The Frontier Tech Dependency Web

v2 · entity-type, demand/supply, live quotes, 5/10/15y horizon, AI disruption overlay

Colour:

Horizon: Now red = critical supply line

How to read ▲

The ring around each node is a 10-zone gradient — clockwise from top, each zone is one year of the trajectory (year 0 at top, +10y back to top). Red opacity tracks severity 0→1. Strained = faint, tight = medium, structurally tight = full red; balanced/ample = invisible. Glyph = current demand; arrow = 10y demand trend (↗ intensifying · → holds · ↘ fading).

Horizon slider — drag to +5y / +10y / +15y to keep only what still matters at that horizon visible; everything else fades. Supply lines where a tight/structurally-constrained input still feeds rising or exploding demand turn red: those are the chokepoints that bind.

✦ AI disruption — toggle on to overlay ~22 AI-driven initiatives reshaping the chain. Dashed edges show how each one connects to existing nodes: red = displaces, green = complements, cyan = accelerates. Click any ✦ node for org, maturity, feasibility, milestone, hardest open challenge.

Click any node to see role + entity + demand/supply + live quote (for tickers) + 1y/2y/5y outlook.

Try NVIDIA, Anthropic, SK Hynix, Neodymium, China REE refining, Taiwan Strait.

Toggle ✦ AI disruption in the header to see how AI-driven initiatives (KoBold, Niron, Lightmatter, Helion, CFS, Fervo, GNoME…) are reshaping the chain.