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Supply Chain·September 2, 2026

Sonos Has Amazon Ties Across Its Cloud, Voice Assistant, and Rivalry

Sonos discloses ties to Amazon on multiple sides of the business, while Best Buy accounted for 14% of fiscal 2025 revenue.

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Editorial illustration for “Sonos Has Amazon Ties Across Its Cloud, Voice Assistant, and Rivalry”
Editorial illustration for “Tempus AI’s disclosed web runs from Illumina to AstraZeneca to a crowded rival field”

Supply Chain·September 1, 2026

Tempus AI’s disclosed web runs from Illumina to AstraZeneca to a crowded rival field

Tempus names Illumina as its primary sequencing supplier, AstraZeneca as a customer tied to a warrant, and Ares as its lender.

Editorial illustration for “Dauch’s Auto Map Runs Through GM, Ford and Stellantis”

Supply Chain·September 1, 2026

Dauch’s Auto Map Runs Through GM, Ford and Stellantis

Dauch discloses the same three automakers across its customer and supplier relationships, and identifies Ford and Stellantis as partners, with Ford accounting for 11% of first-quarter sales.

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Supply Chain·August 31, 2026

Anteris Has LeMaitre in Four Seats

Anteris’s filings place LeMaitre on both sides of its product flow, while Medtronic is investor, partner and competitor.

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Supply Chain·August 31, 2026

Voyager’s Lockheed Relationship Has Two Seats at the Table

Voyager discloses Lockheed Martin as both a customer and a supplier, while its Starlab venture brings in MDA Space, Palantir and Northrop Grumman.

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Supply Chain·August 28, 2026

Marvell’s Relationship Map Has One Company Wearing Three Hats

Cisco shows up as a customer, strategic partner, and competitor. NVIDIA is the newer tie, while Infineon bought a Marvell business for $2.5 billion.

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Supply Chain·August 28, 2026

FuelCell Energy’s disclosed map puts ExxonMobil on both sides of the relationship

FuelCell Energy names one supplier, one joint-development partner, four customers, and a lender that is also tied to its financing structure.

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Supply Chain·August 27, 2026

Hyperscale Data Has NVIDIA in Three Columns: Supplier, Customer and Partner

Hyperscale Data’s filings place NVIDIA at the center of its infrastructure, customer activity and AI strategy, with Gemini handling its Bitcoin custody and a crowded field of crypto-mining competitors around it.

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Supply Chain·August 27, 2026

SiteOne’s disclosed web runs through Deere, Toro, BrightView, and Home Depot

The landscape-supply distributor names major suppliers, customers, distributors, a former owner, a lender, and two competitors.

Editorial illustration for “SiteOne’s disclosed web runs through Deere, Toro, BrightView, and Home Depot”

Supply Chain·August 26, 2026

Vital Farms’ Retail Map Is Bigger Than Its Foodservice Route

Vital Farms names four major grocery customers, a natural-channel distributor, three foodservice routes, one lender and one large egg rival.

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Supply Chain·August 26, 2026

GRAIL’s former owner still occupies nearly every seat at the table

Illumina is disclosed as GRAIL’s sole sequencer supplier, customer, partner, former owner and source of $932.3 million in cash.

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Supply Chain·August 25, 2026

GSI Technology's SRAM map starts with one wafer supplier

GSI Technology names TSMC as the source of every wafer in its SRAM products, while Cadence shows up as a buyer, distributor, and purchasing channel.

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Supply Chain·August 25, 2026

Xos has named key suppliers and a crowded customer map

The electric-commercial-vehicle maker discloses Dana upstream, UPS in distribution, and a roster of parcel, school-bus, utility, and chassis names downstream.

Editorial illustration for “Xos has named key suppliers and a crowded customer map”

Supply Chain·August 25, 2026

Personalis Has One Counterparty in Three Different Jobs

Natera is disclosed as a Personalis customer, partner, and competitor. Illumina is its sole sequencing supplier, adding a second tightly defined link.

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Supply Chain·August 20, 2026

Lucid’s Uber tie has two lanes: customer and robotaxi partner

Lucid discloses a 25,000-vehicle minimum with Uber, a separate autonomous-driving partnership, NVIDIA in its ADAS roadmap, and Tesla and Rivian in the competitive set.

Editorial illustration for “Lucid’s Uber tie has two lanes: customer and robotaxi partner”

Supply Chain·August 20, 2026

Chord Energy’s customer map starts with two buyers taking a third of sales

Chord Energy discloses a concentrated customer base, an asset deal with ExxonMobil’s XTO Energy, and an investment in Energy Transfer.

Editorial illustration for “Chord Energy’s customer map starts with two buyers taking a third of sales”

Supply Chain·August 19, 2026

JPMorgan Shows Up Twice in Verisk’s Banking Map

Verisk’s filings tie its revolving credit facility to five public financial institutions, while JPMorgan also holds a vast majority of its domestic cash.

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Supply Chain·August 19, 2026

Baker Hughes Is Building a Counterparty Map With Multiple Hats

Crane is both a disclosed buyer and joint-venture partner. Cactus is a partner, GE Vernova a co-owner, and the lender list has two major banks.

Editorial illustration for “Baker Hughes Is Building a Counterparty Map With Multiple Hats”

Supply Chain·August 18, 2026

Galaxy Digital (GLXY) Has One Counterparty Wearing Three Hats

CoreWeave is disclosed as Galaxy’s expected initial customer, the tenant for its Helios data-center buildout, and an investment. Around that concentration sit two cloud providers, blockchain partners, and a small cast of rivals.

Editorial illustration for “Galaxy Digital (GLXY) Has One Counterparty Wearing Three Hats”

Supply Chain·August 18, 2026

Insulet’s Abbott connection comes with two hats

Insulet’s filing map links it to Abbott as both a disclosed supplier and sensor partner, while nearly all of its Drug Delivery revenue comes from Amgen.

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Supply Chain·August 18, 2026

Amazon Shows Up Twice in e.l.f. Beauty’s Retail Map

e.l.f. Beauty names four retail customers, one listed supplier, and Amazon in both customer and distributor roles.

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Supply Chain·August 17, 2026

Navitas Has One GaN Wafer Supplier. It Has an End Date.

Navitas Semiconductor's disclosed map runs from one GaN wafer supplier to mass-production customers, fabrication partners, and a crowded competitor set.

Editorial illustration for “Navitas Has One GaN Wafer Supplier. It Has an End Date.”

Supply Chain·August 17, 2026

The J. M. Smucker Company’s Walmart tie is the loudest line on its relationship map

Smucker discloses one customer at 34% of sales, a single-source Folgers packaging supplier, and a handful of corporate ties that reach from coffee counters to pet food.

Editorial illustration for “The J. M. Smucker Company’s Walmart tie is the loudest line on its relationship map”

Supply Chain·August 17, 2026

Universal Display’s Corporate Map Runs Through Merck and LG Display

Universal Display discloses Merck KGaA as a patent seller and OLED-materials competitor, while LG Display is both a customer and commercial partner.

Editorial illustration for “Universal Display’s Corporate Map Runs Through Merck and LG Display”

Supply Chain·August 14, 2026

Crown Castle’s customer map doubles as its landlord map

T-Mobile and AT&T are not just Crown Castle’s biggest disclosed customers. They also sit across its tower leases, partnerships, and future purchase options.

Editorial illustration for “Crown Castle’s customer map doubles as its landlord map”

Supply Chain·August 14, 2026

CrowdStrike’s Amazon tie is doing three jobs at once

CrowdStrike discloses Amazon Web Services as its primary hosting provider, while Amazon also appears in its distribution and partner map.

Editorial illustration for “CrowdStrike’s Amazon tie is doing three jobs at once”

Supply Chain·August 14, 2026

Lennox’s HVAC map runs through both sides of the counter

Lennox names Armstrong as both a supplier and distributor, sells into Carrier and Trane’s orbit, partners with Ariston, and borrows from JPMorgan.

Editorial illustration for “Lennox’s HVAC map runs through both sides of the counter”

Supply Chain·August 13, 2026

Post Holdings’ Grocery Map Runs Through a Few Very Large Doors

Post discloses that a handful of retail and foodservice customers account for major portions of segment sales, while BellRing sits in several places across the relationship map.

Editorial illustration for “Post Holdings’ Grocery Map Runs Through a Few Very Large Doors”

Supply Chain·August 13, 2026

Rush Enterprises’ Revenue Starts With a PACCAR Supply Chain

Rush sells trucks from a long list of manufacturers, but its filing says most revenue came from Peterbilt trucks and PACCAR Parts.

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Supply Chain·August 11, 2026

Cirrus Logic’s Apple Tie Runs Through Its Chip Factories

Cirrus Logic disclosed that Apple accounted for 86% of sales, while GlobalFoundries and TSMC primarily supplied its wafers.

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Supply Chain·August 11, 2026

CoreWeave’s Biggest Customer Is Also Its Cloud Competitor

CoreWeave’s filings draw a map with Microsoft at the center: its largest customer, a named rival, and part of the infrastructure chain behind the business.

Editorial illustration for “CoreWeave’s Biggest Customer Is Also Its Cloud Competitor”

Supply Chain·August 11, 2026

Alaska Air’s Cargo Map Runs Through Amazon

Alaska Air discloses Amazon as both a cargo customer and a counterparty tied to freighter operating costs, while Boeing supplies aircraft and SkyWest supplies regional flying.

Editorial illustration for “Alaska Air’s Cargo Map Runs Through Amazon”

Supply Chain·August 10, 2026

Griffon’s Home Depot Relationship Has Three Different Hats

Home Depot is a customer, a distributor, and a competitor named in Griffon’s filings. The rest of the map is more scattered.

Editorial illustration for “Griffon’s Home Depot Relationship Has Three Different Hats”

Supply Chain·August 10, 2026

Aramark’s biggest distributor is also its longest-running partner

Sysco handled approximately 43% of Aramark’s U.S. and Canadian food and non-food purchases in fiscal 2025. Aramark also names it as a supplier and says the relationship spans more than 40 years.

Editorial illustration for “Aramark’s biggest distributor is also its longest-running partner”

Supply Chain·August 6, 2026

Arista’s Web Runs Through Broadcom and Nvidia, Then Into the Rivals

Arista discloses a compact but crowded dependency map: Broadcom is a key supplier and collaborator, Nvidia is both a component in vertical solutions and a competitor, and manufacturing sits with three outside partners.

Editorial illustration for “Arista’s Web Runs Through Broadcom and Nvidia, Then Into the Rivals”

Supply Chain·August 6, 2026

Veeva’s Supplier Is Also Building a Rival

Veeva buys Salesforce’s platform for Veeva CRM, sells software to major drugmakers, and faces Salesforce alongside a Salesforce-IQVIA partnership.

Editorial illustration for “Veeva’s Supplier Is Also Building a Rival”

Supply Chain·August 6, 2026

SiTime’s disclosed map runs from three foundries to Apple

SiTime names three primary foundries, Apple as its largest end customer, Arrow as a distributor, and a familiar roster of timing-chip competitors.

Editorial illustration for “SiTime’s disclosed map runs from three foundries to Apple”

Supply Chain·August 5, 2026

LandBridge’s business map keeps circling back to WaterBridge

LandBridge names WaterBridge as its supplier, customer, partner, and royalty-paying infrastructure operator.

Editorial illustration for “LandBridge’s business map keeps circling back to WaterBridge”

Supply Chain·August 5, 2026

WaterBridge’s disclosed web runs through Devon and LandBridge

WaterBridge sells to major oil producers, but its clearest disclosed ties are tighter: Devon is a major customer, strategic partner, and 14.4% owner, while LandBridge is both supplier and partner.

Editorial illustration for “WaterBridge’s disclosed web runs through Devon and LandBridge”

Supply Chain·August 4, 2026

AMD (AMD) Has Three Foundries, Two Console Customers, and a Rivalry With Nvidia

AMD’s filings map a business tied to TSMC, GlobalFoundries, Sony, Microsoft, Sanmina, Intel, Nvidia, and a crowded embedded-chip field.

Editorial illustration for “AMD (AMD) Has Three Foundries, Two Console Customers, and a Rivalry With Nvidia”

Supply Chain·August 4, 2026

Take-Two’s Platform Giants Wear Three Hats

Sony and Microsoft appear in Take-Two’s filing as customers, platform manufacturers, partners, and competitors. The company’s five largest customers generated 80.6% of net revenue.

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Supply Chain·August 4, 2026

GoDaddy Inc. (GDDY) keeps circling back to Amazon (AMZN)

GoDaddy’s disclosed relationship map puts Amazon in three lanes: infrastructure supplier, customer relationship, and distribution channel.

Editorial illustration for “GoDaddy Inc. (GDDY) keeps circling back to Amazon (AMZN)”

Supply Chain·August 4, 2026

Amphenol Keeps Showing Up in Vistance Networks’ Filing

Vistance Networks names Amphenol in four different relationship buckets, while Comcast and TD Synnex anchor its customer map.

Editorial illustration for “Amphenol Keeps Showing Up in Vistance Networks’ Filing”

Supply Chain·August 4, 2026

Gilead’s U.S. sales run through three wholesalers

Gilead’s disclosed relationship map is less about a sprawling supplier base than a narrow route to market: three wholesalers have historically handled roughly 90% of its U.S. product sales, while the company builds a separate web of biotech partnerships.

Editorial illustration for “Gilead’s U.S. sales run through three wholesalers”

Supply Chain·August 3, 2026

Who Is Synchrony Financial Actually Tied To?

Synchrony's disclosed map runs through Walmart and PayPal, with Fiserv handling the machinery behind the cards and statements.

Editorial illustration for “Who Is Synchrony Financial Actually Tied To?”

Supply Chain·August 3, 2026

Dolby’s Relationship Map Has One Customer, Two Suppliers and a Lot of Partners

Dolby Laboratories discloses a wide ecosystem around its audio and video standards, but the map is notably heavier on partners and distributors than on named customers.

Editorial illustration for “Dolby’s Relationship Map Has One Customer, Two Suppliers and a Lot of Partners”

Supply Chain·August 3, 2026

Mobileye’s Supplier Map Has Intel in Three Different Seats

Mobileye discloses a network where its owner is also a partner, its former chip supplier was once its sole source, and three Tier 1 customers accounted for 62% of revenue.

Editorial illustration for “Mobileye’s Supplier Map Has Intel in Three Different Seats”

Supply Chain·July 31, 2026

ScanSource (SCSC) says it buys from 500 vendors. Its filings show two names still matter.

ScanSource lists a sprawling supplier roster, then admits Cisco and Zebra together made up more than 10% of FY2025 net sales. Here’s the disclosed web of who supplies, who shows up as a counterparty, and who lent the company new credit.

Editorial illustration for “ScanSource’s supplier list is a mile wide, but two vendors still show up on the balance sheet”

Supply Chain·July 31, 2026

Who Innovative Solutions and Support (ISSC) is actually tied to

Its filings read like a directory of the big primes: Textron and Boeing show up as customers, program partners and program references; JPM fronts a $100m credit line; Honeywell appears as both an acquisition counterparty and a named competitor.

Editorial illustration for “Who Innovative Solutions and Support (ISSC) is actually tied to”
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