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"../knowledge/wiki/concepts/themes/power-scarcity-and-grid-load.md", "../knowledge/wiki/concepts/themes/trade-tariff-sourcing-geography.md", "../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md", "../knowledge/wiki/concepts/risks/market-fragility-amplification.md" ], "discovery_sources": [ "discovery:status:DELL_HPE_CLS_JBL_SANM_SMCI_TSSI_PENG_FLEX_SNX", "discovery:duckdb:daily_ohlc_coverage:DELL_HPE_CLS_JBL_SANM_SMCI:2026-06-12", "discovery:duckdb:instruments_market_cap:DELL_HPE_CLS_JBL_SANM_SMCI:2026-06-13", "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:servers-racks-ems-systems-integration:2026-06-05", "discovery:lineage-status:DELL_HPE_CLS_JBL_SANM_SMCI_TSSI_PENG_FLEX_SNX:daily_ohlc:source_freshness_2026-05-08_vs_table_2026-06-12" ] }, { "page_id": "theme_ai_capex_node_financing_depreciation_roi_pressure", "path": "themes/ai-capex-cycle/nodes/financing-depreciation-roi-pressure/index.html", "title": "Financing, Depreciation, And ROI 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"theme_power_scarcity_node_merchant_power_capacity_markets", "theme_power_scarcity_node_electrical_equipment_bottlenecks", "theme_power_scarcity_node_grid_delivery_services", "theme_power_scarcity_node_power_ready_campuses", "theme_power_scarcity_node_fuel_inputs", "theme_power_scarcity_node_cooling_backup_power_quality" ], "knowledge_sources": [ "../knowledge/wiki/concepts/themes/power-scarcity-and-grid-load.md", "../knowledge/wiki/concepts/themes/ai-capex-cycle.md", "../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md", "../knowledge/wiki/lanes/sector/information-technology.md", "../knowledge/wiki/lanes/sector/communication-services.md", "../knowledge/wiki/lanes/sector/real-estate.md", "../knowledge/wiki/lanes/security/msft.md", "../knowledge/wiki/lanes/security/amzn.md", "../knowledge/wiki/lanes/security/googl.md", "../knowledge/wiki/lanes/security/meta.md", "../knowledge/wiki/lanes/security/crwv.md", "../knowledge/wiki/lanes/security/orcl.md", "../knowledge/wiki/lanes/security/eqix.md", "../knowledge/wiki/lanes/security/dlr.md" ], "discovery_sources": [ "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:new-power-demand:2026-05-22", "discovery:duckdb:daily_ohlc:max_date_by_ticker:new-power-demand:2026-06-12", "discovery:duckdb:instruments.market_cap:new-power-demand:2026-06-13" ] } ] }