SECTOR 01
Physical AI
Robotics · Data Center
Humanoid and industrial robotics, autonomous mobile robots, drones, surgical systems. Plus the data center buildout — cooling, power, photonics, hyperscaler infrastructure.
Launching now
The economic intelligence layer for the Fourth Industrial Revolution.
Structured supply-chain intelligence covering AI compute, physical AI, space, and quantum. Built for institutional investors who need to see the second-derivative trade before it shows up in the SEC filings.
COVERAGE
Four sectors. One intelligence layer.
Each sector covered down to the component supplier — design wins, production capacity, bill of materials, and the financial context to make sense of it.
SECTOR 02
AI Compute
Chips · Foundation Models · Cloud
AI accelerators, HBM, packaging, foundries, OSAT. Foundation model labs and their procurement signals. GPU cloud and AI infrastructure providers.
Coverage opens q3 2026
SECTOR 03
Space
Commercial · Defense
Commercial launch, satellite manufacturing, downstream services. Defense, national-security, and dual-use space programs.
Coverage opens q4 2026
SECTOR 04
Quantum
Hardware · Software
Quantum computing hardware across competing platforms. Quantum software, algorithms, error correction, and cloud access providers.
Coverage opens 2027
HOW IT WORKS
Built for the second-derivative trade.
Tesla Optimus or Figure 02 might dominate the press, but the trade is two layers down — the harmonic reducer supplier in Tokyo, the rare earth magnet manufacturer in Hangzhou, the precision bearing manufacturer in Schweinfurt. Tettares is built for that depth.
01
Translated source documents
Japanese, Mandarin, Korean, German, and Finnish filings translated and structured. The supply chain runs through markets that don't publish in English. We translate so you don't have to.
02
Entity-resolved supply graph
Every company, product, design win, and supply relationship resolved to canonical entities. Cross-referenced across patents, press releases, hiring trends, and quarterly disclosures.
03
Three interfaces
Ask Claude conversational questions about the supply chain. Query the structured API when you need answers feeding your models. Or open the visual workbench to map suppliers, compare manufacturers, and trace component flows interactively.
THE WEEKLY LETTER
Upstream
by Tettares
One supply-chain situation per week, analyzed in depth from primary sources. The actuator suppliers, the foundry capacity, the orbital launch manifest, the qubit roadmap — translated, structured, and explained. Free for now. Reserved for institutional investors and operators in the sectors we cover.