Supply Chain Interdependence

Directed supply chain graph: 13,283 bilateral edges from FactSet Revere (10,760 edges with relationship value in $M and 3-month price correlation), SEC Exhibit 21 subsidiary filings, and CSET entity classification. Search by company, filter by country/category/relationship type.

Named supplier-customer relationships across the entire AI chip supply chain, from raw materials to cloud providers. Search any company to see its upstream suppliers, downstream customers, and single-company dependency exposure. Built on FactSet Revere bilateral data and SEC Exhibit 21 subsidiary filings. For layer-by-layer concentration scoring, see Chokepoint Anatomy. To simulate what happens when a node fails, see Cascade Simulation. For GPU cloud provider dependency analysis, see Neocloud Landscape.

Corrected Mar 30, 2026

Entities

4,701

Unique organizations in the graph

Supply Chain Links

13,283

Tracked bilateral relationships

Single-Source ExposuresNo-Alternative Dependencies

Relationships with no known alternativeLayer-by-layer concentration → Chokepoint AnatomySupplier relationships where no backup vendor exists in the datasetLayer-by-layer concentration → Chokepoint Anatomy

Exposed EntitiesVulnerable Companies

Organizations with at least one sole-source upstream dependencyCompanies that depend on at least one supplier with no known alternative

Countries

Countries represented in the graph

Avg. CriticalityAvg. Dependency Risk

3.08

Mean criticality score (0–1 scale)Average risk score across all relationships (higher = harder to replace)

Data Provenance

Research100%

13,283 records

Sources

Source	Tier
FactSet Revere	T2
WRDS Supply Chain	T2
Epoch AI Facilities	T2

Processing

Supply chain edges from FactSet Revere and WRDS merged via max-value deduplication. When both sources report the same edge, the higher share_pct is kept and data_source is concatenated. FLOP estimates derived from facility GPU counts via hardware path.

Reading this data

~valueEstimated — derived, modeled, or inferred. Hover for method and source.

valueDerived from another measured field (e.g. power from GPU count).

Source conflict — multiple sources disagree. Click for competing values.

hoverHover any annotated value to see authority tier, method, source, and vintage.

Full methodology

Related analysis

Cascade SimulationChokepoint Analysis

Propagate a disruption through this graph

Chokepoint AnatomyChokepoint Analysis

Where this graph concentrates

Neocloud Landscape