About

AI Supply Chain is one picture of the AI economy, read left to right from the mine to the model: raw materials, wafers and chemicals, tools and design software, fabs and memory, chip designers, servers and power, clouds, and the AI labs. The owners, lenders and financing vehicles sit in a band on top. China’s parallel chain has its own band at the bottom, across the same columns.

Every company is a card of the same size. Hover a card to see its ties up and down the chain; click it to open a short page on the company, its numbers and its ties.

How to read the links

• Supply (sells goods or services up the chain) and licenses: thin grey curves, the background of the picture.
• Money out (invests, owns, leases back, finances through a vehicle): ink-blue, wider for bigger amounts.
• Money back (buys chips or compute): sage green.
• Guarantees (a contingent liability or backstop): rust, dashed.
• Flags (an investigation, lawsuit or export probe): rust, dotted.

How sure each link is

Each link carries a status. Filed means it is in a company or regulatory filing and is drawn solid. Announced means the companies said so. Reported means it is from the press only and is drawn lighter. MoU and rumor are lighter again. An allegation is always a reported flag, never drawn as supply.

Numbers

Numbers are fixed values, each with an “as of” date. There is no live price feed. A number is only as current as its date.

Sources and review

Every company and every link has at least one source. Most records were drafted by a language model from fetched source pages, then checked: each quote has to match its page, each amount and year has to appear on it, and a second model reviews the result. Anything that fails a check, or that a person has not yet read, is marked needs review on the site. The hand-written seed, taken from a reviewed news thread, is marked reviewed.

Nothing here is investment advice, and the site does not estimate losses or forecast prices.