AI Memory Verdict · Distributor lens · 2026-W19

Everyone agrees + deep supply → healthy

HOLDSTABLEAI ≈ distributor language· cos 0.92partial · missing OEM/AGG/SEARCH
▸ Panel signature · what AI saw, what we compared against
AI: 9 textsOEM: 0DIST: 1AGG: 0SEARCH: 0
cohort disagreement: 31.4%
1024-dimensional centroid embeddings · all numbers reproducible from methodology

Distributor action: channel consensus intact · maintain shelf-space.

led-lighting· level 2· tier B· leaf· 81,006 SKUs measured· 69 observations · 4 vantagesavailable

Where you rank in LED Lighting

10 brands · 2026-W19

For each brand AI associates with this category, we record the rank (by AI-claim count) and which reference frame AI uses when talking about the brand. When the brand ahead of you appears in a different column than your marketing speaks, that's the campaign brief.

Category leaderboard · top 3
#1
lumileds.com
AI ≈ DIST
n=10
#2
cree.com
AI ≈ DIST
n=7
#3
wolfspeed.com
AI ≈ DIST
n=4

AI ≈ OEM

0 brands

AI talks about these brands in OEM-side terms.

No brand AI-anchored to this frame for this category.

AI ≈ DIST

10 brands

AI talks about these brands in distributor-catalog terms.slug cos 0.92

  • #6
    ti.com
    n=2
    2/4 vantages
  • #6
    renesas.com
    n=2
    2/4 vantages
  • #6
    monolithicpower.com
    n=2
    2/4 vantages
  • #6
    skyworksinc.com
    n=2
    2/4 vantages
  • #5
    panasonic.com
    n=3
    2/4 vantages
  • #3
    wolfspeed.com
    n=4
    4/4 vantages

AI ≈ AGG

0 brands

AI talks about these brands in aggregator-discovery terms.

No brand AI-anchored to this frame for this category.

AI ≈ SEARCH

0 brands

AI talks about these brands in buyer-search terms.

No brand AI-anchored to this frame for this category.
rank = AI-claim count desc within the category · top 6 brands per reference frame · week 2026-W19
What you unlock

LED Lighting — paid-tier surface

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27 brands competing here
Per-brand convergence scores, vantage coverage, full sourcing-card drill-down per brand.
Live week-over-week trajectory
Fragmentation direction, channel-pull attribution, drift narratives.
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Public preview · counts only · no brand names, scores, or specific facility data shown
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See LED Lighting as a physics field.
Each of the 27 brands competing here becomes a particle, pulled toward the vantages that observed it. The shape of the cloud is the shape of fragmentation.
Open field view →
substrate · 21 weeks · 26.4M AI observations · 35,746 brands · 2025-W512026-W20
this page · 2026-W19 · numbers reproducible from our weekly substrate (methodology)
per-(brand × vantage × form) aggregation, top-form share within (brand × vantage) cells; divergence classified at category level using a 1024-dimensional embedding centroid.