Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$166.2−4.34%TSM$405.5−1.90%SK hynix₩1,254,000−1.80%Samsung Electronics₩208,000+0.97%MU$798.4−1.59%ASML$1,497.1−2.43%AVGO$364.4+5.54%LITE$624.6−3.61%COHR$232.1−1.04%ANET$206.6+5.06%GEV$818.5+1.27%ETN$359.0−0.44%VRT$209.6+1.52%CEG$282.4+2.79%VST$134.5+0.79%PWR$606.2−0.29%HD Hyundai Electric₩421,000+3.95%MP$37.45+1.96%FCX$60.45−2.69%CCJ$71.78−3.42%MSFT$523.0+0.36%META$623.6−0.82%CRWD$229.9+0.35%SMH$501.7−1.03%SPY$757.1−0.35%
Home/Hot AI Themes/Bottlenecks/AI software
US · Hot AI Themes

AI Software & Data Platforms

Enterprises need clean data, orchestration and monitoring before AI agents do useful work. Data platforms and observability are the picks-and-shovels of AI software.

Data→Models→Agents→Workflows
55
Tightness score ⓘ
#39 of 56
■ Stable
Supply concentration3
Lead time2
Capex intensity2
Geopolitical exposure2
Pricing power4
Lead time
Ongoing
Theme 1M
−17.9%
% in uptrend
0%
Metric to watch

AI-linked bookings, consumption growth, and agent deployments disclosed on calls.

What would prove us wrong

Weakens if consumption growth slows while model costs fall — value would be leaking to the model layer.

Dependencies
↑ supplier  Hyperscalers & AI Cloud (the buyers)80

AI software theme performance

Equal-weight · rebased 100 · 1Y
Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

StockRoleListingLast1D1M3MYTDOff 52w highTrendNext earnings
PLTR
Palantir Technologies
 AI platform (AIP) for enterprise and defence NASDAQ
US		 $171.6 −0.48% −14.6% −1.4% −3.5% −17.9% 2027-02-01
SNOW
Snowflake
 Data cloud feeding enterprise AI NYSE
US		 $298.7 −0.84% −10.9% −9.2% +36.2% −19.0% 2026-12-02
MDB
MongoDB
 Operational database for AI apps NASDAQ
US		 $339.8 +0.49% −4.6% −26.2% −19.0% −28.1% 2026-12-01
DDOG
Datadog
 Observability for AI workloads NASDAQ
US		 $184.5 +0.04% −31.5% −27.8% +35.6% −37.1% 2026-11-04
NOW
ServiceNow
 Enterprise workflows and AI agents NYSE
US		 $100.7 −2.04% −28.1% −18.8% −34.3% −42.0% 2027-01-27

Recent headlines

Auto-updated