Scrutica
Full access. NVIDIA and Intel have major R&D/design centers. Chip design hub.
Country-level aggregation: 9 facilities, 648 organizations, 307 supply chain edges. Export control tier: Allied. 1 sovereign AI program.
What Israel can build, what it depends on imports for, and which export control regimes constrain its access to frontier hardware.
Compute Posture
Israel has 9 tracked facilities, 34 MW aggregate power capacity, 3,072 AI accelerators, with allied-tier access to frontier hardware. 1 sovereign AI program with $136M announced (103% reality ratio). Supply chain footprint: 307 relationships (214 as supplier, 93 as customer).
Structural Note
Export control exposure: 12 BIS Entity List designations targeting entities in Israel. Supply chain partners face procurement constraints through association.
| Name | Type | Status | Power (MW) | GPUs | Owner |
|---|---|---|---|---|---|
| NVIDIA Israel Blackwell Supercomputer | ai training | announced | 30 | -- | Nvidia |
Full import access — no export control constraints from any regime
Intel Fab 28 (legacy). Tower Semiconductor (specialty). Major chip design talent.
| Name | Type | Market Cap |
|---|---|---|
| Newport Ophir Holdings Ltd. | other | -- |
| Ophir Optronics Ltd. | other | -- |
| Ophir Optronics Solutions Ltd. | other | -- |
| NVIDIA Israel-1 Phase 2 |
| ai training |
| operational |
| 3 |
| 2,048 |
| Nvidia |
| NVIDIA Israel-1 Phase 1 | ai training | operational | 1 | 1,024 | Nvidia |
| AWS Israel (Tel Aviv) | hyperscale dc | operational | -- | -- | Amazon.com, Inc. (AWS) |
| AZURE Israel Central | hyperscale dc | operational | -- | -- | Microsoft Corporation |
| Bezeq International Shacham Data Center | colocation | operational | -- | -- | Bezeq International Ltd |
| GCP Middle East West 1 | hyperscale dc | operational | -- | -- |
| OCI Israel Central (Jerusalem) | hyperscale dc | operational | -- | -- | Oracle Corporation |
| MedOne PT1 (Petach Tikva) | colocation | operational | -- | -- | Med-1 IC-1 (1999) LTD. |
Binding layer: GPU Design (NVIDIA (US, EAR)). US entity, directly subject to Export Administration Regulations
| V-Gen Ltd. | other | -- |
| Red Hat Israel Ltd. | other | -- |
| Y.G. Noobaa Ltd. | other | -- |
| Q.S.I. QUEST SOFTWARE ISRAEL LIMITED | other | -- |
| Israel Government | government | -- |
| Seagate Technology Israel Ltd. | other | -- |
| IIS Intelligent Information Systems Ltd. | other | -- |
| Top Ramdor Systems & Computers Co. (1990) Ltd. | other | -- |
| Migdal Dikla Europe | other | -- |
| Migdal Dikla Shiklit Menohelet | other | -- |
| Migdal Dikla Shekel Arak | other | -- |
| KSM ETF (4D) BlueStar Data Center & Logistics Real Estate | other | -- |
| KSM ETF (4D) Index Cloud Computing | other | -- |
| Tachlit SAL (4D) PHLX Semiconductor Sector | other | -- |
| Tachlit TTF (4D) PHLX Semiconductor Sector | other | -- |
| Tachlit TTF (4A) ISE Cloud Computing Hedged | other | -- |
| Purpose PHLX Semiconductor Sector (4A) TTF Forex Disabled | other | -- |
| AMD Real Estate Development & Investment Ltd. | other | -- |
| Klaseron Advanced Technologies Ltd. | other | -- |
| Qualcomm Ventures /Israel/ | other | -- |
| Yelin Lapidot Agach Klali without Equity | other | -- |
| Aristagora VC Israel Management Ltd. | other | -- |
| Ksm ETF (4D) Mvis Us Listed Semiconductor 25 | other | -- |
| Samsung Catalyst Israel | other | -- |
| MTF mimics 4A index Asia Semiconductors neutralized dollar | other | -- |
| Nasdaq CTA US Artificial Intelligence & Robotics | other | -- |
| Francisco Partners /Israel/ | other | -- |