Closelook's sector-leadership rotation framework tied to NVIDIA's GPU generation phases: Dawn, Early Ramp, Mid, Sunset.
Generation Rotation is Closelook's framework mapping sector leadership to NVIDIA's GPU generation phases — Dawn, Early Ramp, Mid, and Sunset — where different parts of the supply chain lead at each stage. It provides a calendar-aware lens on which build-out layer to favor as a generation matures. See Generation Rotation 101.