BHI 3.0·Q1 2026 Bulletin
Last computed 14:32 UTC, Apr 29 2026·Spearman ρ = 0.83·Validation: preliminary
Today's bulletin →
Movers · since 14:32 UTC, Apr 29 2026
PLATFORM PROFILENVDA

NVIDIA (CUDA)

$4.34T$200B+ customer capexBig Tech & Semiconductors
8.29
B-index (V3.1)
BLACK HOLE
Capture2.192
Escape0.265
Key Structural Insight

Strongest developer lock-in in technology. CUDA is to AI what x86 was to PCs.

Eleven-Parameter Profile

5DATAMEMACTPROCNETCLOSEPORTSUBFALLORGMOM
Data Depth7/10
Memory8/10
Action9/10
Process9/10
Network9/10
Closeness8/10
Portability2/10
Substitutability2/10
Human Fallback3/10
Org Depth9/10
Momentum9/10
Capture Escape Extended

V3.1 Decomposition

ComponentValueFormula
CES₄ capture core0.8229CES(d, m, a, p)
Knowledge synergy σₖ0.7483√(d · m)
Operability synergy σₒ0.9000√(a · p)
Synergy boost1.24721 + 0.3·(σₖ + σₒ)/2
Org-depth multiplier1.45001 + 0.5·o
Momentum multiplier1.27001 + 0.3·t
Total Capture2.1923c·(1+0.5n)·core·syn·org·mom
CES₃ escape core0.2311CES(x, s, h)
Feedback attenuation0.7120max(0.3, 1 − 0.35·core)
Total Escape0.2645ε + escCore · feedback
B = Capture / Escape8.292.192 / 0.265

Scoring Rationale

Millions of developers locked into CUDA. Switching to ROCm = rewriting years of code. $200B+ hyperscaler GPU capex. Every major AI framework optimized for CUDA first.

Parameter Sensitivity

MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
CLOSE8
+2.07
PORT2
-1.68
SUB2
-1.68
FALL3
-1.34
DATA7
+0.79
MEM8
+0.73
ACT9
+0.70
PROC9
+0.70
NET9
+0.57
ORG9
+0.57
MOM9
+0.39
+ raises B (deepens lock-in) lowers B (aids escape)

Comparable PlatformsBig Tech & Semiconductors (7 peers)

#PlatformTickerB-indexZone
01TSMCTSM10.91BLACK HOLEProfile →
02ASMLASML9.62BLACK HOLEProfile →
03AmazonAMZN8.40BLACK HOLEProfile →
04MicrosoftMSFT6.64BLACK HOLEProfile →
05MetaMETA5.22BLACK HOLEProfile →
06AppleAAPL5.22BLACK HOLEProfile →
07Alphabet/GoogleGOOG4.62BLACK HOLEProfile →