The AI Blast Zone · Evidence register

The evidence behind every link

Every relationship in the AI Blast Zone is listed here, with the source it rests on, how strong that evidence is, and when it was last checked. If you think a link is wrong, out of date or missing, please tell me. Every suggestion is reviewed against its source before anything changes.

67 links · last full review 15 October 2026 · monitored monthly for changes

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Type

Evidence grade

Evidence status

Ref	Link	What the tool says	Evidence	Checked
R01	Microsoft Azure → OpenAI Equity stake · Heavy	Holds about 27% of OpenAI’s for-profit arm, unchanged by the April 2026 amendment	VerifiedCompany announcementOperational OpenAI, “The next chapter of the Microsoft–OpenAI partnership” · 28 Oct 2025	15 Oct 2026	Suggest a change
R02	Microsoft Azure → OpenAI Customer revenue · Heavy	OpenAI has committed to buy a further $250bn of Azure services (Oct 2025)	VerifiedCompany announcementContracted OpenAI, “The next chapter of the Microsoft–OpenAI partnership” · 28 Oct 2025	15 Oct 2026	Suggest a change
R03	OpenAI → Microsoft Azure Supply · Medium	Azure is OpenAI’s primary cloud, though no longer exclusive since April 2026	VerifiedCompany announcementOperational Redmond Magazine, “Microsoft, OpenAI Restructure Partnership in Shift Away from Exclusivity” · 28 Apr 2026	15 Oct 2026	Suggest a change
R04	Oracle → OpenAI Customer revenue · Heavy	Reported ~$300bn five-year contract from 2027; OpenAI confirms a 4.5 GW Stargate partnership with Oracle; S&P estimates about half of Oracle’s backlog is tied to OpenAI	QualifiedCompany announcementContracted OpenAI, “Stargate advances with 4.5 GW partnership with Oracle”; contract value reported by the Wall Street Journal · 22 Jul 2025	17 Oct 2026	Suggest a change
R05	OpenAI → Oracle Supply · Medium	Stargate capacity built and run by Oracle	QualifiedIndependent reportingOperational IntuitionLabs, “Oracle-OpenAI $300B Deal Explained: 2026 Update” (citing Reuters) · 1 Oct 2026	15 Oct 2026	Suggest a change
R06	CoreWeave → OpenAI Customer revenue · Heavy	CoreWeave contracts with OpenAI total up to $22.4bn	VerifiedCompany announcementContracted CoreWeave press release, “CoreWeave Expands Agreement with OpenAI by up to $6.5B” · 25 Sep 2025	15 Oct 2026	Suggest a change
R07	CoreWeave → Microsoft Azure Customer revenue · Heavy	Microsoft was about two-thirds of CoreWeave’s 2025 revenue	VerifiedRegulatory filingOperational CoreWeave FY2025 Form 10-K, Item 1A (via sec-api.io summary) · 31 Dec 2025	15 Oct 2026	Suggest a change
R08	CoreWeave → Meta AI Customer revenue · Heavy	Meta orders total up to about $35bn (2025 and 2026)	VerifiedRegulatory filingContracted CoreWeave FY2025 10-K and Q2 2026 10-Q (via sec-api.io summary); Bloomberg, 30 Sept 2025 · 30 Jun 2026	15 Oct 2026	Suggest a change
R09	Nvidia → CoreWeave Equity stake · Medium	Nvidia holds a growing stake (a further $2bn in Jan 2026) and must buy CoreWeave’s unsold capacity to 2032	VerifiedRegulatory filingOperational CoreWeave 8-K press release (Nvidia $2bn investment); DatacenterDynamics, 15 Sept 2025 (capacity agreement) · 26 Jan 2026	15 Oct 2026	Suggest a change
R10	CoreWeave → Nvidia Supply · Heavy	A cloud platform built on Nvidia infrastructure, committed to future Nvidia generations	VerifiedRegulatory filingOperational CoreWeave 8-K press release, Jan 2026 · 26 Jan 2026	15 Oct 2026	Suggest a change
R11	CoreWeave → Private credit Funding · Heavy	Debt of about $35bn (mid-2026), much of it secured on GPUs	VerifiedIndependent reportingOperational Capacity, “CoreWeave’s debt hits $35bn” (citing CoreWeave Q2 2026 results) · 30 Jun 2026	15 Oct 2026	Suggest a change
R12	Nvidia → OpenAI Equity stake · Medium	Nvidia invested $30bn in OpenAI’s 2026 round, replacing an earlier $100bn plan that was dropped	VerifiedCompany announcementOperational OpenAI, “OpenAI raises $122 billion to accelerate the next phase of AI” (Nvidia named as an anchor investor; $30bn amount per Bloomberg) · 31 Mar 2026	17 Oct 2026	Suggest a change
R13	OpenAI → Nvidia Supply · Heavy	Most OpenAI compute runs on Nvidia, including about 5 GW on Vera Rubin	QualifiedIndependent reportingOperational Investing.com analysis of the Feb–Mar 2026 Nvidia–OpenAI arrangements · 31 Mar 2026	15 Oct 2026	Suggest a change
R14	AMD → OpenAI Customer revenue · Medium	6 GW GPU deal, with warrants for up to ~10% of AMD	VerifiedCompany announcementContracted AMD press release, “AMD and OpenAI announce strategic partnership to deploy 6 gigawatts of AMD GPUs” · 6 Oct 2025	15 Oct 2026	Suggest a change
R15	Broadcom → OpenAI Customer revenue · Medium	10 GW custom chip programme with OpenAI; first chip unveiled June 2026	VerifiedCompany announcementContracted TechCrunch, “OpenAI unveils its first custom chip, built by Broadcom”; CNBC, 13 Oct 2025 (10 GW agreement) · 24 Jun 2026	15 Oct 2026	Suggest a change
R16	Amazon AWS → Anthropic Equity stake · Heavy	Amazon has invested $8bn and agreed up to $25bn more (April 2026)	VerifiedCompany announcementContracted The New Stack, “Amazon and Anthropic deepen AI ties with a $100B AWS commitment” · 20 Apr 2026	15 Oct 2026	Suggest a change
R17	Anthropic → Amazon AWS Supply · Heavy	Committed over $100bn on AWS over 10 years, up to 5 GW of Trainium (April 2026)	VerifiedCompany announcementContracted The New Stack, as above · 20 Apr 2026	15 Oct 2026	Suggest a change
R18	Google Cloud → Anthropic Equity stake · Heavy	Google holds a stake and invested $10bn more in April 2026, with up to $30bn more tied to milestones	VerifiedCompany announcementOperational PYMNTS, “Google doubles down on Anthropic with new $40 billion investment” (confirmed by Anthropic and Google) · 24 Apr 2026	17 Oct 2026	Suggest a change
R19	Anthropic → Google Cloud Supply · Heavy	Up to one million TPUs from 2026, plus multiple GW more from 2027	VerifiedCompany announcementContracted Anthropic, “Anthropic expands Google and Broadcom compute deal”; DatacenterDynamics, Oct 2025 (1 million TPUs) · 6 Apr 2026	15 Oct 2026	Suggest a change
R20	Microsoft Azure → Anthropic Customer revenue · Light	$30bn Azure capacity commitment (Nov 2025)	VerifiedCompany announcementContracted Redmond Magazine, “Alliance with multibillion dollar investments” (Microsoft, Nvidia, Anthropic announcement) · 18 Nov 2025	15 Oct 2026	Suggest a change
R21	Nvidia → Anthropic Equity stake · Light	Up to $10bn investment announced Nov 2025	VerifiedCompany announcementContracted Nasdaq/Motley Fool on the Nov 2025 Microsoft–Nvidia–Anthropic agreement · 18 Nov 2025	15 Oct 2026	Suggest a change
R22	Amazon AWS → OpenAI Customer revenue · Heavy	OpenAI’s AWS commitment expanded to about $138bn (Feb 2026)	VerifiedCompany announcementContracted Amazon press release, “OpenAI and Amazon announce strategic partnership” · Feb 2026	15 Oct 2026	Suggest a change
N1	Amazon AWS → OpenAI Equity stake · Medium	Amazon is investing up to $50bn in OpenAI (Feb 2026)	VerifiedCompany announcementContracted Amazon press release, “OpenAI and Amazon announce strategic partnership” · Feb 2026	15 Oct 2026	Suggest a change
R23	SoftBank → OpenAI Equity stake · Heavy	SoftBank will have invested $64.6bn for about 13% (2026)	VerifiedCompany announcementOperational SoftBank Group press release, “Follow-on Investments in OpenAI” · 27 Feb 2026	15 Oct 2026	Suggest a change
R24	OpenAI → SoftBank Funding · Medium	Relies on SoftBank’s $30bn of staged 2026 tranches	VerifiedCompany announcementOperational SoftBank Group press release, as above · 27 Feb 2026	15 Oct 2026	Suggest a change
N2	SoftBank → Private credit Funding · Medium	$10bn two-year margin loan secured on its OpenAI stake (Aug 2026), repayable early if OpenAI’s share value falls sharply	VerifiedCompany announcementOperational StreetInsider / Investing.com, “SoftBank secures $10 billion loan backed by OpenAI stake” (citing SoftBank’s financial report) · 6 Aug 2026	17 Oct 2026	Suggest a change
R25	Nvidia → xAI (SpaceX) Equity stake · Light	Nvidia reportedly invested in xAI before SpaceX acquired it (Feb 2026)	QualifiedIndependent reportingOperational Converge Digest, “Nvidia reportedly invests up to $2bn in xAI to power Colossus 2” · Oct 2025	15 Oct 2026	Suggest a change
R26	xAI (SpaceX) → Nvidia Supply · Heavy	Colossus clusters built on Nvidia GPUs	QualifiedIndependent reportingOperational Business Standard, reporting Bloomberg and the FT, “SpaceX in talks to borrow $40 billion to buy Nvidia chips” · 7 Oct 2026	15 Oct 2026	Suggest a change
R27	xAI (SpaceX) → Private credit Funding · Heavy	Debt-financed GPUs: a $7bn Apollo vehicle, and about $40bn more in talks (Oct 2026)	QualifiedIndependent reportingOperational Business Standard, as above · 7 Oct 2026	15 Oct 2026	Suggest a change
R28	Meta AI → Private credit Funding · Medium	Hyperion financed through a $27.3bn bond-funded joint venture (Blue Owl 80%, Meta 20%)	VerifiedCompany announcementOperational Meta press release, “Meta Announces Joint Venture with Funds Managed by Blue Owl Capital to Develop Hyperion Data Center”; Forbes, 17 Jun 2026 · 21 Oct 2025	15 Oct 2026	Suggest a change
R29	Private credit → Meta AI Lending · Medium	Bondholders and Blue Owl rely on Meta as Hyperion’s sole tenant	VerifiedIndependent reportingOperational Forbes, “How a $27 billion bond deal quietly funds Big Tech’s AI build-out” · 17 Jun 2026	15 Oct 2026	Suggest a change
R30	Private credit → CoreWeave Lending · Medium	Lenders hold GPU-backed CoreWeave debt; some declined new CoreWeave debt in Feb 2026	VerifiedIndependent reportingOperational The Energy Mag, reporting Business Insider, “Blue Owl struggles to line up debt for $4B CoreWeave AI data center” · 20 Feb 2026	15 Oct 2026	Suggest a change
R31	Private credit → Oracle Lending · Heavy	Banks and private lenders hold large Oracle data-centre loans, some trading below par	QualifiedIndependent reportingOperational The Next Web, “Oracle is one notch above junk after S&P downgrade”; IntuitionLabs 2026 update (Reuters on the $18bn New Mexico project loan and $38bn loan talks) · 16 Jul 2026	15 Oct 2026	Suggest a change
R32	Oracle → Private credit Funding · Heavy	Rated one notch above junk (July 2026); relies on new debt, equity and customer prepayments	VerifiedIndependent reportingOperational The Next Web, as above (S&P action of 9 Jul 2026) · 9 Jul 2026	15 Oct 2026	Suggest a change
R33	Meta AI → Nvidia Supply · Heavy	Multiyear deal for millions of Nvidia GPUs (Feb 2026)	VerifiedCompany announcementContracted Nvidia press release, “Meta Builds AI Infrastructure With NVIDIA” · 17 Feb 2026	15 Oct 2026	Suggest a change
R34	Meta AI → Google Cloud Supply · Medium	Six-year $10bn+ cloud deal, plus reported TPU rental (2026)	Reported onlyIndependent reportingContracted SiliconANGLE, reporting The Information; CNBC, 21 Aug 2025 (six-year, $10bn+ cloud deal) · 26 Feb 2026	15 Oct 2026	Suggest a change
R35	Google DeepMind → Google Cloud Supply · Heavy	Trains and serves on Google’s own TPUs	VerifiedIndependent reportingOperational Jon Peddie Research, “Ironwood, Chetyorka: Google, Broadcom, MediaTek and TSMC” · 2025	15 Oct 2026	Suggest a change
R36	Google Cloud → Broadcom Supply · Medium	Broadcom co-designs Google’s main TPUs (MediaTek handles some variants)	QualifiedIndependent reportingOperational Jon Peddie Research, as above · 2025	15 Oct 2026	Suggest a change
R37	Microsoft Azure → Nvidia Supply · Heavy	Bought about 485,000 Nvidia Hopper GPUs in 2024, about twice any rival (Omdia estimate)	VerifiedIndependent reportingOperational DatacenterDynamics, reporting Omdia estimates via the FT; Microsoft FY2026 10-K (limited suppliers of GPUs) · 18 Dec 2024	17 Oct 2026	Suggest a change
R38	Amazon AWS → Nvidia Supply · Light	Large Nvidia fleet, but its largest new AI deals run on Amazon’s own Trainium	QualifiedAnalytical inferenceOperational Nvidia Form 10-K, as above; Amazon press release Feb 2026 (OpenAI to use Trainium) · 25 Jan 2026	15 Oct 2026	Suggest a change
R39	Oracle → Nvidia Supply · Heavy	AI capacity predominantly Nvidia	QualifiedAnalytical inferenceOperational DatacenterDynamics, “Oracle to deploy cluster of 50,000 AMD Instinct MI450 GPUs” · 14 Oct 2025	15 Oct 2026	Suggest a change
N3	Oracle → AMD Supply · Light	Deploying 50,000 AMD MI450 GPUs from late 2026	VerifiedCompany announcementContracted DatacenterDynamics, “Oracle to deploy cluster of 50,000 AMD Instinct MI450 GPUs” · 14 Oct 2025	15 Oct 2026	Suggest a change
R40	Nvidia → TSMC Supply · Heavy	Leading-edge GPUs made by TSMC	VerifiedRegulatory filingOperational Nvidia Form 10-K, fiscal year to 25 Jan 2026 (risk factors: dependence on foundries including TSMC) · 25 Jan 2026	15 Oct 2026	Suggest a change
R41	AMD → TSMC Supply · Heavy	Leading-edge chips made by TSMC	VerifiedIndependent reportingOperational Igor’s Lab, “TSMC’s 2nm process the new linchpin for AMD…” · 2026	15 Oct 2026	Suggest a change
R42	Broadcom → TSMC Supply · Heavy	Custom accelerators, including Google TPUs, made by TSMC	VerifiedIndependent reportingOperational Jon Peddie Research, “Ironwood, Chetyorka: Google, Broadcom, MediaTek and TSMC” · 2025	15 Oct 2026	Suggest a change
R43	Amazon AWS → TSMC Supply · Heavy	Trainium chips, now central to its largest AI deals, made by TSMC	VerifiedIndependent reportingOperational Amazon press release (Trainium3 and Trainium4 for OpenAI); Trainium made by TSMC · Feb 2026	15 Oct 2026	Suggest a change
R44	TSMC → ASML Supply · Heavy	Sole supplier of EUV lithography machines	VerifiedRegulatory filingOperational ASML 2025 Annual Report, strategic report, p.17 (“the world’s only manufacturer of EUV lithography systems”) · 2025	17 Oct 2026	Suggest a change
R45	Nvidia → SK Hynix Supply · Medium	Primary supplier of high-bandwidth memory (Nvidia also uses Samsung and Micron)	QualifiedRegulatory filingOperational Astute Group, “SK hynix holds 62% of HBM…” (citing Chosun Biz); Nvidia 10-K names SK Hynix, Micron and Samsung as memory suppliers · 24 Sep 2025	15 Oct 2026	Suggest a change
R46	SK Hynix → Nvidia Customer revenue · Medium	Nvidia is its largest HBM customer	VerifiedIndependent reportingOperational Astute Group, as above · 24 Sep 2025	15 Oct 2026	Suggest a change
R47	TSMC → Nvidia Customer revenue · Heavy	Nvidia became TSMC’s largest customer in 2025	Reported onlyIndependent reportingOperational Notebookcheck, “Nvidia reportedly overtook Apple to become TSMC’s biggest customer in 2025” (citing Jensen Huang) · 21 Jan 2026	15 Oct 2026	Suggest a change
R48	Nvidia → Microsoft Azure Customer revenue · Medium	Hyperscalers are roughly half of Nvidia’s data-centre business (CFO, Aug 2026); Microsoft is its largest GPU buyer	VerifiedCompany announcementOperational Fortune, reporting Nvidia CFO Colette Kress on the fiscal Q2 2027 earnings call · 27 Aug 2026	17 Oct 2026	Suggest a change
R49	Nvidia → Meta AI Customer revenue · Medium	Meta committed to millions of Nvidia GPUs (Feb 2026)	VerifiedCompany announcementContracted Nvidia press release, “Meta Builds AI Infrastructure With NVIDIA” · 17 Feb 2026	15 Oct 2026	Suggest a change
R50	ASML → Mistral Equity stake · Light	Led Mistral’s 2025 round with €1.3bn; its largest shareholder	VerifiedCompany announcementOperational Techzine, “ASML becomes largest shareholder in Mistral AI after €1.3B deal”; Bloomberg, 9 Sept 2025 · 9 Sep 2025	15 Oct 2026	Suggest a change
R51	Mistral → Nvidia Supply · Heavy	Own data centres built on Nvidia, including Vera Rubin	VerifiedIndependent reportingOperational Capacity, “Mistral raises $830m to build Nvidia-powered AI data centre”; Microsoft, 21 Jul 2026 (Vera Rubin capacity) · 30 Mar 2026	15 Oct 2026	Suggest a change
N4	Mistral → Private credit Funding · Light	$830m bank debt for its own data centre (Mar 2026)	VerifiedIndependent reportingOperational Capacity, “Mistral raises $830m to build Nvidia-powered AI data centre” · 30 Mar 2026	15 Oct 2026	Suggest a change
R52	Mistral → Microsoft Azure Customer revenue · Medium	Microsoft committed billions to use Mistral’s European capacity (July 2026)	VerifiedCompany announcementContracted Microsoft, “Microsoft and Mistral expand strategic partnership…” · 21 Jul 2026	15 Oct 2026	Suggest a change
R53	Microsoft Azure → Power & grid Supply · Medium	Its 10-K says power limits and grid-connection delays could restrict datacenter expansion	VerifiedRegulatory filingOperational Microsoft Form 10-K, fiscal year to 30 Jun 2026, risk factors (“We may be unable to develop and expand adequate infrastructure”) · 30 Jun 2026	17 Oct 2026	Suggest a change
R54	Amazon AWS → Power & grid Supply · Medium	Amazon’s CEO called power AWS’s single biggest capacity constraint (Aug 2025)	VerifiedCompany announcementOperational Latitude Media, reporting Andy Jassy on Amazon’s Q2 2025 earnings call; Amazon FY2025 10-K (energy shortages, energy availability) · 5 Aug 2025	17 Oct 2026	Suggest a change
R55	Google Cloud → Power & grid Supply · Medium	Its 10-K says scaling is increasingly constrained by power, water and land	VerifiedRegulatory filingOperational Alphabet Form 10-K, fiscal year 2025, risk factors (manufacturing and supply chain risks) · 31 Dec 2025	17 Oct 2026	Suggest a change
R56	Oracle → Power & grid Supply · Heavy	Power delays already cited at its New Mexico campus (Sept 2026)	VerifiedIndependent reportingOperational IntuitionLabs 2026 update (citing Reuters, 24 Sept 2026) · 24 Sep 2026	15 Oct 2026	Suggest a change
R57	CoreWeave → Power & grid Supply · Medium	Its 10-K names insufficient power as a key risk; some data-centre deliveries were delayed (Nov 2025)	VerifiedRegulatory filingOperational CoreWeave Form 10-K, fiscal year 2025, risk factors (access to sufficient power; data center providers) · 31 Dec 2025	17 Oct 2026	Suggest a change
R58	Meta AI → Power & grid Supply · Medium	Hyperion alone may draw up to 5 GW	VerifiedIndependent reportingOperational Forbes, 17 Jun 2026 (Hyperion up to 5 GW) · 17 Jun 2026	15 Oct 2026	Suggest a change
R59	xAI (SpaceX) → Power & grid Supply · Medium	Colossus relies on on-site gas turbines	VerifiedIndependent reportingOperational Wikipedia, “Colossus (supercomputer)”; Epoch AI data-centre directory (Colossus 2, updated Aug 2026) · 2026	15 Oct 2026	Suggest a change
N5	Anthropic → xAI (SpaceX) Supply · Medium	Rents all of xAI’s Colossus 1 data centre (about 220,000 Nvidia GPUs) for about $1.25bn a month to 2029, with a 90-day termination clause	VerifiedRegulatory filingOperational TechCrunch, “Google will pay SpaceX $920M per month for compute” (reporting SpaceX’s SEC filing) · 5 Jun 2026	15 Oct 2026	Suggest a change
N6	xAI (SpaceX) → Anthropic Customer revenue · Heavy	Anthropic pays about $1.25bn a month, roughly $15bn a year, for Colossus 1 compute (signed May 2026)	VerifiedRegulatory filingOperational TechCrunch, “Google will pay SpaceX $920M per month for compute” (reporting SpaceX’s SEC filing) · 5 Jun 2026	15 Oct 2026	Suggest a change
N7	Google Cloud → xAI (SpaceX) Supply · Light	Rents about 110,000 Nvidia GPUs from SpaceX as bridge capacity to June 2029; either side can end it on 90 days’ notice from 2027	VerifiedRegulatory filingOperational TechCrunch, “Google will pay SpaceX $920M per month for compute” (reporting SpaceX’s SEC filing) · 5 Jun 2026	15 Oct 2026	Suggest a change
N8	xAI (SpaceX) → Google Cloud Customer revenue · Medium	Google pays $920m a month for compute from October 2026 (filed June 2026)	VerifiedRegulatory filingOperational TechCrunch, “Google will pay SpaceX $920M per month for compute” (reporting SpaceX’s SEC filing) · 5 Jun 2026	15 Oct 2026	Suggest a change

Weight shows how much of the exposed company’s business or capacity rests on the link, and how hard it would be to replace. It is not a probability of failure or an estimate of loss. Definitions and limits

Change log

Every change to the tool, with its date. The reasons are in the register.

Show all 65 changes

Date	Ref	Link	Change
17 Oct 2026	R57	CoreWeave → Power & grid	Source strengthened: CoreWeave-specific source (10-K)
17 Oct 2026	R55	Google Cloud → Power & grid	Source strengthened: Google-specific source (10-K)
17 Oct 2026	R54	Amazon AWS → Power & grid	Source strengthened: AWS-specific source (CEO on earnings call)
17 Oct 2026	R53	Microsoft Azure → Power & grid	Source strengthened: Microsoft-specific source (10-K)
17 Oct 2026	R48	Nvidia → Microsoft Azure	Source strengthened: Company figure for hyperscaler share added
17 Oct 2026	R44	TSMC → ASML	Source strengthened: Replaced secondary source with ASML’s annual report
17 Oct 2026	R37	Microsoft Azure → Nvidia	Source strengthened: Specific figure added (Omdia)
17 Oct 2026	N2	SoftBank → Private credit	Source strengthened: Terms confirmed from SoftBank’s financial report
17 Oct 2026	R18	Google Cloud → Anthropic	Source strengthened: Confirmed on the record by Anthropic and Google; state Announced → Operational
17 Oct 2026	R12	Nvidia → OpenAI	Source strengthened: Confirmed against OpenAI’s round announcement
17 Oct 2026	R04	Oracle → OpenAI	Source strengthened: Relationship confirmed by OpenAI; value still reported
15 Oct 2026	N8	xAI (SpaceX) → Google Cloud	Link added, from SpaceX’s IPO filings
15 Oct 2026	N7	Google Cloud → xAI (SpaceX)	Link added, from SpaceX’s IPO filings
15 Oct 2026	N6	xAI (SpaceX) → Anthropic	Link added, from SpaceX’s IPO filings
15 Oct 2026	N5	Anthropic → xAI (SpaceX)	Link added, from SpaceX’s IPO filings
15 Oct 2026	R59	xAI (SpaceX) → Power & grid	Wording updated
15 Oct 2026	R58	Meta AI → Power & grid	Wording updated
15 Oct 2026	R56	Oracle → Power & grid	Weight 2→3; wording updated
15 Oct 2026	R52	Mistral → Microsoft Azure	Link redefined (was mistral → microsoft azure, supply); weight 1→2; marked disclosed; wording updated
15 Oct 2026	N4	Mistral → Private credit	New link added
15 Oct 2026	R51	Mistral → Nvidia	Weight 2→3; wording updated
15 Oct 2026	R50	ASML → Mistral	Marked disclosed; wording updated
15 Oct 2026	R49	Nvidia → Meta AI	Weight 1→2; wording updated
15 Oct 2026	R47	TSMC → Nvidia	Weight 2→3; marked reported; wording updated
15 Oct 2026	R45	Nvidia → SK Hynix	Wording updated
15 Oct 2026	R43	Amazon AWS → TSMC	Weight 2→3; wording updated
15 Oct 2026	R42	Broadcom → TSMC	Wording updated
15 Oct 2026	N3	Oracle → AMD	New link added
15 Oct 2026	R39	Oracle → Nvidia	Wording updated
15 Oct 2026	R38	Amazon AWS → Nvidia	Weight 2→1; wording updated
15 Oct 2026	R36	Google Cloud → Broadcom	Wording updated
15 Oct 2026	R34	Meta AI → Google Cloud	Weight 1→2; wording updated
15 Oct 2026	R33	Meta AI → Nvidia	Wording updated
15 Oct 2026	R32	Oracle → Private credit	Weight 2→3; marked disclosed; wording updated
15 Oct 2026	R31	Private credit → Oracle	Weight 2→3; wording updated
15 Oct 2026	R30	Private credit → CoreWeave	Marked disclosed; wording updated
15 Oct 2026	R29	Private credit → Meta AI	Marked disclosed; wording updated
15 Oct 2026	R28	Meta AI → Private credit	Marked disclosed; wording updated
15 Oct 2026	R27	xAI (SpaceX) → Private credit	Weight 2→3; wording updated
15 Oct 2026	R25	Nvidia → xAI (SpaceX)	Wording updated
15 Oct 2026	N2	SoftBank → Private credit	New link added
15 Oct 2026	R24	OpenAI → SoftBank	Marked disclosed; wording updated
15 Oct 2026	R23	SoftBank → OpenAI	Marked disclosed; wording updated
15 Oct 2026	N1	Amazon AWS → OpenAI	New link added
15 Oct 2026	R22	Amazon AWS → OpenAI	Weight 1→3; marked disclosed; wording updated
15 Oct 2026	R21	Nvidia → Anthropic	Marked disclosed
15 Oct 2026	R20	Microsoft Azure → Anthropic	Marked disclosed; wording updated
15 Oct 2026	R19	Anthropic → Google Cloud	Weight 2→3; marked disclosed; wording updated
15 Oct 2026	R18	Google Cloud → Anthropic	Weight 2→3; marked reported; wording updated
15 Oct 2026	R17	Anthropic → Amazon AWS	Wording updated
15 Oct 2026	R16	Amazon AWS → Anthropic	Wording updated
15 Oct 2026	R15	Broadcom → OpenAI	Marked disclosed; wording updated
15 Oct 2026	R14	AMD → OpenAI	Marked disclosed; wording updated
15 Oct 2026	R13	OpenAI → Nvidia	Wording updated
15 Oct 2026	R12	Nvidia → OpenAI	Wording updated
15 Oct 2026	R11	CoreWeave → Private credit	Wording updated
15 Oct 2026	R10	CoreWeave → Nvidia	Wording updated
15 Oct 2026	R09	Nvidia → CoreWeave	Weight 1→2; wording updated
15 Oct 2026	R08	CoreWeave → Meta AI	Weight 2→3; marked disclosed; wording updated
15 Oct 2026	R07	CoreWeave → Microsoft Azure	Wording updated
15 Oct 2026	R06	CoreWeave → OpenAI	Marked disclosed; wording updated
15 Oct 2026	R04	Oracle → OpenAI	Wording updated
15 Oct 2026	R03	OpenAI → Microsoft Azure	Wording updated
15 Oct 2026	R02	Microsoft Azure → OpenAI	Marked disclosed; wording updated
15 Oct 2026	R01	Microsoft Azure → OpenAI	Wording updated