Compute
NVIDIA
NVDA
Price
$218
Score
71/100
Relationship
Accelerated computing and data-center GPUs
As of 2026-08-28View latest receipt ↗
Relationship map · dependency intelligence
The bottleneck keeps moving
The AI capital cycle by constraint: compute, memory, systems, networking, power, cooling, and packaging. Category placement requires a dated issuer receipt.
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.
Primary-source receipts · evidence through 2026-08-28T21:34:07.446+00:00
Flagged today
No new receipt-backed relationship was published today.
Latest source check: Applied Optoelectronics · SEC issuer filing index · checked · 2026-08-28. A source-index check is not presented as a new company event.
Capital-cycle map
Stage → receipt-qualified company
Stage spokes show source-backed category placement, not implied commercial relationships.
Live capital-cycle map
Stage → receipt-qualified company
Stage spokes encode only the category placement carried by each dated issuer record; they are not presented as commercial counterparty relationships. The full receipt ledger remains below.
Evidence through 2026-08-28T21:34:07.446+00:00
The empty space matters: a company can sit in the same industry without being a disclosed counterparty. Veridion draws the line only when the source does.
Evidence matrix
The AI capital cycle, stage by stage
Entities are grouped by their cached source category, with the filed relationship and source date kept on the same row.
| Stage | Entity | Filed relationship | Score | Receipt |
|---|---|---|---|---|
| 01 · Compute | 01 · Compute NVIDIANVDA | Accelerated computing and data-center GPUs | VS 71 | Open ↗ 2026-08-28 |
01 · Compute BroadcomAVGO | Custom silicon and data-center semiconductors | VS 58 | Open ↗ 2026-08-28 | |
01 · Compute Advanced Micro DevicesAMD | Data-center CPUs and AI accelerators | VS 58 | Open ↗ 2026-08-28 | |
01 · Compute IntelINTC | Data-center CPUs, accelerators, and foundry capacity | VS 58 | Open ↗ 2026-08-28 | |
| 02 · Power & Cooling | 02 · Power & Cooling EatonETN | Electrical distribution and power management | VS 58 | Open ↗ 2026-08-28 |
02 · Power & Cooling GE VernovaGEV | Grid equipment and power generation | VS 59 | Open ↗ 2026-08-28 | |
02 · Power & Cooling Bloom EnergyBE | On-site power generation | VS 51 | Open ↗ 2026-08-28 | |
| 03 · Memory & Controllers | 03 · Memory & Controllers Micron TechnologyMU | DRAM, HBM, and NAND memory | VS 72 | Open ↗ 2026-08-28 |
03 · Memory & Controllers SandiskSNDK | Flash memory and storage products | VS 75 | Open ↗ 2026-08-28 | |
| 04 · Photonics & Networking | 04 · Photonics & Networking Applied OptoelectronicsAAOI | Optical networking products | VS 30 | Open ↗ 2026-08-28 |
04 · Photonics & Networking LumentumLITE | Optical communications components | VS 54 | Open ↗ 2026-08-28 | |
04 · Photonics & Networking CoherentCOHR | Optical communications and photonics | VS 44 | Open ↗ 2026-08-28 | |
04 · Photonics & Networking Marvell TechnologyMRVL | Data-center connectivity silicon | VS 52 | Open ↗ 2026-08-28 | |
04 · Photonics & Networking Credo TechnologyCRDO | High-speed connectivity solutions | VS 40 | Open ↗ 2026-08-28 | |
04 · Photonics & Networking Astera LabsALAB | AI-infrastructure connectivity silicon | VS 44 | Open ↗ 2026-08-28 | |
| 05 · Servers & Storage | 05 · Servers & Storage Dell TechnologiesDELL | Servers and enterprise infrastructure | VS 86 | Open ↗ 2026-08-28 |
05 · Servers & Storage NetAppNTAP | Enterprise data storage and management | VS 60 | Open ↗ 2026-08-28 | |
05 · Servers & Storage Hewlett Packard EnterpriseHPE | Servers, compute, and enterprise infrastructure | VS 70 | Open ↗ 2026-08-28 | |
| 06 · Advanced Packaging (CoWoS) | 06 · Advanced Packaging (CoWoS) Applied MaterialsAMAT | Semiconductor and packaging equipment | VS 57 | Open ↗ 2026-08-28 |
06 · Advanced Packaging (CoWoS) Lam ResearchLRCX | Wafer-fabrication equipment | VS 44 | Open ↗ 2026-08-28 | |
06 · Advanced Packaging (CoWoS) KLAKLAC | Process-control and inspection equipment | VS 48 | Open ↗ 2026-08-28 | |
06 · Advanced Packaging (CoWoS) CamtekCAMT | Inspection and metrology systems | VS 42 | Open ↗ 2026-08-28 |
Coverage note: 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 and canonical Veridion Score unavailable at snapshot time; VST: current cached quote and canonical Veridion Score unavailable at snapshot time; STX: current cached quote and canonical Veridion Score unavailable at snapshot time; WDC: current cached quote and canonical Veridion Score unavailable at snapshot time; TSM: current cached quote and canonical Veridion Score unavailable at snapshot time Latest qualified source: SEC issuer filing index · checked, 2026-08-28 ↗
Open interactive explorer
Stage 01
Compute
Only names with a current cached quote, canonical Score, and SEC issuer receipt publish here.
Public
Compute
Broadcom
AVGO
Price
$368
Score
58/100
Relationship
Custom silicon and data-center semiconductors
As of 2026-08-28View latest receipt ↗
Compute
Advanced Micro Devices
AMD
Price
$466
Score
58/100
Relationship
Data-center CPUs and AI accelerators
As of 2026-08-28View latest receipt ↗
Compute
Intel
INTC
Price
$89.31
Score
58/100
Relationship
Data-center CPUs, accelerators, and foundry capacity
As of 2026-08-28View 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
$404
Score
58/100
Relationship
Electrical distribution and power management
As of 2026-08-28View latest receipt ↗
Power & Cooling
GE Vernova
GEV
Price
$949
Score
59/100
Relationship
Grid equipment and power generation
As of 2026-08-28View latest receipt ↗
Power & Cooling
Bloom Energy
BE
Price
$211
Score
51/100
Relationship
On-site power generation
As of 2026-08-28View 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
$930
Score
72/100
Relationship
DRAM, HBM, and NAND memory
As of 2026-08-28View latest receipt ↗
Memory & Controllers
Sandisk
SNDK
Price
$1,483
Score
75/100
Relationship
Flash memory and storage products
As of 2026-08-28View 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
$106
Score
30/100
Relationship
Optical networking products
As of 2026-08-28View latest receipt ↗
Photonics & Networking
Lumentum
LITE
Price
$882
Score
54/100
Relationship
Optical communications components
As of 2026-08-28View latest receipt ↗
Photonics & Networking
Coherent
COHR
Price
$292
Score
44/100
Relationship
Optical communications and photonics
As of 2026-08-28View latest receipt ↗
Photonics & Networking
Marvell Technology
MRVL
Price
$217
Score
52/100
Relationship
Data-center connectivity silicon
As of 2026-08-28View latest receipt ↗
Photonics & Networking
Credo Technology
CRDO
Price
$237
Score
40/100
Relationship
High-speed connectivity solutions
As of 2026-08-28View latest receipt ↗
Photonics & Networking
Astera Labs
ALAB
Price
$301
Score
44/100
Relationship
AI-infrastructure connectivity silicon
As of 2026-08-28View 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
$472
Score
86/100
Relationship
Servers and enterprise infrastructure
As of 2026-08-28View latest receipt ↗
Servers & Storage
NetApp
NTAP
Price
$186
Score
60/100
Relationship
Enterprise data storage and management
As of 2026-08-28View latest receipt ↗
Servers & Storage
Hewlett Packard Enterprise
HPE
Price
$54.45
Score
70/100
Relationship
Servers, compute, and enterprise infrastructure
As of 2026-08-28View 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)
Applied Materials
AMAT
Price
$462
Score
57/100
Relationship
Semiconductor and packaging equipment
As of 2026-08-28View latest receipt ↗
Advanced Packaging (CoWoS)
Lam Research
LRCX
Price
$304
Score
44/100
Relationship
Wafer-fabrication equipment
As of 2026-08-28View latest receipt ↗
Advanced Packaging (CoWoS)
KLA
KLAC
Price
$176
Score
48/100
Relationship
Process-control and inspection equipment
As of 2026-08-28View latest receipt ↗
Advanced Packaging (CoWoS)
Camtek
CAMT
Price
$145
Score
42/100
Relationship
Inspection and metrology systems
As of 2026-08-28View 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.