{ "report_id": "theme_ai_capex_node_accelerators_custom_silicon", "report_type": "theme_value_chain_node", "site_path": "themes/ai-capex-cycle/nodes/accelerators-and-custom-silicon/index.html", "title": "Accelerators and custom silicon", "as_of": "2026-06-08", "generated_at": "2026-06-08T22:08:34-07:00", "freshness": { "price_data_as_of": "2026-06-08", "completed_weekly_setup_as_of": "2026-06-05", "daily_ohlc_latest": "2026-06-08", "chart_interval": "weekly", "knowledge_reviewed_as_of": "2026-06-08", "official_nvda_release_reviewed_as_of": "2026-05-20", "official_avgo_release_reviewed_as_of": "2026-06-03", "official_mrvl_release_reviewed_as_of": "2026-05-28", "active_common_stocks": 5274, "filtered_coverage_count": 4991, "limitations": [ "AVGO local knowledge predates the June 3, 2026 Q2 FY2026 release, so the node cites the official Broadcom release as a bounded report-layer refresh.", "Setup-table rows use completed weekly bars through 2026-06-05; stored daily_ohlc rows extend through 2026-06-08, which is a partial current week for weekly volume labels.", "Ticker-specific daily_ohlc lineage checks previously showed source freshness through 2026-05-08, while grouped daily market updates populated stored rows through 2026-06-08.", "MRVL is included as a custom AI silicon and data-center connectivity route, not as a pure GPU peer. QCOM remains watch-only, and ARM plus TSM are excluded until local discovery coverage exists." ] }, "revision": { "version": 2, "updated_label": "MRVL core integration and June setup refresh", "metadata_path": "themes/ai-capex-cycle/nodes/accelerators-and-custom-silicon/report.json", "curation_source": "manual from parent AI capex theme, 10 primary subagent research passes, one merge selection, local knowledge lanes, bounded official company releases, and read-only discovery daily_ohlc" }, "node": { "slug": "accelerators-and-custom-silicon", "order": 4, "level": "L3 core underwriting node", "role": "Turns hyperscaler and AI-cloud capex into merchant accelerator, custom ASIC, rack-scale compute, gross-margin, and free-cash-flow evidence.", "description": "Accelerators and custom silicon covers merchant AI accelerators, custom AI ASICs, and rack-scale systems that turn model code into tensor math inside data centers. The node includes compute dies, HBM, package wiring, accelerator modules, server boards, high-speed links, firmware, compilers, and cluster software; it gets paid when AI capex becomes shipped chips, rack systems, AI semiconductor revenue, durable gross margin, free cash flow, and per-share value." }, "ticker_baskets": { "core": [ "NVDA", "AVGO", "AMD", "MRVL" ], "option": [], "watch": [ "QCOM" ] }, "demand_origin_refs": [ "MSFT", "GOOGL", "META", "AMZN", "CRWV", "ORCL" ], "chart_artifacts": [ { "chart_id": "chart-nvda", "ticker": "NVDA", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-08", "completed_weekly_setup_as_of": "2026-06-05", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-05", "row_count_daily": 1274, "latest_close": 208.64, "completed_weekly_close": 205.1, "ema20": 197.04, "ema100": 155.92, "chart_api_route": "/api/securities/NVDA/chart?frequency=weekly&window=3y&as_of=latest", "rendering": "report_api_right_rail", "fallback_table": true }, { "chart_id": "chart-avgo", "ticker": "AVGO", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-08", "completed_weekly_setup_as_of": "2026-06-05", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-05", "row_count_daily": 1275, "latest_close": 396.6, "completed_weekly_close": 385.73, "ema20": 379.26, "ema100": 282.36, "chart_api_route": "/api/securities/AVGO/chart?frequency=weekly&window=3y&as_of=latest", "rendering": "report_api_right_rail", "fallback_table": true }, { "chart_id": "chart-amd", "ticker": "AMD", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-08", "completed_weekly_setup_as_of": "2026-06-05", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-05", "row_count_daily": 1275, "latest_close": 490.33, "completed_weekly_close": 466.38, "ema20": 331.11, "ema100": 205.98, "chart_api_route": "/api/securities/AMD/chart?frequency=weekly&window=3y&as_of=latest", "rendering": "report_api_right_rail", "fallback_table": true }, { "chart_id": "chart-mrvl", "ticker": "MRVL", "source_table": "daily_ohlc", "chart_interval": "weekly", "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed", "indicators": [ "20w_ema", "100w_ema", "weekly_volume", "20w_average_volume" ], "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line", "price_data_as_of": "2026-06-08", "completed_weekly_setup_as_of": "2026-06-05", "visible_years": 3, "visible_start_date": "2023-06-09", "visible_end_date": "2026-06-05", "row_count_daily": 1274, "latest_close": 288.85, "completed_weekly_close": 263.47, "ema20": 146.86, "ema100": 95.33, "chart_api_route": "/api/securities/MRVL/chart?frequency=weekly&window=3y&as_of=latest", "rendering": "report_api_right_rail", "fallback_table": true } ], "links_out": [ "theme_ai_capex_cycle", "theme_power_scarcity_and_grid_load", "theme_memory_and_component_scarcity", "theme_trade_tariff_sourcing_geography", "risk_market_fragility_amplification" ], "knowledge_sources": [ "../../../../../knowledge/wiki/concepts/themes/ai-capex-cycle.md", "../../../../../knowledge/wiki/lanes/sector/information-technology.md", "../../../../../knowledge/wiki/lanes/security/nvda.md", "../../../../../knowledge/wiki/lanes/security/avgo.md", "../../../../../knowledge/wiki/lanes/security/amd.md", "../../../../../knowledge/wiki/lanes/security/mrvl.md", "../../../../../knowledge/wiki/lanes/security/qcom.md", "../../../../../knowledge/wiki/concepts/themes/memory-and-component-scarcity.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", "../../../../../knowledge/wiki/lanes/security/msft.md", "../../../../../knowledge/wiki/lanes/security/googl.md", "../../../../../knowledge/wiki/lanes/security/meta.md", "../../../../../knowledge/wiki/lanes/security/amzn.md", "../../../../../knowledge/wiki/lanes/security/crwv.md" ], "external_sources": [ { "kind": "official_company_release", "label": "NVIDIA Q1 FY2027 earnings release", "published_date": "2026-05-20", "url": "https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2027/default.aspx", "use": "Official source check for Q1 FY2027 revenue, Data Center revenue, gross margin, Q1 operating cash flow, Q2 guide, and China Data Center compute revenue assumption." }, { "kind": "official_company_release", "label": "Broadcom Q2 FY2026 earnings release", "published_date": "2026-06-03", "url": "https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-second-quarter-fiscal-year-2026-financial", "use": "Bounded report-layer refresh for Q2 FY2026 revenue, AI semiconductor revenue, adjusted EBITDA, FCF, and Q3 AI semiconductor revenue expectation because local AVGO knowledge predates Q2 results." }, { "kind": "official_company_release", "label": "Marvell Q1 FY2027 earnings release", "published_date": "2026-05-28", "url": "https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results", "use": "Official source check for Q1 FY2027 revenue, Data Center revenue, gross margin, operating cash flow, and Q2 guide." }, { "kind": "official_company_release", "label": "AMD Q1 2026 earnings release", "published_date": "2026-05-05", "url": "https://www.amd.com/en/newsroom/press-releases/2026-5-5-amd-reports-first-quarter-2026-financial-results.html", "use": "Official source check for Q1 2026 revenue, Data Center revenue, and Q2 2026 guide." } ], "discovery_sources": [ { "kind": "status", "label": "NVDA local coverage", "query_ref": "discovery:status:NVDA" }, { "kind": "status", "label": "AVGO local coverage", "query_ref": "discovery:status:AVGO" }, { "kind": "status", "label": "AMD local coverage", "query_ref": "discovery:status:AMD" }, { "kind": "status", "label": "MRVL local coverage", "query_ref": "discovery:status:MRVL" }, { "kind": "status", "label": "QCOM local coverage", "query_ref": "discovery:status:QCOM" }, { "kind": "duckdb_readonly_query", "label": "Accelerators and custom silicon weekly OHLC and EMA chart inputs", "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:accelerators-and-custom-silicon:2026-06-05_completed_weekly_setup:2026-06-08_daily_latest" }, { "kind": "lineage-status", "label": "Ticker-level daily_ohlc lineage caveat", "query_ref": "discovery:lineage-status:NVDA_AVGO_AMD_MRVL_QCOM:daily_ohlc:source_freshness_2026-05-08_vs_grouped_updates_table_2026-06-08" } ] }