A↗AI Supply Atlasby DowidAITHE AI ECONOMY / FIELD NOTES 01 / MVPReader’s guide ↗

CAPITAL. COMPUTE. CONSEQUENCES.

Follow the money.
Understand the machinery.

An atlas of the real economy behind AI. Trace capital into chips, infrastructure and revenue — and examine where expectations meet physical limits.

Manually curated
28 October 2026Reporting periods vary.
A selected evidence base, not a live feed.