diff --git a/packages/api/src/routes/procurement.ts b/packages/api/src/routes/procurement.ts
index 80f4dfe..12c250a 100644
--- a/packages/api/src/routes/procurement.ts
+++ b/packages/api/src/routes/procurement.ts
@@ -938,6 +938,7 @@ procurementRouter.get("/supply-squeeze", async (_req: Request, res: Response) =>
AND t.part_number NOT ILIKE '%AOC%'
AND t.part_number NOT ILIKE '%-DAC-%'
AND (t.standard_name IS NULL OR (t.standard_name NOT ILIKE '%Switch%' AND t.standard_name NOT ILIKE '%InfiniBand%'))
+ AND t.speed_gbps > 0
GROUP BY t.id, t.speed_gbps, t.form_factor
)
SELECT
@@ -955,21 +956,23 @@ procurementRouter.get("/supply-squeeze", async (_req: Request, res: Response) =>
GROUP BY speed_gbps, form_factor
HAVING COUNT(*) >= 3
`),
- // AI cluster demand by speed tier
+ // AI cluster demand by speed tier (speed_tier = 0 excluded — unclassified announcements)
pool.query(`
- SELECT
- CASE
- WHEN COALESCE(network_speed, title, summary, '') ILIKE '%800G%' THEN 800
- WHEN COALESCE(network_speed, title, summary, '') ILIKE '%400G%' THEN 400
- WHEN COALESCE(network_speed, title, summary, '') ILIKE '%100G%' THEN 100
- ELSE 0
- END AS speed_tier,
- COALESCE(SUM(estimated_transceivers),0)::int AS total_tx,
- COUNT(*)::int AS cluster_count
- FROM ai_cluster_announcements
- WHERE announced_date >= NOW() - INTERVAL '90 days'
- GROUP BY 1
- HAVING COALESCE(SUM(estimated_transceivers),0) > 0
+ SELECT speed_tier, total_tx, cluster_count FROM (
+ SELECT
+ CASE
+ WHEN COALESCE(network_speed, title, summary, '') ILIKE '%800G%' THEN 800
+ WHEN COALESCE(network_speed, title, summary, '') ILIKE '%400G%' THEN 400
+ WHEN COALESCE(network_speed, title, summary, '') ILIKE '%100G%' THEN 100
+ ELSE 0
+ END AS speed_tier,
+ COALESCE(SUM(estimated_transceivers),0)::int AS total_tx,
+ COUNT(*)::int AS cluster_count
+ FROM ai_cluster_announcements
+ WHERE announced_date >= NOW() - INTERVAL '90 days'
+ GROUP BY 1
+ HAVING COALESCE(SUM(estimated_transceivers),0) > 0
+ ) t WHERE speed_tier > 0
`),
// Hype phase per technology
pool.query(`
@@ -1047,7 +1050,7 @@ procurementRouter.get("/supply-squeeze", async (_req: Request, res: Response) =>
activeSignals, severity, reasons,
};
})
- .filter((r) => r.activeSignals >= 1)
+ .filter((r) => r.activeSignals >= 1 && parseFloat(String(r.speed_gbps)) > 0)
.sort((a, b) => b.activeSignals - a.activeSignals || b.price_momentum_pct - a.price_momentum_pct);
res.json({ success: true, signals, criticalCount: signals.filter(s => s.severity === "critical").length });
diff --git a/packages/dashboard/index.html b/packages/dashboard/index.html
index 8287f5c..22f5cc0 100644
--- a/packages/dashboard/index.html
+++ b/packages/dashboard/index.html
@@ -7990,7 +7990,7 @@ async function loadReorderTop() {
+ '| '+esc(r.vendor_name||'')+' | '
+ ''+esc(r.part_number||'')+' | '
+ ''+esc(r.form_factor||'')+' | '
- + ''+esc(String(r.speed_gbps||''))+'G | '
+ + ''+fmtSpd(r.speed_gbps)+' | '
+ ''+str+'% | '
+ ''+pt+' Preis · '+st+' Stock | '
+ ''+esc(reasons.substring(0,80))+' | '
@@ -8106,7 +8106,7 @@ async function loadSwitchCompat() {
+ ''+esc(t.vendor_name)+' | '
+ ''+esc(t.part_number||'')+' | '
+ ''+esc(t.form_factor)+' | '
- + ''+esc(String(t.speed_gbps))+'G | '
+ + ''+fmtSpd(t.speed_gbps)+' | '
+ ''+esc(priceStr)+' | '
+ ''+esc(t.verification_method||'')+' | '
+ '';
@@ -8194,7 +8194,7 @@ async function loadSupplySqueeze() {
var mom = s.price_momentum_pct !== 0 ? (s.price_momentum_pct > 0 ? '+' : '') + s.price_momentum_pct + '%' : '—';
var momColor = s.price_momentum_pct > 10 ? '#ef4444' : s.price_momentum_pct > 0 ? '#f59e0b' : '#22c55e';
return ''
- + '| '+icon+' '+esc(String(s.speed_gbps))+'G | '
+ + ''+icon+' '+fmtSpd(s.speed_gbps)+' | '
+ ''+esc(s.form_factor||'—')+' | '
+ ''+esc(mom)+' | '
+ ''+esc((s.hype_phase||'—').replace(/_/g,' '))+' | '
@@ -8246,7 +8246,7 @@ async function loadDeadStockRevival() {
+ ''+esc(r.vendor_name||'')+' | '
+ ''+esc(r.part_number||'')+' | '
+ ''+esc(r.form_factor)+' | '
- + ''+esc(String(r.speed_gbps))+'G | '
+ + ''+fmtSpd(r.speed_gbps)+' | '
+ ''+icon+' '+esc((r.hype_phase||'').replace(/_/g,' '))+' | '
+ ''+Math.round(r.hype_score)+' | '
+ ''+esc(trend)+' | '