Artificial Intelligence

  1. Application
  2. Platform
  3. Supply
  4. Chips
  5. Semiconductors
  6. Raw Materials
The Stack

Platform

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

Google

cloudGOOGL

Runs Google Cloud, designs its own TPU accelerators, and operates a quantum hardware programme.

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

Depends on

  • TSMC
  • Broadcom

Carries

  • Anthropic