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◆ TESSARA JULY 23, 2026 What moved this week Tessara constraint scores (0-100), 7-day change · + tightening · - easing TIGHTENING EASING Nuclear Baseload +27 Power Transformers +25 N2 Wafers +17 Optical Networking +10 Power Distribution Equipment +9 Gas Turbines +7 Optical Transceivers +6 Ethernet Networking +6 Advanced Packaging -9 Positive bars tightened (scarcity score rose); negative bars eased. tessara.tech NEW READ EVERY WEEK

What moved on the AI supply board this week

The seven-day change in every tracked constraint scarcity score. Positive bars tightened, negative bars eased. It is the fresh-signal companion to the buildout status board: not what is tight right now, but what changed this week. Straight from the world model.
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Tessara is independent research and analysis, not investment advice. We are not a registered investment adviser. Past performance is not indicative of future results, and you are responsible for your own investment decisions.

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