China’s chip gate may reroute orders back to Nvidia

[withheld] — Proprietary daily/weekly 'Computing Power Rental Price Index' tracking China's GPU/AI-accelerator rental [withheld]: granular price points and price-spread analytics for domestic AI chips (Huawei Ascend 910B2/910B3/910B4) and imported/legacy GPUs (Nvidia H800, H100, H200, A800, H20) across relocatable vs. online-cloud delivery channels, by region and contract type (single-card spot rental vs. whole-server/bulk contract) — an extension of [withheld]'s core commodity price-reporting business ([withheld]) into computing power as a tracked commodity.. Established mid-size commodit…

[withheld] — Proprietary 'GraphCast' expert-verified compliance datasets mapping corporate ownership/affiliate networks, BIS Entity List and Military End-User List connections, and a '[withheld] Forced Labor' supply-chain risk dataset (UFLPA/EU regulations) detailing suppliers and sub-tier connections; built through expert-led investigations and primary-document sourcing rather than public-list aggregation, and integrated directly into trade-compliance screening platforms (e2open, Descartes Visual Compliance).. Established mid-size trade-compliance data vendor (~170 employees, ~$16.9M revenue, VC-bac…

[withheld] — Proprietary syndicated market-research trackers and datasets on AI infrastructure: hyperscaler AI capex tracking, an 'Accelerator Deployment View' of installed/shipped AI accelerators by vendor and cloud operator, training-vs-inference cost/utilization benchmarks, and multi-year AI data-center capacity/power outlooks.. Mid-size specialty tech market-research firm (~170 employees, Hong Kong HQ, revenue band around $6M estimate) with broad global analyst coverage across AI, semiconductor, mobile and auto verticals.. Use cases: In…

[withheld] — Structured, continuously curated feed of AI-infrastructure market intelligence: capex figures parsed from SEC XBRL filings (1,801 data points across 44 companies), classified primary disclosures (8-Ks, press releases, wire reports), and human/AI-written 'why it matters' context tagged by region and source-credibility tier, across US, China/APAC, Australia, Europe and Middle East.. Small/early-stage — a niche single-vertical (AI infrastructure) intelligence product with no disclosed user counts, but structurally differentiated data (tagged, tiered, classified feed) that could scale i…

[withheld] — Proprietary, continuously-updated global data-center project and capacity intelligence database: facility-level records (operator, location, project stage, capacity in MW, power/interconnect allocations, technology type) compiled through government data, company disclosures, earnings calls, investor presentations, and direct industry interviews, then analyst-validated.. Small-to-mid boutique data-center intelligence vendor (Apollo lists just 1 formal employee record, though the LinkedIn page describes an analyst/writer team spanning Singapore and India) with global project coverage …

[withheld] — Continuously-updated real-time GPU cloud pricing, availability, and specification panel data aggregated across a large indexed network of GPU rental platforms, hyperscalers, managed-inference services, and decentralized compute networks; includes spot-vs-on-demand price deltas, region/hardware-type breakdowns, and enterprise RFQ/bid outcomes from a single-RFP quote engine.. Very early-stage (2-person team, founded 2026) but with broad category coverage claimed (roughly 46-200+ GPU compute providers indexed across different site pages), typical of a nimble aggregator/broker ra…

[withheld] — Proprietary semiconductor/electronic-component industry big-data platform built from user search/selection behavior: 200M+ component model records, 160M+ datasheets, 76M+ cross-reference/alternative-part mappings, 21M+ PCN/PDN change notices, 1.1M+ component silkscreen-marking lookups, plus a 13,000+ company supply-chain directory and live component pricing/inventory data captured as ~1.5M engineers/buyers search, cross-reference, and price-check parts.. Large and mature for a vertical B2B data platform — 1.5M active users, ~3M monthly…

[withheld] — Proprietary compute-supply-chain intelligence dataset that cross-references the US BIS Entity List export-control designations against a curated 'compute dataset' of AI/semiconductor companies, tracing corporate ownership chains, sovereign AI program links, and compute-capacity estimates; built from facility catalogs, company filings, government program data, and licensed corporate-ownership databases.. Very small (single-person, academic-affiliated) operation, but a data-dense niche compliance intelligence product covering thousands of tracked export-control designations and hundr…

[withheld] — Proprietary 'Factory Identification Database' covering approximately 4.8 million real Chinese manufacturing enterprises, with fields including business scope, production capacity, foreign-trade/export tags, and hiring/recruitment status — combined with published industry deep-dive research reports (a 180-part 'China Key Industries 2026' flagship series plus additional concurrent series) built on this internal data alongside external sources (customs trade data, statistical yearbooks, listed-c…