Destination · compute silicon & systems

$12.0B tracked across 2 claim(s) (+4 more without a settled point figure — see members)

Sum of point-figure, USD-denominated flow claims tagged Destination · compute silicon & systems in the Q1 money-flow map.

Aggregate of 6 member claims — each member's sourced figures are below.

the working

Basis

Sum of point-figure, USD-denominated flow claims tagged Destination · compute silicon & systems in the Q1 money-flow map.

The pieces 6

Every claim that fed this total, plus any that couldn't be summed — click a row for its own sourcing.

Flow	As of	Amount
ASE Technology → unnamed vendor(s) — compute silicon & systems (advanced packaging/test capacity construction (LEAP program)) vendor unnamed	2026-01-01	$10.5B
Nvidia (AI-infrastructure component procurement (buyer side — Nvidia as purchaser of packaging/optics capacity, distinct from nvidia/chip-design, which sells, and nvidia/capital, which invests)) → Amkor Technology (advanced packaging/test services (seller side))	2026-07-23	$1.5B
Infineon Technologies (capital (treasury/financing facet)) → C2i Semiconductors (chip design (software-defined multiphase controllers & smart power stages for AI servers — Bengaluru, India))	2026-08-24	not summed
Nvidia (chip design) → xAI (datacenter operation)	2024-09-01	not summed
OpenAI (datacenter operation (buyer side)) → AMD (chip design)	2026-07-01	not summed
TSMC → unnamed vendor(s) — compute silicon & systems (advanced packaging construction (CoWoS — distinct facet from tsmc/foundry-construction)) vendor unnamed	2026-01-01	not summed
Total (settled figures only)		$12.0B

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.