AI Fragility Index
The composite read over the 68-firm build-out scorecard — six indicators (I1–I6), weighted and aggregated into one number. Higher is more fragile. This is the engine behind the Bubble Watch band; here you see all six inputs, the universe breakdown, and the firms driving the pressure.
The index universe is the build-out core — Layers 1–4 (40 scored firms); the 25 Layer-5 adopters are tracked as comparators and excluded from the composite. Each gauge states its own coverage as scored/68. Where an indicator is unscored for a firm, the composite renormalises over the weights present — a missing indicator is neither a zero nor a silent drop.
Six Indicators
By Layer
The layer decomposition is being rebuilt to match the published map of the complex. The index itself is unchanged.
Most Elevated Firms
| Firm | Layer | Composite F | Elevated | Convergence |
|---|---|---|---|---|
| XAI xAI | L3 | 4 / 6 | active | |
| TSLA Tesla | L5 | 5 / 6 | moderate | |
| ORCL Oracle | L2 | 4 / 6 | active | |
| CRWV CoreWeave | L2 | 4 / 6 | active | |
| SMCI Super Micro | L1 | 4 / 6 | active | |
| NVDA NVIDIA | L1 | 4 / 6 | active | |
| MSFT Microsoft | L2 | 4 / 6 | active | |
| AVGO Broadcom | L1 | 3 / 6 | active | |
| OPENAI OpenAI | L3 | 3 / 6 | active | |
| AMD AMD | L1 | 3 / 6 | active | |
| GOOGL Alphabet | L2 | 4 / 6 | moderate | |
| ANTHROPIC Anthropic | L3 | 3 / 6 | active |
AI Fragility Index: composite of I1–I6 over 68-firm universe, layers 1–4 weighted (I1 20% · I2 20% · I3 15% · I4 20% · I5 10% · I6 15%). Indicator gauges = universe mean from indicators.json; composite = snapshot bubble_index. Engine: ai_fragility. As of 2026-08-08.