We mapped the AI supply chain from SEC filings — free, and now you can search it

Most "who supplies NVIDIA" or "who supplies SpaceX" lists online are inference dressed up as fact. We wanted the version with receipts — so we built it, and today it's live and free at evidinvest.com/supply-chain.

No login. Search any company, see who supplies it, who buys from it, who it partners and competes with — and click straight through to the SEC filing behind each relationship.

What's in it

• 550+ companies, 836 relationships
• 93% of relationships traced to a specific source — an SEC filing, an earnings exhibit, or a cited document
• Every edge carries an explicit confidence label: cited (it's in a filing — linked), inferred (teardown, capability, or analyst evidence), or contested
• One-click "Watch this chain" turns a company plus its mapped suppliers and customers into a watchlist

It's built on Aether, our SEC-native search engine — the same evidence layer behind this blog's research.

How to use it

There's now a Supply Chains entry in the left nav. Open it, then either:

• Search for a company in the picker (e.g. NVDA, SpaceX, TSMC) and jump straight to its chain, or
• Browse by tier — foundries, memory, optical, networking, power, hyperscalers, and the long tail of named companies connected by filing evidence.

Try a few that surprised even us: NVIDIA, SpaceX (yes, it's public now — $SPCX), AMD, Broadcom.

New this week: who actually powers the AI data center

Everyone maps the GPUs. Far fewer map what feeds them. A single AI rack now draws 40–100 kW — ten times a traditional rack — and behind that sits a power-delivery chain almost nobody charts:

Silicon-carbide substrate → power IDMs/PMICs → wafer test → the chips on the GPU board.

We just added that layer. A few of the names now in the map and where they sit:

• Monolithic Power Systems ($MPWR) and Vicor ($VICR) — power-management and power-on-package modules delivering 1,000+ amps at sub-1V to AI accelerators
• Navitas ($NVTS) and onsemi ($ON) — GaN/SiC power devices aimed at data-center power delivery
• Wolfspeed ($WOLF) and Coherent ($COHR) — the silicon-carbide substrate bottleneck every SiC device maker depends on
• Aehr Test Systems ($AEHR) — the burn-in test step every SiC wafer has to pass

These power-delivery edges are analyst-derived, not SEC-filed — so we label them inferred and tag the source as industry research, exactly as the map's evidence system is designed to do. That honesty is the point: you can always see why a relationship is on the map, and decide how much to trust it.

Why this matters for investors

The map isn't a stock tip — it's a research tool. Two things it makes easy:

1. Trace a thesis to a source. When someone claims "company X supplies NVIDIA," you can check whether that's in a 10-K or just a rumor — in one click.
2. Find the layer nobody's pricing. The GPU names are well known. The power-delivery and substrate layers that gate how fast the build-out can happen are far less covered — and now searchable.

Everything on EvidInvest is free right now — the supply-chain maps, valuation and DCF for 500+ stocks, financials, and the screener. Sign up only if you want to save watchlists.

Explore the supply-chain maps →

Financial research, not investment advice. Confidence labels: cited (appears in an SEC/filed document, linked), inferred (teardown/capability/analyst evidence), contested.