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The Value Chain Atlas
Who is in each chain of the physical AI economy, and where the money sits, from copper and steel to the hyperscalers. Free to read for a limited time.
Description
The Value Chain Atlas shows who is in each chain of the physical AI economy, and where the money sits. It covers the industries from copper and steel to the hyperscalers, utilities and nuclear, and reads every one in the same steps from raw material to end customer, with the companies placed at each step.
You get the findings across the whole economy, the exhibits, and a chain for every industry with the companies in each step. It is a web edition you read in your browser, alongside The Earnings Call Atlas in the Atlas Series. Free to read for a limited time.
Tile photograph: A 750 kV power transformer at an electrical substation. Novoklimov, Wikimedia Commons, CC0.
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