A whole system — it rotates through every layer of the chain — or one company on a map.
From the GPU to the grid to the cloud buyer.
Robots, the brains inside them, and the joints, eyes and magnets they need.
From the lithium mine to the cell to the car and the grid.
Design, equipment, wafers, fabs, memory, packaging — and the buyers.
Makers, primes, autonomy, sensors, counter-drone — and the buyers.
Uranium to enrichment to reactors to the data centers buying the power.
Houses, makers, materials, licensees and where the demand lands.
Hyperscalers, neoclouds, colocation, the edge — and who they buy from.
