The Atlas
The Atlas
Every map here answers one question: how does the AI economy actually connect?
Maps are the fastest way I know to make a complicated system feel simple. Each one below is interactive, in plain language, and built to be explored by clicking. More are in production: drawing them carefully takes longer than writing about them.
Live now
The AI Supply Chain Map
The companies behind AI, layer by layer: machines, factories, memory, designers, servers, clouds, power and the security guard layer. Click a company to trace who it buys from and who it sells to.
Open the map → 02 · Live nowThe AI World Map
Where it all physically happens: EUV machines in Veldhoven, chips in Taiwan, memory in Korea, clouds in Virginia, plus export controls, strategic reserves and the sea lanes everything rides on.
Open the map → 03 · Live nowTrends
The watchlist, in charts: one year of price history for the stocks followed here, plus what the big AI models charge per token, from dated snapshots.
Open the map → 04 · Live nowThe Launch Board
The IPO runway, classified: filings on the pad, fresh listings in orbit, and the giants still in the hangar, sorted by Atlas layer and labelled by source. Facts only, no ratings.
Open the board →Boards and polls live in the Atlas too: the Launch Board above tracks IPOs and pre IPOs, and The North Poll runs the weekly vote, including the Friday Close bands.
In production
The Money Flow
Follow the capital spending: how much the big clouds spend, and where every dollar lands in the chain.
The Canada Map
Canada inside the AI economy: Celestica building hardware in Toronto, uranium and potash in Saskatchewan, hydro powered data centres in Québec.
Inside One AI Chip
One accelerator, taken apart: the die, the memory stacks, the packaging, and where every piece is made.
Inside a Data Center
Walk the building: power in, cooling loops, racks of accelerators, and the security layers wrapped around all of it.
The Earnings Board
Earnings season as a board: who reports when, what each report touches, and what to watch, name by name.
Looking for the writing instead? The Atlas is the visual half of this site. The other half is the blog. Read the blog