AI Financing Map
AI Financing Map
Who funds whom in the AI build-out — and in what form. Arrows run from the payer (outflow) to the recipient (inflow). The same dollar can circulate supplier → lab → cloud → supplier, so never sum every row into one total.
Drag companies to rearrange · scroll to zoom · click a company to highlight its flows · click a link for its details. Snapshot: late October 2026.
Download the JSON data · Node size is total flow volume (low amounts, non-aggregate rows). Dashed links are contingent, “up to”, or LOI amounts — not funded cash.
Chip Hyperscaler Neocloud Lab Investor Lender Developer Other
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Select a company or a link for details.
Filtered links
| From (outflow) | To (inflow) | Category | Amount | Status | Confidence | Years |
|---|
Hyperscaler capex — own spend, not lab investment
Capex definitions differ (leases, fiscal vs calendar years), so use ranges. Do not add capex to lab equity.
| Company | Year | Amount | Status | Confidence | Notes |
|---|
Method note: figures are as reported at the dates stated, with “up to”, letter-of-intent, and reported amounts kept distinct from funded cash. Low-confidence items — including Anthropic’s Series H headline and the reported Nvidia Ohio guarantees — need re-tying to a primary announcement or filing before use in valuation work. This is a first map, not investment advice.