01
Applications
What people actually touch
OAIChatGPT🇺🇸
Gemini app🇺🇸
Claude🇺🇸
Cursor🇺🇸
Copilot🇺🇸
Perplexity🇺🇸
Notion AI🇺🇸MJMidjourney🇺🇸
The landscape
The AI stack: three layers
Gemini app🇺🇸Claude🇺🇸Cursor🇺🇸Copilot🇺🇸Perplexity🇺🇸Notion AI🇺🇸
02
Models
The intelligence itself
OAIGPT🇺🇸
Claude🇺🇸Gemini🇺🇸
Grok🇺🇸
Llama🇺🇸DSDeepSeek🇨🇳
Qwen🇨🇳KKimi🇨🇳
Mistral🇫🇷
03
Chips & Compute
The physical machine underneath
Chip design
NVIDIA🇺🇸
AMD🇺🇸TPUs🇺🇸AWSTrainium🇺🇸
CCerebras🇺🇸
GGroq🇺🇸
Huawei🇨🇳Fabrication & memory
TTSMC🇹🇼
Samsung🇰🇷SKSK hynix🇰🇷
MMicron🇺🇸
Cloud & datacenters
AWSAWS🇺🇸
AZAzure🇺🇸
GCP🇺🇸CWCoreWeave🇺🇸
OOCI🇺🇸
SXSpaceXAI🇺🇸