The Tech Atlas
Teams
A team is an ecosystem: companies tied together by ownership, backing and major partnerships, usually across sectors.
How a company joins a team
- Each team names its captains, the companies it is built around.
- A company owned by a captain joins that captain's team.
- Otherwise each direct tie to a captain scores: backing from the captain 10, supply 3, alliance 3, licence 2, dependency 2. Rivalry scores nothing. The highest-scoring team wins.
- A company owned by a member placed that way joins its owner's team.
- An even score is settled by hand, with the reason written down, and the build fails until it is.
- Anyone else is independent. Most companies are, because the Atlas draws only the relationships a source states.
Independents
Silicon
AMEC, ASML, Applied Materials, Arm, CXMT, Etched, Huawei, Intel Foundry, KLA, Lam Research, Marvell, Micron, Naura, Qualcomm, Rapidus, SK hynix, SMIC, Substrate, Tenstorrent, Tokyo Electron, UMC and GlobalFoundries
Infrastructure and data centers
Apollo, Arista Networks, Ayar Labs, Bloom Energy, Blue Owl, Celestica, Cisco, Crusoe, DDN, Dell, Digital Realty, Eaton, Equinix, Everpure (Pure Storage), Foxconn, Quanta, Wistron, GE Vernova, HPE, Lenovo, NetApp, QTS, Super Micro, Valar Atomics, Vertiv, WEKA
Cloud and compute
Alibaba Cloud, Baseten, Fireworks AI, Lambda, Modal, Together AI, Wasabi
AI models and platforms
DeepSeek, Mistral AI, Perplexity, Thinking Machines Lab, xAI (SpaceXAI)
Software
Databricks, Datadog, Decagon, ElevenLabs, Glean, Grafana Labs, Harvey, Palantir, SAP, Salesforce, ServiceNow, Sierra, Snowflake, Workday
Security
Armis, CrowdStrike, CyberArk, Cyera, Fortinet, Island, Okta, Palo Alto Networks, SGNL, Zscaler
Fintech and payments
Adyen, Block, Chime, Circle, Coinbase, Mastercard, Nubank, PayPal, Revolut, SoFi, Stripe, Tether, Visa
Owners and backers
Blackstone, ByteDance, Japan's METI, MGX, Silver Lake, SoftBank, SpaceX, Tesla, Veza, Williams