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// AI infrastructure intelligence graph

Hardware Red Room

What is moving in AI hardware right now: deals, capacity, bottlenecks and capital, grouped by company across the full value chain — materials, litho, foundry, HBM, servers, power, datacenters, labs and financiers. The curated seed graph anchors the map; the AI Signal action feed keeps it alive.

Raw graph JSON Action queue JSON Compute Globe · sites layer AI Signal Epoch AI compute data
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Entities
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Actions · 30 days
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Relations
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Supply tiers
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Capital edges
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Weak signals

Action feed

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AI Signal review queue · click a company for its dossier
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Value-chain seed graph

Curated · conservative edges
11 tiers · gold count = recent actions per entity
Seed graph is curated and conservative; actions come from the AI Signal review queue and are not canonical until human-approved as entity/edge/event updates. Physical sites: see Compute Globe.