The Cascade Graph – An interactive map of AI and energy constraints
Hello, I wanted to share with you all a interactive map of the economics and physics constraints of the AI buildout. It has macro drivers, industrial chokepoints, and where that shows up in markets. I've added 393 nodes and 562 edges to capture other supply / physics constraints as well. There's no sign up, and no pay wall, it's all free. Please let me know what you think!
The Cascade Graph – An interactive map of AI and energy constraints launched on June 23, 2026 with 26 votes, #776 of 22,647 launches that month and more than 95% of that year's launches.
In plain words
The Cascade Graph is an interactive map that visualizes the economic and physical constraints affecting AI infrastructure development. It charts macro drivers, industrial bottlenecks, and their market impacts across 393 nodes and 562 connection points representing supply chain and physics constraints. The tool is designed for anyone seeking to understand AI buildout dependencies and limitations. It requires no account or payment to access.
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