Flow type · asset purchase

$214.7B tracked across 11 claim(s) (+10 more without a settled point figure — see members)

Sum of point-figure, USD-denominated flow claims tagged Flow type · asset purchase in the Q1 money-flow map.

Aggregate of 21 member claims — each member's sourced figures are below.

the working

Basis

Sum of point-figure, USD-denominated flow claims tagged Flow type · asset purchase in the Q1 money-flow map.

The pieces 21

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

Flow	As of	Amount
TSMC → unnamed vendor(s) — land, shell & materials (foundry construction (fab capex)) vendor unnamed	2025-03-03	$100.0B
SK hynix → unnamed vendor(s) — memory & storage (memory fab construction (DRAM/HBM)) vendor unnamed	2027-07-01	$38.1B
Samsung Electronics → unnamed vendor(s) — land, shell & materials (foundry construction (fab capex)) vendor unnamed	2021-11-23	$17.0B
Micron Technology → unnamed vendor(s) — memory & storage (memory fab construction (leading-edge DRAM)) vendor unnamed	2022-09-01	$15.0B
TSMC → unnamed vendor(s) — land, shell & materials (foundry construction (fab capex)) vendor unnamed	2021-01-01	$12.0B
ASE Technology → unnamed vendor(s) — compute silicon & systems (advanced packaging/test capacity construction (LEAP program)) vendor unnamed	2026-01-01	$10.5B
Amkor Technology → unnamed vendor(s) — land, shell & materials (advanced packaging/test facility construction) vendor unnamed	2025-10-06	$7.0B
Micron Technology → unnamed vendor(s) — memory & storage (HBM advanced-packaging facility construction) vendor unnamed	2025-01-08	$7.0B
Nvidia (capital (strategic/VC investment facet — distinct from nvidia/chip-design, which sells)) → Poolside AI (model training (Model Factory — the internal AI model-development pipeline licensed to Nvidia))	2026-08-20	$6.0B
Vantage Data Centers (capital (treasury/financing facet)) → Turner Construction Company (EPC/general-contractor services (seller side))	2024-11-04	$2.0B
CoreWeave (datacenter operation (buyer/tenant side — distinct facet from coreweave/capital, which raises)) → Core Scientific (datacenter construction (Denton, TX site — propco/operator side))	2025-02-26	$104.0M
Core Scientific → unnamed vendor(s) — land, shell & materials (datacenter construction (Denton, TX site — propco/operator side)) vendor unnamed	2024-11-19	not summed
Crusoe Energy Systems (capital (treasury/financing facet — distinct from crusoe/datacenter-construction, which receives)) → GE Vernova (gas turbine manufacturing (AI-datacenter-dedicated aeroderivative units))	2024-12-01	not summed
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
Meta (datacenter operation (buyer side)) → Entergy Louisiana (grid interconnection / transmission infrastructure)	2025-01-01	not summed
nVent Electric plc (capital (treasury/financing facet)) → Maverick Power (power distribution & infrastructure manufacturing (data center power equipment — McKinney, TX))	2027-01-01	not summed
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)) → Coherent Corp. (optical networking components (seller side — lasers, transceivers))	2026-03-02	not summed
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)) → Lumentum Holdings (optical networking components (seller side — lasers, transceivers))	2026-03-02	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)		$214.7B

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.