[
 {
  "id": "nvidia",
  "name": "Nvidia",
  "ticker": "NASDAQ:NVDA",
  "kind": "training-chips",
  "sells": "GPUs and the CUDA stack for training and inference; also an investor in labs across every camp",
  "camps": [
   "llm",
   "wm",
   "phys",
   "rl",
   "robot",
   "alt"
  ],
  "sources": [
   {
    "url": "https://nvidia.com",
    "date": "2026-09-05",
    "title": "Nvidia website",
    "publisher": "Nvidia"
   }
  ],
  "lab": "nvidia",
  "facts": [
   {
    "date": "2026-09-03",
    "text": "Agreed to buy Hugging Face for $12.93B, expected to close in the first half of 2027.",
    "sources": [
     {
      "url": "https://techcrunch.com/2026/09/03/nvidia-confirms-it-will-buy-hugging-face-for-12-9-billion/",
      "date": "2026-09-03",
      "title": "Nvidia confirms it will buy Hugging Face for $12.9 billion",
      "publisher": "TechCrunch"
     }
    ]
   }
  ],
  "domain": "nvidia.com",
  "logo": "assets/logos/supply-nvidia.png",
  "logo_source": "google-favicon"
 },
 {
  "id": "amd",
  "name": "AMD",
  "ticker": "NASDAQ:AMD",
  "kind": "training-chips",
  "sells": "Instinct accelerators; the second source for training and inference GPUs",
  "camps": [
   "llm",
   "wm",
   "phys"
  ],
  "sources": [
   {
    "url": "https://amd.com",
    "date": "2026-09-05",
    "title": "AMD website",
    "publisher": "AMD"
   }
  ],
  "domain": "amd.com"
 },
 {
  "id": "broadcom",
  "name": "Broadcom",
  "ticker": "NASDAQ:AVGO",
  "kind": "training-chips",
  "sells": "Custom accelerators built with the hyperscalers, including Google's TPU, and data-center networking silicon",
  "camps": [
   "llm",
   "wm"
  ],
  "sources": [
   {
    "url": "https://broadcom.com",
    "date": "2026-09-05",
    "title": "Broadcom website",
    "publisher": "Broadcom"
   }
  ],
  "domain": "broadcom.com",
  "logo": "assets/logos/supply-broadcom.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "cerebras",
  "name": "Cerebras",
  "ticker": null,
  "kind": "inference-chips",
  "sells": "Wafer-scale chips sold as fast inference and as a cloud; has filed to go public",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://cerebras.ai",
    "date": "2026-09-05",
    "title": "Cerebras website",
    "publisher": "Cerebras"
   }
  ],
  "domain": "cerebras.ai",
  "logo": "assets/logos/supply-cerebras.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "groq",
  "name": "Groq",
  "ticker": null,
  "kind": "inference-chips",
  "sells": "LPU inference chips and the GroqCloud service",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://groq.com",
    "date": "2026-09-05",
    "title": "Groq website",
    "publisher": "Groq"
   }
  ],
  "domain": "groq.com",
  "logo": "assets/logos/supply-groq.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "sambanova",
  "name": "SambaNova",
  "ticker": null,
  "kind": "inference-chips",
  "sells": "Reconfigurable dataflow chips sold for inference",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://sambanova.ai",
    "date": "2026-09-05",
    "title": "SambaNova website",
    "publisher": "SambaNova"
   }
  ],
  "domain": "sambanova.ai",
  "logo": "assets/logos/supply-sambanova.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "etched",
  "name": "Etched",
  "ticker": null,
  "kind": "inference-chips",
  "sells": "A transformer-only ASIC; the purest bet that the architecture is final",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://etched.com",
    "date": "2026-09-05",
    "title": "Etched website",
    "publisher": "Etched"
   }
  ],
  "domain": "etched.com",
  "logo": "assets/logos/supply-etched.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "tsmc",
  "name": "TSMC",
  "ticker": "NYSE:TSM",
  "kind": "foundry",
  "sells": "Fabricates nearly every accelerator above, including all of Nvidia's",
  "camps": [
   "llm",
   "wm",
   "phys",
   "rl",
   "robot",
   "alt"
  ],
  "sources": [
   {
    "url": "https://tsmc.com",
    "date": "2026-09-05",
    "title": "TSMC website",
    "publisher": "TSMC"
   }
  ],
  "domain": "tsmc.com"
 },
 {
  "id": "asml",
  "name": "ASML",
  "ticker": "NASDAQ:ASML",
  "kind": "foundry",
  "sells": "The only maker of the EUV lithography machines advanced fabs need",
  "camps": [
   "llm",
   "wm",
   "phys",
   "rl",
   "robot",
   "alt"
  ],
  "sources": [
   {
    "url": "https://asml.com",
    "date": "2026-09-05",
    "title": "ASML website",
    "publisher": "ASML"
   }
  ],
  "domain": "asml.com",
  "logo": "assets/logos/supply-asml.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "applied-materials",
  "name": "Applied Materials",
  "ticker": "NASDAQ:AMAT",
  "kind": "foundry",
  "sells": "Fab equipment for deposition, etch and inspection",
  "camps": [
   "llm",
   "wm",
   "phys",
   "rl",
   "robot",
   "alt"
  ],
  "sources": [
   {
    "url": "https://appliedmaterials.com",
    "date": "2026-09-05",
    "title": "Applied Materials website",
    "publisher": "Applied Materials"
   }
  ],
  "domain": "appliedmaterials.com",
  "logo": "assets/logos/supply-applied-materials.png",
  "logo_source": "google-favicon"
 },
 {
  "id": "sk-hynix",
  "name": "SK hynix",
  "ticker": "KRX:000660",
  "kind": "memory",
  "sells": "The leading supplier of high-bandwidth memory for accelerators",
  "camps": [
   "llm",
   "wm"
  ],
  "sources": [
   {
    "url": "https://skhynix.com",
    "date": "2026-09-05",
    "title": "SK hynix website",
    "publisher": "SK hynix"
   }
  ],
  "domain": "skhynix.com"
 },
 {
  "id": "micron",
  "name": "Micron",
  "ticker": "NASDAQ:MU",
  "kind": "memory",
  "sells": "High-bandwidth memory and the DRAM that surrounds it",
  "camps": [
   "llm",
   "wm"
  ],
  "sources": [
   {
    "url": "https://micron.com",
    "date": "2026-09-05",
    "title": "Micron website",
    "publisher": "Micron"
   }
  ],
  "domain": "micron.com",
  "logo": "assets/logos/supply-micron.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "samsung",
  "name": "Samsung Electronics",
  "ticker": "KRX:005930",
  "kind": "memory",
  "sells": "HBM and DRAM, and a foundry of its own",
  "camps": [
   "llm",
   "wm"
  ],
  "sources": [
   {
    "url": "https://semiconductor.samsung.com",
    "date": "2026-09-05",
    "title": "Samsung Electronics website",
    "publisher": "Samsung Electronics"
   }
  ],
  "domain": "semiconductor.samsung.com",
  "logo": "assets/logos/supply-samsung.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "arista",
  "name": "Arista Networks",
  "ticker": "NYSE:ANET",
  "kind": "networking",
  "sells": "Ethernet switching for AI clusters",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://en.wikipedia.org/wiki/Arista_Networks",
    "date": "2026-09-05",
    "title": "Arista Networks",
    "publisher": "Wikipedia"
   }
  ],
  "domain": "arista.com",
  "logo": "assets/logos/supply-arista.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "marvell",
  "name": "Marvell",
  "ticker": "NASDAQ:MRVL",
  "kind": "networking",
  "sells": "Custom silicon and interconnect for hyperscale data centers",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://marvell.com",
    "date": "2026-09-05",
    "title": "Marvell website",
    "publisher": "Marvell"
   }
  ],
  "domain": "marvell.com",
  "logo": "assets/logos/supply-marvell.png",
  "logo_source": "google-favicon"
 },
 {
  "id": "supermicro",
  "name": "Super Micro Computer",
  "ticker": "NASDAQ:SMCI",
  "kind": "networking",
  "sells": "GPU servers and racks",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://en.wikipedia.org/wiki/Super_Micro_Computer",
    "date": "2026-09-05",
    "title": "Super Micro Computer",
    "publisher": "Wikipedia"
   }
  ],
  "domain": "supermicro.com"
 },
 {
  "id": "dell",
  "name": "Dell Technologies",
  "ticker": "NYSE:DELL",
  "kind": "networking",
  "sells": "AI servers for enterprises and neoclouds",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://dell.com",
    "date": "2026-09-05",
    "title": "Dell Technologies website",
    "publisher": "Dell Technologies"
   }
  ],
  "domain": "dell.com",
  "logo": "assets/logos/supply-dell.png",
  "logo_source": "duckduckgo"
 },
 {
  "id": "microsoft-azure",
  "name": "Microsoft Azure",
  "ticker": "NASDAQ:MSFT",
  "kind": "cloud",
  "sells": "Rents compute to OpenAI and others; runs Microsoft AI's own models",
  "camps": [
   "llm",
   "wm",
   "phys",
   "rl",
   "robot",
   "alt"
  ],
  "sources": [
   {
    "url": "https://azure.microsoft.com",
    "date": "2026-09-05",
    "title": "Microsoft Azure website",
    "publisher": "Microsoft Azure"
   }
  ],
  "lab": "microsoft-ai",
  "domain": "azure.microsoft.com",
  "logo": "assets/logos/supply-microsoft-azure.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "aws",
  "name": "Amazon Web Services",
  "ticker": "NASDAQ:AMZN",
  "kind": "cloud",
  "sells": "Trainium chips and the cloud Anthropic trains on; runs Amazon's own AGI lab",
  "camps": [
   "llm",
   "wm",
   "phys",
   "rl",
   "robot",
   "alt"
  ],
  "sources": [
   {
    "url": "https://aws.amazon.com",
    "date": "2026-09-05",
    "title": "Amazon Web Services website",
    "publisher": "Amazon Web Services"
   }
  ],
  "lab": "amazon-agi-lab",
  "domain": "aws.amazon.com",
  "logo": "assets/logos/supply-aws.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "google-cloud",
  "name": "Google Cloud",
  "ticker": "NASDAQ:GOOGL",
  "kind": "cloud",
  "sells": "TPUs rented to outside labs, and the compute behind Google DeepMind",
  "camps": [
   "llm",
   "wm",
   "phys",
   "rl",
   "robot",
   "alt"
  ],
  "sources": [
   {
    "url": "https://cloud.google.com",
    "date": "2026-09-05",
    "title": "Google Cloud website",
    "publisher": "Google Cloud"
   }
  ],
  "lab": "google-deepmind",
  "domain": "cloud.google.com",
  "logo": "assets/logos/supply-google-cloud.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "oracle",
  "name": "Oracle",
  "ticker": "NYSE:ORCL",
  "kind": "cloud",
  "sells": "Cloud capacity leased at scale to model labs; the most indebted of the clouds",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://oracle.com",
    "date": "2026-09-05",
    "title": "Oracle website",
    "publisher": "Oracle"
   }
  ],
  "facts": [
   {
    "date": "2026-07",
    "text": "Interest expense doubled and free cash flow was negative $4.7B for the first quarter, per the credit-market reporting on the capital page.",
    "sources": [
     {
      "url": "https://www.techtimes.com/articles/322222/20260730/coreweave-cds-hits-50-default-odds-bond-market-calls-time-gpu-debt-spiral.htm",
      "date": "2026-07-30",
      "title": "CoreWeave CDS hits 50% default odds",
      "publisher": "Tech Times"
     }
    ]
   }
  ],
  "domain": "oracle.com",
  "logo": "assets/logos/supply-oracle.png",
  "logo_source": "google-favicon"
 },
 {
  "id": "coreweave",
  "name": "CoreWeave",
  "ticker": "NASDAQ:CRWV",
  "kind": "neocloud",
  "sells": "GPU cloud built on Nvidia hardware and debt secured by it",
  "camps": [
   "llm",
   "wm"
  ],
  "sources": [
   {
    "url": "https://coreweave.com",
    "date": "2026-09-05",
    "title": "CoreWeave website",
    "publisher": "CoreWeave"
   }
  ],
  "facts": [
   {
    "date": "2026-07",
    "text": "Five-year credit default swaps reached about 855 basis points in July 2026.",
    "sources": [
     {
      "url": "https://247wallst.com/investing/2026/07/29/nebius-drops-10-coreweave-sinks-9-as-rising-credit-swap-costs-hit-the-ai-cloud-trade/",
      "date": "2026-07-29",
      "title": "Nebius drops 10%, CoreWeave sinks 9% as rising credit-swap costs hit the AI cloud trade",
      "publisher": "24/7 Wall St."
     }
    ]
   }
  ],
  "domain": "coreweave.com",
  "logo": "assets/logos/supply-coreweave.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "nebius",
  "name": "Nebius",
  "ticker": "NASDAQ:NBIS",
  "kind": "neocloud",
  "sells": "GPU cloud spun out of Yandex's non-Russian assets",
  "camps": [
   "llm",
   "wm"
  ],
  "sources": [
   {
    "url": "https://nebius.com",
    "date": "2026-09-05",
    "title": "Nebius website",
    "publisher": "Nebius"
   }
  ],
  "domain": "nebius.com",
  "logo": "assets/logos/supply-nebius.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "nscale",
  "name": "Nscale",
  "ticker": null,
  "kind": "neocloud",
  "sells": "GPU cloud that signs dedicated compute deals with labs",
  "camps": [
   "llm",
   "robot"
  ],
  "sources": [
   {
    "url": "https://nscale.com",
    "date": "2026-09-05",
    "title": "Nscale website",
    "publisher": "Nscale"
   }
  ],
  "facts": [
   {
    "date": "2026-09-03",
    "text": "Committed $3.5B of compute to Figure, with intent to exceed $6B, and took an undisclosed equity stake.",
    "sources": [
     {
      "url": "https://www.techtimes.com/articles/326591/20260904/nscale-backs-figure-ai-35-billion-takes-equity-stake-humanoid-push.htm",
      "date": "2026-09-04",
      "title": "Nscale Backs Figure AI With $3.5 Billion, Takes Equity Stake in Humanoid Push",
      "publisher": "Tech Times"
     }
    ]
   }
  ],
  "domain": "nscale.com",
  "logo": "assets/logos/supply-nscale.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "constellation",
  "name": "Constellation Energy",
  "ticker": "NASDAQ:CEG",
  "kind": "power",
  "sells": "The largest US nuclear fleet, selling firm power to data centers",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://constellationenergy.com",
    "date": "2026-09-05",
    "title": "Constellation Energy website",
    "publisher": "Constellation Energy"
   }
  ],
  "domain": "constellationenergy.com",
  "logo": "assets/logos/supply-constellation.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "vistra",
  "name": "Vistra",
  "ticker": "NYSE:VST",
  "kind": "power",
  "sells": "Nuclear and gas generation contracted to data-center growth",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://vistra.com",
    "date": "2026-09-05",
    "title": "Vistra website",
    "publisher": "Vistra"
   }
  ],
  "domain": "vistra.com",
  "logo": "assets/logos/supply-vistra.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "talen",
  "name": "Talen Energy",
  "ticker": "NASDAQ:TLN",
  "kind": "power",
  "sells": "Nuclear power sold directly to a data-center campus",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://talenenergy.com",
    "date": "2026-09-05",
    "title": "Talen Energy website",
    "publisher": "Talen Energy"
   }
  ],
  "domain": "talenenergy.com",
  "logo": "assets/logos/supply-talen.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "nextera",
  "name": "NextEra Energy",
  "ticker": "NYSE:NEE",
  "kind": "power",
  "sells": "The largest US renewable developer, building for data-center load",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://nexteraenergy.com",
    "date": "2026-09-05",
    "title": "NextEra Energy website",
    "publisher": "NextEra Energy"
   }
  ],
  "domain": "nexteraenergy.com"
 },
 {
  "id": "oklo",
  "name": "Oklo",
  "ticker": "NYSE:OKLO",
  "kind": "power",
  "sells": "Small modular reactors pitched at data centers; no plant operating yet",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://oklo.com",
    "date": "2026-09-05",
    "title": "Oklo website",
    "publisher": "Oklo"
   }
  ],
  "domain": "oklo.com",
  "logo": "assets/logos/supply-oklo.png",
  "logo_source": "google-favicon"
 },
 {
  "id": "nuscale",
  "name": "NuScale Power",
  "ticker": "NYSE:SMR",
  "kind": "power",
  "sells": "Small modular reactor designs; no plant operating yet",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://nuscalepower.com",
    "date": "2026-09-05",
    "title": "NuScale Power website",
    "publisher": "NuScale Power"
   }
  ],
  "domain": "nuscalepower.com",
  "logo": "assets/logos/supply-nuscale.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "equinix",
  "name": "Equinix",
  "ticker": "NASDAQ:EQIX",
  "kind": "datacenters",
  "sells": "Colocation data centers leased to clouds and labs",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://equinix.com",
    "date": "2026-09-05",
    "title": "Equinix website",
    "publisher": "Equinix"
   }
  ],
  "domain": "equinix.com",
  "logo": "assets/logos/supply-equinix.png",
  "logo_source": "google-favicon"
 },
 {
  "id": "digital-realty",
  "name": "Digital Realty",
  "ticker": "NYSE:DLR",
  "kind": "datacenters",
  "sells": "Data-center real estate leased at hyperscale",
  "camps": [
   "llm"
  ],
  "sources": [
   {
    "url": "https://digitalrealty.com",
    "date": "2026-09-05",
    "title": "Digital Realty website",
    "publisher": "Digital Realty"
   }
  ],
  "domain": "digitalrealty.com",
  "logo": "assets/logos/supply-digital-realty.png",
  "logo_source": "homepage-icon"
 },
 {
  "id": "synopsys",
  "name": "Synopsys",
  "ticker": "NASDAQ:SNPS",
  "kind": "simulation",
  "sells": "Chip design software and, through Ansys, the physics simulation camp 3 wants to learn",
  "camps": [
   "phys"
  ],
  "sources": [
   {
    "url": "https://synopsys.com",
    "date": "2026-09-05",
    "title": "Synopsys website",
    "publisher": "Synopsys"
   }
  ],
  "domain": "synopsys.com"
 }
]