import React from 'react'; import { Settings, X } from 'lucide-react'; interface TechBlueprintModalProps { isOpen: boolean; onClose: () => void; } export default function TechBlueprintModal({ isOpen, onClose }: TechBlueprintModalProps) { React.useEffect(() => { const handleKeyDown = (e: KeyboardEvent) => { if (e.key === 'Escape') { onClose(); } }; if (isOpen) { window.addEventListener('keydown', handleKeyDown); } return () => { window.removeEventListener('keydown', handleKeyDown); }; }, [isOpen, onClose]); if (!isOpen) return null; return (
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AI & Tech Silo - Operational Blueprint

System User Manual & Interface Mechanics

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CapEx Cycle & Infrastructure Indicators

Operational details of tech overcapacity diagnosis.

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1. Monetization Gap & ROI-to-CapEx

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.

2. Supply-Chain Velocity Index

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.

3. Cluster Leverage (D/E & CapEx/Dep)

Monitors CapEx-to-depreciation ratios (ratios > 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.

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Interface Layout & Mechanics

Sloan Accrual Card & Indicators: Integrates the Sloan Ratio indicator at the top of the silo dashboard, classifying reported revenues into Safe or Anomaly regimes.

Silo Dashboard Sparklines: Displays quarterly trajectories for MSFT, GOOGL, META, AMZN, and AMD segment revenue and capital growth rates.

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