The index compares a basket of AI-exposed inputs with similar markets that have less direct AI demand, using January 2024 as a baseline of 100. It measures relative price and availability pressure across the two baskets.
BaselineJan 2024 = 100
ComparisonMatched markets
OutputRelative pressure
Each component measures change from the baseline, subtracts its matched comparison and contributes to the basket result under the published weighting rules.
๐Observed components
What the individual measures show
These official producer price indexes are component inputs. Storage prices rose while the broader semiconductor index fell. The basket combines each exposed measure with its documented comparison.
Storage-device PPI65.056
+30.4% ยท Jan 2024 to Jun 2026
Transformer PPI365.306
+5.9% ยท Oct 2024 to Jun 2026
Semiconductor PPI29.695
โ6.3% ยท Jan 2024 to Jun 2026
๐งฐAI-exposed basket
Markets with direct AI demand
HBM / advanced-memory capacity
Enterprise storage devices
Power and distribution transformers
Switchgear and power-control equipment
Gas-turbine manufacturing slots
Electrician and mission-critical trade labor
Large-load electricity and grid capacity
Data-center corridor construction inputs
๐ฌControl rules
Use a fair comparison or leave it blank
Same measurement family and release cadence
Similar input intensity before January 2024
Low direct AI exposure
Comparisons chosen before looking for a favorable result
Any comparison changes logged before recalculation
Unmatched series remain component indicators outside the matched score
โCalculation standard
Six rules define the score
1
Series coverage
At least 80% of the exposed and comparison baskets have current observations.
2
Expected direction
Each series defines how greater scarcity moves the value.
3
Comparison match
Every scored series has a documented lower-AI-exposure comparison.
4
Weighting
Published results show equal-weight and sensitivity calculations.
5
Data version
Raw values, calculations and retrieval dates are available for download, including revisions.
6
Independent check
A reviewer outside the project can reproduce the result from the published file.
โOpen data
Download the baseline evidence
Each row includes the observation, unit, date, grade, evidence boundary and source URL.