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AI Notebook · Intelligence graph

The AI Intelligence Graph

Every company, chip, mineral, power source, fund and policy in the AI economy, linked by how they depend on, fund, supply and compete with each other. Pick any entity, layer or category: the graph flies there and the file below follows, from the whole stack down to one company's deals and filings.

entities
455
entities
typed links
1,171
typed links
deals quoted from filings
16
deals quoted from filings
company files
3
company files
Map

Layers as clusters, money as arcs, brand marks on the biggest stars

AI Intelligence Graph

Starting the view

Follows the graph · 455 entities

Ask the graph

answers only from the graph's sourced facts, with citations

Forecast record

No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.

Entities
455
Links
1,171
Deals from filings
16
Chokepoints
121
Public companies
137
Company files
3
Depends on outside
0
supply links in
Supplies outside
0
supply links out

The stack by layer

7 rows · click to drill in
LayerEntitiesLinksDealsChokeNeedsFeeds
12339416109830
32174529142
5432241197107
30199·139051
45185·211685
3990·26162
1324487387086

How the stack leans on itself

supply links · row depends on column
Depends on →L0 LabsL1 CloudL2 ChipsL3 FabsL4 ToolsL5 MaterialsL6 Power
12336411··20
118381··41
33274030714
··11551299
···244122
····117·
16327731480

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.

Every entity in the graph, by layer

Frontier labs & models

Cloud & compute

Accelerators & chips

Foundries & packaging

Equipment, EDA & memory

Materials & minerals

Energy, infrastructure & capital