The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Destination · compute silicon & systems

$15.6B tracked across 5 claim(s) (+8 more without a settled point figure — see members) (+1 reported, not closed, not in the total — see members)

Sum of point-figure, USD-denominated flow claims tagged Destination · compute silicon & systems in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

Aggregate of 14 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 money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

The pieces 14

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

FlowAs ofAmount
Ase → unnamed vendor(s) — compute silicon & systems vendor unnamed2026-01-01T00:00:00Z$10.5B
TSMC → Globalfoundries2026-10-08T00:00:00Z$2.0B
Nvidia → Amkor2026-07-23T00:00:00Z$1.5B
Vultr → Hewlett Packard Enterprise2026-09-30T00:00:00Z$1.2B
General Compute → SambaNova$400.0M
AMD → unnamed vendor(s) — compute silicon & systems vendor unnamed2026-05-21T00:00:00Znot summed
Anthropic → Broadcomnot summed
ext (population) (investors in the proposed chip vehicle) → Amazon in talksin talks, not counted
Qualcomm → Amazon2026-09-08T00:00:00Znot summed
Infineon → C2i Semiconductors2026-08-24T00:00:00Znot summed
Nvidia → xAI2024-09-01T00:00:00Znot summed
OpenAI → AMD2026-07-01T00:00:00Znot summed
Amazon → Qualcomm2026-09-08T00:00:00Znot summed
TSMC → unnamed vendor(s) — compute silicon & systems vendor unnamed2026-01-01T00:00:00Znot summed
Total (settled figures only)$15.6B

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.