KXCO
KXCOOntology Intelligence
Build Your Ontology

Ontology Map

Live
98 Entities · 128 Claims · $973B Tracked FlowsData as of July 2026

Start Here: The AI Supply Chain in 4 Steps

Follow the dependency chain the entire sector rests on — click any step to inspect the entity.

Equipment

Lithography, optics, lasers

5
8 claims
$0B tracked
6 cross-refs

Foundries

Silicon fabrication

3
9 claims
$12B tracked
9 cross-refs

Chokepoints

Single points of failure

5
11 claims
$200B tracked
11 cross-refs

Chip Designers

GPU & ASIC design

6
36 claims
$435B tracked
33 cross-refs

Memory (HBM)

High-bandwidth memory

3
4 claims
$300B tracked
4 cross-refs

Networking

InfiniBand, Ethernet

2
3 claims
$7B tracked
3 cross-refs

AI Labs & Model Companies

Foundation model developers

21
55 claims
$2643B tracked
53 cross-refs
+9 more

Compute & Cloud

GPU cloud providers

5
31 claims
$2188B tracked
31 cross-refs

Data Centers

Hyperscale facilities

4
12 claims
$1645B tracked
11 cross-refs

Capital & Investors

VC, sovereign funds, banks

22
41 claims
$1019B tracked
41 cross-refs
+10 more

Geopolitical Overlay

Real dependencies & systemic exposure

🇺🇸

United States

114 dependencies

Depends on Taiwan for 100% of leading-edge AI chip fabrication

Depends on Netherlands (ASML) for 100% of EUV lithography

🇨🇳

China

12 dependencies

Bought 1M downgraded Nvidia H20 chips vs 450K domestic Ascend (2024)

🇪🇺

European Union

4 dependencies

ASML is the sole source of EUV lithography worldwide

🇹🇼

Taiwan

3 dependencies

Fabricates 100% of the AI cohort's leading-edge silicon

🇰🇷

South Korea

3 dependencies

SK Hynix supplies 50%+ of all HBM3E memory for AI GPUs

🇯🇵

Japan

9 dependencies

Rapidus pursuing 2nm fabrication with $4B state funding

🇸🇦

Middle East

4 dependencies

MGX committed $100B first tranche to Stargate project

Quantum Computing

Post-classical threat

3
6 claims
5 cross-refs

Power & Infrastructure

Energy, cooling, grid

3
3 claims
$17B tracked
3 cross-refs

Tech Companies

Platform & integration

5
15 claims
$34B tracked
15 cross-refs

Key People

Decision makers & founders

16
24 claims
$0B tracked
24 cross-refs
+8 more

Open Questions

Unresolved intelligence gaps

Q1

What does the whole sector rest on?

Q2

Where does the money loop back on itself?

Q3

Who rents compute from a rival?

Q4

Who funds a company they compete with?

Q5

What are the 3 chokepoints the entire AI sector depends on?

Q6

Show me China's parallel AI stack — can it survive US sanctions?

Q7

Which company profits most from its own customers' success?

Q8

What happens to AI if Korea stops making HBM?

Top Revelations

Structural findings

ASML · Veldhoven, NL

The sector's true root. One firm makes the EUV lithography every leading-edge AI chip requires — behind a Taiwanese fab, behind an American chipmaker, behind six household names.

Colossus · Memphis, TN

A rocket company's data centres, rented to the labs that compete with its own — $45bn from Anthropic, $32bn from Google, all training on machines xAI built.

The capital loop

Investors fund the labs; the labs commit that capital straight back to the investors' clouds and chips. Roughly $1tn of announced deals circulating inside one cohort.

HBM Triopoly

Three companies — SK Hynix, Samsung, Micron — control 100% of HBM production, the single most acute supply chain chokepoint in AI. Korea makes it, Taiwan packages it, Japan enables it. $100B+ market by 2028.

Risk Radar

Systemic vulnerabilities

ASML monopoly on EUV95%
TSMC geographic concentration85%
HBM triopoly (SK Hynix/Samsung/Micron)80%
Nvidia GPU dominance75%
US-China decoupling90%

What KXCO Builds

Real products on one verifiable foundation — the ontology is the model every product stands on.

Real Products, One Foundation

Wallets, data rooms, treasury systems, ERP, trading platforms — KXCO builds live financial infrastructure. The ontology isn't the product. It's the shared model of reality that makes every product work — identity, ownership, authority and history, connected and verifiable.

Every product runs on the same infrastructure: post-quantum cryptography, Armature L1 settlement, and a single ontology underneath.

Your Ontology, Your Domain

What you see here is the AI sector. We build these for any domain — funds, family offices, brokers, exchanges, retail, ecommerce, healthcare, supply chains. Your entities, your relationships, your claims — structured, navigable, and provable.

Every claim sourced, dated, and confidence-rated. Silos become one map. Risk that was invisible becomes visible.

For Regulators

The ontology turns compliance from a project into a query. Regulators can inspect the structure, verify claims against on-chain records, trace authority chains, and see exposure — without relying on PDFs and spreadsheets.

Post-quantum signed. Blockchain anchored. Independently verifiable by anyone, without a KXCO account.

AI ONTOLOGY ASSISTANT
Ask the ontology...