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The Compute Hub

Open Compute Hub

The Compute Hub is BenchGecko's AI infrastructure situation room. It tracks the complete supply chain from sand to API across five layers.

Five Supply Chain Layers

Layer 1: Foundries

Semiconductor fabrication plants that manufacture AI chips.

  • TSMC -- manufactures 90%+ of leading-edge AI chips (N3, N5 nodes)
  • Utilization rates, queue depth, and process node transitions
  • FCI (Foundry Concentration Index) tracking single-source dependency risk

Layer 2: Chips

AI accelerators designed for training and inference.

Chip Maker Use Case
H100/H200 NVIDIA Training and inference (current workhorse)
B200/GB200 (Blackwell) NVIDIA Next-gen training
MI300X AMD High-memory inference
TPU v5p Google Google Cloud training and inference
LPU Groq Ultra-fast inference (220 tok/s/$)
WSE-3 Cerebras Wafer-scale training (180 tok/s/$)

The Chip Efficiency Race on the BenchGecko homepage ranks accelerators by tokens per second per dollar.

Layer 3: Memory

HBM (High Bandwidth Memory) is the bottleneck of AI infrastructure.

  • HBM3E -- current generation, severe scarcity
  • Lead times stretching past 52 weeks
  • Suppliers: SK Hynix, Samsung, Micron
  • MDI (Memory Demand Index) tracking supply tension

Layer 4: Systems

Rack-level and pod-level AI compute systems.

  • NVIDIA DGX and HGX configurations
  • Google TPU pods
  • Custom hyperscaler builds
  • Power density per rack (going from 30kW to 120kW+)

Layer 5: Energy

Power supply for AI datacenters is becoming a binding constraint.

  • 10 datacenter regions ranked by power readiness
  • 8 nuclear deals tracked (Microsoft/Constellation, Amazon/Talen, Google/Kairos, etc.)
  • Grid strain analysis by region
  • Renewable energy commitments vs actual delivery

Composite Indices

Index Current Trend What It Measures
AICDI 61/100 High Overall compute demand pressure
FCI 62 +1 Foundry concentration risk
MDI 84 +4 Memory supply tension
HBM Tension 48 +3 HBM lead time and availability
Capex/Rev Gap 3.4x +0.2x Hyperscaler spend vs AI revenue

Cross-Layer Insights

The Compute Hub generates cross-layer signals. For example: "Bubble Index sits at 278%, Gecko Pulse reads 20/100 (healthy). Capex keeps outpacing revenue." These insights connect infrastructure supply with economic fundamentals.