Hello, I wanted to share with you all a interactive map of the economics and physics constraints of the AI buildout. It has macro drivers, industrial chokepoints, and where that shows up in markets.
I've added 393 nodes and 562 edges to capture other supply / physics constraints as well.
There's no sign up, and no pay wall, it's all free.
I've added 393 nodes and 562 edges to capture other supply / physics constraints as well.
There's no sign up, and no pay wall, it's all free.
Please let me know what you think!