Writing
Blog
Findings from the dataset, and notes on how it is built. Every claim here links back to the rows it came from, and where a post reports a number it also reports how that number could be wrong.
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Europe's domestic substitution index is zero
Not one European system in our dataset is fully domestically supplied, even counting the EU as one home country.
analysiseuropesupply-chainsovereignty -
The fabric layer consolidated twice in a year
HPE bought Cray in September 2019, NVIDIA bought Mellanox in April 2020, and because a spec string names the product rather than the parent, almost nobody charted it.
analysisinterconnectentity-resolutionm-and-a -
What a holdout corpus told us
Our parser scored 100% against strings we wrote and 47% against strings we had not seen. Publishing the second number is why the first one means anything.
methodologyingestmeasurement