chokepoints.ai · the AI compute stack atlas
An interactive atlas of the AI compute supply chain: ten layers from raw materials to applications, 6,500+ companies, and the chokepoints that decide who gets compute.
chokepoints.ai · the AI compute stack atlas drawing the stack… ▸ Explore guided tours The AI compute stack, mapped This page is an interactive atlas of the AI compute supply chain: 580 market nodes and 562 dependencies across ten layers, from raw materials to applications. 95 of those nodes are chokepoints, markets concentrated enough that their owners set the terms for everyone downstream, and 130 more are bottlenecks under strain. L0 Raw Materials & Extraction : Refining is the chokepoint, not mining. Rare-earth separation, sintered magnets, gallium, germanium and graphite are all heavily Ch
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