Model providers

Model providers are the demand signal for compute — frontier concentration upstairs, open-weight commoditization downstairs.

Frontier labs, open weights, sovereign models — who needs the compute.

Questions worth asking

Use these as a starting point — or ask your own in the panel on the right.

How much infrastructure demand is training vs inference over the next five years?
What happens to capex if open-weight models keep closing the gap?
Where do sovereign model programs show up as real watt demand?

How this part of the buildout connects to the rest of the map.

The power & grid map traces players, metrics, and who wins / who pays — a concrete place to start when you want numbers and connections side by side.