Weekly signal analysis across 20 AI companies — what the data says about where infrastructure spending is heading.
July 22, 2026
Cursor's sudden infra growth
June 29, 2026
Moonshot and xAI surged on news alone. But zero certs in a week of mega-deals. Something does not add up.
June 28, 2026
Moonshot AI's IGS collapsed 34 points despite a hiring score of 93. The obvious read is wrong. Here's what the data actually shows.
June 27, 2026
DeepSeek jumped 8 points on data center news. But the pattern breaks from what made them dangerous before.
June 26, 2026
Mistral jumped to 81/100 on hiring right after Microsoft-Chevron announced 2.67GW for West Texas AI. That timing tells a different story than the score drop.
June 25, 2026
Moonshot went flat for a week, then jumped 41 points in a single day on pure infrastructure signals. We have seen this exact pattern before.
June 24, 2026
Scale AI jumped 23 points on pure infrastructure expansion. But the hiring signal tells a different story about what comes next.
June 22, 2026
Cohere jumped to the top of the leaderboard on sovereign AI infrastructure in Canada. Meanwhile, three major players went dark on GitHub.
June 20, 2026
Perfect SSL expansion at 66/100 IGS. But Cohere is not scaling infrastructure. It is locking down a single deal.
June 19, 2026
Together AI surged +14 points as Anthropic, Cohere, and Mistral all moved big. The timing reveals what Together is actually positioning for.
June 18, 2026
Inflection jumped 23 points overnight on aggressive hiring. But the infrastructure signals are completely absent. That gap is the story.
June 18, 2026
Inflection's 24-point surge and Anthropic's sharp drop signal major shifts in AI infrastructure allocation.