Compute
NVIDIA
NVDA
Price
$212
Score
75/100
Relationship
Accelerated computing and data-center GPUs
As of 2026-07-15View latest receipt ↗
AI capital-cycle map
AI Bottlenecks
The bottleneck keeps moving — here's who owns each stage, and how each scores.
Snapshot state
Live cached evidence
Source evidence through 2026-07-14T21:28:33.713026+00:00
Bottleneck stages
6
Live scored names
22
Cards require both a cached quote and canonical Score.
Requested names
35
Omitted honestly
13
Unsupported listings and missing Scores stay off the map.
Stage 01
Compute
Only names with a current cached quote, canonical Score, and SEC issuer receipt publish here.
Public
Compute
Broadcom
AVGO
Price
$391
Score
66/100
Relationship
Custom silicon and data-center semiconductors
As of 2026-07-15View latest receipt ↗
Compute
Advanced Micro Devices
AMD
Price
$550
Score
78/100
Relationship
Data-center CPUs and AI accelerators
As of 2026-07-15View latest receipt ↗
Compute
Intel
INTC
Price
$109
Score
59/100
Relationship
Data-center CPUs, accelerators, and foundry capacity
As of 2026-07-15View latest receipt ↗
Stage 02
Power & Cooling
Only names with a current cached quote, canonical Score, and SEC issuer receipt publish here.
Power & Cooling
Eaton
ETN
Price
$416
Score
67/100
Relationship
Electrical distribution and power management
As of 2026-07-15View latest receipt ↗
Power & Cooling
GE Vernova
GEV
Price
$1,070
Score
62/100
Relationship
Grid equipment and power generation
As of 2026-07-15View latest receipt ↗
Power & Cooling
Bloom Energy
BE
Price
$246
Score
54/100
Relationship
On-site power generation
As of 2026-07-15View latest receipt ↗
Stage 03
Memory & Controllers
Only names with a current cached quote, canonical Score, and SEC issuer receipt publish here.
Memory & Controllers
Micron Technology
MU
Price
$989
Score
89/100
Relationship
DRAM, HBM, and NAND memory
As of 2026-07-15View latest receipt ↗
Memory & Controllers
Sandisk
SNDK
Price
$1,767
Score
85/100
Relationship
Flash memory and storage products
As of 2026-07-15View latest receipt ↗
Stage 04
Photonics & Networking
Only names with a current cached quote, canonical Score, and SEC issuer receipt publish here.
Photonics & Networking
Applied Optoelectronics
AAOI
Price
$127
Score
36/100
Relationship
Optical networking products
As of 2026-07-15View latest receipt ↗
Photonics & Networking
Lumentum
LITE
Price
$819
Score
47/100
Relationship
Optical communications components
As of 2026-07-15View latest receipt ↗
Photonics & Networking
Coherent
COHR
Price
$312
Score
52/100
Relationship
Optical communications and photonics
As of 2026-07-15View latest receipt ↗
Photonics & Networking
Marvell Technology
MRVL
Price
$223
Score
71/100
Relationship
Data-center connectivity silicon
As of 2026-07-15View latest receipt ↗
Photonics & Networking
Credo Technology
CRDO
Price
$239
Score
72/100
Relationship
High-speed connectivity solutions
As of 2026-07-15View latest receipt ↗
Photonics & Networking
Astera Labs
ALAB
Price
$366
Score
63/100
Relationship
AI-infrastructure connectivity silicon
As of 2026-07-15View latest receipt ↗
Stage 05
Servers & Storage
Only names with a current cached quote, canonical Score, and SEC issuer receipt publish here.
Servers & Storage
Dell Technologies
DELL
Price
$459
Score
90/100
Relationship
Servers and enterprise infrastructure
As of 2026-07-15View latest receipt ↗
Servers & Storage
Hewlett Packard Enterprise
HPE
Price
$49.87
Score
84/100
Relationship
Servers, compute, and enterprise infrastructure
As of 2026-07-15View latest receipt ↗
Stage 06
Advanced Packaging (CoWoS)
Only names with a current cached quote, canonical Score, and SEC issuer receipt publish here.
Advanced Packaging (CoWoS)
Taiwan Semiconductor Manufacturing
TSM
Price
$424
Score
71/100
Relationship
Foundry and advanced packaging
As of 2026-07-15View latest receipt ↗
Advanced Packaging (CoWoS)
Applied Materials
AMAT
Price
$605
Score
69/100
Relationship
Semiconductor and packaging equipment
As of 2026-07-15View latest receipt ↗
Advanced Packaging (CoWoS)
Lam Research
LRCX
Price
$351
Score
60/100
Relationship
Wafer-fabrication equipment
As of 2026-07-15View latest receipt ↗
Advanced Packaging (CoWoS)
KLA
KLAC
Price
$233
Score
58/100
Relationship
Process-control and inspection equipment
As of 2026-07-15View latest receipt ↗
Advanced Packaging (CoWoS)
Camtek
CAMT
Price
$152
Score
49/100
Relationship
Inspection and metrology systems
As of 2026-07-15View latest receipt ↗
Member drill-in
The complete aggregate map, current Scores, and every receipt stay public. Sovereign and Reserve add available factor-level detail, per-actor drill-in, alerts, tracking, and a dated JSON export.
Coverage ledger
What the map does not claim
- ARM: canonical Veridion Score unavailable
- SIMO: canonical Veridion Score unavailable
- PWR: canonical Veridion Score unavailable
- ONTO: canonical Veridion Score unavailable
- SK Hynix: no supported local stock route and canonical Score
- Samsung: no supported local stock route and canonical Score
- Kioxia: no supported local stock route and canonical Score
- PSTG: current issuer/ticker identity not confirmed in the SEC ticker file
- VRT: current cached quote unavailable at snapshot time
- VST: current cached quote unavailable at snapshot time
- STX: current cached quote unavailable at snapshot time
- WDC: current cached quote unavailable at snapshot time
- NTAP: current cached quote unavailable at snapshot time