Robotics

  1. Deployment
  2. Robots
  3. Compute
  4. Sensing
  5. Actuation
  6. Materials
The Stack

Compute

The Stack
  1. DEP
  2. ROB
  3. CMP
  4. SEN
  5. ACT
  6. MAT

AMD

AMD

Designs CPUs and Instinct accelerators; the main alternative to Nvidia, fabbed at TSMC.

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

Depends on

  • TSMC
  • SK hynix

Carries

  • Microsoft Azure
  • Super Micro Computer