{"id":"deepseek","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"DeepSeek","slug":"deepseek","aliases":[],"description":"AI lab demonstrating frontier-class efficiency in open-weight reasoning models.","website":"https://www.deepseek.com","country":"China","founded":null,"status":"active","categories":["ai_infrastructure_software","research"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.88,"ai_adjacency_score":74,"criticality_score":20,"visibility":"public","ticker":null,"created_at":"2026-09-15T02:09:25.866Z","updated_at":"2026-09-15T02:09:25.866Z","last_researched_at":null,"last_verified_at":null,"next_research_at":null,"overdue":null,"sources":[],"relationships":[{"id":"rel_deepseek_openai","subject_id":"deepseek","predicate":"COMPETES_WITH","object_id":"openai","agent_id":"seed","confidence":0.85,"verified":false,"source_ids":[],"valid_from":null,"valid_to":null,"created_at":"2026-09-15T02:09:25.948Z"}],"claims":[],"graph":{"depth":2,"dir":"outgoing","category":null,"truncated":false,"nodes":[{"id":"nvidia","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"NVIDIA","slug":"nvidia","aliases":[],"description":"Designs GPUs and accelerated computing platforms that power AI training and inference globally.","website":"https://nvidia.com","country":"United States","founded":null,"status":"active","categories":["compute","semiconductors","networking"],"subcategories":[],"tags":[],"metrics":{"why_matters":"NVIDIA GPUs are the dominant compute platform for AI training, making them foundational infrastructure for the entire AI ecosystem. Their supply relationships with TSMC, SK Hynix, and Samsung Electronics underpin the global AI hardware supply chain, and without their platforms, large-scale AI training at companies like OpenAI, Microsoft, Amazon, and Google would not be feasible at current scale.","what_they_do":"NVIDIA designs GPUs and accelerated computing platforms that power AI training and inference globally, spanning compute, semiconductors, and networking. They manufacture hardware such as the NVIDIA H100 and supply critical compute infrastructure to major AI companies including OpenAI and Microsoft."},"confidence":0.99,"ai_adjacency_score":77,"criticality_score":49,"visibility":"public","ticker":"NVDA","created_at":"2026-09-09T19:05:49.735Z","updated_at":"2026-09-09T19:05:49.735Z","last_researched_at":"2026-09-12T03:55:09.456Z","last_verified_at":"2026-09-11T21:45:39.302Z","next_research_at":"2026-09-19T03:55:09.456Z","overdue":true},{"id":"microsoft","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"Microsoft","slug":"microsoft","aliases":[],"description":"Hyperscaler building AI data centers and Azure AI infrastructure.","website":"https://microsoft.com","country":"United States","founded":null,"status":"active","categories":["cloud","data_centers"],"subcategories":["hyperscalers"],"tags":[],"metrics":{"why_matters":"Microsoft matters to the AI era because it invests heavily in AI infrastructure and partners with OpenAI to advance generative AI. Its ownership of platforms like GitHub and LinkedIn enables the distribution of AI tools across a massive global developer and professional network.","what_they_do":"Microsoft operates as a hyperscaler building AI data centers and Azure AI infrastructure. The company utilizes hardware from NVIDIA and Arista Networks and depends on Constellation Energy for power to sustain these operations."},"confidence":0.98,"ai_adjacency_score":89,"criticality_score":83,"visibility":"public","ticker":"MSFT","created_at":"2026-09-09T19:05:49.770Z","updated_at":"2026-09-12T22:54:50.475Z","last_researched_at":"2026-09-12T01:52:06.918Z","last_verified_at":null,"next_research_at":"2026-09-19T01:52:06.918Z","overdue":true},{"id":"openai","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"research_lab","name":"OpenAI","slug":"openai","aliases":[],"description":"AI research lab and model developer behind GPT and frontier models.","website":"https://openai.com","country":"United States","founded":null,"status":"active","categories":["ai_infrastructure_software","research"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.95,"ai_adjacency_score":51,"criticality_score":68,"visibility":"public","ticker":null,"created_at":"2026-09-09T19:05:49.785Z","updated_at":"2026-09-09T19:05:49.785Z","last_researched_at":"2026-09-12T03:55:09.461Z","last_verified_at":null,"next_research_at":"2026-09-19T03:55:09.461Z","overdue":true},{"id":"deepseek","license":"CC-BY-4.0 (Data: AintOnlyAI https://aintonlyai.world)","type":"company","name":"DeepSeek","slug":"deepseek","aliases":[],"description":"AI lab demonstrating frontier-class efficiency in open-weight reasoning models.","website":"https://www.deepseek.com","country":"China","founded":null,"status":"active","categories":["ai_infrastructure_software","research"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.88,"ai_adjacency_score":74,"criticality_score":20,"visibility":"public","ticker":null,"created_at":"2026-09-15T02:09:25.866Z","updated_at":"2026-09-15T02:09:25.866Z","last_researched_at":null,"last_verified_at":null,"next_research_at":null,"overdue":null}],"edges":[{"subject_id":"deepseek","predicate":"COMPETES_WITH","object_id":"openai"},{"subject_id":"openai","predicate":"USES","object_id":"nvidia"},{"subject_id":"openai","predicate":"PARTNERS_WITH","object_id":"microsoft"}]}}