AI ECONOMIC GRAPH
Enterprises, business systems, evidence, and value accrual
141 enterprises · 211 systems
ECONOMIC SYSTEMS141 enterprises · 211 business systems
HIERARCHICAL ECONOMIC MAP78 populated subregions · 339 available · 0 shown
Current / supported Early / future / roadmap
Semiconductor creation47 systems
AI components18 systems
Systems + data movement15 systems
Physical infrastructure29 systems
Digital platforms + control planes39 systems
Sector deployment63 systems
Precision inputs
Design + enablement
Manufacturing equipment
Fabrication + packaging
Compute silicon
Memory + storage silicon
Connectivity silicon
Power silicon
Compute systems
Networking
Storage systems
Data-center sites
Power + grid
Cooling + water
Critical materials
Compute distribution
Models + distribution
Data, software + control
Financials
Health Care
Consumer Discretionary
Consumer Staples
Industrials
Communication Services
Energy
Utilities
Real Estate
Process gases + materials7
Wafers + epitaxy2
Lithography chain6
Tool subsystems1
Electronic design automation2
Architecture + semiconductor IP1
Foundry design enablement1
Lithography1
Deposition, etch + clean5
Inspection + metrology4
Packaging equipment3
Semiconductor test2
Leading-edge fabrication3
Specialty fabrication3
Package substrates1
Integrated advanced packaging2
Assembly + test services3
Accelerators2
CPUs + general compute1
Custom compute4
HBM + DRAM3
Memory interface IP1
Switching + fabrics2
Retimers + SerDes2
Optical connectivity1
Wide-bandgap power1
Power management1
Integrated rack systems1
Server OEM + ODM4
Network fabrics4
Optical systems2
Physical interconnect2
Flash + data platforms1
Mass-capacity storage1
Powered capacity4
Interconnection2
Generation owners7
Generation equipment2
Grid equipment2
Grid construction1
Facility + rack power5
Central cooling plant1
Direct liquid cooling3
Water + coolant chemistry1
Critical materials1
Hyperscale cloud4
AI neocloud1
Edge compute + delivery1
Internal AI factories3
Frontier model labs5
Open model ecosystems3
Model distribution2
Data platforms6
Operational AI4
Workflow + agent platforms7
Security + governance2
Enterprise infrastructure software1
Markets, data + regulated workflows1
Payments + merchant rails3
Banking operations1
Diagnostics + genomics3
Life sciences + clinical operations3
Care delivery + surgery5
Claims + revenue cycle2
Commerce + marketplaces3
Mobility + travel4
Retail + grocery marketplaces4
Branded goods + manufacturing2
Distribution1
Automation + physical AI6
Logistics + marketplaces4
Workforce systems1
Attention + advertising2
Communities + digital worlds2
Upstream operations2
Oilfield services + software5
Utility operations4
Property data + marketplaces5
15%
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THE MODEL

Enterprises own. Business systems act. Capabilities explain.

Enterprise

The legal and financial parent. Revenue, capex, ticker, and comparison metrics live here once.

Business system

The relationship-bearing unit placed in exactly one economic region—AWS, Amazon Commerce, or Google DeepMind.

Capability

Products and technical mechanisms expand in the dossier without multiplying permanent nodes.