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
| Flow | As of | Amount |
|---|---|---|
| Ase → unnamed vendor(s) — compute silicon & systems vendor unnamed | 2026-01-01T00:00:00Z | $10.5B |
| TSMC → Globalfoundries | 2026-10-08T00:00:00Z | $2.0B |
| Nvidia → Amkor | 2026-07-23T00:00:00Z | $1.5B |
| Vultr → Hewlett Packard Enterprise | 2026-09-30T00:00:00Z | $1.2B |
| General Compute → SambaNova | $400.0M | |
| AMD → unnamed vendor(s) — compute silicon & systems vendor unnamed | 2026-05-21T00:00:00Z | not summed |
| Anthropic → Broadcom | not summed | |
| ext (population) (investors in the proposed chip vehicle) → Amazon in talks | in talks, not counted | |
| Qualcomm → Amazon | 2026-09-08T00:00:00Z | not summed |
| Infineon → C2i Semiconductors | 2026-08-24T00:00:00Z | not summed |
| Nvidia → xAI | 2024-09-01T00:00:00Z | not summed |
| OpenAI → AMD | 2026-07-01T00:00:00Z | not summed |
| Amazon → Qualcomm | 2026-09-08T00:00:00Z | not summed |
| TSMC → unnamed vendor(s) — compute silicon & systems vendor unnamed | 2026-01-01T00:00:00Z | not 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.
