Independent infrastructure intelligence · est. 2026
Four flagship indices, covering compute, interconnect, power, and facility. Each collection snapshot identifies its observed, quoted, and proxy inputs. Editorial deep dives follow a separate monthly cadence. Free.
Source: SpotWire · ·Snapshot snapshot-9ef50e9f757dba6ee5976ca394d614eb44022b94dcc66fb4951a50d917f406dd·Immutable JSON·Methodology
Signals by layer
The public snapshot keeps each layer’s current signal tied to the same immutable payload. Read the component primitive and source-specific observation count before drawing a market conclusion.
SWCI · Compute
106.5
Index level · collection snapshot
See component disclosures
7 source-specific counts disclosed
SWII · Interconnect
97.6
Index level · collection snapshot
Indicative in this snapshot
6 source-specific counts disclosed
SWPI · Power
107.6
Index level · collection snapshot
See component disclosures
5 source-specific counts disclosed
SWFI · Facility
123.1
Index level · collection snapshot
See component disclosures
6 source-specific counts disclosed
These are index signals, not universal transaction totals or promises about any individual item. Explore the component records.
The indices
Each index aggregates the components defined in its record. Collection windows, configured weights, effective weights, primitives, and counts are disclosed per index; no universal window or equal-weight claim is implied.
SWCI
Compute
106.5
— MoM·+24.2% YoY
gpu: n=0·server: n=0·ssd: n=0·ram: n=0·hyperscaler: n=105·hbm: n=7·frontier gpu: n=131
Legacy GPUs · Servers · Enterprise SSD · Server DDR4 RDIMM · Hyperscaler GPU rental · HBM stress · Frontier GPU OEM
SWII
Interconnect
97.6
-4.2% MoM
networking ebay: n=0·transceiver ebay: n=0·fs new list: n=7·infiniband fs: n=0·dac aoc fs: n=10·nvswitch oem: n=1
Networking eBay · Transceiver eBay · Ethernet optics survey · InfiniBand survey · DAC/AOC survey · NVSwitch OEM
SWPI
Power
107.6
+2.0% MoM
lmp: n=1·queue depth: n=2,630·backlog growth: n=5·lead time: n=14·ppi: n=4
Nationwide LMP · Queue depth · Backlog growth · Lead-time · BLS PPI
SWFI
Facility
123.1
-4.3% MoM
tm ebay: n=17·plc ebay: n=253·ppi process: n=24·ppi hvac: n=24·edgar sentiment: n=4·cooling: n=0
T&M · PLC · PPI process instruments · PPI HVAC · EDGAR cohort sentiment · CDW cooling channel
Methodology
What you receive
Free, forever. The collection snapshot remains public and citable; the editorial email cadence is separate from the date of any underlying observation.
The collection snapshot
Current values, comparisons when supplied, and immutable snapshot links for all four indices.
The public deep dive
A focused look at a physical-AI bottleneck, geography, component, or market dynamic.
Methodology updates
Changes to composition, source handling, or disclosures are dated and explained.
The thesis
The physical AI buildout needs a reference language for the infrastructure beneath the headline.
SpotWire makes the source and the uncertainty visible.
Gainesville, Texas · 2026
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