DraftMarket intelligence
The AI Ecosystem Stack: Market Map
An interactive market map of the AI ecosystem stack — power, data centers, chips, memory, networking, cloud, models and applications. 520+ public and private companies across 24 segments, plus the 14 live bottlenecks (grid power, HBM, advanced packaging, cooling, interconnect) shaping the AI build-out. As of June 1, 2026.
Hudson Labs Research··7 min read