AI Map

Gas, nuclear fuel, conductor metals and water behind the electricity buildout

Gas Pipelines & Compression · Uranium mining · Conversion, enrichment & fuel · Copper Mining & Concentrates · Rare earths & magnets · Critical minerals, quartz & helium · Water treatment & reuse · Natural Gas Producers · Water Supply & Conveyance · Battery & Storage Materials · Copper Smelting & Refining

Firm electricity and new generating capacity for AI campuses

Nuclear fleets & restarts · Advanced Fission Reactors · Nuclear equipment & engineering · Gas turbines, engines & components · Fuel cells & bridge power · Utilities & dispatchable power · Renewables & geothermal · Fusion Power Development

Transformers, lines and grid batteries that deliver electricity to the campus fence

Power transformers · Switchgear & grid protection · HVDC & grid stability · HV cables & conductors · Power plants & grid EPC · Grid-scale storage · Transformer & line inputs · Grid Software & Monitoring

Designing, building and commissioning the physical campuses that house AI compute

US campus delivery · European campus contractors · Asian campus delivery · Electrical & mechanical contractors · Design, engineering & commissioning · Modular & prefabricated facilities · Site services & rentals · Building materials & cables

Keeping AI facilities energized from the incoming feed to the rack distribution network

UPS & continuity systems · Switchgear, busway & PDUs · Reciprocating generators · Turbines & fuel cells · Dedicated power services · Facility batteries & storage · HVDC & solid-state transformers · UPS batteries & cabinets

Moving heat from AI chips through liquid loops to the outside air

Facility CDUs & liquid systems · Cold plates & rack cooling · Chillers & precision air · Heat rejection & thermal storage · Pumps, valves & couplings · Immersion & two-phase cooling · Fluids & water treatment · Quick disconnects & hoses

Owning powered buildings and campuses that cloud and AI tenants lease

Listed colocation & data center REITs · Private campus platforms · Europe & Middle East campuses · Asian hyperscale & regional operators · AI hosting landlords · Powered land & campus developers · Platform owners & development JVs · Carrier-owned data centers

The wafers, chemicals and consumable parts used to make AI chips

Silicon & Compound Wafers · Resists & Lithography Chemicals · Masks, Pellicles & Carriers · Electronic & Rare Gases · CMP & Wet Chemicals · Deposition Precursors & Sputtering Targets · HBM & Package Materials · Quartz, SiC & Ceramic Materials

Tools and precision subsystems that build and measure AI wafers

Lithography & mask ecosystem · Deposition & epitaxy · Etch, strip & pattern shaping · Cleaning & CMP · Ion implant & thermal processing · Wafer inspection & metrology · Vacuum, RF & fluid subsystems · Handling & tool assemblies

Factories that turn AI chip designs into logic, optical and power wafers

Leading-edge Logic & R&D · Photonics, SiGe & RF foundry · Mature-node, power & analog foundry · China domestic foundry · New fabs & regional capacity

Joining logic chiplets and HBM into larger, faster compute packages

2.5D/3D integration · Outsourced assembly · TCB, hybrid & die bonders · Thinning, patterning & wet processing · Molding, dispense & reflow · Packaging inspection & metrology · Panel-level & glass processing

Electrical tests that screen AI chips, HBM and complete packages before shipment

Automated test equipment · Probe cards & precision contacts · Wafer & bare-die probers · Test sockets & interface boards · Burn-in, reliability & system-level test · Handlers & thermal control · Outsourced test services

The package, board and passive component stack beneath AI systems

ABF, FC-BGA & Memory Substrates · Build-up Films & Specialty Glass Cloth · Glass-Core Substrate Development · CCL & Low-Loss Resins · Copper Foil & Metallization Chemistry · AI Server & Switch PCBs · MLCCs & Silicon Capacitors · Polymer Capacitors & Power Inductors

Design tools and reusable circuit building blocks behind AI chips

Chip Design & Simulation · Verification & Prototyping · CPU & Configurable Compute IP · Neural & Graphics Compute IP · Interface & Chiplet IP · Memory & Foundation IP · AI-Assisted Chip Design

Merchant processors for training models and serving their outputs

Merchant Training Accelerators · China AI Accelerators · LLM Inference Processors · Memory-Centric AI Compute · Spatial & Specialized Compute

Workload-specific chips and the designers that bring them to production

Custom Compute Partners · Global ASIC Design Houses · Korean ASIC Design Partners · Hyperscaler AI Chips · Lab & Enterprise Chip Programs · Automaker-Designed AI Chips · Compute Chiplet Platforms

Host processors and programmable offload chips that keep AI compute working

x86 & Enterprise CPUs · Arm Server Silicon · Cloud-Designed Host CPUs · Programmable DPU Silicon · Cloud & Regional Offload Chips · RISC-V Host Architectures · Emerging Host Platforms

Processors that run inference in local devices, vehicles and sensors

Phone & PC AI Processors · Embedded & Vision SoCs · Embedded AI Accelerators · Automotive AI Compute · FPGAs & Adaptive Compute · AI Microcontrollers · Sensor-Edge Inference

Tools, materials and interfaces that turn memory designs into working chips

HBM Bonders & Stacking Equipment · Lithography, TSV & inspection · Memory fab tools & parts · Memory testers & burn-in · Probe cards & sockets · HBM & memory materials · Memory interfaces & CXL · Modules & memory packaging

HBM, DRAM and flash that hold AI models and their working data

HBM · Server DRAM · NAND Flash · LPDDR, SOCAMM & GDDR · Specialty & Legacy Memory · China Domestic Memory · Emerging AI Memory

Flash drives, hard disks and archive media that retain AI data

Enterprise SSDs · Controllers & storage silicon · Nearline hard drives · HDD components & materials · Tape & emerging archives

Systems and software that keep AI data accessible, fast and recoverable

Enterprise storage arrays · AI file & object platforms · Cloud & software-defined storage · Backup & cyber recovery · Storage networks & servers · Inference context storage

Switches, adapters and software that connect AI accelerators

Branded switch systems · ODM & white-box switches · Ethernet switch silicon · NICs, SuperNICs & DPUs · Scale-up fabrics & interface IP · Network OS & fabric software · Network test & precision timing

Lasers, modules and photonic circuits moving data inside AI clusters

800G & 1.6T transceiver modules · Lasers, modulators & optical chips · Optical DSPs, drivers & TIAs · CPO & optical I/O engines · Photonics foundries & wafers · Optical circuit switching · Optics assembly, passives & tools

Connectors, cables and signal-conditioning chips inside AI racks

Connectors & cabled backplanes · DAC & rack cable assemblies · Active cables & conditioning silicon · PCIe/CXL retimers & switches · Twinax & high-speed bulk cable · SerDes & interface IP

Coherent links, fiber and network routes between AI campuses

Coherent transport systems · Coherent optics & line components · Optical fiber & cable · Hollow-core fiber · Structured cabling & fiber connectivity · Fiber network operators · Subsea systems, cable & owners

The mechanical, management and thermal hardware inside an AI rack

Chassis, trays & rails · Racks & enclosures · Management silicon & firmware · Server fans & thermal modules · Cold plates & processor cooling · Manifolds & fluid connections · Sockets, power contacts & busbars

Power shelves, backup energy and conversion chips feeding AI processors

PSUs & power shelves · Battery & capacitor shelves · High-power cells & supercapacitors · VRM control, stages & magnetics · Bus converters & vertical power · GaN power devices · PSU switches, sensing & protection

The companies that turn accelerators into servers, racks and working clusters

Server OEMs & rack designs · ODM-direct systems · EMS & system manufacturing · China server systems · Rack integration & deployment · Specialist AI & HPC systems

The investors, lenders and contracts funding AI infrastructure

Private credit and preferred capital · Digital infrastructure sponsors · Sovereign and pension investors · Strategic and circular capital · Banks and debt arrangers · Compute finance and public vehicles · Frontier and infrastructure equity

The cloud operators and captive builders buying AI compute at scale

US-serving hyperscale clouds · Captive and frontier compute buyers · Chinese cloud infrastructure · Enterprise and European clouds · Developer and edge clouds · Korean cloud infrastructure · Japanese and Indian regional clouds

Specialist operators renting accelerated compute and contracted AI hosting

Listed accelerated cloud operators · Large private GPU and TPU clouds · Mining sites with signed AI business · GPU marketplaces and inference clouds · Asian and African GPU clouds · European sovereign GPU specialists · Chinese compute leasing providers

Domestic AI capacity built by governments, telcos and national champions

Gulf AI programs and operators · Stargate and other mega partnerships · Korean national AI infrastructure · Japanese, Indian and Taiwanese builders · European sovereign AI infrastructure · Regional telco and sovereign factories · Technology partners for sovereign AI

The model builders, regional challengers and listed investors funding them

US Frontier & In-House Labs · China Foundation Labs · Korean Foundation Labs · Japan & Taiwan Labs · Sovereign & Open Labs · Multimodal Model Labs · Strategic Lab Backers · Other Stakes & Listed Funds

The governed data, expert feedback and licensed knowledge behind AI systems

Data Clouds & Lakehouses · Databases & Vector Search · Integration & Governance · Expert Data & RL Feedback · Listed Training-Data Suppliers · Licensed Knowledge & Financial Data · Media Rights & Crawl Access

The tools and infrastructure that turn models into working software

Managed Model Platforms · Specialist Inference Clouds · Inference Runtimes & Edge · Coding Agents & IDEs · AI App Builders & Backends · Observability, Evals & MLOps · Agent & Voice Infrastructure · DevSecOps Platforms · Agent Tools & Sandboxes

Agents that act inside business applications, documents and customer conversations

Agents in Systems of Record · Regional Business Applications · Decision & Operations Platforms · Workflow, RPA & Document Automation · Customer Service & Contact Centers · Productivity & Enterprise Search · Specialist Business AI Apps · Conversational & Regional AI Agents

Assistants, creative tools and the engines that turn attention into purchases

Assistants, search & voice interfaces · Asian assistants & super-apps · Feeds, retail media & ad engines · Open-web ads, CTV & agencies · Image, video & design generation · Music, games & media production · Agentic commerce & travel · Agentic payment rails

Industry-specific models and agents embedded in consequential workflows

Clinical documentation & care delivery · Medical imaging & diagnostics · AI discovery & life-science tools · Lending, insurance & banking AI · Financial, legal & professional information · Engineering, construction & logistics AI · Education & training · Defense & government software

Protecting AI systems, identities and data while using AI to detect attacks and fraud

Security Platforms & AI SOC · Specialist & Regional Security Operations · Identity for Humans & Agents · Data Security, Governance & Resilience · AI Security Platforms & Controls · Fraud & Risk Decisioning · Identity, Deepfakes & Authenticity · AI Security & Governance Specialists

The firms that put AI to work and absorb its impact on staffing

Global Consulting & IT Services · Indian IT & Engineering · Regional Systems Integrators · Digital Engineering · Government AI Integrators · CX Outsourcing & Contact Operations · Business Process & Managed Operations · AI Deployment & Expert Services

General-purpose machines, robot learning and the first commercial deployments

US & European Humanoid Makers · China Humanoid Makers · Korea & Japan Robot Programs · Robot Models & Training Data · Simulation & Onboard Compute · Manufacturing & Early Adopters · Service, Delivery & Home Robots

The motion, sensing and power hardware inside increasingly capable robots

Precision Reducers · Screws & Joint Actuators · Motors & Servo Drives · Dexterous Hands & Tactile Skin · Force, Vision & Position Sensing · Motor, Power & Sensing Chips · Batteries & Motor Magnets

Robots, controls and software operating factories, warehouses and field equipment

Industrial Arms & Cobots · Warehouse Storage & Systems · Mobile Robots & Robotic Picking · Machine Vision & Industrial Sensing · Controls, Software & Digital Twins · Surgical & Medical Robots · Agriculture, Mining & Construction · Production Cells & Machine Tools

Drivers, vehicle platforms and sensing systems that automate road transport

Robotaxi & Shuttle Developers · Autonomous Trucking & Logistics · Consumer L2+ & L3 Programs · AV Compute & Safety Silicon · Driving Software & Tier-1 Integration · Lidar, Radar & Vision Sensors · Ride Platforms & Fleet Operations · China Consumer Smart-Driving Stacks

Uncrewed platforms, mission software and the systems that detect or defeat them

Tactical ISR & Small FPV Drones · Loitering Munitions & One-Way Drones · Uncrewed Aircraft & CCA · Maritime & Ground Autonomy · Counter-Drone Systems · Mission AI & Autonomy Software · Enterprise Drones & Delivery · Autonomy Sensors, Links & Components · Public Safety & Security

Phones, PCs, glasses and ambient devices that put AI within reach

AI Phones · AI PCs & Platform Ecosystems · Smart Glasses & XR Brands · XR Optics & Microdisplays · Device Components & Assembly · Health & Fitness Wearables · AI Companions & Hearables · Smart Home & Ambient Assistants · On-Device AI Silicon · IoT Endpoints & Connectivity