{
  "report_id": "theme_ai_enabled_biology_and_scientific_discovery_node_scientific_compute_and_foundation_models",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/ai-enabled-biology-and-scientific-discovery/nodes/scientific-compute-and-foundation-models/index.html",
  "title": "Scientific Compute And Foundation Models",
  "as_of": "2026-06-13",
  "generated_at": "2026-06-13T15:47:54-07:00",
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-06-13",
    "web_research_as_of": "2026-06-13",
    "api_required": true
  },
  "revision": {
    "version": 2,
    "updated_label": "Latest node-page format refresh: stack bullets, setup visual, basket cards, evidence board, updated source trail",
    "metadata_path": "themes/ai-enabled-biology-and-scientific-discovery/nodes/scientific-compute-and-foundation-models/report.json",
    "curation_source": "themes/ai-enabled-biology-and-scientific-discovery/report.json",
    "shared_file_updates": "No parent, sitemap, or node-data edits made by this implementation worker; no node-data.json exists for this theme."
  },
  "node": {
    "slug": "scientific-compute-and-foundation-models",
    "order": 2,
    "level": "L2 infrastructure and model platform node",
    "role": "Runs protein, chemistry, genomics, simulation, and agentic lab workflows through compute, cloud, model, and enterprise R&D infrastructure.",
    "description": "This page covers the scientific compute and foundation-model layer that lets researchers train, host, and use large biological models. The stack includes GPU and accelerator servers, cloud high-performance computing, custom silicon, model APIs, managed omics workflows, scientific databases, and enterprise research tools."
  },
  "ticker_baskets": {
    "core": [
      "NVDA",
      "GOOGL",
      "MSFT",
      "AMZN",
      "ORCL",
      "AMD",
      "AVGO"
    ],
    "option": [],
    "watch": []
  },
  "basket_card_inputs": [
    {
      "rank": 1,
      "ticker": "NVDA",
      "market_cap": "$4.99T",
      "market_cap_source": "Read-only discovery daily_ohlc close on 2026-06-12 multiplied by instruments.weighted_shares_outstanding.",
      "next_earnings": "Not confirmed",
      "earnings_date_source": "NVIDIA investor events page and Nasdaq earnings page checked 2026-06-13; no reliable future date available.",
      "latest_qtr_revenue": "$81.615B",
      "latest_qtr_period": "Q1 FY2027 quarter ended 2026-04-26",
      "latest_qtr_revenue_source": "NVIDIA official Q1 FY2027 earnings release dated 2026-05-20"
    },
    {
      "rank": 2,
      "ticker": "GOOGL",
      "market_cap": "$4.36T",
      "market_cap_source": "Read-only discovery daily_ohlc close on 2026-06-12 multiplied by instruments.weighted_shares_outstanding.",
      "next_earnings": "Not confirmed",
      "earnings_date_source": "Alphabet investor route and Nasdaq earnings page checked 2026-06-13; no reliable future date available.",
      "latest_qtr_revenue": "$109.9B",
      "latest_qtr_period": "Q1 2026 quarter ended 2026-03-31",
      "latest_qtr_revenue_source": "Alphabet Q1 2026 earnings coverage and linked local knowledge reviewed 2026-06-13"
    },
    {
      "rank": 3,
      "ticker": "MSFT",
      "market_cap": "$2.90T",
      "market_cap_source": "Read-only discovery daily_ohlc close on 2026-06-12 multiplied by instruments.weighted_shares_outstanding.",
      "next_earnings": "Not confirmed",
      "earnings_date_source": "Microsoft investor events route and Nasdaq earnings page checked 2026-06-13; no reliable future date available.",
      "latest_qtr_revenue": "$82.9B",
      "latest_qtr_period": "Q3 FY2026 quarter ended 2026-03-31",
      "latest_qtr_revenue_source": "Microsoft official Q3 FY2026 earnings release dated 2026-04-29"
    },
    {
      "rank": 4,
      "ticker": "AMZN",
      "market_cap": "$2.57T",
      "market_cap_source": "Read-only discovery daily_ohlc close on 2026-06-12 multiplied by instruments.weighted_shares_outstanding.",
      "next_earnings": "Not confirmed",
      "earnings_date_source": "Amazon quarterly results route and Nasdaq earnings page checked 2026-06-13; no reliable future date available.",
      "latest_qtr_revenue": "$181.5B",
      "latest_qtr_period": "Q1 2026 quarter ended 2026-03-31",
      "latest_qtr_revenue_source": "Amazon Q1 2026 earnings coverage and linked local knowledge reviewed 2026-06-13"
    },
    {
      "rank": 5,
      "ticker": "ORCL",
      "market_cap": "$0.53T",
      "market_cap_source": "Read-only discovery daily_ohlc close on 2026-06-12 multiplied by instruments.weighted_shares_outstanding.",
      "next_earnings": "Not confirmed",
      "earnings_date_source": "Oracle investor route and Nasdaq earnings page checked 2026-06-13; no reliable future date available.",
      "latest_qtr_revenue": "$19.18B",
      "latest_qtr_period": "Fiscal Q4 2026",
      "latest_qtr_revenue_source": "June 2026 Oracle earnings coverage reviewed 2026-06-13"
    },
    {
      "rank": 6,
      "ticker": "AMD",
      "market_cap": "$0.83T",
      "market_cap_source": "Read-only discovery daily_ohlc close on 2026-06-12 multiplied by instruments.weighted_shares_outstanding.",
      "next_earnings": "Not confirmed",
      "earnings_date_source": "AMD investor route and Nasdaq earnings page checked 2026-06-13; no reliable future date available.",
      "latest_qtr_revenue": "$10.253B",
      "latest_qtr_period": "Q1 2026 quarter ended 2026-03-28",
      "latest_qtr_revenue_source": "AMD official Q1 2026 earnings release dated 2026-05-05"
    },
    {
      "rank": 7,
      "ticker": "AVGO",
      "market_cap": "$1.81T",
      "market_cap_source": "Read-only discovery daily_ohlc close on 2026-06-12 multiplied by instruments.weighted_shares_outstanding.",
      "next_earnings": "Not confirmed",
      "earnings_date_source": "Broadcom investor route and Nasdaq earnings page checked 2026-06-13; no reliable future date available.",
      "latest_qtr_revenue": "$22.187B",
      "latest_qtr_period": "Q2 FY2026 quarter ended 2026-05-03",
      "latest_qtr_revenue_source": "Broadcom official Q2 FY2026 earnings release dated 2026-06-03"
    }
  ],
  "tournament_research": {
    "primary_subagents": 10,
    "merge_subagents": 1,
    "merged_ranking": [
      "NVDA",
      "GOOGL",
      "MSFT",
      "AMZN",
      "ORCL",
      "AMD",
      "AVGO"
    ],
    "kept": "Inherited parent basket ranked by direct biology-model or scientific-compute evidence, monetization route, and disclosure quality.",
    "rejected": "Did not add SDGR/RXRX/DNA/TEM because those belong in adjacent TechBio, data, lab, and clinical-evidence nodes. Did not add ANET/MRVL/ALAB to the core basket because their biology linkage is indirect and parent metadata does not define a networking sub-node."
  },
  "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": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "api_route": "/api/securities/NVDA/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "chart_id": "chart-googl",
      "ticker": "GOOGL",
      "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": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "api_route": "/api/securities/GOOGL/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "chart_id": "chart-msft",
      "ticker": "MSFT",
      "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": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "api_route": "/api/securities/MSFT/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "chart_id": "chart-amzn",
      "ticker": "AMZN",
      "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": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "api_route": "/api/securities/AMZN/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "chart_id": "chart-orcl",
      "ticker": "ORCL",
      "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": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "api_route": "/api/securities/ORCL/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "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": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "api_route": "/api/securities/AMD/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "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": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "api_route": "/api/securities/AVGO/chart?frequency=weekly&window=3y&as_of=latest"
    }
  ],
  "links_out": [
    "theme_ai_enabled_biology_and_scientific_discovery",
    "theme_ai_capex_cycle",
    "concept_ai_biology_platform_validation",
    "concept_funding_dependency_and_duration_tolerance",
    "sector_information_technology",
    "sector_health_care"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/ai-biology-platform-validation.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/health-care.md",
    "../../../../../knowledge/wiki/lanes/security/nvda.md",
    "../../../../../knowledge/wiki/lanes/security/googl.md",
    "../../../../../knowledge/wiki/lanes/security/msft.md",
    "../../../../../knowledge/wiki/lanes/security/amzn.md",
    "../../../../../knowledge/wiki/lanes/security/orcl.md",
    "../../../../../knowledge/wiki/lanes/security/amd.md",
    "../../../../../knowledge/wiki/lanes/security/avgo.md"
  ],
  "external_sources": [
    {
      "label": "NVIDIA BioNeMo Platform Adopted by Life Sciences Leaders",
      "url": "https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-BioNeMo-Platform-Adopted-by-Life-Sciences-Leaders-to-Accelerate-AI-Driven-Drug-Discovery/default.aspx",
      "published_date": "2026-01-12"
    },
    {
      "label": "NVIDIA Q1 FY2027 earnings release",
      "url": "https://investor.nvidia.com/news/press-release-details/2026/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2027/default.aspx",
      "published_date": "2026-05-20",
      "accessed_date": "2026-06-13"
    },
    {
      "label": "Google DeepMind AlphaGenome",
      "url": "https://deepmind.google/blog/alphagenome-ai-for-better-understanding-the-genome/",
      "published_date": "2025-06-25"
    },
    {
      "label": "Alphabet investor relations and Q1 2026 earnings route",
      "url": "https://abc.xyz/investor/",
      "accessed_date": "2026-06-13"
    },
    {
      "label": "Microsoft Q3 FY2026 earnings release",
      "url": "https://www.microsoft.com/en-us/investor/earnings/fy-2026-q3/press-release-webcast",
      "published_date": "2026-04-29",
      "accessed_date": "2026-06-13"
    },
    {
      "label": "Microsoft Discovery documentation",
      "url": "https://learn.microsoft.com/en-us/rest/api/discovery/",
      "published_date": "2026-03-31"
    },
    {
      "label": "AWS HealthOmics Drug Discovery",
      "url": "https://aws.amazon.com/healthomics/drug-discovery/"
    },
    {
      "label": "Amazon quarterly results route",
      "url": "https://ir.aboutamazon.com/quarterly-results/default.aspx",
      "accessed_date": "2026-06-13"
    },
    {
      "label": "Oracle Life Sciences AI Data Platform",
      "url": "https://www.oracle.com/news/announcement/oracle-life-sciences-ai-data-platform-unites-data-and-agentic-intelligence-2026-01-29/",
      "published_date": "2026-01-29"
    },
    {
      "label": "Oracle Q4 FY2026 earnings coverage",
      "url": "https://www.marketwatch.com/story/oracles-stock-slides-after-earnings-as-the-steep-price-of-ai-spooks-investors-0653b309",
      "published_date": "2026-06-11",
      "accessed_date": "2026-06-13"
    },
    {
      "label": "AMD MI300X GPUs Power AI-Driven Biology",
      "url": "https://www.amd.com/en/blogs/2025/reprogramming-discovery-mi300x-gpus-power-ai-driven-biology.html",
      "published_date": "2025"
    },
    {
      "label": "AMD Q1 2026 results",
      "url": "https://www.amd.com/en/newsroom/press-releases/2026-5-5-amd-reports-first-quarter-2026-financial-results.html",
      "published_date": "2026-05-05",
      "accessed_date": "2026-06-13"
    },
    {
      "label": "Broadcom Q2 FY2026 results",
      "url": "https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-second-quarter-fiscal-year-2026-financial",
      "published_date": "2026-06-03",
      "accessed_date": "2026-06-13"
    }
  ],
  "discovery_sources": [
    {
      "kind": "duckdb_readonly_query",
      "label": "Scientific Compute And Foundation Models weekly OHLC and EMA chart inputs",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:scientific-compute-and-foundation-models:2026-06-12"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Basket market caps from 2026-06-12 close multiplied by weighted shares outstanding",
      "query_ref": "discovery:duckdb:daily_ohlc_latest_close_join_instruments_weighted_shares:NVDA|GOOGL|MSFT|AMZN|ORCL|AMD|AVGO:2026-06-12"
    },
    {
      "kind": "status",
      "label": "Ticker daily_ohlc coverage",
      "query_ref": "discovery:status:NVDA|GOOGL|MSFT|AMZN|ORCL|AMD|AVGO"
    },
    {
      "kind": "report-api",
      "label": "Selected-security weekly chart endpoint",
      "query_ref": "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest",
      "validation": "Representative NVDA route returned weekly chart data resolved through 2026-06-12 during review."
    }
  ],
  "known_gaps": [
    "No basket member discloses biology-specific revenue separately.",
    "No credible confirmed next earnings date was available for any basket member from bounded company-event and Nasdaq checks on 2026-06-13.",
    "TechBio, autonomous lab, diagnostics-data, and clinical evidence names are routed to adjacent nodes rather than this compute and model infrastructure node.",
    "Parent report and sitemap freshness references still reflect the pre-refresh 2026-06-05 discovery ref because shared files are outside this review worker scope.",
    "Static setup thresholds from the prior 2026-06-05 article-body table are stale relative to 2026-06-12 discovery coverage and were intentionally removed from the body."
  ],
  "review": {
    "reviewed_at": "2026-06-13T15:47:54-07:00",
    "scope": "Review worker patched only the node HTML and node report.json; parent report, sitemap, and manifests were not edited.",
    "patches": [
      "Added visible Source Trail routes for Funding Dependency And Duration Tolerance and Health Care sector context so compute funding, data-governance, and regulated workflow claims route to canonical knowledge pages.",
      "Added concept_funding_dependency_and_duration_tolerance to links_out and refreshed generated_at after review."
    ],
    "api_validation": "Live HTTP selected-security chart probe passed for NVDA after starting the local report API and probing /api/securities/NVDA/chart?frequency=weekly&window=3y&as_of=latest; response resolved through 2026-06-12."
  }
}
