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Closes #017 - Fix KaTeX rendering corruption and inject detailed blueprint contents

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Antigravity Agent
2026-06-14 12:41:18 +02:00
parent 94ccf63a38
commit 2f0599a3cd
6 changed files with 154 additions and 72 deletions
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50
components/modules/tech/TechBlueprintModal.tsx
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@@ -1,5 +1,7 @@
import React from 'react';
import { Settings, X } from 'lucide-react';
import 'katex/dist/katex.min.css';
import { BlockMath, InlineMath } from 'react-katex';
interface TechBlueprintModalProps {
isOpen: boolean;
@@ -25,7 +27,7 @@ export default function TechBlueprintModal({ isOpen, onClose }: TechBlueprintMod
return (
<div className="fixed inset-0 z-50 flex items-center justify-center bg-slate-900/85 backdrop-blur-md p-4 sm:p-6 md:p-8 animate-fade-in">
<div className="bg-slate-900 border border-slate-800/80 rounded-3xl w-full max-w-4xl h-[80vh] flex flex-col overflow-hidden shadow-2xl relative text-slate-355">
<div className="bg-slate-900 border border-slate-800/80 rounded-3xl w-full max-w-5xl h-[85vh] flex flex-col overflow-hidden shadow-2xl relative text-slate-355">
{/* Modal Header */}
<div className="flex justify-between items-center px-6 py-4 bg-slate-950/45 border-b border-slate-800/60">
@@ -49,30 +51,48 @@ export default function TechBlueprintModal({ isOpen, onClose }: TechBlueprintMod
<div className="border-b border-slate-800/80 pb-3">
<h3 className="text-base font-bold text-slate-200">CapEx Cycle &amp; Infrastructure Indicators</h3>
<p className="text-xs text-slate-400 mt-1">Operational details of tech overcapacity diagnosis.</p>
<p className="text-xs text-slate-400 mt-1">Operational details of tech overcapacity diagnosis, segment monetization, and supply-chain metrics.</p>
</div>
{/* Core Mechanics */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
<div className="p-4 rounded-xl border border-slate-800/60 bg-slate-950/40 space-y-2">
<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
<div className="p-5 rounded-2xl border border-slate-800/60 bg-slate-950/40 space-y-3 flex flex-col">
<h4 className="text-xs font-bold text-teal-400 uppercase tracking-wider font-mono">1. Monetization Gap &amp; ROI-to-CapEx</h4>
<p className="text-xs text-slate-400 leading-relaxed font-sans">
Monitors segment revenues (e.g. Azure, AWS, Google Cloud, Meta Family of Apps) against capital spending growth. A negative monetization gap signals segment revenues are growing slower than capital investments. A collapsing ROI-to-CapEx ratio highlights write-down risks.
</p>
<div className="text-xs text-slate-400 leading-relaxed font-sans space-y-2 flex-1">
<p>
Monitors segment revenues (Azure, AWS, Google Cloud, Meta Family of Apps) against capital spending growth. The **Monetization Gap** is defined as the cloud-segment revenue growth percentage minus the absolute CapEx growth percentage:
</p>
<BlockMath math="G_{\text{monetization}} = \Delta \text{Rev}_{\text{segment}} - \Delta \text{CapEx}" />
<p>
A negative monetization gap (<InlineMath math="G_{\text{monetization}} < 0" />) signals that cloud revenues are growing slower than capital investments, indicating potential write-down risks.
</p>
</div>
</div>
<div className="p-4 rounded-xl border border-slate-800/60 bg-slate-950/40 space-y-2">
<div className="p-5 rounded-2xl border border-slate-800/60 bg-slate-950/40 space-y-3 flex flex-col">
<h4 className="text-xs font-bold text-teal-400 uppercase tracking-wider font-mono">2. Supply-Chain Velocity Index</h4>
<p className="text-xs text-slate-400 leading-relaxed font-sans">
Compares cloud buyers' future purchase obligations (disclosed in notes of 10-Q reports) against Nvidia's spot inventory turnover speeds. A collapsing velocity index indicates buyers are cutting back forward purchase commitments relative to hardware supplier stockpiles.
</p>
<div className="text-xs text-slate-400 leading-relaxed font-sans space-y-2 flex-1">
<p>
Data origins are automated parsers indexing SEC 10-Q filings for forward capital allocations. The **Supply-Chain Velocity Index** maps the buyers' forward purchase commitments against the hardware supplier's (Nvidia) spot inventory:
</p>
<BlockMath math="V_{\text{sc}} = \frac{\sum_{j \in \text{Buyers}} \text{Purchase Obligations}_{j, t}}{\text{Inventory}_{\text{supplier}, t}}" />
<p>
This compares forward commitments to the supplier's balance sheet inventory levels to diagnose macro overcapacity and demand corrections 3-6 months in advance.
</p>
</div>
</div>
<div className="p-4 rounded-xl border border-slate-800/60 bg-slate-950/40 space-y-2">
<div className="p-5 rounded-2xl border border-slate-800/60 bg-slate-950/40 space-y-3 flex flex-col">
<h4 className="text-xs font-bold text-teal-400 uppercase tracking-wider font-mono">3. Cluster Leverage (D/E &amp; CapEx/Dep)</h4>
<p className="text-xs text-slate-400 leading-relaxed font-sans">
Monitors CapEx-to-depreciation ratios (ratios &gt; 3x indicate hyper-aggressive server capacity additions) alongside Debt-to-Equity changes to assess whether the AI cluster construction is funded by leverage, exposing firms to massive future amortization drag.
</p>
<div className="text-xs text-slate-400 leading-relaxed font-sans space-y-2 flex-1">
<p>
Monitors CapEx-to-depreciation ratios alongside Debt-to-Equity changes:
</p>
<BlockMath math="R_{\text{capex-dep}} = \frac{\text{CapEx}}{\text{Depreciation}}" />
<p>
Ratios exceeding <InlineMath math="3\times" /> indicate hyper-aggressive server capacity expansion. When this occurs alongside rising Debt-to-Equity ratios, it indicates that cluster construction is funded by leverage, exposing firms to massive future amortization drag.
</p>
</div>
</div>
</div>