AI Infrastructure Bottleneck Map

135 public companies solving 13 critical AI supply-chain bottlenecks across US, Europe & Asia (ex-China). Cross-referenced from 4 research reports — May 2026.

136
Companies
13
Bottlenecks
5
Tiers
12
Countries

AI Supply Chain — Bottleneck Flow

From raw materials to deployed AI — every stage has a chokepoint

Critical High Medium Emerging
Materials & Equipment
Semiconductor Equipment
High Severity
IC Substrates & Materials
Medium-High
Nuclear / Clean Energy
Medium
Chip Fabrication
Compute / GPU
Critical
Memory (HBM)
Critical
Advanced Packaging
Critical
Interconnect Layer
Networking / Interconnects
High
Fiber Optic / Photonics
High
DC Infrastructure
Power / Electricity
Critical
Cooling / Thermal
High
Software & Deployment
Data & Software Infra
Medium
Edge Inference
Emerging
Physical AI / Robotics
Emerging

The 13 Bottlenecks

Each bottleneck card shows severity, a description, and top companies color-coded by upside tier

Tier 1 (80-300%+) Tier 2 (50-100%) Tier 3 (30-70%) Tier 4 (20-50%) Tier 5 (15-40%)

Full Ranking by Upside Tier

Search or filter the 135-company universe

Regional Distribution

12 countries across 4 continents — no mainland China exposure

Companies per Bottleneck