The compute supply chain
Compute is only as available as the slowest thing behind it. Chips need packaging and memory. Servers need networking. Sites need cooling, transformers and a grid connection. This map follows the chain, and also the new ideas trying to change it.
118 entries so far. Each says what the thing is, where it sits, what limits it where we found a source, and links to the source. Constraints are labelled as reported where they rest on trade press. We do not rank, we do not show prices, and nothing here is investment advice.
Chips and chipmaking
Designers, foundries, memory, packaging and the equipment that makes them.
Servers, networking and optics
The machines, racks, switches and links that turn chips into a usable cluster.
Servers and racks
Networking
Standards
Buildings, cooling and electrical equipment
Cooling, switchgear, transformers and the operators who build and run sites.
Heat reuse
Power
On-site generation, storage, nuclear projects and the grid connections that sites wait for.
Electrical
On-site power
Connectivity
Subsea cables and satellite links that decide where compute can sit.
Subsea cables
Satellite
Innovation and alternatives
New kinds of compute and new ways to organise it, with an honest view of how mature each is.