.6, Semiconductor supply tightness 40.1.
47.75
Score
34 day(s)
Freshness
2026-02-06
As Of
Component Scores
| Component | Score |
|---|---|
| Software and compute capex | 61.59 |
| Power buildout | 37.00 |
| Semiconductor supply tightness | 40.06 |
Current Drivers
| Driver | Component | Score | Raw | Transformed |
|---|---|---|---|---|
| Private fixed investment in intellectual property products | Software and compute capex | 72.68 | 325.51 | 34.64 |
| Information processing equipment momentum | Software and compute capex | 70.46 | 19.50 | 19.50 |
| Semiconductor industrial production | Semiconductor supply tightness | 55.78 | 175.21 | 9.72 |
| Private construction spending on power | Power buildout | 44.77 | 143912.00 | 2.72 |
| Private fixed investment in information processing equipment | Software and compute capex | 41.63 | 786.12 | 8.28 |
| Data-processing and hosting payrolls | Power buildout | 29.23 | 468.50 | -2.88 |
| Semiconductor capacity utilization | Semiconductor supply tightness | 24.34 | 73.54 | 73.54 |
Metrics
| Metric | Value |
|---|---|
| Score | 47.75 |
| Freshness Days | 34 |
| Panel As Of Date | 2026-02-06 |
| Source As Of Date | 2026-02-01 |
Charts
Component contribution bars
Higher scores indicate more replacement pressure or fragility for this study.
Normalized history panel
All lines are scored on the same 0-100 scale using trailing z-scores on a weekly Friday panel.
Notes
- Higher scores mean the physical and financial AI buildout is running hotter.
- Quarterly capex series are carried onto the weekly Friday panel to preserve mixed-frequency comparability.
- Mechanism note: Buildout pressure rises when software and equipment investment, power construction, and semiconductor tightness all run above their trailing norms.
- Freshness: the stalest source series in this study is 34 day(s) old.
Commentary
AI Buildout remains emerging with a composite score of 47.8, driven by strong software and compute capex (61.6) and moderate semiconductor supply tightness (40.1).
- Composite index: 47.8 (34‑day freshness).
- Software & compute capex component: 61.6 (transformed value 34.64, raw private IP investment $325.5 bn).
- Semiconductor supply tightness: 40.1 (capacity utilization transformed value 73.5).
Caveat: The composite index is forward‑looking but based on a limited set of high‑frequency indicators that may lag turning points.