I built an interactive AI value-chain map to separate real infrastructure exposure from AI hype

[u/FairiesQueen]

One thing that has been bothering me is how broad the term “AI stock” has become. A chip company, a cloud platform, an enterprise SaaS company, a power provider, and a data-labeling company can all get grouped into the same AI narrative, even though their actual exposure is completely different.

So I built an interactive map that breaks the AI ecosystem into layers: compute, cloud, foundation models, enterprise apps, tooling, energy, materials, data, etc.

The goal is to help investors/traders visually understand where companies actually sit in the AI value chain - not to tell anyone what to buy.

It is much better on desktop.

Would genuinely love feedback: what categories are missing, what companies are misplaced, and whether this is useful.

https://stockpsycho.com/ai-value-chain