About FinSight

FinSight is an independent research effort based in Taiwan, focused on AI infrastructure: compute supply, cloud earnings, capital spending, financing, and the physical bottlenecks in between. Public record since 2021.

This site holds the charts behind the research. Each chart has a fixed id, a one-line takeaway, and its source. The Chinese-language blog remains at blog.finsight.investments.

Data is compiled from company filings, earnings calls, public statistics, and open datasets. Where a number is an estimate, it says so.