MARKET STRUCTURE
AI Stack Map
Map the AI stack across seven companies. Compare applications, models, infrastructure, and chips, with ownership context and original company sources.
Reviewed Sep 22, 2026
Explore the mapUNDERSTAND. EXPLORE. PUT IT TO WORK.
Your starting point for AI resources: explore the industry, follow its economics, find a useful prompt, and discover tools for the work ahead.
A CLEARER VIEW OF AI
Maps & comparisons. Explore all Landscape pages ↗
MARKET STRUCTURE
Map the AI stack across seven companies. Compare applications, models, infrastructure, and chips, with ownership context and original company sources.
Reviewed Sep 22, 2026
Explore the mapMODELS & CAPABILITIES
Explore selected current AI releases: who makes them, what they focus on, and how you can access them. A model map with the context behind each name.
Reviewed Sep 23, 2026
Explore this guideACCESS & CONTROL
Look beyond the label. Compare downloadable weights, model licenses, and deployment choices across selected releases.
Reviewed Sep 23, 2026
Explore this guideINFRASTRUCTURE & COMPUTE
Explore the clouds, dedicated clusters, and infrastructure programs behind AI. See who operates them and which capacity is available, planned, or still being brought online.
Reviewed Sep 23, 2026
Explore this guideSILICON & SYSTEMS
Compare the accelerator programs powering AI: merchant GPUs, cloud chips, and chips designed for a company’s own workloads.
Reviewed Sep 23, 2026
Explore this guideCOMPANIES & CONNECTIONS
Follow selected AI relationships across compute, cloud distribution, product integrations, and ownership. Each relationship has a type, a date, and a source.
Reviewed Sep 23, 2026
Explore this guideAPPLICATIONS & WORKFLOWS
Compare selected agents by the work they handle, where they operate, and their current release status. Product boundaries and access are changing quickly.
Reviewed Sep 23, 2026
Explore this guideTHE NUMBERS BEHIND THE INDUSTRY
Interactive views of spending, revenue, and subscription economics.
TRACKER / INTERACTIVE ANALYSIS
Compare reported quarterly revenue and operating income, with periods, scope, and primary sources.
Open trackerTRACKER / INTERACTIVE ANALYSIS
Explore how usage affects modeled subscription margins and the assumptions behind the calculation.
Open trackerA USEFUL PLACE TO START
Original templates you can adapt to the task in front of you.
Research / EDITOR’S PICK
Turn a broad question into findings you can trace to original evidence.
Research briefUse this promptWriting / EDITOR’S PICK
Improve structure and language while preserving the author’s meaning.
Revised draftUse this promptEveryday work / EDITOR’S PICK
Extract decisions, owners, deadlines, and open questions.
Action listUse this prompt