Strategic Analysis
Deep-dive research into the full AI investment supply chain
Independent Research
Non-profit, unbiased analysis without conflicts of interest
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The Investment Chain
Understanding how capital flows through the AI ecosystem—from tech giants to the fundamental resources that power them.
AI Companies
Top-tier AI and tech giants driving demand
Cloud Infrastructure
Massive data center expansion and compute needs
Semiconductor Manufacturing
Chip production and fabrication
Data Centers
Physical infrastructure and cooling systems
Energy Providers
Power generation and distribution
Uranium Mining
Fundamental resource extraction
Follow the money from AI to atoms
Latest Report
Our most recent analysis of AI ecosystem investments.
The AI "Growth" Story Ends in 2026. Unless We Fix the Physics. Our latest deep dive uncovers the single most obscure, yet critical bottleneck in the AI supply chain: Indium Phosphide (InP), essential for the photonics shift. AXT Inc. ($AXTI) controls ~30-35% of the world's substrate capacity and access to raw materials, making it a critical choke point for hyperscalers like Google, Microsoft, and Nvidia. As AI compute scales, securing InP becomes a multi-trillion dollar imperative.
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