Chips, electricity, cloud capacity, models and products connect competitors as well as partners. Investment, revenue, company valuation and long-term compute commitments measure different things. The relationship map dates each selected announcement.
Follow the infrastructure and the money
Every answer has a physical supply chain.
Selected starting points
Descriptions introduce the source. They do not replace reading it in full.
OpenAI: a financing announcement
2026-02-27
Open original source ↗Anthropic and Amazon: compute commitments
2026-04
Open original source ↗The Stargate infrastructure announcement
2025-01-21
Open original source ↗Evidence, estimates and scenarios are different.
A company announcement is not an independent evaluation. A scenario is not a prediction. Follow the original source and check its date, scope and limitations.