If you’re under 45 · free educational map
The AI boom isn’t just chips — it’s the bottlenecks.
Elon Musk’s sarcastic public line: chip production for data centers can scale exponentially, while electrical output outside China is relatively flat. There is no magical electricity fairy. This map treats power / electricity as the hero constraint. Educational only — not a stock pick.
Hero node · electricity · then the rest of the map
There is no magical electricity fairy.
Chip production for data centers can scale exponentially. Electrical output outside China is relatively flat. Click the hero node — educational, not a buy list.
Compute
The accelerator everyone already argues about — still a real queue.
Memory / HBM
The stacking problem inside the package — FLOPs starve without bandwidth.
Optics
Once you stack enough chips, moving tokens becomes a physics problem.
Space / Satellite
Ground sites and fiber are finite. Coverage and remote backhaul enter the chat.
Servers
Accelerators don’t plug themselves in. Someone has to build the box.
The numbered list · same six nodes
A map you can send to a friend.
- 04PowerHeroThere is no magical electricity fairy. Chips can scale exponentially; the grid cannot.
- 01ComputeThe accelerator everyone already argues about — still a real queue.
- 02Memory / HBMThe stacking problem inside the package — FLOPs starve without bandwidth.
- 03OpticsOnce you stack enough chips, moving tokens becomes a physics problem.
- 05Space / SatelliteGround sites and fiber are finite. Coverage and remote backhaul enter the chat.
- 06ServersAccelerators don’t plug themselves in. Someone has to build the box.
How to use this
- 01Click a bottleneck. Read why it binds in qualitative language — no invented revenue figures.
- 02See example public companies that are often cited in that discussion. Tickers are labels, not a shopping list.
- 03Screenshot or copy the card. Tell a friend. Stay for the free digest if you want the map when it updates.
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