NATIONAL AI CAPABILITY · PROVIDER LANDSCAPE
A nation can host a model locally and still rely on foreign power equipment, accelerators, cloud control planes, model rights, and application tooling. This landscape organizes candidate providers. The dependency test asks what national evidence is still missing.
functional layers
input companies
company-segment records
domicile labels
THE FIVE-LAYER LENS
Layers overlap. A server power supplier can support Energy and Infrastructure. A chip designer can also supply networking and systems. The landscape preserves those multiple roles.
Power generation and delivery set the physical ceiling for national compute.
Can critical workloads keep running through a grid, fuel, or interconnection shock?
Design rights, fabrication, memory, packaging, and equipment form one dependency chain.
Which license, export rule, material, or tool can interrupt accelerator supply?
AI factories combine sites, servers, networks, cooling, storage, clouds, and operators.
Who can administer, throttle, update, or disconnect the production system?
Inspect GPU clouds →Weights alone do not provide training rights, data provenance, safety evidence, or operational independence.
Can the state inspect, adapt, evaluate, and move the model under its own authority?
Open the Model Index →Public value appears in deployed services, agents, science, robotics, and industrial systems.
Can agencies operate, audit, replace, and recover the application without vendor consent?
Inspect Agent Harnesses →THE CLAIM BOUNDARY
Assess each dimension separately. Do not turn the result into one unsupported sovereignty score.
Who owns the assets, keys, schedulers, and remote administration path?
Where do fabrication, generation, data processing, and operations occur?
Which law governs training data, prompts, telemetry, and retained outputs?
Can the state inspect, modify, transfer, and continue using the model and software?
Which dependency has one supplier, no stockpile, or no tested substitute?
Which claims have primary evidence, tests, incident records, and named owners?
CROSS-CUTTING STATE CAPABILITIES
REGION → COUNTRY → PROVIDER
Provider presence does not prove national use, exposure, criticality, control, or dependence. Infrastructure records use a supplied workbook. Model and application records use site snapshots pinned to 2026-07-28.
FILTER THE LANDSCAPE
230 of 230 provider records
REGION
Power supply — Grid infrastructure
APA · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Bitcoin/HPC conversion
IREN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Private equity/asset managers
MQG · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Hyperscalers
BABA / 9988 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Qwen3.6 27B
No corporate metadata in this directory snapshot
Power supply — Behind-the-fence / nuclear power plant
1816 / 003816 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — DeepSeek V4 Pro
No corporate metadata in this directory snapshot
Internal power/cooling — Liquid cooling
002837 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Cabling/optical components
300502 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — PCB/IC substrates
Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — Server brands
000977 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — Server brands
0992 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — MiniMax M3
No corporate metadata in this directory snapshot
Model — Kimi K3 · Model — Kimi K2.7 Code
No corporate metadata in this directory snapshot
Model — Nanbeige 4.2 3B
No corporate metadata in this directory snapshot
Server components — PCB/IC substrates
002916 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Step 3.7 Flash
No corporate metadata in this directory snapshot
Power supply — Grid + onsite renewable/storage
300274 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Hyperscalers
0700 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Data-center REITs/operators
VNET · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Cabling/optical components
6869 / 601869 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — GLM-5.2 · Model — GLM-4.7-Flash
No corporate metadata in this directory snapshot
Semiconductor production — Semiconductor capital equipment
0522 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
ADANIGREEN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
RELIANCE · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
6857 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — Power supply
6905 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Liquid cooling
6367 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
6146 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics
6504 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — PCB/IC substrates
4062 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Behind-the-fence / nuclear power plant
9503 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
6525 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
6920 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics · Power supply — Grid infrastructure
6503 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Generators & grid connection
7011 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — Passive components
6981 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
7731 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — IDM
6723 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — Power supply
6707 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — Thermal solutions
6516 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
7735 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — Passive components
6976 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
8035 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
9531 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
7729 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
6315 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
6728 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
6925 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Fuel cells
336260 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
010120 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Motif-3-Beta
No corporate metadata in this directory snapshot
Semiconductor production — Foundry
005930 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Memory/storage · Semiconductor production — IDM
000660 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Solar Open 2
No corporate metadata in this directory snapshot
Network — Ethernet
2345 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Processor — GPU · Semiconductor production — Semiconductor design services/EDA/IP
3661 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — OSAT
ASX / 3711 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Liquid cooling · Server components — Thermal solutions
3017 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Liquid cooling · Server components — Thermal solutions
3324 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — Server brands
2385 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — ODM/EMS
2324 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics · Internal power/cooling — Uninterruptible power supply · Server components — Power supply
2308 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — PCB/IC substrates
2383 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor design services/EDA/IP
3035 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — ODM/EMS · Server — Server brands
2376 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor design services/EDA/IP
3443 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — ODM/EMS
2317 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — ODM/EMS
2356 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — OSAT
2449 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — Power supply
2301 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — PCB/IC substrates
8046 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — ODM/EMS
4938 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Foundry
6770 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — ODM/EMS
2382 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — Thermal solutions
2421 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Foundry
TSM / 2330 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — OSAT
6271 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — PCB/IC substrates
3037 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Foundry
UMC / 2303 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Foundry
5347 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — PCB/IC substrates · Server components — Passive components
2492 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Foundry
3105 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — ODM/EMS
3231 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — ODM/EMS
6669 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server components — Passive components
2327 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
GULF · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →REGION
General agent — Goose
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — Aider
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — OpenCode
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — Cline
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — Continue
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — Pi coding agent
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — Gemini CLI
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Agent framework — smolagents
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Agent framework — LangGraph
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Agent framework — Mastra
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Agent framework — Microsoft Agent Framework
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — Codex CLI · Agent framework — OpenAI Agents SDK
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — OpenHands
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Research harness — mini-SWE-agent
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Agent framework — PydanticAI
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →Coding agent — Qwen Code
No corporate metadata in this directory snapshot
AGENT-HARNESSES-20260728 · MashupAbility Agent Harnesses snapshot; organization origin not normalized
Inspect source →REGION
Power supply — Grid + onsite renewable/storage
ORSTED · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Private equity/asset managers
ANTIN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics · Internal power/cooling — Uninterruptible power supply
LR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Mistral Medium 3.5
No corporate metadata in this directory snapshot
Owners/Operators — Enterprise/Tier-2 clouds
OVH · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Liquid cooling · Internal power/cooling — Power electronics · Internal power/cooling — Uninterruptible power supply
SU · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
DG · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — IDM
IFX · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
RWE · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Enterprise/Tier-2 clouds
SAP · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics
SIE · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
ENR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics · Internal power/cooling — Uninterruptible power supply
ETN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics
JCI · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Memory/storage
STX · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics
TT · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
PRY · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
ALFEN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
ASM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
ASML · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
BESI · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Neo-cloud
NBIS · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Uninterruptible power supply
ABB · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — IDM
STM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor design services/EDA/IP
ARM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
MGAM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
NGG / NG. · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Generators & grid connection
RR. · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →REGION
Power supply — Grid + onsite renewable/storage
AXIA3 / AXIA6 · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →REGION
Semiconductor production — Foundry
TSEM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →REGION
Owners/Operators — Private equity/asset managers
BN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
CSIQ · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
ACMR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Processor — CPU · Processor — GPU · Semiconductor production — IC design
AMD · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
AES · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Olmo 3 32B Think
No corporate metadata in this directory snapshot
Owners/Operators — Hyperscalers
GOOGL / GOOG · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Hyperscalers
AMZN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics
AME · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Bitcoin/HPC conversion
APLD · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
AMAT · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Trinity-Large-Thinking
No corporate metadata in this directory snapshot
Network — Ethernet
ANET · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — BTL-3
No corporate metadata in this directory snapshot
Owners/Operators — Private equity/asset managers
BX · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Fuel cells · Power supply — Grid + onsite renewable/storage
BE · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Uninterruptible power supply · Power supply — Generators & grid connection
BWA · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — IC design
AVGO · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor design services/EDA/IP
CDNS · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Liquid cooling
CARR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Generators & grid connection · Power supply — Grid + onsite renewable/storage
CAT · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — DCI (routing/optical)
CIEN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Antares-1B
No corporate metadata in this directory snapshot
Network — Cabling/optical components · Network — DCI (routing/optical)
CSCO · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Cabling/optical components
COHR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Behind-the-fence / nuclear power plant
CEG · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Data-center REITs/operators
Private subsidiary · Owned by American Tower
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Neo-cloud
CRWV · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Generators & grid connection
CMI · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Bitcoin/HPC conversion
CIFR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Data-center REITs/operators
Private · Taken private by KKR and Global Infrastructure Partners
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Server — Server brands
DELL · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Data-center REITs/operators
DLR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Enterprise/Tier-2 clouds
DOCN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Uninterruptible power supply
EMR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Data-center REITs/operators
EQIX · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
FSLR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
FLNC · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid + onsite renewable/storage
F · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
FORM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Bitcoin/HPC conversion
GLXY · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
GEV · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Foundry
GFS · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — VaultGemma 1B
No corporate metadata in this directory snapshot
Model — Gemma 4 12B
No corporate metadata in this directory snapshot
Network — Ethernet · Semiconductor production — IC design · Server — Server brands
HPE · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics
HON · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Power electronics
HUBB · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — SmolLM3 3B
No corporate metadata in this directory snapshot
Power supply — Bitcoin/HPC conversion
HUT · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Granite 4.0 H 1B
No corporate metadata in this directory snapshot
Processor — CPU · Semiconductor production — IDM
INTC · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Enterprise/Tier-2 clouds
IBM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Data-center REITs/operators
IRM · Public · Data-center and information-management REIT
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
KLAC · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
LRCX · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
LNN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — LFM2-VL-3B
No corporate metadata in this directory snapshot
Network — Cabling/optical components
LITE · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Bitcoin/HPC conversion
MARA · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Cabling/optical components · Processor — CPU · Semiconductor production — IC design
MRVL · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Llama 4 Maverick
No corporate metadata in this directory snapshot
Owners/Operators — Hyperscalers
META · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Memory/storage
MU · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Phi-4 Mini Flash Reasoning
No corporate metadata in this directory snapshot
Owners/Operators — Hyperscalers
MSFT · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — IC design
MPWR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Moondream 3 Preview
No corporate metadata in this directory snapshot
Model — Nemotron Nano 9B v2 · Model — Nemotron 3 Ultra
No corporate metadata in this directory snapshot
Network — Ethernet · Network — InfiniBand · Processor — GPU · Semiconductor production — IC design · Server — Server brands
NVDA · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
ONTO · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — gpt-oss-120b
No corporate metadata in this directory snapshot
Owners/Operators — Hyperscalers
ORCL · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Internal power/cooling — Liquid cooling
PH · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Laguna S 2.1
No corporate metadata in this directory snapshot
Power supply — Grid infrastructure
PPL · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Behind-the-fence / nuclear power plant
PEG · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Memory/storage
PSTG · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Owners/Operators — Data-center REITs/operators
Private subsidiary · Owned by Blackstone
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — IC design
QCOM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
PWR · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Reflection model (pending)
No corporate metadata in this directory snapshot
Owners/Operators — Enterprise/Tier-2 clouds
CRM · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Apriel H1 15B Thinker
No corporate metadata in this directory snapshot
Owners/Operators — Hyperscalers
Private
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Marin 32B Base
No corporate metadata in this directory snapshot
Semiconductor production — Semiconductor design services/EDA/IP
SNPS · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Behind-the-fence / nuclear power plant
TLN · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Semiconductor production — Semiconductor capital equipment
TER · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Bitcoin/HPC conversion
WULF · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Model — Inkling
No corporate metadata in this directory snapshot
Internal power/cooling — Liquid cooling · Internal power/cooling — Power electronics · Internal power/cooling — Uninterruptible power supply
VRT · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Behind-the-fence / nuclear power plant
VST · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Network — Memory/storage
WDC · Public
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →Power supply — Grid infrastructure
Private subsidiary
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →REGION
Semiconductor production — Semiconductor capital equipment
Unclear
MSR-EX3-20260724 · User-supplied workbook transcription of Morgan Stanley Research, Exhibit 3
Inspect source →THE DEPENDENCY TEST
A provider count does not measure resilience. Use scenarios, named owners, recovery evidence, and substitution time.
A grid connection is delayed or fuel supply is interrupted.
Which workloads stop first, and what tested fallback exists?An accelerator, memory device, design tool, or production input becomes unavailable.
Can an approved substitute run the same workload within the required time?A foreign cloud or orchestration provider suspends access.
Can domestic operators recover the service from documented artifacts?A license, model endpoint, safety policy, or update channel changes.
Can the system continue on a pinned, inspectable, legally usable model?An agent tool, connector, or update path is compromised.
Can agencies isolate the application without losing the underlying model and data?CONNECTED EVIDENCE
Each linked tool answers a narrower question. None proves national sufficiency by itself.
Compare delivery models and regional access.
Open directory →MODELSInspect weights, licenses, context, and deployment claims.
Open index →APPLICATIONSInspect the software that turns a model into an operating agent.
Open directory →ASSURANCESeparate comparable evidence from provider-reported scores.
Open ledger →PROCUREMENTApply eight questions before choosing a model.
Open decision test →PROVENANCERecord the exact model, runtime, machine, and evidence that ran.
Open project →POLICY METHODExpose policy assumptions and test incentive sensitivity. It is not a supply-chain model.
Open project →