Chokepoints

Chokepoints.ai (the AI compute stack atlas) — Supply-chain dependency graph of the AI compute stack: node-by-node taxonomy of 580 supply-chain nodes across 10 layers with 562 typed dependency edges, concentration shares and dominant-player attribution per node, chokepoint/bottleneck classification (9 chokepoints, 112 bottlenecks), and quantitative engineering-economics attributes per node (cost adders, format/size limits, throughput and qualification constraints), each cited to a numbered source list. Broad but shallow in time: a single-operator open research atlas at 6,500+ companies and 580…

Chokepoints offers (Alternative, Supply Chain, Reference) — 6,500+ companies mapped, 580 supply-chain nodes, 562 dependency edges, 10 layers, plus per-node deep-dive pages of roughly 10-15K characters each with 20-30 numbered source citations apiece; extrapolated corpus of roughly 3-9 million words of cited research text.

Build-up feature set for AI-hardware revenue and margin models; supplier concentration and second-source risk scoring for semiconductor coverage; scenario analysis of substitution timelines (glass interposers displacing silicon); graph-neural-network training on typed dependency edges to propagate a disruption across the stack; diligence support on packaging, substrate and equipment names

The data is with 14 years of history.

Coverage spans US, APAC, Japan; Semiconductors, Technology Hardware, Storage & Peripherals; alternative, supply_chain, reference; equities.