{"data":[{"ticker":"NVDA","slug":"nvidia","name":"NVIDIA","exchange":"NASDAQ","sector":"Technology","layers":["semiconductors","cloud-infrastructure","autonomous-vehicles","foundation-models"],"exposure":{"score":97,"tier":"Pure Play","rationale":"Sells the GPUs, networking, and CUDA software stack that nearly every AI training and inference cluster is built on, mostly to hyperscalers and AI labs. Data center AI demand is now the overwhelming majority of revenue and the entire thesis."},"price":186.64,"change24hPct":2.78,"marketCap":4506795900928},{"ticker":"TSM","slug":"taiwan-semiconductor","name":"Taiwan Semiconductor","exchange":"NYSE","sector":"Technology","layers":["chip-equipment","semiconductors"],"exposure":{"score":78,"tier":"Core","rationale":"Manufactures nearly all leading-edge AI accelerators for NVIDIA, AMD, Apple, and hyperscaler custom chips, including CoWoS advanced packaging. AI chip demand is now its primary growth driver, though smartphones and other logic remain a large share of wafers."},"price":375.44,"change24hPct":6.33,"marketCap":1947209826304}],"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.224Z","tier":"free","source":"https://supercyclehq.com/compare/nvda-vs-tsm","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/compare/nvda-vs-tsm","html":"https://supercyclehq.com/compare/nvda-vs-tsm","md":"https://supercyclehq.com/compare/nvda-vs-tsm.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}