Skip to content
· Structure before inference

Computable intelligence
for humans and AI agents

Connectionary builds a Living Spreadsheet for every decision that summaries can't make. Compiled once before inference. Reused at every query.

Example Semiconductor supply chain shift
Topic
Semiconductor supply chain shift
Samsung SK hynix SpaceX Intel TSMC
INSIGHT
SpaceX raised the stakes with $55B; Intel answered by opening fabs. "We're going too." Korea pushes with government R&D; TSMC chases via Europe partnerships.
28+ sources, auto-synthesized
Think of a topic
Field
Semiconductors
Relation
Funding
300 companies 300 candidates
🇺🇸 SpaceX Last 30 days
Evidence over last 30 days
Summary Semiconductor funding · last 30 days
    Step preview. Hover a dot.

    Structured at ingestion.
    Reused at every query.

    Whatever the source, whatever the language. Decomposed once at ingestion, locked into one shared structure. Conflicting signals preserved. Already there before you ask.

    Unstructured sources
    PDF
    Report
    Unstructured
    DOC
    Article
    Unstructured
    TXT
    News
    Unstructured
    WEB
    Web page
    Unstructured
    ingestion
    Shared Intelligence Structure
    Atomic claims · updating live
    src atomic claim type
    PDF NVIDIA · Q3 revenue +206% YoY fact
    PDF Data center now 87% of revenue signal
    DOC Jensen Huang · “demand far exceeds supply” fact
    DOC US export controls on advanced chips tightened event
    TXT AMD gaining share · NVIDIA moat questioned event
    TXT Blackwell production ramp on track · Q1 2025 signal
    WEB Morgan Stanley · Underweight · margin risk ↓ bearish
    WEB Goldman Sachs · Buy · $950 target ↑ bullish
    Conflicting signals preserved. Not collapsed.
    Recompose under any lens
    Competitive Intelligence
    market · strategy
    Policy & Regulatory
    government · compliance
    Financial Analysis
    investment · P&L
    Investment Research
    trading · signals
    Security & Defense
    intelligence · risk

    Built for what moves fast

    Space. AI. Semiconductor.
    Data Center. Defense.

    AI Semiconductor Space Data Center Defense Cybersecurity Supply Chain

    The industries where a signal missed today
    becomes a decision wrong tomorrow.

    On the global landscape,
    with the lens you choose.

    Analyze freely within a structure where companies, industries, and policies connect as one.

    Companies
    • Listed · Private · Startup
    • Track investment, contracts, and partnership shifts
    • Analyze statements and strategic direction
    Beyond disclosures and financial numbers, to statements and activities.
    Every signal of a company brought together, showing the full picture.
    Industries
    • Explore industry landscapes and value chains
    • Track emerging companies and new players
    • Analyze core technologies and investment flows
    Explore by connectivity, not predefined classifications.
    Draw the industry and technology landscape you need.
    Policy
    • Track government announcements and policies
    • Analyze policy and regulatory change over time
    • Compare national strategies and positions
    Not a single country's view, but multiple perspectives.
    The same topic, different national stances, at a glance.
    Company lens

    A company's activity,
    on one screen.

    One company name, and scattered announcements, contracts, investments, and policy participation align along strategic axes.

    Company signal briefing
    Company Lens
    Real-time company signal briefing
    Demo starting…
    Type
    Sector
    Country
    Universe · companies · live
    Live Signals
    SpaceX · Terafab Intel 14A filing · 2 min ago
    Company Lens
    SpaceX US · Private
    Past week of SpaceX activity moves beyond launch services along four simultaneous axes: semiconductor & manufacturing vertical integration (Terafab, Intel 14A), entering AI compute as a provider (Anthropic supply, orbital datacenter), declaring orbital compute infrastructure (FCC filing for up to 1M satellites), and joining the sovereign & defense AI stack (US DoD agreement, Golden Dome). A launch company being redefined as an AI compute infrastructure company.
    Sources 1,842
    Groups 4
    Signals 8
    Window 04.30 – 05.07
    Live aggregation
    01Vertical Integration
    Vertical integration into chips & manufacturing
    Terafab Tesla · xAI joint
    Intel 14A process Foundry partnership
    9 evidence ↗ 2 min ago
    02AI Compute
    Entering compute as a direct provider
    Colossus 1 supplied to Anthropic New customer
    Orbital datacenter partnership talks New territory
    7 evidence ↗ 38 min ago
    03Orbital Infra
    Declaring orbital compute infrastructure
    Up to 1M orbital datacenter satellites FCC Filing
    Continued Starship R&D investment Launch infrastructure
    6 evidence ↗ 2 hr ago
    04Sovereign · Defense
    Joining the sovereign & defense AI stack
    US DoD AI agreement AI · Military
    Golden Dome participation Space · Defense
    5 evidence ↗ 1 day ago
    Industry lens

    Every company is already here.

    Instantly aligned along the value chain you need. Listed, private, or by country, all on one universe. Industry structure, computed on demand.

    Custom value chain
    Industry Lens
    Custom value chain: Semiconductors & AI compute
    Universe · companies · live
    Just a list for now; meaning emerges only when aligned along a value chain.
    Click a layer → compare unstructured signals · narrow with filters below
    Country
    Type
    L1 · Material
    Materials
    Rare earths Export-control risk
    L2 · Equipment
    Equipment
    Export control
    L3 · Fab · Memory
    Foundry & memory
    HBM4 bottleneck Packaging
    L4 · Chip · Device
    Chip & device
    In-house ASIC
    L5 · System
    System & service
    Hyperscaler
    Live Signals
    SpaceX · Terafab Intel 14A filing · 2 min ago
    L? · LAYER
    Custom Value Chain
    Micron US · Listed · HBM/DRAM
    Micron trade network · 26/02/01–04/16. Upstream suppliers · downstream customers · rivals on a single screen. The Musk group (Tesla · SpaceX · xAI) connects as a Micron downstream customer.
    Hanmi Semi
    TC bonder
    Techwing
    Test equipment
    BBA · Others
    Parts & services
    BOC COB bonder Major revenue share
    Test equipment supply ₩11B · 26/02/04
    Micron
    HBM · DRAM · SOCAMM2
    HBM4 mass shipment Vera Rubin · 26/03/19
    HBM4 supply Instinct · 26/01/10
    Long-term infra deal Hyperscaler 4
    Ongoing chip purchases Musk group · 26/03/22
    NVIDIA
    Vera Rubin
    AMD
    Instinct
    Hyperscaler 4
    MS·Google·AMZ·Meta
    Musk group
    Tesla·SpaceX·xAI
    Samsung
    HBM rival
    SK hynix
    HBM rival
    Upstream (supply)
    Downstream (customer)
    Rival
    Policy lens

    Same industry,
    different national views.

    For one industry, see how each government approaches it through policy, regulation, and operating model, aligned on a single screen.

    Multi-country policy
    Policy Lens
    Space industry policy: China & US flagship programs
    Country China USA Korea EU Japan
    Topic Space AI Datacenter Defense Energy
    Pick a country and a topic above to see flagship programs.
    Example: China + USA + Space
    China
    CNSA-led
    state-driven structure
    Tiangong space station Crewed
    Chang'e lunar exploration Planetary
    Launch Satellite Ground Service
    Commercial-space standards 1.0 Commercial
    USA
    NASA · FCC · Space Force
    multi-agency structure
    Artemis Planetary
    Homeland
    Golden Dome Space defense
    Starshield · satellite network Commercial
    Multi-Country Policy
    Recent shifts in Golden Dome
    US flagship space-defense program · Multi-layer homeland missile-defense architecture
    Issue Golden Dome Stargate CHIPS Act 2.0
    Category Policy & Budget Architecture Industry International Tech demonstration
    Jan–Feb Prioritized, then stalled
    $23B execution delay surfaces as the first bottleneck.
    02.02
    Policy & Budget
    $23B delay · White House approval pending
    NEGATIVE
    Source
    March Architecture & industry take shape
    Cost revised up to $185B; structure clearer, price tag debated.
    03.17
    Policy & Budget
    Target architecture cost raised to $185B
    MIXED
    Source
    April Prototypes funded, momentum builds
    $3.2B allocated to space-based interceptor prototypes; industry momentum builds.
    04.24
    Architecture
    $3.2B for space-based interceptor prototypes
    POSITIVE
    Source
    Common Foundation

    Whichever lens you choose, the five principles remain.

    Comparable

    Different metrics
    compared on one standard

    Time-series

    Not a single moment,
    but the flow of time

    Cross-source

    Cross-verified
    across multiple sources

    Multi-perspective

    One topic, from
    multiple viewpoints

    Evidence-backed

    Every answer with
    original-source evidence

    Decisions where
    summaries fall short.

    Built for fields where missing a single condition or exception flips the judgment entirely.

    Policy & regulatory analysis

    Summarize thousands of pages of regulation and you miss the critical clauses. AID stores exception clauses, legislator statements, and past precedents as discrete units, computing the real impact of a regulation on your supply chain.

    Policy view
    Exception found Regulation does not apply to facilities below the defined capacity threshold.
    Impact path Agency notice → compliance deadline → supply chain exposure → operational risk.
    Evidence Clause, amendment history, official statement, and affected entities linked.

    Investment & market analysis

    RAG collapses "demand surge" and "oversupply" into a vague summary when they conflict. AID computes how the two narratives collide and transition over time, providing grounded evidence for investment decisions.

    Market view
    Compound signal AI capex growth is pushing demand into memory, packaging, and power infrastructure.
    Conflict preserved Supply shortage narrative vs. capacity expansion; both exist simultaneously.
    Investment view Rank companies by event recency, relationship strength, and source reliability.

    Structure before inference

    Intelligence that computes,
    not just retrieves.

    Structured state preserves relationships, conditions, timelines, and evidence across fast-changing technology domains before inference begins.

    AI Semiconductor Data Center Cybersecurity Defense Space Energy Supply Chain
    Request a demo →