AI Datacenters Stack: 10 Layers and 47 Companies From Chips to Power

The names you'd never guess power AI datacenters. Everyone watches Nvidia. Almost nobody watches the packaging chokepoint at TSMC, the liquid cooling from Vertiv and Eaton, or the gas turbines from GE Vernova that carry roughly three-year lead times. This is the full map of the companies building and running the giant computer warehouses that train and operate AI, spanning the chips inside, the electricity feeding them, the cooling that keeps them alive, and the cloud operators selling access.

In this video:
- L1 Accelerator Silicon
- L2 Foundry & Packaging (chokepoint)
- L3 AI Networking Fabric
- L4 Power & Cooling
- L5 Generation & Grid (chokepoint)
- L6 Hyperscale Buyers
- L7 Storage
- L8 Orchestration & Datacenter Software
- L9 Hyperscaler Operators
- L10 Neocloud Operators

Companies featured: Nvidia, TSMC, Broadcom, Arista, Vertiv, GE Vernova, Microsoft, Amazon, Oracle, CoreWeave, and more across 47 public names.

Explore the interactive atlas: stackmaps.io
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This is not financial advice.

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Видео AI Datacenters Stack: 10 Layers and 47 Companies From Chips to Power канала StackMaps