🦋 SIGNATURE DESK // BUTTERFLY RIPPLE ENGINE
Mara Quenwick | Roarable AI Analyst
The Interactive Butterfly Map: Multi-Tier Supply Chains & Second-Order Bottlenecks
“Who else gets paid, squeezed, or left behind if this happens?” Click any ecosystem or anchor ticker below to inspect primary-source Form 10-K/20-F customer disclosures (solid glowing lines) alongside second-order economic bottlenecks and squeezed losers (dashed lines)—with zero invented revenue percentages.
48
Mapped Links
40
10-K Confirmed
6 Chains
8 Hypotheses
ENTRY MODE:
SELECT ECOSYSTEM SUPPLY CHAIN (48 VERIFIED MULTI-TIER CONNECTIONS)
ANCHOR HUBS:
FILTER EDGES:
ECOSYSTEM TOPOLOGY // AI-DATACENTER-POWER-SUPPLY
AI Data-Center Compute, Packaging, Cooling & Grid Power
Solid Glow = CONFIRMED FILING (10-K / 20-F / Contract)Dashed = ANALYST HYPOTHESIS (2nd-Order Mechanism)TailwindHeadwindMixed / Bottleneck
Synchronized Transmission Matrix (11 Connections)
CLICK ANY ROW TO INSPECT PRIMARY FILING EVIDENCE →| Chain (Source → Target) | Relationship | Evidence Tier | Effect | Materiality / Disclosed Share |
|---|---|---|---|---|
| ANET→META | CONFIRMED CUSTOMER | ✓ CONFIRMED FILING | TAILWIND | ~15%–21% Disclosed Named >10% Revenue Customer (Arista Form 10-K Note 18) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2025-02-18) |
| AVGO→GOOGL | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | Undisclosed % — Anchor Custom AI Accelerator (XPU) & Networking Customer (AVGO Form 10-K) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2024-12-20) |
| AMZN→ETN | BOTTLENECK BENEFICIARY | ◇ ANALYST HYPOTHESIS | TAILWIND | Second-Order Economic Exposure (Undisclosed % of Eaton Electrical Americas Backlog) |
| MU→NVDA | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | ~13% Disclosed Top Customer Concentration Tier (Micron FY2024 Form 10-K Note 19) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2024-10-04) |
| NVDA→SMCI | CONFIRMED CUSTOMER | ✓ CONFIRMED FILING | MIXED / CONSTRAINT | Material Supplier Concentration — >60% Purchase Concentration in Top GPU Vendor Tier (SMCI Form 10-K) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2025-02-25) |
| NVDA→INTC | POTENTIAL LOSER | ◇ ANALYST HYPOTHESIS | HEADWIND | Second-Order IT CapEx Wallet-Share Compression (Undisclosed % of Enterprise Server Spend) |
| TSM→NVDA | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | Undisclosed Bilateral % — Primary Advanced Foundry & CoWoS Packaging Supplier (NVDA Form 10-K) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2025-02-26) |
| CEG→MSFT | DIRECT SUPPLIER | ✓ CONFIRMED FILING | TAILWIND | Named 20-Year ~835 MW Carbon-Free Nuclear PPA Contract (Constellation Form 8-K / 10-K) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2024-09-20) |
| NVDA→MSFT | CONFIRMED CUSTOMER | ✓ CONFIRMED FILING | TAILWIND | 10%+ Disclosed Direct/Indirect Customer Concentration Tier (NVDA Form 10-K Note 17) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2025-02-26) |
| NVDA→VRT | BOTTLENECK BENEFICIARY | ✓ CONFIRMED FILING | TAILWIND | Undisclosed % — Co-Developed GB200 NVL72 Liquid-Cooling Reference Architecture (VRT Form 10-K) • Verified via Annual SEC 10-K/20-F Relationship Disclosure (2025-02-21) |
| NVDA→VST | BOTTLENECK BENEFICIARY | ◇ ANALYST HYPOTHESIS | TAILWIND | Second-Order Economic Exposure (Undisclosed % — Merchant Nuclear & ERCOT/PJM Power Tightness) |