The Buildout
Drag to look around · click anything to see who makes it
◆ Chokepoints are parts where only one or two companies can make it.
The Buildout · in 3D
The AI buildout, as one place
Every company we follow, placed where its products end up, from the power lines to the chip. Pick a way in.
Learn how it works
From the sky to the chip
Dive from above the campus into a data hall, an AI rack and one GPU, then on to the fab where the chip was printed.
What happened today
Today in the buildout
The morning brief, flown: the day’s biggest moves and news, each at the spot where the company sits.
Start from a company or a part
Follow anything
Type a company to follow it through the world and its supply chain, or a part to go straight to it.
Raw facts from filings, calls and prices — not advice.