AI Infrastructure Supply Chain
How the layers interlock — supplier → customer relationships across the L1–L8 stack, sourced from the aiinframap signal base. Not investment advice.
Energy & DC Infra → Training & InferenceL1 → L5 · 1
- CoolIT Systems→CoreWeave· customer
Optical & Networking → Optical & NetworkingL2 → L2 · 3
- Coherent Corp.→Cisco· customer
- Coherent Corp.→Cisco· optics
- fabrinet→Cisco· optics
Optical & Networking → ChipsL2 → L4 · 7
- Innolight Technology→NVIDIA· customer
- Eoptolink Technology→NVIDIA· customer
- Lumentum Holdings Inc.→NVIDIA· customer
- fabrinet→NVIDIA· optics
- innolight→NVIDIA· optics
- eoptolink→NVIDIA· optics
- Coherent Corp.→NVIDIA· optics
HBM & Packaging → ChipsL3 → L4 · 5
- SK Hynix→NVIDIA· customer
- Samsung Electronics→NVIDIA· customer
- Micron Technology→NVIDIA· customer
- SK Hynix→AMD· customer
- TSMC→NVIDIA· customer
Training & Inference → ChipsL5 → L4 · 1
- Gretel→NVIDIA· customer
Training & Inference → Training & InferenceL5 → L5 · 1
- Scale AI→Meta Platforms· customer
Training & Inference → Foundation ModelsL5 → L6 · 2
- CoreWeave→OpenAI· customer
- Scale AI→OpenAI· customer
Foundation Models → Training & InferenceL6 → L5 · 1
- AI21 Labs→Databricks· customer
Foundation Models → Foundation ModelsL6 → L6 · 1
- xAI→Anthropic· customer
Foundation Models → ApplicationsL6 → L8 · 1
- OpenAI→Snowflake· customer