The physical supply chain underneath AI: compute (GPUs, AI accelerators, CPUs, DPUs), memory (HBM, DRAM), networking (scale-up, scale-out, optics), storage (NVMe flash, object storage, KV/context cache), power (substations, transformers, UPS, PDU), cooling (liquid cooling, CDUs, chillers), and building & site (land, shell, racks, security). Tracks capacity buildouts, supply constraints, pricing cycles, and the commodities (copper, power/energy, silicon) that gate them, as distinct from the model/software layer covered elsewhere in this wiki. See nvidia, tsmc, and the rest of companies/ for individual tickers.
Notes
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2026-09-25 akamai signed an $11.6B, seven-year deal to supply Anthropic with CPU compute capacity (not GPUs), its largest deal ever and 6x a $1.8B pact from May; Akamai plans to spend $5.5B building the capacity and issued Anthropic a warrant for up to ~5% of Akamai’s own stock. Separately, Goldman Sachs projects the top 5 US hyperscalers’ AI capex jumps ~50% to $1.2T in 2027, above Street consensus of $1.1T, needing ~$300B in annual AI revenue to break even. TechCrunch (independent) · Akamai (primary) · Bloomberg (independent)
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2026-09-25 Huawei unveiled the Atlas 960E SuperPoD at HUAWEI CONNECT 2026: 4,096 Ascend 960 NPUs per pod over an all-optical UnifiedBus interconnect (Hi-ONE optical engine, 7.2 Tbit/s), 8 EFLOPS at FP8, up to 1PB of HBM per pod, scaling to 512,000 NPUs per SuperCluster – China’s first NPO-based (near-packaged optics) scale-up architecture, positioned as an answer to Nvidia’s Blackwell/Rubin-generation systems. Huawei (primary)
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2026-09-20 cxmt, China’s top domestic DRAM maker, announced its fifth-generation (G5) platform entered mass production at an 11.95nm active-area half-pitch, with two new 24Gb LPDDR5X parts and roughly 50% more dies per wafer than the prior generation, narrowing the process gap with sk-hynix and micron on legacy-node DRAM. Seoul Economic Daily/Reuters (independent)
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2026-09-09 Zankore, an nvidia-backed AI infrastructure platform in Indonesia (also backed by Indosat Ooredoo Hutchison and Nokia), signed a $3.1B loan to fund GPU deployment, targeting 200MW capacity by H1 2027 — another data point in the wave of debt-financed GPU buildout outside the US. Bloomberg (independent)
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2026-08-18 Stripe closed the acquisition of AI model gateway OpenRouter for more than $7B (Bloomberg Aug 16). OpenRouter routes ~8M users across ~400 models. Deal values OpenRouter at ~5x its Series B mark from three months ago. Stripe now owns both the billing rail and the routing layer above it, which changes the distribution surface for every AI-app-adjacent business already on Stripe. Bloomberg (independent) · TechCrunch (independent)
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2026-08-18 nvidia $500B compute-financing platform with six asset managers (Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKR) drew renewed coverage this week. Structure treats GPU capacity as an asset class; expands buildout capacity beyond hyperscaler balance-sheet limits. No partner has disclosed a dollar commitment; no first project named. NVIDIA (primary) · CNBC (independent)