Companies
151 companies and vehicles, 132 ties.
Main chain
Money
- Apollo Global Managementmoney: Compute-financing platforms
- BlackRockbuys from: BHP; money: Groq; money: Compute-financing platforms
- Blackstonemoney: Compute-financing platforms; money: Magnetar Capital
- Brookfieldmoney: Compute-financing platforms
- Compute-financing platformsmoney: Apollo Global Management; money: BlackRock; money: Blackstone; money: Brookfield; money: Goldman Sachs; money: KKR; money: NVIDIA
- GIC
- Goldman Sachsmoney: Compute-financing platforms; money: Siltronic
- KKRmoney: Compute-financing platforms
- Magnetar Capitalmoney: CoreWeave; money: Blackstone
- MGXneeds review
- Mubadalamoney: AMD
- Qatar Investment Authoritymoney: Anthropic; money: Glencore
- SoftBank Groupmoney: OpenAI; money: Stargate; money: Arm; money: Intel
- SpaceXmoney: xAI; money: xAI
- Stargatemoney: OpenAI; money: SoftBank Group
- xAI Colossus SPVbuys from: NVIDIA; money: xAI; money: NVIDIA
Raw materials
- Air Liquide
- Air Products
- BHPsupplies: BlackRock
- Freeport-McMoRan
- Glencoremoney: Qatar Investment Authority
- Hemlock Semiconductormoney: Corning
- Lindeneeds review
- Lynas Rare Earthsneeds review
- MP Materials
- Rio Tinto
- Sibelco
- The Quartz Corp
- Tokuyama
- Umicore
- Wacker Chemiemoney: Siltronic
Wafers & chemicals
- Ajinomoto
- Entegris
- GlobalWaferssupplies: Micron Technology
- Ibidensupplies: Intel
- Resonac
- Shin-Etsu Chemical
- Siltronicmoney: Goldman Sachs; money: Wacker Chemie
- SK Siltronneeds review
- SUMCO
- Sumitomo Chemical
- Tokyo Ohka Kogyoneeds review
- Unimicronneeds review
Tools, EDA & IP
- Advantest
- Applied Materialssupplies: TSMC; flags: AMEC
- Armsupplies: NVIDIA; money: SoftBank Group; flags: Qualcomm
- ASM International
- ASMLsupplies: Intel; supplies: Samsung Electronics; supplies: SMIC; supplies: TSMC; buys from: Carl Zeiss SMT; money: Intel; money: Carl Zeiss SMT; money: Mistral AI; money: Samsung Electronics; money: TSMC
- BESI
- Cadence Design Systems
- Carl Zeiss SMTsupplies: ASML; money: ASML
- Cymerneeds review
- Disco
- KLA
- Lam Researchsupplies: Samsung Electronics; supplies: TSMC; flags: AMEC
- Screen Holdings
- Siemens EDA
- Synopsys
- Teradyne
- Tokyo Electron
- Trumpf
Fabs, memory & packaging
- Amkor Technologysupplies: Qualcomm; supplies: TSMC
- ASE Technologyneeds review
- GlobalFoundriessupplies: Hygon
- Micron Technologyneeds reviewbuys from: GlobalWafers; flags: YMTC
- Samsung Electronicssupplies: Groq; buys from: ASML; buys from: Lam Research; money: ASML; money: Mistral AI
- SK hynixsupplies: NVIDIA; buys from: Intel
- TSMCsupplies: AMD; supplies: Biren Technology; supplies: Broadcom; supplies: NVIDIA; buys from: Amkor Technology; buys from: Applied Materials; buys from: ASML; buys from: Lam Research; money: ASML
Chip designers
- AMDsupplies: Hygon; supplies: OpenAI; buys from: TSMC; money: Mubadala
- Broadcomsupplies: Arista Networks; buys from: TSMC
- Cerebrassupplies: OpenAI
- Groqsupplies: NVIDIA; buys from: Samsung Electronics; money: BlackRock
- Intelsupplies: SK hynix; buys from: ASML; buys from: Ibiden; money: NVIDIA; money: ASML; money: SoftBank Group
- Marvell Technology
- NVIDIAsupplies: Oracle; supplies: Megaspeed; supplies: Lambda; supplies: CoreWeave; supplies: DeepSeek; supplies: Microsoft; supplies: Nebius; supplies: xAI Colossus SPV; buys from: Groq; buys from: Arm; buys from: Foxconn; buys from: SK hynix; buys from: TSMC; money: OpenAI; money: OpenAI; money: Anthropic; money: CoreWeave; money: Intel; money: Safe Superintelligence; money: CoreWeave; money: Lumentum; money: Nebius; money: xAI Colossus SPV; money: Lambda; money: Compute-financing platforms; money: Crusoe; money: Lambda; money: Nscale; flags: Megaspeed
- Qualcommbuys from: Amkor Technology; flags: Arm
Systems, network & power
- Aivressupplies: Megaspeed; flags: Speedmatrix; flags: Megaspeed
- Arista Networksbuys from: Broadcom; flags: Cisco
- Ciscoflags: Arista Networks
- Coherent
- Constellation Energy
- Corningmoney: Hemlock Semiconductor
- Credo Technologyneeds review
- Dell Technologiesbuys from: Quanta Computer; money: Nscale
- Eaton
- Foxconnsupplies: NVIDIA
- GE Vernova
- Hewlett Packard Enterprise
- Lumentummoney: NVIDIA
- Nokiamoney: Nscale
- Quanta Computersupplies: Dell Technologies
- SB Energysupplies: OpenAI
- Schneider Electricneeds reviewbuys from: Vertiv
- Supermicro
- Vertivsupplies: Schneider Electric
- Vistra
- Wiwynn
Clouds & neoclouds
- Alphabet (Google)supplies: Anthropic; supplies: OpenAI; supplies: Safe Superintelligence; money: Anthropic
- Amazon (AWS)money: OpenAI; money: Anthropic
- Baseten
- CoreWeavesupplies: OpenAI; supplies: Meta Platforms; supplies: Anthropic; buys from: NVIDIA; money: NVIDIA; money: NVIDIA; money: Magnetar Capital
- Crusoemoney: NVIDIA
- Fireworks AIneeds review
- Firmus
- Lambdabuys from: NVIDIA; money: NVIDIA; money: NVIDIA
- Megaspeedbuys from: NVIDIA; buys from: Aivres; money: Speedmatrix; flags: NVIDIA; flags: Aivres
- Meta Platformsneeds reviewbuys from: CoreWeave
- Microsoftsupplies: OpenAI; supplies: Anthropic; buys from: Mistral AI; buys from: Nscale; buys from: NVIDIA; money: OpenAI; money: Inspur; money: Mistral AI; money: Anthropic
- Nebiusbuys from: NVIDIA; money: NVIDIA
- Nscalesupplies: Microsoft; money: Dell Technologies; money: Nokia; money: NVIDIA
- Oraclesupplies: OpenAI; supplies: OpenAI; buys from: NVIDIA; flags: Tencent
- Speedmatrixmoney: Megaspeed; flags: Aivres; flags: Shanghai Century Litong
- Together AI
AI labs
- Anthropicbuys from: Microsoft; buys from: Alphabet (Google); buys from: CoreWeave; money: NVIDIA; money: Alphabet (Google); money: Amazon (AWS); money: Microsoft; money: Qatar Investment Authority; flags: DeepSeek; flags: MiniMax; flags: Moonshot AI
- Mistral AIsupplies: Microsoft; money: Microsoft; money: ASML; money: Samsung Electronics
- OpenAIbuys from: Oracle; buys from: Microsoft; buys from: Oracle; buys from: CoreWeave; buys from: Cerebras; buys from: Alphabet (Google); buys from: AMD; buys from: SB Energy; money: NVIDIA; money: Amazon (AWS); money: NVIDIA; money: SoftBank Group; money: Stargate; money: Microsoft; flags: ByteDance
- Safe Superintelligenceneeds reviewbuys from: Alphabet (Google); money: NVIDIA
- xAImoney: xAI Colossus SPV; money: SpaceX; money: SpaceX
China
Raw materials
Wafers & chemicals
- National Silicon Industry Group
- TCL Zhonghuanneeds review
Tools, EDA & IP
Fabs, memory & packaging
- CXMT
- Hua Hong Semiconductor
- JCET
- SMICsupplies: Huawei; buys from: ASML
- Tongfu Microelectronics
- YMTCbuys from: Naura; flags: Micron Technology
Chip designers
- Biren Technologybuys from: TSMC
- Cambriconsupplies: Huawei; money: Alibaba
- Huaweibuys from: Cambricon; buys from: SMIC
- Hygonbuys from: AMD; buys from: GlobalFoundries
- MetaX
- Moore Threads
Clouds & neoclouds
- Alibababuys from: Shanghai Century Litong; money: Moonshot AI; money: MiniMax; money: Cambricon; money: Zhipu AI
- Baiduneeds review
- ByteDanceflags: OpenAI
- Shanghai Century Litongsupplies: Alibaba; supplies: Tencent; flags: Speedmatrix
- Tencentbuys from: Shanghai Century Litong; money: MiniMax; money: Moonshot AI; money: Zhipu AI; flags: Oracle
AI labs
- DeepSeekbuys from: NVIDIA; flags: Anthropic
- MiniMaxmoney: Alibaba; money: Tencent; flags: Anthropic
- Moonshot AImoney: Alibaba; money: Tencent; flags: Anthropic
- Zhipu AIneeds reviewmoney: Alibaba; money: Tencent