NetworkIllustrative sample

The AI industry, mapped as a network

Where policy signals meet the AI industry network. Switch link types on and off to see how supply, capital and market-niche links overlap.

Zeiss SMTTrumpfASMLTSMCSK hynixSamsungNVIDIAAMDBroadcomMicrosoftAmazonGoogleOracleCoreWeaveOpenAIAnthropicxAIMetaSoftBank
SupplyChokepoint linkCapital (investor → company)Same market niche (derived)Chips & equipmentCloudModels

“Same market niche” links are derived from shared market segments. They are not statements that two companies compete. Data shown is a preview sample.

What the network contains

Companies and products

Chip designers, foundries, equipment makers, clouds, model developers and applications, with the products they make.

Links

Supply, capital, people and customers. Market-niche links are derived by rule and kept separate from facts.

Policy

Laws, rules and notices, who issued them, what they cover and which names they reach.

Questions it answers

Chokepoint Watch

Who is exposed?

Follow supply links two hops from an event.

Substitution Watch

Who fills the gap?

Same segment, not touched by the event.

Model Money Trail

Who else holds it?

Investors behind more than one company.