AI Lattice

AI Lattice / Data

AI Lattice data

Every sheet behind the map, free to download under CC BY 4.0. Each row cites a dated public source, and every sheet ties back to the companies on the map through one shared id. The sheets are organized by exmxc's Four Forces of AI Power: Compute, Interface, Alignment and Energy, plus the capital that pays for them.

The sheets

FileWhat it coversForceRows
companies.csvCompanies
Every company and funder on the map: its layer, its forces, what it does, and how many links, money flows, power records, permissions, doors and chokepoints it appears in. Start here.
All four92
connections.csvConnections
The join table. One row for each time a company on the map is named in another sheet, with the row id and its role (supplier, payer, buyer, owner and so on). Use it to pull everything about one company across every sheet.
All four811
links.csvWho depends on whom
One row per sourced dependency: who supplies whom with chips, memory, power, compute, capital, distribution, data or permission.
All four169
chokepoints.csvChokepoints
The narrow points the AI economy depends on, which force each sits under, whether it is binding, and who controls it.
All four12
flows.csvMoney flows
A ledger of sourced money moving between named parties: equity, debt, compute contracts and revenue deals, with amounts, dates and whether the money circles back.
Capital156
stress.csvStress test
Year-by-year test, 2026 to 2030, of whether OpenAI and Anthropic can pay their commitments under plan, half-growth and stall cases.
Capital73
power.csvPower
Named AI sites with planned and running gigawatts, chip and cloud deals sized in gigawatts, and power supply deals tied to AI buyers.
Energy86
permission.csvPermission
Who needs permission to sell, build and act, who grants it, where each one stands, and what it takes to pull it.
Alignment23
interface.csvFront doors
Each door to AI (search, phones, apps, office and coding tools): who owns it, whose model answers behind it, who pays whom, and how it could be lost.
Interface13

Everything in one file: lattice.json (schema). AI agents can query the same data through the MCP server.

How the sheets connect

Every company has one id, used in every sheet. companies.csv lists them all with how often each appears elsewhere. connections.csv links each id to the rows that name it, so one filter returns a company's suppliers, customers, money, power, permissions and doors together. Parties that are not companies on the map, such as regulators and unnamed buyers, stay in their sheets as written and are not given an id.

Versions and citing

This is dataset v0.5.7, data as of 2026-11-11. The /data/latest/ files always hold the newest release; each release is also kept at /data/v0.5.7/ and never edited afterward. Changes are logged on the corrections page. Cite as: AI Lattice (exmxc.ai), dataset v0.5.7, 2026-11-11. More formats are on how to cite.

Deals that change the map are tracked daily at Strategic Signal.