{ "version": 1, "reviewed_at": "2026-09-09T23:31:22Z", "companies": [ { "id": "nextera", "name": "NextEra Energy", "layers": [ "energy" ], "role": "Develops and operates power generation, renewable energy and storage; its utility delivers electricity to customers.", "revenue_metric": "revenue-nextera", "revenue_kind": "annual", "source": "company-nextera", "ir_url": "https://www.investor.nexteraenergy.com/~/media/Files/N/NEE-IR/reports-and-fillings/quarterly-earnings/2025/Q4%202025/2026-0127%20NEEQ42025News%20Release%20vF.pdf", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "ge-vernova", "name": "GE Vernova", "layers": [ "energy" ], "role": "Makes gas turbines, wind equipment and grid systems that expand electricity supply and delivery.", "revenue_metric": "revenue-ge-vernova", "revenue_kind": "annual", "source": "company-ge-vernova", "ir_url": "https://www.gevernova.com/news/articles/ge-vernova-releases-fourth-quarter-full-year-2025-financial-results", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "schneider", "name": "Schneider Electric", "layers": [ "energy", "infrastructure" ], "role": "Supplies power distribution, energy management and automation, connecting the grid to data-center equipment.", "revenue_metric": "revenue-schneider", "revenue_kind": "annual", "source": "company-schneider", "ir_url": "https://www.se.com/ww/en/assets/564/document/528237/release-fy-results-2025.pdf", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "europe" }, { "id": "nvidia", "name": "NVIDIA", "layers": [ "chips", "infrastructure", "models", "applications" ], "role": "Designs GPUs and networking, and develops the software and systems that make accelerated computing usable at scale. Also develops Cosmos world models and Omniverse libraries for simulation, digital twins and physical AI development.", "revenue_metric": "revenue-nvidia", "revenue_kind": "annual", "source": "company-nvidia", "ir_url": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2026", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "role_sources": [ "company-nvidia", "builder-role-nvidia", "physical-omniverse", "physical-cosmos-three" ], "map_offices": [ { "id": "santa-clara", "kind": "office", "name": "NVIDIA corporate office", "source": "map-office-nvidia", "note": "Corporate contact location. NVIDIA also develops Nemotron and other models; this office marker does not locate model training. City-level orientation only; excluded from project and capacity totals.", "location": { "latitude": 37.364621, "longitude": -121.967973, "precision": "place", "label": "Santa Clara, CA, U.S.", "source": "census-map-places", "source_key": "0669084", "reviewed_at": "2026-09-09T07:08:45.433794Z" } } ], "output_metric": "epoch-nvidia-ai-chips-cumulative-yearly" }, { "id": "amd", "name": "AMD", "layers": [ "chips" ], "role": "Designs Instinct accelerators and EPYC server CPUs, giving customers additional compute platforms.", "revenue_metric": "revenue-amd", "revenue_kind": "annual", "source": "company-amd", "ir_url": "https://ir.amd.com/news-events/press-releases/detail/1276/amd-reports-fourth-quarter-and-full-year-2025-financial-results", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "output_metric": "epoch-amd-ai-chips-cumulative-yearly" }, { "id": "broadcom", "name": "Broadcom", "layers": [ "chips", "infrastructure" ], "role": "Designs custom accelerators and networking silicon that connect large AI systems; also sells infrastructure software.", "revenue_metric": "revenue-broadcom", "revenue_kind": "annual", "source": "company-broadcom", "role_sources": [ "broadcom-cpo" ], "ir_url": "https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-fourth-quarter-and-fiscal-year-2025", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "tsmc", "name": "TSMC", "layers": [ "chips" ], "role": "Fabricates customers’ chip designs and provides advanced packaging, turning designs into manufacturable processors.", "revenue_metric": "revenue-tsmc", "revenue_kind": "annual", "source": "company-tsmc", "ir_url": "https://investor.tsmc.com/static/annualReports/2025/english/index.html", "filings_jurisdiction": "TWSE / SEC", "blog_urls": [], "official_lang": "zh-Hant; en", "region_book": "taiwan", "revenue_chart_metric": "revenue-tsmc-reported", "output_metric": "tsmc-cowos-wpm" }, { "id": "samsung", "name": "Samsung Electronics", "layers": [ "chips" ], "role": "Manufactures memory and logic chips, and offers foundry services; HBM supports high-bandwidth accelerator memory.", "revenue_metric": "revenue-samsung", "revenue_kind": "annual", "source": "company-samsung", "ir_url": "https://news.samsung.com/global/samsung-electronics-announces-fourth-quarter-and-fy-2025-results", "filings_jurisdiction": "DART", "blog_urls": [], "official_lang": "ko; en", "region_book": "korea" }, { "id": "intel", "name": "Intel", "layers": [ "chips" ], "role": "Designs processors and operates semiconductor fabs, including a foundry business for external customers.", "revenue_metric": "revenue-intel", "revenue_kind": "annual", "source": "company-intel", "ir_url": "https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-26-000009/q425earningsrelease.htm", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "sk-hynix", "name": "SK hynix", "layers": [ "chips" ], "role": "Manufactures DRAM, NAND and high-bandwidth memory, helping accelerators keep data close to compute.", "revenue_metric": "revenue-sk-hynix", "revenue_kind": "annual", "source": "company-sk-hynix", "ir_url": "https://news.skhynix.com/en/sk-hynix-announces-fy25-financial-results/", "filings_jurisdiction": "DART", "blog_urls": [], "official_lang": "ko; en", "region_book": "korea" }, { "id": "micron", "name": "Micron", "layers": [ "chips" ], "role": "Manufactures DRAM, NAND and HBM; expands the memory and packaging supply that AI systems require.", "revenue_metric": "revenue-micron", "revenue_kind": "annual", "source": "company-micron", "ir_url": "https://investors.micron.com/news/press-release/2025/Micron-Technology-Inc--Reports-Results-for-the-Fourth-Quarter-and-Full-Year-of-Fiscal-2025-09-23-2025/default.aspx", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "asml", "name": "ASML", "layers": [ "chips" ], "role": "Supplies lithography systems that print chip patterns on wafers, enabling foundries to manufacture advanced nodes.", "revenue_metric": "revenue-asml", "revenue_kind": "annual", "source": "company-asml", "ir_url": "https://www.asml.com/en/news/press-releases/2026/q4-2025-financial-results", "filings_jurisdiction": "Netherlands annual accounts / SEC", "blog_urls": [], "official_lang": "en", "region_book": "europe" }, { "id": "vertiv", "name": "Vertiv", "layers": [ "infrastructure" ], "role": "Supplies power and thermal management to keep dense computing systems powered and cooled.", "revenue_metric": "revenue-vertiv", "revenue_kind": "annual", "source": "company-vertiv", "ir_url": "https://investors.vertiv.com/financials/annual-reports/2026-Shareholder-Letter/", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "microsoft", "name": "Microsoft", "layers": [ "infrastructure", "models", "applications" ], "role": "Develops MAI and Phi model families, operates Azure and its model catalog, and delivers Copilot applications and developer tools.", "revenue_metric": "revenue-microsoft", "revenue_kind": "annual", "source": "company-microsoft", "ir_url": "https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "role_sources": [ "company-microsoft", "builder-role-microsoft" ], "map_offices": [ { "id": "redmond", "kind": "office", "name": "Microsoft · corporate office", "source": "map-office-microsoft", "note": "Microsoft identifies its corporate investor-relations office in Redmond. Office context, not a model-training site.", "location": { "latitude": 47.677924, "longitude": -122.115336, "precision": "place", "label": "Redmond, WA, U.S.", "source": "census-map-places", "source_key": "5357535", "reviewed_at": "2026-09-09T07:13:32.706195Z" } } ] }, { "id": "aws", "name": "Amazon Web Services", "layers": [ "infrastructure", "chips", "models" ], "role": "Develops Amazon Nova foundation models, offers third-party models through Bedrock, operates cloud compute and designs Trainium chips.", "revenue_metric": "revenue-aws", "revenue_kind": "annual", "source": "company-aws", "ir_url": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Fourth-Quarter-Results/", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "role_sources": [ "company-aws", "builder-role-aws" ], "map_offices": [ { "id": "seattle", "kind": "headquarters", "name": "Amazon Web Services · corporate headquarters", "source": "map-office-aws", "note": "Amazon identifies Seattle as its principal executive office in its 2025 Form 10-K. This is parent-company headquarters context for AWS/Nova, not a dedicated Nova lab.", "location": { "latitude": 47.619335, "longitude": -122.351538, "precision": "place", "label": "Seattle, WA, U.S.", "source": "census-map-places", "source_key": "5363000", "reviewed_at": "2026-09-09T07:13:32.706195Z" } } ] }, { "id": "alphabet", "name": "Alphabet / Google", "layers": [ "infrastructure", "chips", "models", "applications" ], "role": "Designs TPUs, operates Google Cloud, develops Gemini and integrates AI into consumer and workplace products.", "revenue_metric": "revenue-alphabet", "revenue_kind": "annual", "source": "company-alphabet", "ir_url": "https://www.sec.gov/Archives/edgar/data/1652044/000165204426000018/goog-20251231.htm", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "map_offices": [ { "id": "london", "kind": "office", "name": "Google DeepMind London office", "source": "map-office-deepmind", "note": "Google DeepMind lists London among its research locations; not Alphabet corporate headquarters. City-level orientation only; excluded from project and capacity totals.", "location": { "latitude": 51.50853, "longitude": -0.12574, "precision": "place", "label": "London, GB", "source": "geonames-map", "source_key": "2643743", "reviewed_at": "2026-09-09T07:08:45.433794Z" } } ] }, { "id": "meta", "name": "Meta", "layers": [ "models", "applications", "infrastructure" ], "role": "Develops Llama and Muse models and applies AI to consumer assistants, recommendations and advertising. Develops data-center campuses including Hyperion.", "revenue_metric": "revenue-meta", "revenue_kind": "annual", "source": "company-meta", "ir_url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "role_sources": [ "company-meta", "builder-role-meta", "hyperion-plan-2026" ], "map_offices": [ { "id": "menlo-park", "kind": "headquarters", "name": "Meta · corporate headquarters", "source": "map-office-meta", "note": "Meta identifies Menlo Park as its principal executive office in its 2025 Form 10-K. Training infrastructure is tracked separately.", "location": { "latitude": 37.479731, "longitude": -122.148055, "precision": "place", "label": "Menlo Park, CA, U.S.", "source": "census-map-places", "source_key": "0646870", "reviewed_at": "2026-09-09T07:13:32.706195Z" } } ] }, { "id": "openai", "name": "OpenAI", "layers": [ "models", "applications" ], "role": "Develops frontier models, sells API access and subscriptions, and provides ChatGPT for individual and workplace use.", "revenue_metric": "revenue-openai", "revenue_kind": "run-rate", "source": "company-openai", "ir_url": "https://openai.com/index/a-business-that-scales-with-the-value-of-intelligence/", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "map_offices": [ { "id": "san-francisco", "kind": "headquarters", "name": "OpenAI headquarters", "source": "map-office-openai", "note": "OpenAI identifies its San Francisco headquarters in its September 2 education newsletter. City-level orientation only; excluded from project and capacity totals.", "location": { "latitude": 37.727239, "longitude": -123.032229, "precision": "place", "label": "San Francisco, CA, U.S.", "source": "census-map-places", "source_key": "0667000", "reviewed_at": "2026-09-09T07:08:45.433794Z" } } ] }, { "id": "anthropic", "name": "Anthropic", "layers": [ "models", "applications" ], "role": "Develops Claude models and tools such as Claude Code, supporting API use and enterprise workflows.", "revenue_metric": "revenue-anthropic", "revenue_kind": "run-rate", "source": "company-anthropic", "ir_url": "https://www.anthropic.com/news/series-h", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "map_offices": [ { "id": "san-francisco", "kind": "headquarters", "name": "Anthropic headquarters", "source": "map-office-anthropic", "note": "Anthropic identifies San Francisco as its headquarters in its transparency disclosure. City-level orientation only; excluded from project and capacity totals.", "location": { "latitude": 37.727239, "longitude": -123.032229, "precision": "place", "label": "San Francisco, CA, U.S.", "source": "census-map-places", "source_key": "0667000", "reviewed_at": "2026-09-09T07:08:45.433794Z" } } ] }, { "id": "salesforce", "name": "Salesforce", "layers": [ "applications" ], "role": "Integrates AI agents into customer relationship management, sales and service workflows through Agentforce.", "revenue_metric": "revenue-salesforce", "revenue_kind": "annual", "source": "company-salesforce", "ir_url": "https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Fourth-Quarter-Fiscal-2026-Results/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "palantir", "name": "Palantir", "layers": [ "applications" ], "role": "Connects organizational data to operational workflows and AI applications through its platforms and AIP.", "revenue_metric": "revenue-palantir", "revenue_kind": "annual", "source": "company-palantir", "ir_url": "https://investors.palantir.com/files/2025%20FY%20PLTR%2010-K.pdf", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "marvell", "name": "Marvell", "layers": [ "chips", "infrastructure" ], "role": "Designs custom compute ASICs, optical DSPs, SerDes, switching and storage silicon. Celestial AI adds optical scale-up interconnect technology.", "revenue_metric": "revenue-marvell", "revenue_kind": "annual", "source": "company-marvell", "role_sources": [ "marvell-optics", "marvell-celestial" ], "ir_url": "https://investor.marvell.com/", "filings_jurisdiction": "SEC", "blog_urls": [ "https://www.marvell.com/blogs/co-packaged-optics-for-next-wave-ai-data-centers.html" ], "official_lang": "en", "region_book": "united-states" }, { "id": "credo", "name": "Credo", "layers": [ "chips", "infrastructure" ], "role": "Designs SerDes, optical DSPs and retimers, and supplies active electrical cables that preserve signal quality between high-speed systems.", "revenue_metric": "revenue-credo", "revenue_kind": "annual", "source": "company-credo", "role_sources": [ "credo-dsp" ], "ir_url": "https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Technology-Group-Holding-Ltd-Reports-Fourth-Quarter-and-Fiscal-Year-2026-Financial-Results/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "astera", "name": "Astera Labs", "layers": [ "chips", "infrastructure" ], "role": "Supplies Aries PCIe retimers, Taurus Ethernet cable modules, Leo CXL memory controllers and Scorpio smart fabric switches to connect AI servers.", "revenue_metric": "revenue-astera", "revenue_kind": "annual", "source": "company-astera", "role_sources": [ "company-astera" ], "ir_url": "https://www.asteralabs.com/news/astera-labs-reports-fourth-quarter-and-full-year-2025-financial-results/", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "coherent", "name": "Coherent", "layers": [ "chips", "infrastructure" ], "role": "Makes lasers, photonic devices and optical transceivers; develops optical engines and packaging approaches for co-packaged optics.", "revenue_metric": "revenue-coherent", "revenue_kind": "annual", "source": "company-coherent", "role_sources": [ "coherent-cpo" ], "ir_url": "https://ir.coherent.com/news-releases/news-release-details/coherent-corp-reports-fourth-quarter-and-full-year-fiscal-2026", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "lumentum", "name": "Lumentum", "layers": [ "chips", "infrastructure" ], "role": "Supplies lasers and optical components and systems, including external laser sources for silicon photonics and co-packaged optics.", "revenue_metric": "revenue-lumentum", "revenue_kind": "annual", "source": "company-lumentum", "role_sources": [ "lumentum-cpo" ], "ir_url": "https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Fourth-Quarter-and-Full-Fiscal-Year-2026-Results/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "applied-opto", "name": "Applied Optoelectronics", "layers": [ "chips", "infrastructure" ], "role": "Makes optical networking components and transceiver modules for data centers, alongside cable-broadband networking products.", "revenue_metric": "revenue-applied-opto", "revenue_kind": "annual", "source": "company-applied-opto", "role_sources": [ "company-applied-opto" ], "ir_url": "https://investors.ao-inc.com/node/16676", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "fabrinet", "name": "Fabrinet", "layers": [ "infrastructure" ], "role": "Provides precision optical packaging, assembly and manufacturing services for equipment makers, bringing complex optical designs into production.", "revenue_metric": "revenue-fabrinet", "revenue_kind": "annual", "source": "company-fabrinet", "role_sources": [ "company-fabrinet" ], "ir_url": "https://investor.fabrinet.com/node/13666", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "corning", "name": "Corning", "layers": [ "infrastructure" ], "role": "Makes optical fiber, cable and connectivity for data-center networks; expands domestic manufacturing through long-term customer agreements.", "revenue_metric": "revenue-corning", "revenue_kind": "annual", "source": "company-corning", "role_sources": [ "corning-meta" ], "ir_url": "https://investor.corning.com/news-and-events/news/news-details/2026/Corning-Announces-Outstanding-2025-Financial-Results-1--Upgrades-Springboard-Plan-for-Faster-Sales-Growth-on-Significantly-Enhanced-Financial-Profile/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "amphenol", "name": "Amphenol", "layers": [ "infrastructure" ], "role": "Makes high-speed copper cables, connectors, fiber-optic interconnects and power connections that join servers, boards and racks.", "revenue_metric": "revenue-amphenol", "revenue_kind": "annual", "source": "company-amphenol", "role_sources": [ "amphenol-interconnect" ], "ir_url": "https://investors.amphenol.com/news-and-events/news-details/2026/Amphenol-Reports-Record-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "arista", "name": "Arista Networks", "layers": [ "infrastructure" ], "role": "Builds Ethernet switching platforms and network software for AI and cloud clusters, turning networking silicon into managed systems.", "revenue_metric": "revenue-arista", "revenue_kind": "annual", "source": "company-arista", "role_sources": [ "company-arista" ], "ir_url": "https://investors.arista.com/Communications/Press-Releases-and-Events/Press-Release-Detail/2026/Arista-Networks-Inc--Reports-Fourth-Quarter-and-Year-End-2025-Financial-Results/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "cisco", "name": "Cisco", "layers": [ "chips", "infrastructure" ], "role": "Designs Silicon One networking chips and builds switching systems; its Acacia portfolio supplies coherent optical connectivity.", "revenue_metric": "revenue-cisco", "revenue_kind": "annual", "source": "company-cisco", "role_sources": [ "cisco-silicon", "cisco-optics" ], "ir_url": "https://investor.cisco.com/news/news-details/2026/CISCO-REPORTS-FOURTH-QUARTER-AND-FISCAL-YEAR-2026-EARNINGS/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "celestica", "name": "Celestica", "layers": [ "infrastructure" ], "role": "Designs and manufactures data-center infrastructure and advanced technology systems for customers, supporting hardware production at scale.", "revenue_metric": "revenue-celestica", "revenue_kind": "annual", "source": "company-celestica", "role_sources": [ "company-celestica" ], "ir_url": "https://corporate.celestica.com/news-releases/news-release-details/celestica-announces-fourth-quarter-and-fy-2025-financial-results", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "canada-latam-africa-anz" }, { "id": "eaton", "name": "Eaton", "layers": [ "energy", "infrastructure" ], "role": "Supplies electrical power-management equipment, including transformers, and expands manufacturing for utility, industrial and data-center demand.", "revenue_metric": "revenue-eaton", "revenue_kind": "annual", "source": "company-eaton", "role_sources": [ "eaton-transformers" ], "ir_url": "https://www.eaton.com/sg/en-us/company/news-insights/news-releases/2026/eaton-reports-record-fourth-quarter-2025-results.html", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "quanta", "name": "Quanta Services", "layers": [ "energy", "infrastructure" ], "role": "Builds and maintains electric power and other infrastructure, connecting engineering and skilled construction crews to grid and load growth.", "revenue_metric": "revenue-quanta", "revenue_kind": "annual", "source": "company-quanta", "role_sources": [ "company-quanta" ], "ir_url": "https://investors.quantaservices.com/news-events/press-releases/detail/390/quanta-services-reports-fourth-quarter-and-full-year-2025-results", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "taiwan" }, { "id": "emcor", "name": "EMCOR", "layers": [ "infrastructure" ], "role": "Provides electrical and mechanical construction and building services, supplying the skilled installation and maintenance behind major facilities.", "revenue_metric": "revenue-emcor", "revenue_kind": "annual", "source": "company-emcor", "role_sources": [ "company-emcor" ], "ir_url": "https://emcorgroup.com/investor-relations/press-releases/2026-news/emcor-group-inc-reports-fourth-quarter-and-full-year-2025-results", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "first-solar", "name": "First Solar", "layers": [ "energy" ], "role": "Manufactures thin-film solar modules; domestic plants connect renewable generation supply chains to skilled manufacturing work.", "revenue_metric": "revenue-first-solar", "revenue_kind": "annual", "source": "company-first-solar", "role_sources": [ "firstsolar-louisiana" ], "ir_url": "https://investor.firstsolar.com/financials/quarterly-results/default.aspx?LanguageId=1", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "lightmatter", "name": "Lightmatter", "layers": [ "chips", "infrastructure" ], "role": "Develops Passage photonic interconnects and co-packaged optics. Its March 2026 disclosure describes chiplet sampling, not an installed fleet.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "lightmatter-passage", "role_sources": [ "lightmatter-passage" ], "ir_url": "https://lightmatter.co/press-release/lightmatter-achieves-record-1-6-tbps-per-fiber-to-accelerate-ai-optical-interconnect/", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "ayar", "name": "Ayar Labs", "layers": [ "chips", "infrastructure" ], "role": "Develops TeraPHY optical I/O engines and SuperNova external light sources for optical links near compute chips.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "ayar-optics", "role_sources": [ "ayar-optics" ], "ir_url": "https://ayarlabs.com/products/", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "innolight", "name": "InnoLight", "layers": [ "infrastructure" ], "role": "Supplies high-speed optical transceiver modules that convert electrical data to optical signals for AI and data-center networks.", "revenue_metric": "revenue-innolight-reported", "revenue_kind": "annual", "source": "finance-innolight-consensus-20260907", "role_sources": [ "innolight-modules" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "china" }, { "id": "eoptolink", "name": "Eoptolink", "layers": [ "infrastructure" ], "role": "Designs and manufactures optical transceiver modules, including 1.6T products for AI and cloud networks.", "revenue_metric": "revenue-eoptolink-reported", "revenue_kind": "annual", "source": "finance-eoptolink-consensus-20260907", "role_sources": [ "eoptolink-modules" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "china" }, { "id": "qcells", "name": "Qcells", "layers": [ "energy" ], "role": "Manufactures solar cells and modules, expanding the domestic solar supply chain through its Georgia factories. Part of Hanwha Solutions.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "qcells-cartersville", "role_sources": [ "qcells-cartersville" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "korea" }, { "id": "ciena", "name": "Ciena", "layers": [ "chips", "infrastructure" ], "role": "Develops WaveLogic coherent DSP technology, optical transport and networking systems that connect data centers across distance.", "revenue_metric": "revenue-ciena", "revenue_kind": "annual", "source": "company-ciena", "role_sources": [ "ciena-optics" ], "ir_url": "https://investor.ciena.com/news/news-details/2025/Ciena-Reports-Fiscal-Fourth-Quarter-2025-and-Year-End-Financial-Results-12-11-2025/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "semtech", "name": "Semtech", "layers": [ "chips", "infrastructure" ], "role": "Supplies analog signal-integrity chips: laser drivers and transimpedance amplifiers for optical modules, plus CopperEdge equalizers for electrical links.", "revenue_metric": "revenue-semtech", "revenue_kind": "annual", "source": "company-semtech", "role_sources": [ "semtech-optics" ], "ir_url": "https://www.semtech.com/company/press/announces-fourth-quarter-of-fiscal-year-2026-results", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "macom", "name": "MACOM", "layers": [ "chips", "infrastructure" ], "role": "Makes optical analog chips including laser drivers and transimpedance amplifiers, supporting transmit and receive functions inside optical modules.", "revenue_metric": "revenue-macom", "revenue_kind": "annual", "source": "company-macom", "role_sources": [ "macom-optics" ], "ir_url": "https://ir.macom.com/news-releases/news-release-details/macom-reports-fiscal-fourth-quarter-and-fiscal-year-2025", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "tesla", "name": "Tesla", "layers": [ "chips", "infrastructure", "applications" ], "role": "Develops FSD (Supervised), Robotaxi, Optimus and Cortex; Terafab co-developer. 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Model development, cloud capacity and contracted access are separate activities.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "anthropic-colossus-contract", "role_sources": [ "anthropic-colossus-contract", "builder-role-spacexai" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown", "map_offices": [ { "id": "palo-alto", "kind": "office", "name": "xAI / SpaceXAI · corporate office", "source": "map-office-spacexai", "note": "SpaceXAI lists Palo Alto among its offices. This does not locate Grok training or establish SpaceX corporate headquarters.", "location": { "latitude": 37.39652, "longitude": -122.143088, "precision": "place", "label": "Palo Alto, CA, U.S.", "source": "census-map-places", "source_key": "0655282", "reviewed_at": "2026-09-09T07:13:32.706195Z" } } ] }, { "id": "waymo", "name": "Waymo (Alphabet)", "layers": [ "applications" ], "role": "Operates rider-only ride-hailing. 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Arizona construction supports a future domestic packaging chain; not current output.", "revenue_metric": "revenue-amkor-reported", "revenue_kind": "annual", "source": "finance-amkor-consensus-20260907", "role_sources": [ "amkor-arizona-2025" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "supermicro", "name": "Super Micro Computer", "layers": [ "infrastructure" ], "role": "AI servers, racks and data-center building-block solutions, including liquid cooling. Revenue covers the whole company.", "revenue_metric": "supermicro-annual-revenue", "revenue_kind": "annual", "source": "supermicro-fy2026", "role_sources": [ "supermicro-fy2026" ], "ir_url": "https://ir.supermicro.com/news/news-details/2026/Supermicro-Announces-Fourth-Quarter-and-Full-Fiscal-Year-2026-Financial-Results/default.aspx", "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "constellation", "name": "Constellation Energy", "layers": [ "energy" ], "role": "Nuclear generation and power contracts; Crane restart tied to Microsoft’s power-matching agreement and regulatory approvals.", "revenue_metric": "revenue-constellation-reported", "revenue_kind": "annual", "source": "finance-constellation-consensus-20260907", "role_sources": [ "crane-plan-2024" ], "ir_url": "https://investors.constellationenergy.com/news-releases/news-release-details/constellation-reports-second-quarter-2026-results", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "mlgw", "name": "Memphis Light, Gas and Water", "layers": [ "energy" ], "role": "Local utility distinguishes energized xAI service, new substations and requests requiring TVA approval.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "mlgw-may-2025", "role_sources": [ "mlgw-may-2025" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "tva", "name": "Tennessee Valley Authority", "layers": [ "energy" ], "role": "Regional supplier and transmission approval authority in the MLGW–xAI power path.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "mlgw-may-2025", "role_sources": [ "mlgw-may-2025" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "agility", "name": "Agility Robotics", "layers": [ "applications" ], "role": "Digit humanoids perform tote handling in commercial logistics. Contracts, completed tasks and fleet counts are distinct.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "agility-commercial-2026", "role_sources": [ "agility-commercial-2026" ], "ir_url": "https://www.agilityrobotics.com/content/agility-robotics-to-go-public-through-merger-with-churchill-capital-corp-xi", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "dell", "name": "Dell Technologies", "layers": [ "infrastructure" ], "role": "AI servers, storage, networking and integrated enterprise deployments; rack-scale liquid-cooled architectures. Product support does not prove shipments into a named campus.", "revenue_metric": "revenue-dell-reported", "revenue_kind": "annual", "source": "finance-dell-consensus-20260907", "role_sources": [ "dell-role" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "foxconn", "name": "Foxconn / Hon Hai", "layers": [ "infrastructure" ], "role": "Builds and integrates AI server racks and modular data-center systems. Demonstrated platforms and potential collaborations are not installed customer capacity.", "revenue_metric": "revenue-foxconn-reported", "revenue_kind": "annual", "source": "finance-foxconn-consensus-20260907", "role_sources": [ "foxconn-role" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "taiwan" }, { "id": "quanta-computer", "name": "Quanta Computer / QCT", "layers": [ "infrastructure" ], "role": "QCT supplies server, storage, networking and integrated rack solutions through parent Quanta Computer. Distinct from U.S. electrical contractor Quanta Services.", "revenue_metric": "revenue-quanta-computer-reported", "revenue_kind": "annual", "source": "finance-quanta-computer-consensus-20260907", "role_sources": [ "quanta-computer-role" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "taiwan" }, { "id": "wiwynn", "name": "Wiwynn", "layers": [ "infrastructure" ], "role": "Cloud server and rack integration, including cold-plate liquid cooling and serviceable liquid connections.", "revenue_metric": "revenue-wiwynn-reported", "revenue_kind": "annual", "source": "finance-wiwynn-consensus-20260907", "role_sources": [ "wiwynn-role" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "taiwan" }, { "id": "nvent", "name": "nVent", "layers": [ "infrastructure" ], "role": "Data-center cooling infrastructure, including coolant distribution and heat-exchange systems. Vendor capability is not a named campus contract.", "revenue_metric": "revenue-nvent-reported", "revenue_kind": "annual", "source": "finance-nvent-consensus-20260907", "role_sources": [ "nvent-role" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "coolit", "name": "CoolIT Systems (Ecolab)", "layers": [ "infrastructure" ], "role": "Direct liquid cooling for AI and high-performance computing. The company now identifies itself as part of Ecolab; stand-alone revenue remains unverified here.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "coolit-role", "role_sources": [ "coolit-role" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "canada-latam-africa-anz" }, { "id": "johnson-controls", "name": "Johnson Controls", "layers": [ "infrastructure" ], "role": "Data-center thermal management, building controls, security and fire-protection systems.", "revenue_metric": "revenue-johnson-controls-reported", "revenue_kind": "annual", "source": "finance-johnson-controls-consensus-20260907", "role_sources": [ "johnson-controls-role" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "ercot", "name": "ERCOT", "layers": [ "energy" ], "role": "Texas grid operator; verifies large-load interconnection requests. A queued project is not energized service.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "ercot-queue-review-2026", "role_sources": [ "ercot-queue-review-2026" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "fervo", "name": "Fervo Energy", "layers": [ "energy" ], "role": "Enhanced geothermal developer at Cape Station. Phase I commissioning and Phase II construction remain distinct delivery stages.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "fervo-q2-2026", "role_sources": [ "fervo-q2-2026" ], "ir_url": "https://fervoenergy.gcs-web.com/news-releases/news-release-details/fervo-energy-reports-second-quarter-2026-results", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "cognition", "name": "Cognition", "layers": [ "models", "applications" ], "role": "Agent environment can write, run and test code with developer review. Vendor task-duration heuristics are not measured hours displaced.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "devin-product", "role_sources": [ "devin-product", "windsurf-product" ], "ir_url": "https://docs.devin.ai/get-started/devin-intro", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "unverified", "region_book": "unknown" }, { "id": "openclaw", "name": "OpenClaw (open-source project)", "layers": [ "models", "applications" ], "role": "Self-hosted agent runtime connecting models and tools. Runtime availability and this site’s configured use do not imply widespread adoption or completed research.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "openclaw-product", "role_sources": [ "openclaw-product" ], "ir_url": "https://docs.openclaw.ai/", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "cursor", "name": "Anysphere / Cursor", "layers": [ "models", "applications" ], "role": "Builds editor, CLI and cloud agent harnesses.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "cursor-harness-pricing", "role_sources": [ "cursor-harness-pricing" ], "ir_url": "https://cursor.com/pricing", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "merck", "name": "Merck", "layers": [ "applications" ], "role": "Develops medicines; co-develops intismeran with Moderna. Company trial reports are not approvals.", "revenue_metric": "revenue-merck-reported", "revenue_kind": "annual", "source": "finance-merck-consensus-20260907", "role_sources": [ "merck-interpath001-phase3" ], "ir_url": "https://www.merck.com/investor-relations/", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "moderna", "name": "Moderna", "layers": [ "applications" ], "role": "Develops mRNA medicines and individualized neoantigen therapy with Merck.", "revenue_metric": "revenue-moderna-reported", "revenue_kind": "annual", "source": "finance-moderna-consensus-20260907", "role_sources": [ "merck-interpath001-phase3" ], "ir_url": null, "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "deepseek", "name": "DeepSeek", "layers": [ "models" ], "role": "Publishes model weights and model-specific licenses.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "deepseek-r1-license", "role_sources": [ "deepseek-r1-license" ], "ir_url": "https://github.com/deepseek-ai/DeepSeek-R1", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "zh-Hans; en", "region_book": "china" }, { "id": "alibaba", "name": "Alibaba / Qwen", "layers": [ "models", "infrastructure" ], "role": "Develops Qwen model families and cloud infrastructure.", "revenue_metric": "revenue-alibaba-reported", "revenue_kind": "annual", "source": "finance-alibaba-consensus-20260907", "role_sources": [ "qwen3-32b-license" ], "ir_url": null, "filings_jurisdiction": "HKEX / SEC", "blog_urls": [], "official_lang": "zh-Hans; en", "region_book": "china" }, { "id": "turner", "name": "Turner Construction", "layers": [ "infrastructure" ], "role": "General contractor for Meta Jeffersonville campus; named project scope.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "turner-jeffersonville", "role_sources": [ "turner-jeffersonville" ], "ir_url": "https://www.turnerconstruction.com/insights/turner-construction-company-to-build-hyperscale-data-center-for-meta-in-indiana", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "mortenson", "name": "Mortenson", "layers": [ "infrastructure" ], "role": "Civil, electrical and utility infrastructure for Richland Parish campus.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "mortenson-richland", "role_sources": [ "mortenson-richland" ], "ir_url": "https://www.mortenson.com/projects/richland-parish-data-center", "filings_jurisdiction": "no_public_filings", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "recursion", "name": "Recursion", "layers": [ "applications" ], "role": "Develops computationally informed clinical drug candidates; reported early trial endpoints are not approvals.", "revenue_metric": "revenue-recursion-reported", "revenue_kind": "annual", "source": "finance-recursion-consensus-20260907", "role_sources": [ "recursion-tupelo-dec2025" ], "ir_url": "https://ir.recursion.com/news-releases/news-release-details/positive-phase-1b2-results-ongoing-rec-4881-tupelo-trial-0", "filings_jurisdiction": "SEC", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "isomorphic", "name": "Isomorphic Labs", "layers": [ "applications" ], "role": "Drug-design platform and therapeutic research; platform funding is separate from clinical efficacy.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "isomorphic-may2026", "role_sources": [ "isomorphic-may2026" ], "ir_url": "https://www.isomorphiclabs.com/press/isomorphic-labs-funding", "filings_jurisdiction": "UK annual accounts", "blog_urls": [], "official_lang": "en", "region_book": "europe" }, { "id": "mistral", "name": "Mistral AI", "layers": [ "models" ], "role": "Develops Mistral language, coding, speech and document models; publishes model-specific access and license terms.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-mistral", "role_sources": [ "builder-role-mistral" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown", "map_offices": [ { "id": "paris", "kind": "registered-office", "name": "Mistral AI registered office", "source": "map-office-mistral", "note": "Registered office disclosed in the legal notice; this is not a verified research-campus footprint. City-level orientation only; excluded from project and capacity totals.", "location": { "latitude": 48.85341, "longitude": 2.3488, "precision": "place", "label": "Paris, FR", "source": "geonames-map", "source_key": "2988507", "reviewed_at": "2026-09-09T07:08:45.433794Z" } } ] }, { "id": "cohere", "name": "Cohere", "layers": [ "models" ], "role": "Develops Command generation models, Embed and Rerank retrieval models, and the multilingual Aya family.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-cohere", "role_sources": [ "builder-role-cohere" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown", "map_offices": [ { "id": "toronto", "kind": "co-headquarters", "name": "Cohere co-headquarters", "source": "map-office-cohere", "note": "Cohere identifies Toronto and San Francisco as co-headquarters. City-level orientation only; excluded from project and capacity totals.", "location": { "latitude": 43.70643, "longitude": -79.39864, "precision": "place", "label": "Toronto, Canada", "source": "geonames-map", "source_key": "6167865", "reviewed_at": "2026-09-09T07:08:45.433794Z" } }, { "id": "san-francisco", "kind": "co-headquarters", "name": "Cohere co-headquarters", "source": "map-office-cohere", "note": "Cohere identifies Toronto and San Francisco as co-headquarters. City-level orientation only; excluded from project and capacity totals.", "location": { "latitude": 37.727239, "longitude": -123.032229, "precision": "place", "label": "San Francisco, CA, U.S.", "source": "census-map-places", "source_key": "0667000", "reviewed_at": "2026-09-09T07:08:45.433794Z" } } ] }, { "id": "ibm", "name": "IBM", "layers": [ "models" ], "role": "Develops Granite foundation models for enterprise uses, with model documentation and deployment tooling.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-ibm", "role_sources": [ "builder-role-ibm" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown" }, { "id": "arm", "name": "Arm", "layers": [ "chips" ], "role": "Provides Neoverse CPU designs and compute subsystems used to develop cloud and data-center silicon; distinct from a wafer foundry.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-arm", "role_sources": [ "builder-role-arm" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown" }, { "id": "applied-materials", "name": "Applied Materials", "layers": [ "chips" ], "role": "Supplies materials-engineering equipment used in semiconductor fabrication, enabling manufacturers to build chip structures.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-applied-materials", "role_sources": [ "builder-role-applied-materials" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown" }, { "id": "lam-research", "name": "Lam Research", "layers": [ "chips" ], "role": "Supplies deposition, etch and cleaning equipment for wafer fabrication and advanced packaging processes.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-lam-research", "role_sources": [ "builder-role-lam-research" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown" }, { "id": "synopsys", "name": "Synopsys", "layers": [ "chips" ], "role": "Supplies electronic design automation, verification tools and semiconductor IP for designing and validating chips.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-synopsys", "role_sources": [ "builder-role-synopsys" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown" }, { "id": "cadence", "name": "Cadence Design Systems", "layers": [ "chips" ], "role": "Supplies digital chip-design, implementation and signoff software, supporting the design process before manufacturing.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-cadence", "role_sources": [ "builder-role-cadence" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown" }, { "id": "siemens-energy", "name": "Siemens Energy", "layers": [ "energy" ], "role": "Supplies power-transmission technology including transformers, switchgear, substations and high-voltage AC/DC systems.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-siemens-energy", "role_sources": [ "builder-role-siemens-energy" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "unknown" }, { "id": "moonshot", "name": "Moonshot AI / Kimi", "layers": [ "models" ], "role": "Develops Kimi models and the Kimi assistant for language, reasoning and multimodal tasks.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-moonshot", "role_sources": [ "builder-role-moonshot" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "china" }, { "id": "minimax", "name": "MiniMax", "layers": [ "models" ], "role": "Develops language, speech, music and video models, with model access and AI applications.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-minimax", "role_sources": [ "builder-role-minimax" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "china" }, { "id": "z-ai", "name": "Z.ai", "layers": [ "models" ], "role": "Develops the GLM model family for language, reasoning, coding and multimodal tasks.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "builder-role-z-ai", "role_sources": [ "builder-role-z-ai" ], "ir_url": null, "filings_jurisdiction": "unverified", "blog_urls": [], "official_lang": "en", "region_book": "china" }, { "id": "hugging-face", "name": "Hugging Face", "layers": [ "models", "applications" ], "role": "Maintains the Hub for models, datasets and applications; its research team also develops SmolLM models. 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City-level orientation only; excluded from project and capacity totals.", "location": { "latitude": 47.619335, "longitude": -122.351538, "precision": "place", "label": "Seattle, WA", "source": "census-map-places", "source_key": "5363000", "reviewed_at": "2026-09-09T07:08:45.433794Z" } } ] }, { "id": "holtec", "name": "Holtec International", "layers": [ "energy" ], "role": "Nuclear technology, manufacturing and plant services; operator pursuing the Palisades restart and developer of SMR-300.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-palisades-20260830", "ir_url": null, "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "kairos", "name": "Kairos Power", "layers": [ "energy" ], "role": "Develops fluoride-salt-cooled nuclear reactors through successive demonstration projects, including Hermes and the power-producing Hermes 2.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-hermes2-20260417", "ir_url": null, "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "terrapower", "name": "TerraPower", "layers": [ "energy" ], "role": "Develops the Natrium sodium fast-reactor and storage technology; Kemmerer Unit 1 is its first commercial-scale project.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-natrium-permit-20260304", "ir_url": null, "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "ormat", "name": "Ormat Technologies", "layers": [ "energy" ], "role": "Develops, owns and operates geothermal generation and supplies geothermal equipment; also develops energy storage.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-ormat-google-20260217", "ir_url": "https://investor.ormat.com/", "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "stack-infrastructure", "name": "STACK Infrastructure", "layers": [ "infrastructure" ], "role": "Develops and owns data-center campuses; Amazon identifies STACK as developer and owner of its three planned northwest Louisiana campuses.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-aws-louisiana-20260818", "ir_url": null, "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "xcel-energy", "name": "Xcel Energy", "layers": [ "energy" ], "role": "Utility supplying the planned Pine Island Google campus under a proposed clean-energy contracting structure.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-google-pineisland-20260224", "ir_url": null, "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "form-energy", "name": "Form Energy", "layers": [ "energy" ], "role": "Develops iron-air energy storage; Google identifies its batteries in the planned Minnesota energy package.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-google-pineisland-20260224", "ir_url": null, "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "microchip", "name": "Microchip Technology", "layers": [ "chips", "infrastructure" ], "role": "Provides PCIe/CXL connectivity, Ethernet PHYs, storage controllers and other embedded semiconductors.", "revenue_metric": "revenue-microchip", "revenue_kind": "annual", "source": "astra-finance-microchip-2026", "ir_url": "https://ir.microchip.com/sec-filings/all-sec-filings/content/0000827054-26-000016/mchp-20260331.htm", "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "role_sources": [ "astra-microchip-retimers-20260602", "astra-finance-microchip-2026" ] }, { "id": "samtec", "name": "Samtec", "layers": [ "chips", "infrastructure" ], "role": "Builds connectors, high-speed copper cables and socket systems connecting silicon, boards and optical engines.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-samtec-cpx-20260324", "ir_url": null, "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "seagate", "name": "Seagate Technology", "layers": [ "infrastructure" ], "role": "Makes mass-capacity hard drives used to retain large datasets in cloud and enterprise systems.", "revenue_metric": "revenue-seagate", "revenue_kind": "annual", "source": "astra-finance-seagate-2026", "ir_url": "https://investors.seagate.com/news/news-details/2026/Seagate-Technology-Reports-Fiscal-Fourth-Quarter-and-Fiscal-Year-2026-Financial-Results/default.aspx", "filings_jurisdiction": "unknown", "blog_urls": [], "official_lang": "en", "region_book": "unknown", "role_sources": [ "astra-seagate-mozaic4-20260303", "astra-finance-seagate-2026" ] }, { "id": "rambus", "name": "Rambus", "layers": [ "chips" ], "role": "Develops memory-interface and security IP and chips, including HBM controller IP used in accelerator design.", "revenue_metric": "revenue-rambus", "revenue_kind": "annual", "source": "astra-finance-rambus-2025", "ir_url": "https://www.rambus.com/fourth-quarter-and-fiscal-year-2025-financial-results/", "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "role_sources": [ "astra-rambus-hbm4e-20260304", "astra-finance-rambus-2025" ] }, { "id": "tokyo-electron", "name": "Tokyo Electron", "layers": [ "chips" ], "role": "Supplies semiconductor manufacturing and test equipment, including device probers for advanced packaging.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-tel-prexa-20260416", "ir_url": null, "filings_jurisdiction": "japan", "blog_urls": [], "official_lang": "en", "region_book": "japan" }, { "id": "hitachi-energy", "name": "Hitachi Energy", "layers": [ "energy", "infrastructure" ], "role": "Provides transformers, grid integration and power conversion linking electricity networks with data centers.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-hitachi-800v-20251013", "ir_url": null, "filings_jurisdiction": "europe", "blog_urls": [], "official_lang": "en", "region_book": "europe" }, { "id": "ddn", "name": "DDN", "layers": [ "infrastructure" ], "role": "Builds parallel storage and data-management systems that feed AI training and inference workloads.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-ddn-rubin-20260105", "ir_url": null, "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states" }, { "id": "netapp", "name": "NetApp", "layers": [ "infrastructure" ], "role": "Provides enterprise storage and data-management software used to govern and serve AI datasets.", "revenue_metric": "revenue-netapp", "revenue_kind": "annual", "source": "astra-finance-netapp-2026", "ir_url": "https://investors.netapp.com/news/news-details/2026/NetApp-Reports-Fourth-Quarter-and-Fiscal-Year-2026-Results/default.aspx", "filings_jurisdiction": "United States", "blog_urls": [], "official_lang": "en", "region_book": "united-states", "role_sources": [ "astra-netapp-afx", "astra-finance-netapp-2026" ] }, { "id": "ase", "name": "ASE Technology / Advanced Semiconductor Engineering", "layers": [ "chips" ], "role": "Provides outsourced semiconductor assembly and test, including fan-out and chiplet packaging; ASE, SPIL and USI form related parts of the holding group.", "revenue_metric": null, "revenue_kind": "unavailable", "source": "astra-ase-panel-20260827", "ir_url": null, "filings_jurisdiction": "taiwan", "blog_urls": [], "official_lang": "en", "region_book": "taiwan" } ], "capacity_metrics": [ "tsmc-cowos-wpm", "tsmc-wafer-capacity", "advanced-wafer-capacity", "memory-wafer-capacity" ], "supply_chain": [ { "title": "Design", "role": "Architect the processor and its interconnects.", "companies": [ "nvidia", "amd", "broadcom", "aws", "alphabet", "intel" ], "note": "A chip designer may use an external foundry; cloud operators also design custom chips." }, { "title": "Fabrication", "role": "Pattern and process silicon wafers in fabs.", "companies": [ "tsmc", "samsung", "intel" ], "note": "Foundry process, yield and available production slots matter alongside nameplate capacity." }, { "title": "Memory", "role": "Feed processors with high-bandwidth data.", "companies": [ "sk-hynix", "micron", "samsung" ], "note": "HBM availability and qualification can limit complete accelerator supply." }, { "title": "Packaging", "role": "Connect compute and memory into a working device.", "companies": [ "tsmc" ], "note": "Advanced packaging is a separate production step. Foundry wafer starts do not measure packaging throughput." }, { "title": "Equipment", "role": "Provide the machines that make fabrication possible.", "companies": [ "asml" ], "note": "Lithography supports fabrication; additional equipment, materials and testing suppliers extend this chain." } ], "projects": [ { "company": "tsmc", "title": "Arizona · first fab", "stage": "Operating", "period": "High-volume production began Q4 2024", "detail": "N4 production is a delivered manufacturing milestone.", "source": "tsmc-arizona" }, { "company": "tsmc", "title": "Arizona · second fab", "stage": "Construction milestone", "period": "N3 production targeted H2 2027", "detail": "Fab structure completed in 2025. Production remains a company target.", "source": "tsmc-arizona" }, { "company": "tsmc", "title": "Arizona · third fab", "stage": "Construction milestone", "period": "Production targeted by end of decade", "detail": "Groundbreaking in April 2025; N2 and A16 planned.", "source": "tsmc-arizona" }, { "company": "micron", "title": "New York · memory complex", "stage": "Groundbreaking announced", "period": "Production expected to start in 2030", "detail": "January 2026 groundbreaking announcement; up to four fabs planned, with ramp-up through the 2030s.", "source": "micron-ny-2026" } ], "jobs": [ { "title": "TSMC Arizona", "value": 6000, "precision": "eq", "status": "Expected direct jobs", "period": "First three fabs · future operation", "scope": "Direct high-tech roles. Not a count of current employees or the entire Arizona expansion.", "source": "tsmc-arizona" }, { "title": "Microsoft Wisconsin", "value": 3000, "precision": "gt", "status": "Reported construction workforce", "period": "Daily peak · reported September 2025", "scope": "People on site at the daily construction peak. Temporary construction work, not permanent jobs or job-years.", "source": "msft-wisconsin" }, { "title": "Microsoft Wisconsin", "value": 500, "precision": "eq", "status": "Expected operating jobs", "period": "First facility · once operational", "scope": "Permanent roles expected for the initial facility. A projection from the September 2025 announcement.", "source": "msft-wisconsin" }, { "title": "GE Vernova · U.S. factories", "value": 1500, "precision": "approx", "status": "Expected new jobs", "period": "Two-year plan announced January 2025", "scope": "Factory and engineering roles associated with the announced U.S. investment. Completion not verified here.", "source": "ge-us-jobs-2025" }, { "title": "Micron New York", "value": 50000, "precision": "eq", "status": "Projected regional jobs impact", "period": "Long-term megafab buildout", "scope": "Broad state-level impact claim. This disclosure does not separate direct, indirect and induced jobs; excluded from any total.", "source": "micron-ny-2026" }, { "title": "Microsoft Fairwater · first facility", "value": 550, "precision": "approx", "status": "Reported on-site employment", "period": "June 2026 · first facility operating", "scope": "Company reports nearly 550 full-time employees on site. Employer breakdown is not specified. Earlier construction and hiring plans remain in the history.", "source": "fairwater-operating" }, { "title": "First Solar · Louisiana employees", "value": 700, "precision": "gt", "status": "Reported employment", "period": "November 2025", "scope": "Current direct factory employment in the inauguration release; not the later year-end hiring target.", "source": "firstsolar-louisiana" }, { "title": "Eaton · Jonesville manufacturing jobs", "value": 700, "precision": "eq", "status": "Expected direct jobs", "period": "Hiring planned from 2027", "scope": "Transformer factory hiring plan, not reported employees or construction workers.", "source": "eaton-transformers" }, { "title": "Qcells · Georgia manufacturing workforce", "value": 3800, "precision": "approx", "status": "Expected direct jobs", "period": "June 2026 disclosure", "scope": "Combined Dalton and Cartersville employment expectation, not verified hires.", "source": "qcells-cartersville" } ], "employment": { "period": "August 2026", "geography": "United States", "basis": "Seasonally adjusted monthly payroll change; preliminary release, subject to revision.", "source": "bls-aug-2026", "series": [ { "name": "Construction", "value": 22000 }, { "name": "Manufacturing", "value": 16000 }, { "name": "Information", "value": -23000 } ], "note": "Broad sectors include activity unrelated to AI. These changes do not measure jobs caused or displaced by AI." }, "interpretation": "The evidence supports an expansion of U.S. semiconductor and power-equipment manufacturing, with some production already operating. That is a concrete sign of industrial rebuilding. Project announcements and one month of employment data cannot establish a sustained economy-wide re-industrialization or net jobs attributable to AI.", "gaps": [ "No verified global total of usable AI accelerator capacity is available in this edition.", "Comparable public HBM, advanced-packaging and optical-interconnect shipment series still need research.", "Follow construction through equipment installation, qualification, production and sustained utilization.", "Track realized permanent employment, wages, apprenticeships and local supplier activity over multiple years." ] }