About FinSight Investments
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.
How the site is built: from any layer you can go up to the claim or down to the evidence
The AI Buildout Scorecard (home, 1 page)Three sentences, five stations in a cycle, the timeline. Each station has a light, a number and a next checkpoint.
Check pages (5, one per station)The claim, the positive case, the negative case, what we see now, charts, articles, what the companies say.
Chart pages (85)Charts on one concept, fixed addresses that stay put when the data updates.
ArticlesEach article is one station's record at one point in time.