Emergent Indexas of 9 Jul, 07:02 UTC
AI-industry monitor · owned datacollecting daily

The AI buildout, measured at the source.

Proprietary series, no re-hosted feeds: DRAM spot observed on the fastest-repricing retail channel, GPU rental read from the clouds’ own price sheets, fundamentals extracted from SEC filings as they land — kept as append-only records where every datum carries a source reference.

941 prices in the latest runs24 filings reacted20 filers watched
Live instrumentsappend-only — history starts when collection does
Latest filings · extracted on arrivalAll reactions →
24 JunMU 10-Q FY2026 Q3revenue $41.5B (+346% YoY) · capex $7.8B (+166% YoY) · RPO $5.0B10-Q
22 JunORCL 10-K FY2026revenue $19.2B (+21% YoY) · capex $16.5B (+82% YoY) · RPO $638.0B (+363% YoY)10-K
9 JunDELL 10-Q FY2027 Q1revenue $43.8B (+88% YoY) · capex $963M (+70% YoY) · RPO $97.0B (+98% YoY)10-Q
9 JunAVGO 10-Q FY2026 Q2revenue $22.2B (+48% YoY) · capex $231M (+60% YoY) · RPO $164.6B (+566% YoY)10-Q
20 MayNVDA 10-Q FY2027 Q1revenue $81.6B (+85% YoY) · capex $1.8B (+43% YoY) · RPO $2.6B (+44% YoY)10-Q
11 MaySMCI 10-Q FY2026 Q3revenue $10.2B (+123% YoY) · capex $80M (+146% YoY) · RPO $2.1B (+221% YoY)10-Q
Design notesessays from the build

What AGI means for the economy → A visual essay on the build-vs-buy question when companies run on machine intelligence: the law of denomination, the barbell shape of what remains, the intelligence tax, and an honest model of the human premium.

Methodowned data over referenced data

Emergent builds proprietary series instead of re-hosting someone else’s: prices are observed at the source on a fixed cadence, kept as append-only records, and never backfilled. Extraction is agent-driven with rule-based validation, and every figure on this site traces to a dated source observation or an SEC accession number.