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Add facilities, sovereign programs, or countries to track changes: capacity updates, GPU deployments, disbursement milestones, export control designations.

Suggested to Watch

TSMC Fab 18 (Tainan)

Leading-edge 3nm/2nm production

Saudi Arabia — HUMAIN

18,000 GB300 Phase 1

India — IndiaAI Mission

38,231 GPUs onboarded (March 2026)

United Kingdom — AIRR

2→23 ExaFLOPs in 2025

South Korea — Sovereign AI

260K Blackwell GPU deal

United States — NAIRR

$30M operational, $2.6B pending

What the Watchlist Tracks

Facility Changes

Capacity updates, GPU deployments, status changes, ownership transfers

Program Milestones

Disbursement updates, GPU procurement, reality ratio changes

Country Developments

Export control changes, sovereign AI announcements, policy shifts

Organization Activity

Capex changes, new facility announcements, supply chain shifts

Chokepoint Activity

Quarterly z-score anomalies + consolidation clusters across 7 chokepoint layers