Interactive map of the global AI ecosystem — from silicon to applications. Click any company for AI-specific metrics, investment thesis, and supply chain dependencies.
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Silicon
Compute · Memory · Networking
The foundation. Every AI workload runs on specialized chips. Capital intensity meets defensibility.
Infrastructure
Cloud · Data Centers · Power
The plumbing. $220B+ annual capex building AI compute capacity. Power and cooling are binding constraints.
Platform
MLOps · Data · Orchestration
The intelligence layer. Software that makes AI workloads efficient and accessible. Middleware winners take disproportionate value.
Application
Enterprise · Consumer · Agent
The user-facing layer. Where AI creates direct business value. Revenue growth ≠ durable moats — yet.