Map relationships
Follow suppliers, customers, partners, investments, ownership and competition across the full AI stack.
THE AI UNIVERSE
Boom or bust is an argument.
What is being built is a fact.
AI is not one industry. It is a chain: power stations, fabrication equipment, chips, memory, data centers, cloud platforms, models, software, and the machines that put it all into the physical world. The map shows that chain as it actually stands — every company in its layer, every connection with the source and the date attached.
Start anywhere. Click NVIDIA and see who makes its chips, who buys them and who competes. Click a power company and see which data centers it feeds. That is the part of the boom-or-bust question you can check for yourself.
Two corners of it have maps of their own, linked from inside: robotics and physical AI and space and orbital infrastructure.
144companies
13sectors of the AI stack
543sourced relationships
v3.19release · 25 Sep 2026
YOUR TURN
So what’s your opinion?
The trackers say what the evidence says. They do not say how this ends. What do you think happens?
THE DATABASE
Search, filter and research every company on the map.
Real tickers where a company is publicly traded, plain-English profiles of what each one actually does, its competitors and same-layer peers, and every connection with its source — so you can go from "what is this company" to "how does it fit in" in one click.
144 companies
| Company | Ticker / status | AI stack position | AI exposure |
|---|
01 / MISSION
MAKE THE AI ECONOMY VISIBLE
Most people see products.
We map the system beneath them.
AI is not one industry. It is a chain of power generation, fabrication equipment, chips, data centers, cloud platforms, models, software and physical machines. This database — and the relationship map behind it — show how those layers depend on one another, and the evidence behind every connection.
Show the evidence
Every published connection is tied to a readable source, date, classification and statement of its limits.
Separate signal from hype
Current operations, dated announcements and competitive comparisons stay visibly distinct, and every record carries the date its evidence was published and the date it was last reviewed.
Explain it plainly
Built for intelligent non-specialists who want the system without reading hundreds of filings.
FOUNDER'S NOTE
“AI optimism
without bullshit.”
Acts of Evolution is an independent educational research project founded by Steven Dudley. It begins with a simple question: what is actually being built, why does it matter, and how are the companies building it connected?
We cover opportunity and constraint with equal seriousness. Inclusion in this database is not an endorsement of a company or its securities.
STAY WITH THE MAP
Get the headwinds and tailwinds as they land.
One short email when something actually moves the map: a new signal in the Pulse feed, a change in the thesis tracker, a correction to the database, or a new explainer. Every claim arrives with its source and its date attached.
What it never contains: tips, price targets, ratings, or anything that reads as investment advice. This is a research map, not a newsletter about what to buy.
OR FOLLOW ALONG
The short version, on your feed.
Every briefing gets a post with the same discipline as the map: the claim, the source and the date. The long version, with the evidence and the limits, always lives here.
A CURATED, EXPANDING MAP OF THE AI ECONOMY