POPA ReconThe AI Chip Stack: Who Controls Every Layer
The AI Chip Stack: Who Controls Every Layer Every AI chip — Nvidia's GPUs, the silicon behind ChatGPT, Gemini, all of it — passes through the same tiny set of companies. We mapped the entire pipeline, from idea to finished chip. At every single layer, 1–3 names own the world: design software, the chip designer, the EUV machine, the foundry, the memory, the packaging. The most important supply chain on earth is also the most concentrated.
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