⌘K
NVDA$1,847+3.2%MSFT$512+1.1%GOOGL$199-0.4%META$728+2.7%AMD$184-1.2%TSM$212+0.6%PLTR$98+4.1%AI IDX4,821+1.9%NVDA$1,847+3.2%MSFT$512+1.1%GOOGL$199-0.4%META$728+2.7%AMD$184-1.2%TSM$212+0.6%PLTR$98+4.1%AI IDX4,821+1.9%
PKT
Log InSubscribe
DashboardDeal FlowModel TrackerPolicy MonitorTalent TrackerResearchBriefingsData API
FREE TIERUpgrade to Pro →
LIVE
│Markets: OPEN│Refresh: │Models tracked: 247│Active deals: 1,842│Regulatory actions: 34 pending│Sources: 312 active
$84.7B
▲ +24.3%
AI Capital Deployed YTD
across 1,247 rounds
247
▲ +18 wk
Models Released (Q1 '26)
6 frontier-class
89.4
▲ +1.7
Avg MMLU (Top 10)
frontier benchmark avg.
34
▲ +12 YTD
Countries w/ AI Legislation
3 enforcement actions
1.2M
▼ -3.1%
AI Job Postings (Global)
MoM decline — correction
AI Stock Watchlist + Add
NVDA
NVIDIA Corp
$1,847.20
▲ +3.24%
MSFT
Microsoft Corp
$512.40
▲ +1.10%
GOOGL
Alphabet Inc
$198.70
▼ -0.42%
OAI
OpenAI (Pre-IPO)
$340B
Valuation
ANTH
Anthropic (Pre-IPO)
$61B
Valuation
Live Alerts All →
Mistral releases new 70B reasoning model — benchmark scores incoming
2 min ago · Models
EU AI Act enforcement: 3 US companies receive formal notice
17 min ago · Policy
Series B closed: $240M for compute startup Tidal Systems
41 min ago · Deals
NVIDIA H200 allocation waitlist now 14 months — supply crunch deepens
1 hr ago · Infra
DeepMind alignment paper — 84 citations in 6 hours (record pace)
2 hr ago · Research
Apple on-device LLM benchmarks leak — outperforms Gemini Nano
3 hr ago · Models
Breaking Analysis · High Impact
The Compute Bottleneck Is Over — and the Scramble for What Comes Next Has Already Begun
After 18 months of GPU scarcity defining AI's frontier, a new manufacturing wave is hitting supply chains simultaneously. The constraint is shifting from hardware to talent, data quality, and inference economics. The companies that read this shift first are already repositioning.
HIGH IMPACTCapital & Infrastructure·8 min read
AI Infrastructure Investment Index (AIII)
4,821.3
▲ +91.4 pts (+1.93%) this session
Smart Briefs — Today24 NEW
All briefs →
01
OpenAI's new pricing model cuts enterprise costs by 40% — and signals a margin war
The move follows similar cuts from Anthropic and Google. Inference commoditization is accelerating faster than most analysts projected six months ago.
URGENT
02
Apple's on-device model strategy is paying off — and the market hasn't priced it yet
Privacy-first AI is emerging as a distinct product category. Enterprise procurement teams are splitting budgets between cloud and on-device.
WATCH
03
India passes National AI Framework — 1.4B market now has regulatory clarity
The framework is notably lighter than the EU AI Act. Early read: favorable for US and local AI companies expanding into the subcontinent.
POLICY
04
Three AI unicorns quietly laid off 30%+ of staff this week — what it signals
The pattern mirrors the 2023 SaaS correction: growth-at-all-cost models hitting unit economics reality. Investors rotating toward infra.
ANALYSIS
Frontier Model LeaderboardLIVE
#ModelOrgStatusMMLUArena ELOΔ 7dTrend
1Claude Opus 4.6AnthropicLIVE92.81,412+4.1
2GPT-5 TurboOpenAILIVE92.11,402+3.2
3Gemini Ultra 2.5Google DeepMindLIVE90.21,375-0.4
4DeepSeek-V4DeepSeekLIVE89.11,355+4.3
5Llama 5 70BMeta AIBETA88.51,340+5.1
6Mistral Large 3Mistral AINEW86.91,310+0.9
7Grok-3xAILIVE87.21,325+2.8
8Command R+ UltraCohereLIVE84.21,275-1.1
9Yi-Lightning01.AILIVE83.81,260+1.4
10Qwen3-72BAlibabaBETA83.51,248+2.0
🔒 Unlock full leaderboard — Go Pro
Deal Flow — Live All →
Axon Robotics
Series C · Physical AI
$320M
Tidal Systems
Series B · Compute Infra
$240M
Cognex AI
Series A · Enterprise LLM
$85M
Veritas Data
Seed · AI Safety
$12M
Regulatory Tracker Full map →
🇪🇺
AI Liability Directive
European Parliament
PASSED
🇺🇸
NIST AI RMF v2.0
Commerce Dept
COMMENT
🇬🇧
AI Safety Inst. Powers
DSIT
DRAFT
🇮🇳
National AI Framework
MeitY
ACTIVE
🇨🇳
Generative AI Rules v3
CAC
ACTIVE
🇨🇦
AIDA Implementation
ISED Canada
REVIEW
VECTOR WIRE Terminal v1.0API: ● OperationalLatency: 12msSources: 312 active
TermsPrivacyRefundPricingAPI Docs© 2026 Vector Wire