THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering, and deploying AI from start to finish.
Every layer. Every sector.
Bookmark it. Feel free to add companies in the comments.
Layer 1: Chip Equipment (the machines that build the machines):
$ASML
$AMAT
$LRCX
$TSEM
Layer 2: Foundry & Fabrication (where chips are born): $TSM
$GFS
$INTC
Layer 3: GPU / ASIC / CPU (the AI compute engines): $NVDA
$AVGO
$AMD
$MRVL
Layer 4: Memory & HBM (the bandwidth bottleneck): $MU
$WDC
Layer 5: Photonics & Optical Interconnects:
$COHR
$LITE
$AAOI
$POET
$MTSI
$ALMU
Layer 6: Data Center + Space (the physical home of AI):
$IREN
$NBIS
$CIFR
$WULF
$EQIX
$RKLB
$ASTS
$PL
Layer 7: Cybersecurity (every new AI system is a new attack surface):
$CRWD
$PANW
$ZS
$NET
$S
$FTNT
Layer 8: AI Software & Automation (where the ROI shows up):
$PATH
$PLTR
$NOW
$HIMS
$DDOG
$SNOW
$MDB
$SOFI
Layer 9: Defense & End-Use (where AI becomes operational):
$ONDS
$OSS
$RKLB
$AMPX
$LHX
$RTX
$NOC
$PNG.V
Every company on this list has either government budgets, hyperscaler contracts, or can potentially benefit from the AI build it somehow.
Save this. And if you found this valuable, you should follow me.
The market won't be red forever.
-BP
Please note: This is not financial advice.
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering, and deploying AI from start to finish.
Every layer. Every sector.
Bookmark it. Feel free to add companies in the comments.
Layer 1: Chip Equipment (the machines that build the machines):
$ASML
$AMAT
$LRCX
$TSEM
Layer 2: Foundry & Fabrication (where chips are born): $TSM
$GFS
$INTC
Layer 3: GPU / ASIC / CPU (the AI compute engines): $NVDA
$AVGO
$AMD
$MRVL
Layer 4: Memory & HBM (the bandwidth bottleneck): $MU
$WDC
Layer 5: Photonics & Optical Interconnects:
$COHR
$LITE
$AAOI
$POET
$MTSI
$ALMU
Layer 6: Data Center + Space (the physical home of AI):
$IREN
$NBIS
$CIFR
$WULF
$EQIX
$RKLB
$ASTS
$PL
Layer 7: Cybersecurity (every new AI system is a new attack surface):
$CRWD
$PANW
$ZS
$NET
$S
$FTNT
Layer 8: AI Software & Automation (where the ROI shows up):
$PATH
$PLTR
$NOW
$HIMS
$DDOG
$SNOW
$MDB
$SOFI
Layer 9: Defense & End-Use (where AI becomes operational):
$ONDS
$OSS
$RKLB
$AMPX
$LHX
$RTX
$NOC
$PNG.V
Every company on this list has either government budgets, hyperscaler contracts, or can potentially benefit from the AI build it somehow.
Save this. And if you found this valuable, you should follow me.
The market won't be red forever.
-BP
Please note: This is not financial advice.
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