Follow the money from GPUs to power grids. 36+ companies building the backbone of artificial intelligence, analyzed with AI-powered insights and MoonshotScores.
Every dollar invested in AI flows through these layers. Understand the stack, find the opportunities.
The beating heart of AI. Every model, every inference, every breakthrough starts here.
Custom silicon is the next frontier. Hyperscalers are designing their own chips.
AI models are memory-hungry beasts. HBM is the new gold standard.
GPU clusters need ultra-low latency. Networking is AI's nervous system.
Every AI chip is born in a fab. TSMC controls the global flow.
Renting AI compute is the new electricity. GPU clouds are scaling vertically.
Data centers will consume 10% of global power by 2030. Energy is the ultimate AI bottleneck.
AI infrastructure spending is accelerating at an unprecedented rate. Understanding where the money flows helps you identify the companies that will benefit most from this multi-trillion dollar buildout.
Quick Answer
AI Money Flow maps $1.8 trillion flowing through 7 layers of AI infrastructure — from GPUs and custom ASICs to memory, networking, foundries, cloud compute, and power grids. Over 100 companies are analyzed with MoonshotScores, market sizing, growth rates, and AI-powered investment narratives to help investors understand where capital is being deployed across the AI ecosystem.
We break down the entire AI supply chain into 7 investable layers: GPUs, ASICs, memory, networking, foundries, cloud compute, and energy. Each layer is sized by total addressable market and growth rate.
Follow how money flows from the top of the stack (AI applications) down through each infrastructure layer. Every layer depends on the one below it, creating a chain of investment opportunities.
Each company is evaluated with a MoonshotScore based on revenue growth, margin expansion, competitive positioning, and AI revenue exposure. Over 100 companies across all 7 layers.
Our AI engine generates investment narratives, key insights, and stock highlights for every layer using real-time financial data from FMP and other institutional-grade providers.
Explore the full AI stack interactively — scroll through layers, compare companies, read AI analysis, and click into any stock for a deep-dive report with live market data.
The 7 layers are: (1) GPUs & Accelerators — the compute engines powering AI training and inference, (2) ASICs, TPUs & Chip Design — custom silicon for specialized AI workloads, (3) Memory & Storage — HBM and high-speed storage for data-hungry models, (4) Networking & Interconnect — ultra-low latency connections between GPU clusters, (5) Foundry & Advanced Packaging — the fabs that manufacture AI chips, (6) AI Utility & Cloud Layer — GPU cloud providers democratizing access, and (7) Energy & Power Infrastructure — the power grids and generation capacity AI demands.
Each company receives a MoonshotScore (0-100) based on multiple factors including revenue growth, AI revenue exposure, competitive moat, margin expansion, and forward guidance. The score combines quantitative financial data from FMP with qualitative analysis of each company's position within their infrastructure layer. Higher scores indicate stronger AI investment potential.
Stock prices and market capitalizations are updated daily. AI-powered narratives and investment analysis refresh regularly as new earnings reports and industry data become available. Market sizing and growth projections are updated quarterly based on the latest industry research and company disclosures.
Yes, AI Money Flow is 100% free with no paywall. All 7 layers, 100+ company profiles, MoonshotScores, and AI-generated investment narratives are accessible to every user. It is an educational research tool — not financial advice. Always consult a licensed financial advisor before making investment decisions.
Market sizes (TAM) are derived from a combination of industry analyst reports, company earnings disclosures, and publicly available research from firms like Gartner, IDC, and McKinsey. Growth rates (CAGR) represent consensus forward projections. We cross-reference multiple sources to ensure accuracy and update estimates as new data emerges.
While a stock screener filters stocks by financial metrics, AI Money Flow maps the entire AI investment ecosystem by infrastructure layer. It shows how money flows through the supply chain, identifies dependencies between layers, and provides context about why each layer matters. This thematic approach helps investors understand the AI buildout holistically rather than evaluating stocks in isolation.