AI Hardware Ecosystem
From wafer to data center. 12 sublists map the silicon, systems, interconnect, memory, and cooling stack behind the AI buildout — every company agent readiness scored.
NVIDIA gets the headlines, but the AI revolution runs on a much deeper stack. HBM makers in Korea. Lithography in the Netherlands. Wafer fabs in Taiwan. Neoclouds replacing AWS. Liquid cooling loops. Photonic interconnect. This is the full physical layer.