Chapters
Tracing the supply chain from raw quartz to running GPU clusters
0 Executive Summary 1 The AI Infrastructure Cycle 2 Raw Materials & Industrial Inputs 3 Semiconductor Materials 4 Semiconductor Equipment 5 EDA Software & Semiconductor IP 6 Chip Design 7 Foundries & Fabrication 8 Memory: HBM, DRAM, NAND 9 Advanced Packaging & IC Substrates 10 Networking Silicon, Switches & DPUs 11 Photonics, Optical I/O & CPO 12 Connectors, Cables & Network Infrastructure 13 Power Generation 14 Power Distribution, Transmission & Grid 15 Thermal Management & Cooling 16 Site Selection, Land & Permitting 17 Physical Construction & Commissioning 18 Data Center Operators 19 Servers, Storage & Compute Platforms 20 System Software, Firmware & Orchestration 21 Edge Inference, On-Device AI & Defense Demand 22 Cross-Cutting Analysis 23 Conclusion