A developer released The Cascade Graph, an interactive knowledge graph mapping the economic and physical constraints of AI infrastructure buildout. The tool tracks how stress flows through supply chains, identifying bottleneck points and market impacts across 393 nodes and 562 edges. It covers drivers, chokepoints, geographies, and investable assets without requiring signup or payment.

The graph organizes nodes into 34 drivers, 88 chokepoints, 10 geographies, 5 jurisdictions, 4 substitutes, and 252 tickers. Every connection uses plain language descriptions like 'drives demand for' or 'is the bottleneck for' rather than technical jargon. Users can filter by themes, access evidence files for each node, and isolate direct cause-and-effect relationships through focus mode.

An accessible text-based Cascade Index provides the same information for users on phones or screen readers. Each edge carries grading: measured (institutional data), established (consensus mechanisms), or reasoned (defensible inferences). The entire system remains interconnected with no orphaned nodes, reflecting how the real economy operates as a unified mechanism.

The tool distinguishes between one-way cascades and feedback loops that amplify or dampen themselves. Nodes are tagged as problem plays (scarcity assets) or solution plays (fix-it assets), helping investors see both sides of constraint-related opportunities. All links are sourced and cited, making it a transparent reference for understanding where AI's physical limitations create market friction.