# isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand architecture

> Architecture diagram of the GitHub repository isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand, generated by GitDiagram from its file tree, README and a sample of source files (last updated 2026-09-30). It is an AI-made overview: check details against the source.

- Interactive diagram: https://gitdiagram.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand
- Repository: https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand

## Overview

This repository is an exploratory notebook analysis of whether hyperscaler capital spending is reflected in Nvidia data-center revenue and, with a lag, Micron memory revenue and margins. The documented workflow compares those datasets and uses DRAM market share as supporting context. The notebook’s implementation was not excerpted, so relationships below rely on README descriptions rather than inspected code.

Main entry points: [`hyperscaler_capex_memory_analysis.ipynb`](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/hyperscaler_capex_memory_analysis.ipynb) (Analysis Notebook), [`data/Hyperscaler Financials Data - Cleaned Data.csv`](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/Hyperscaler%20Financials%20Data%20-%20Cleaned%20Data.csv) (Hyperscaler Financials), [`data/nvidia_quarterly_revenue_segment_cleaned.csv`](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/nvidia_quarterly_revenue_segment_cleaned.csv) (Nvidia Segment Revenue), [`data/micron_financials_cleaned.csv`](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/micron_financials_cleaned.csv) (Micron Financials)

## Diagram (Mermaid)

```mermaid
flowchart TD

subgraph group_inputs["Research Data"]
  node_hyperscaler_data["Hyperscaler Financials"]
  node_nvidia_data["Nvidia Segment Revenue"]
  node_micron_data["Micron Financials"]
  node_dram_share["DRAM Market Share"]
end

subgraph group_analysis["Analysis"]
  node_analysis_notebook["Analysis Notebook"]
end

subgraph group_results["Reported Results"]
  node_findings["Exploratory Findings<br/>[readme.md]"]
end

node_researcher(("Researcher"))

node_researcher -->|"runs analysis"| node_analysis_notebook
node_hyperscaler_data -->|"provides capex"| node_analysis_notebook
node_nvidia_data -->|"provides revenue"| node_analysis_notebook
node_micron_data -->|"provides financials"| node_analysis_notebook
node_dram_share -->|"adds context"| node_analysis_notebook
node_analysis_notebook -->|"reports results"| node_findings

click node_hyperscaler_data "https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/Hyperscaler%20Financials%20Data%20-%20Cleaned%20Data.csv"
click node_nvidia_data "https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/nvidia_quarterly_revenue_segment_cleaned.csv"
click node_micron_data "https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/micron_financials_cleaned.csv"
click node_dram_share "https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/dram_market_share_counterpoint.csv"
click node_analysis_notebook "https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/hyperscaler_capex_memory_analysis.ipynb"
click node_findings "https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/readme.md"

classDef toneNeutral fill:#f8fafc,stroke:#334155,stroke-width:1.5px,color:#0f172a
classDef toneBlue fill:#dbeafe,stroke:#2563eb,stroke-width:1.5px,color:#172554
classDef toneAmber fill:#fef3c7,stroke:#d97706,stroke-width:1.5px,color:#78350f
classDef toneMint fill:#dcfce7,stroke:#16a34a,stroke-width:1.5px,color:#14532d
classDef toneRose fill:#ffe4e6,stroke:#e11d48,stroke-width:1.5px,color:#881337
classDef toneIndigo fill:#e0e7ff,stroke:#4f46e5,stroke-width:1.5px,color:#312e81
classDef toneTeal fill:#ccfbf1,stroke:#0f766e,stroke-width:1.5px,color:#134e4a
class node_hyperscaler_data,node_nvidia_data,node_micron_data,node_dram_share toneBlue
class node_analysis_notebook toneAmber
class node_findings toneMint
class node_researcher toneIndigo
```

## Components

### Research Data

- [Hyperscaler Financials](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/Hyperscaler%20Financials%20Data%20-%20Cleaned%20Data.csv): `data/Hyperscaler Financials Data - Cleaned Data.csv`
- [Nvidia Segment Revenue](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/nvidia_quarterly_revenue_segment_cleaned.csv): `data/nvidia_quarterly_revenue_segment_cleaned.csv`
- [Micron Financials](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/micron_financials_cleaned.csv): `data/micron_financials_cleaned.csv`
- [DRAM Market Share](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/data/dram_market_share_counterpoint.csv): `data/dram_market_share_counterpoint.csv`

### Analysis

- [Analysis Notebook](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/hyperscaler_capex_memory_analysis.ipynb): `hyperscaler_capex_memory_analysis.ipynb`

### Reported Results

- [Exploratory Findings](https://github.com/isezdasgith/overview-of-hyperscaler-capital-expenditure-and-memory-demand/blob/master/readme.md): `readme.md`

### Other components

- **Researcher**

## Connections

- Researcher → Analysis Notebook: runs analysis (evidence: `readme.md`)
- Hyperscaler Financials → Analysis Notebook: provides capex (evidence: `readme.md`)
- Nvidia Segment Revenue → Analysis Notebook: provides revenue (evidence: `readme.md`)
- Micron Financials → Analysis Notebook: provides financials (evidence: `readme.md`)
- DRAM Market Share → Analysis Notebook: adds context (evidence: `readme.md`)
- Analysis Notebook → Exploratory Findings: reports results (evidence: `readme.md`)