Artificial Intelligence

The Stack

Chips

The Stack
  1. APP
  2. PLAT
  3. SUP
  4. CHIP
  5. SEMI
  6. RAW

Nvidia

NVDA

Designs the GPUs that train and run most AI models, and the compute platforms robots are built on.

20 mapped companies rest on this, directly or through others.

Depends on

  • TSMC
  • SK hynix
  • Samsung Electronics
  • Micron
  • ASML

Carries

  • Agility Robotics
  • Amazon
  • Anthropic
  • Amazon Web Services
  • Microsoft Azure
  • Boston Dynamics
  • Nvidia CUDA
  • Figure AI
  • Foxconn
  • OpenAI
  • Open Robotics
  • Super Micro Computer