# Hyperscalers: AI bottlenecks — Where AI capex actually goes

> Where AI capex actually goes (iPhone/iPad app by Chan Jing Hong.)

- Source: https://appshunter.io/ios/app/hyperscalers-ai-bottlenecks/id6768538368 (this page in markdown: same URL + `.md`)
- Developer: [Chan Jing Hong](https://appshunter.io/developer/1040373385)
- Category: Finance, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 17.0 · 14 MB
- Languages: English
- Released: 2026-05-13
- Data updated: 2026-07-06
- User reviews in markdown: https://appshunter.io/ios/app/hyperscalers-ai-bottlenecks/id6768538368/reviews.md

## What is Hyperscalers?

Hyperscalers is editorial research for the AI infrastructure trade.

In 2026, roughly $340B will flow through the AI infrastructure stack. It doesn't end at Nvidia. Capex cascades down a deep waterfall: from accelerators to networking, memory, packaging, foundries, materials, and the power that runs it all. Hyperscalers maps that waterfall so you can see, layer by layer, where the dollars actually go.

What's inside
• Capex waterfall — an interactive breakdown of every layer Nvidia, Broadcom, and AMD silicon depends on: HBM, CoWoS, optical interconnect, substrates, wafer supply, EUV, power, cooling.
• Bottleneck explainers — short editorial briefings on why each layer matters and who supplies it (TSMC, Samsung, SK hynix, Micron, ASML, Marvell, Coherent, Vertiv, Eaton, and more).
• Spend dollar — pick any amount and see how it propagates through the stack.
• Ticker detail — drill from a public ticker into the bottlenecks downstream of its revenue.

How it differs
This is not a charting app and not financial advice. Hyperscalers is a research tool for thinking about how AI infrastructure spending decomposes — useful for analysts, traders, and engineers building a mental model of the supply chain.

Pro subscription
A subscription unlocks every layer past Accelerators ($25B). Pricing: $19.99/week, auto-renewing weekly. Cancel anytime in Settings. Privacy policy: hyperscalers.lilinsystems.xyz/privacy. Terms: hyperscalers.lilinsystems.xyz/terms.

Editorial research tool. Not financial advice. Always do your own diligence before acting on any data shown.


## Version history (last 4 releases)

### 1.1 — 2026-06-03

minor fixes

### 1.02 — 2026-05-20

- bug fixes

### 1.01 — 2026-05-14

- fixed issues with currencies
- added monthly plan
- added onboarding

### 1.0 — 2026-05-13

No release notes.

## More apps by Chan Jing Hong

- [Vimed](https://appshunter.io/ios/app/vimed/id1196277206)
- [Mossbloom: Manifest Your Dream](https://appshunter.io/ios/app/mossbloom-manifest-your-dream/id6763515828)
- [PhotoFixr: Restore Old Photos](https://appshunter.io/ios/app/photofixr-restore-old-photos/id6777938539)
- [All Recorder: Dual Camera](https://appshunter.io/ios/app/all-recorder-dual-camera/id6777965496)

All apps by Chan Jing Hong: https://appshunter.io/developer/1040373385

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-06.*