Adaptation Curve · the build
AI Supply Chain
Where the binding constraint is, why it moved, and what’s next — tracked at gigawatt scale and byte scale.
Constraint snapshot — now
demand
clouds
chips
(HBM)
Networking
packaging
equipment
thermal
gear
generation
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Supply Graph
Interactive force-directed graph of published supply-chain relationships between companies.
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Constraints
Ten layers of the AI hardware stack, scored as binding constraints — sourced, dated, and refreshed quarterly.
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Atlas
Two synthesis views: the Throughline causal graph (why the constraint moved) and the Constraint Atlas (where it sits at byte and gigawatt scale).
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Bandwidth Ladder
Five figures tracing the communication hierarchy from on-die SRAM to orbital ISL — and why the orbital rung breaks the training thesis.
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Companies
Every significant company in the stack, filterable by stage band and sortable by signal.
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