AI HARDWARE SUPPLY CHAIN

Every AI chip runs through a handful of chokepoints.

AIChipMap traces the path from raw silicon to deployed GPUs across 17 tiers — so you can see exactly where one bottleneck stalls the whole build-out.

16supply tiers

81%edges skip a tier

23chokepoints

NVIDIA H100 — CRITICAL PATH

Materials

Foundry

Memory

Designer

Demand

Hyperscalers36–52wk lead time

Click any company to trace its supply chain.

Bundled — thickness = # of companies

Resting link — click a node to trace

Active path

Skips a tier

▲ Chokepoint

NVIDIA — tap a chip above to re-trace

Dashed segment = a tier-skipping dependency. The flow story survives on mobile instead of degrading to flat lists.