The supply-chain map
The chain.
Power feeds silicon. Silicon feeds steel.
Every ticker on the list plotted against its dependencies. The electrons on the left. The compute in the middle. The buildings on the right. Hover any name to light up its chain — what feeds it upstream, where its output flows downstream.
⚡ Plate I · Power
Electrons and the grid that moves them. Nuclear operators, IPPs, turbine makers, the fuel miners behind them.
▢ Plate II · Silicon
The compute layer. GPUs, custom ASICs, the foundries that print them, the lithography tools that make the foundries possible, and the memory attached.
▥ Plate III · Steel
The physical plant. Colocation real estate, liquid cooling, networking silicon, optical interconnect, and the box builders who assemble the whole thing.
Colophon
How to read the plate.
- ColumnsThree pillars, left to right — Power, Silicon, Steel. Within each column, names sorted by pillar-purity score, highest at top.
- EdgesThin hairlines show editorial supply-chain edges — upstream flows into downstream. Directionality: arrow points from dependency to consumer.
- ScoreThe number in each cartouche is the pillar-purity score. Ten is pure-play. One is adjacent exposure. See the methodology for the rubric.
- HoverTrace any name's chain — the node and its dependencies light up in amber, everything else falls back to hairline.
Edges are editorial judgments, not legal disclosures of customer relationships. Read the methodology.