ComputeRisk AI

Track AI Compute Infrastructure Risk in Real-Time

Monitor $450B+ in AI compute infrastructure across NVIDIA GPUs, AMD accelerators, Google TPUs, AWS custom silicon, and emerging architectures. Get institutional-grade risk intelligence to protect your portfolio.

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Free tier available • No credit card required • 60+ data sources

Why AI Compute Risk Matters Now

Rapid Market Evolution

New chip architectures launch every quarter. NVIDIA Blackwell, AMD MI350, Google TPU v6, AWS Trainium2 - staying ahead requires real-time monitoring.

$35B Financing Cliff

Hyperscalers face massive GPU refinancing deadlines in 2026. Credit spreads are widening. Early warning signals separate alpha from losses.

Custom Silicon Disruption

35% of hyperscaler capacity now runs on proprietary chips. Traditional GPU exposure models are broken. You need multi-architecture visibility.

Comprehensive Risk Intelligence

Track every dimension of AI compute infrastructure risk from chips to contracts to cyber threats

Financial Stress

Track GPU financing terms, credit spreads, debt maturities, and refinancing risk across data center operators and cloud providers.

Tech Obsolescence

Monitor new chip launches, architecture transitions, performance benchmarks, and technology depreciation across NVIDIA, AMD, Google, AWS, Intel.

Demand Risk

Analyze AI workload trends, model scaling laws, inference economics, and utilization rates driving compute demand volatility.

Macro Shocks

Power grid constraints, export controls, geopolitical risks, and supply chain disruptions impacting global compute infrastructure.

Platform Capacity

Real-time GPU/TPU availability across CoreWeave, Lambda Labs, AWS, GCP, and Azure with pricing trends and queue metrics as demand indicators.

Contract, Model & Cyber Risk

Track financing covenants, AI model performance degradation, supply chain attacks, data exfiltration, and infrastructure threats across 47+ production models.

Built for Institutional Decision Makers

Risk intelligence for investors, analysts, and enterprise executives monitoring AI infrastructure exposure

Institutional Investors

PE firms, hedge funds, family offices tracking AI infrastructure investments

•Monitor portfolio companies with data center exposure before financing cliffs hit
•Track hyperscaler capex trends and GPU utilization rates to time entry/exit on cloud equity
•Identify arbitrage opportunities between traditional GPU exposure and custom silicon disruption
•Early warning signals on credit spreads, asset depreciation, and technology obsolescence risk

Financial Analysts

Equity research analysts covering hyperscalers, chip companies, and data center operators

•Real-time data on chip supply constraints, new architecture launches, and competitive dynamics
•Model capex forecasts with visibility into GPU financing terms and refinancing schedules
•Track AI workload economics and inference cost curves to forecast compute demand volatility
•Proprietary risk scores for differentiated research calls on NVDA, AMD, GOOGL, MSFT, AMZN

Enterprise C-Suite Executives

Chief Information Officers

Monitor compute infrastructure decisions that impact your organization's AI strategy

•Track multi-cloud compute pricing trends across AWS, Azure, GCP to optimize vendor negotiations
•Assess technology obsolescence risk before committing to long-term GPU capacity contracts
•Early warning on supply chain disruptions that could delay your AI infrastructure rollout

Chief Technology Officers

Make informed architecture decisions with real-time chip performance and availability intel

•Compare NVIDIA H100/B200, AMD MI300X, and custom silicon performance benchmarks for your workload
•Monitor new chip architecture launches to time infrastructure refresh cycles strategically
•Track inference economics shifts as custom ASICs challenge traditional GPU dominance

Chief Financial Officers

Quantify financial exposure and optimize capital allocation for AI infrastructure investments

•Monitor GPU financing terms and refinancing risk before committing to debt-funded infrastructure
•Track asset depreciation curves across chip generations to model ROI and residual value accurately
•Identify macro shocks (export controls, power costs, credit spreads) impacting capex forecasts

Chief Data & AI Officers

Govern AI model risk, data security, and regulatory compliance across enterprise deployments

•Monitor model supply chain attacks and data poisoning risks in production AI systems
•Track model inversion vulnerabilities and PII leakage across LLM deployments
•Ensure EU AI Act compliance and mitigate regulatory risk before Q2 2026 deadline

Chief Information Security Officers

Protect AI infrastructure from cyber threats, data breaches, and supply chain attacks

•Track GPU cloud data isolation breaches increasing 40% QoQ across multi-tenant infrastructure
•Monitor AI infrastructure ransomware attacks (up 3x YoY) targeting model checkpoints
•Implement zero-trust architecture and confidential computing for sensitive AI workloads

60+ Data Sources, Real-Time Intelligence

Our proprietary risk engine aggregates structured and unstructured data from public filings, market feeds, news sources, and industry databases to deliver institutional-grade insights

Financial Data

→SEC filings (10-K, 10-Q, 8-K) for capex and debt disclosures
→Credit default swap (CDS) spreads and bond pricing data
→Earnings call transcripts and investor presentations
→Equipment financing terms and lease rate indexes

Technology Intelligence

→Chip vendor roadmaps and product launch announcements
→MLPerf benchmark results and performance comparisons
→Patent filings and research paper analysis
→Cloud provider instance pricing and availability monitoring

Market & Macro Data

→Real-time news monitoring across 150+ industry publications
→Power grid capacity data and electricity pricing trends
→Export control policies and geopolitical risk indicators
→AI model training costs and inference demand metrics

Proprietary Risk Scoring: Our algorithms process real-time data streams to calculate composite risk scores across four pillars (Financial Stress, Tech Obsolescence, Demand Risk, Macro Shocks). Scores update every 15 minutes with forward-looking probability estimates and confidence intervals.

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