Public markets / Company research
The companies behind the buildout.
Company profiles connect financial disclosures with AI infrastructure demand. Browse the complete directory below, with documented roles and source links.
Financial snapshots reviewed October 6, 2026. Provider stock and news widgets load separately; market data may be delayed.
Project exposure
Connect company research to documented projects.
Explore named company roles, project economics and unresolved financial questions. Project counts are research coverage, not revenue, market share or investment rankings.
Open company exposure view →BX
Blackstone
QTS, AirTrunk, fund ownership and project financing.
Investor research →NBISNebius
AI cloud economics, documented project exposure and catalysts.
Investor research →NVDANVIDIA
Accelerators and networking
Revenue, research & market news →MSFTMicrosoft
Cloud platforms and enterprise AI
Revenue, research & market news →AMZNAmazon
Cloud infrastructure and custom silicon
Revenue, research & market news →GOOGLAlphabet
Cloud services, models and search
Revenue, research & market news →METAMeta
AI infrastructure buyer and advertising platform
Revenue, research & market news →ORCLOracle
Cloud infrastructure capacity
Revenue, research & market news →AVGOBroadcom
Custom accelerators and networking
Revenue, research & market news →DELLDell Technologies
AI servers and systems integration
Revenue, research & market news →GEVGE Vernova
Power generation and grid equipment
Revenue, research & market news →EQIXEquinix
Colocation and interconnection
Revenue, research & market news →DLRDigital Realty
Data-center properties and capacity
Revenue, research & market news →TSMTSMC
Semiconductor manufacturing
Revenue, research & market news →Compare all 100 companies by revenue →
All followed company profiles
163 company records: 162 current independent issuers and the historical Qorvo record, linked to Skyworks. Project connections require documented roles.
163 company records
- ABB LtdSIX:ABBN · Power & electrical infrastructureCompany profile · 1 documented project connections
- ABN AMROEURONEXT:ABN · Capital & financeCompany profile · 1 documented project connections
- AccentureNYSE:ACN · IT servicesCompany profile · 0 documented project connections
- ACS GroupBME:ACS · Construction & engineeringCompany profile · 1 documented project connections
- Adani EnterprisesNSE:ADANIENT · Capital & infrastructureCompany profile · 1 documented project connections
- AdobeNASDAQ:ADBE · Software & dataCompany profile · 0 documented project connections
- AECOMNYSE:ACM · Construction & engineeringCompany profile · 1 documented project connections
- AESNYSE:AES · Data centers & energyCompany profile · 1 documented project connections
- AkamaiNASDAQ:AKAM · Software & dataCompany profile · 0 documented project connections
- Aker ASAOSL:AKER · Capital & financeCompany profile · 1 documented project connections
- Alliant EnergyNASDAQ:LNT · Power & utilitiesCompany profile · 1 documented project connections
- AllianzXETR:ALV · Finance & ownershipCompany profile · 1 documented project connections
- AlphabetNASDAQ:GOOGL · Cloud & platformsCompany profile · 27 documented project connections
- AmazonNASDAQ:AMZN · Cloud & platformsCompany profile · 10 documented project connections
- AMDNASDAQ:AMD · Compute & semiconductorsCompany profile · 0 documented project connections
- American Electric PowerNASDAQ:AEP · Data centers & energyCompany profile · 2 documented project connections
- American TowerNYSE:AMT · Data centers & energyCompany profile · 1 documented project connections
- AmplitudeNASDAQ:AMPL · Software & dataCompany profile · 0 documented project connections
- Analog DevicesNASDAQ:ADI · Compute & semiconductorsCompany profile · 0 documented project connections
- Apollo Global ManagementNYSE:APO · Data centers & energyCompany profile · 1 documented project connections
- AppleNASDAQ:AAPL · Cloud & platformsCompany profile · 1 documented project connections
- Applied DigitalNASDAQ:APLD · Data centers & energyCompany profile · 2 documented project connections
- Applied MaterialsNASDAQ:AMAT · Compute & semiconductorsCompany profile · 0 documented project connections
- Arista NetworksNYSE:ANET · Servers & networkingCompany profile · 0 documented project connections
- ArmNASDAQ:ARM · Compute & semiconductorsCompany profile · 0 documented project connections
- AutodeskNASDAQ:ADSK · Software & dataCompany profile · 0 documented project connections
- BCE / BellTSX:BCE · Cloud & platformsCompany profile · 2 documented project connections
- Berkshire HathawayNYSE:BRK.B · Finance & ownershipCompany profile · 3 documented project connections
- Bharti AirtelNSE:BHARTIARTL · Networks & connectivityCompany profile · 1 documented project connections
- BigBear.aiNYSE:BBAI · Software & dataCompany profile · 0 documented project connections
- Bird ConstructionTSX:BDT · Construction & engineeringCompany profile · 1 documented project connections
- Black Hills CorporationNYSE:BKH · Power & energyCompany profile · 2 documented project connections
- BlackRockNYSE:BLK · Finance & ownershipCompany profile · 4 documented project connections
- BlackstoneNYSE:BX · Finance & ownershipCompany profile · 9 documented project connections
- Bloom EnergyNYSE:BE · Energy & utilitiesCompany profile · 2 documented project connections
- Blue Acquisition — proposed Blockfusion combinationNASDAQ:BACC · Data centers & energyCompany profile · 1 documented project connections
- Blue Owl CapitalNYSE:OWL · Capital & infrastructureCompany profile · 1 documented project connections
- BNP ParibasEURONEXT:BNP · Capital & financeCompany profile · 1 documented project connections
- BroadcomNASDAQ:AVGO · Compute & semiconductorsCompany profile · 0 documented project connections
- Brookfield InfrastructureNYSE:BIP · Finance & ownershipCompany profile · 3 documented project connections
- C3.aiNYSE:AI · Software & dataCompany profile · 0 documented project connections
- CadenceNASDAQ:CDNS · Software & dataCompany profile · 0 documented project connections
- Capital PowerTSX:CPX · Energy & utilitiesCompany profile · 1 documented project connections
- CarrierNYSE:CARR · Power & coolingCompany profile · 0 documented project connections
- CienaNYSE:CIEN · Servers & networkingCompany profile · 0 documented project connections
- CiscoNASDAQ:CSCO · Servers & networkingCompany profile · 0 documented project connections
- CloudflareNYSE:NET · Software & dataCompany profile · 0 documented project connections
- CognizantNASDAQ:CTSH · IT servicesCompany profile · 0 documented project connections
- CoherentNYSE:COHR · Compute & semiconductorsCompany profile · 0 documented project connections
- CommvaultNASDAQ:CVLT · CybersecurityCompany profile · 0 documented project connections
- Constellation EnergyNASDAQ:CEG · Data centers & energyCompany profile · 0 documented project connections
- Core ScientificNASDAQ:CORZ · Data centers & energyCompany profile · 2 documented project connections
- CoreWeaveNASDAQ:CRWV · Cloud & platformsCompany profile · 7 documented project connections
- CrowdStrikeNASDAQ:CRWD · CybersecurityCompany profile · 0 documented project connections
- Crédit AgricoleEURONEXT:ACA · Capital & financeCompany profile · 1 documented project connections
- DatadogNASDAQ:DDOG · Software & dataCompany profile · 0 documented project connections
- Dell TechnologiesNYSE:DELL · Servers & networkingCompany profile · 1 documented project connections
- Digital RealtyNYSE:DLR · Data centers & energyCompany profile · 5 documented project connections
- DigitalOceanNYSE:DOCN · Software & dataCompany profile · 0 documented project connections
- DNB BankOSL:DNB · Capital & financeCompany profile · 1 documented project connections
- Dominion EnergyNYSE:D · Data centers & energyCompany profile · 1 documented project connections
- DTE EnergyNYSE:DTE · Energy & utilitiesCompany profile · 1 documented project connections
- Duke EnergyNYSE:DUK · Data centers & energyCompany profile · 4 documented project connections
- EatonNYSE:ETN · Power & coolingCompany profile · 0 documented project connections
- ElasticNYSE:ESTC · Software & dataCompany profile · 0 documented project connections
- EmersonNYSE:EMR · Power & coolingCompany profile · 0 documented project connections
- EntergyNYSE:ETR · Data centers & energyCompany profile · 4 documented project connections
- EPAM SystemsNYSE:EPAM · IT servicesCompany profile · 0 documented project connections
- EquinixNASDAQ:EQIX · Data centers & energyCompany profile · 17 documented project connections
- Everpure (formerly Pure Storage)NYSE:P · Data storageCompany profile · 1 documented project connections
- ExelonNASDAQ:EXC · Data centers & energyCompany profile · 4 documented project connections
- FastlyNASDAQ:FSLY · Software & dataCompany profile · 0 documented project connections
- FirstEnergyNYSE:FE · Data centers & energyCompany profile · 1 documented project connections
- FortinetNASDAQ:FTNT · CybersecurityCompany profile · 0 documented project connections
- GartnerNYSE:IT · IT servicesCompany profile · 0 documented project connections
- GE VernovaNYSE:GEV · Power & coolingCompany profile · 0 documented project connections
- GlobantNYSE:GLOB · IT servicesCompany profile · 0 documented project connections
- Goldman SachsNYSE:GS · Capital & infrastructureCompany profile · 1 documented project connections
- Goodman GroupASX:GMG · Data centers & real estateCompany profile · 2 documented project connections
- Hewlett Packard EnterpriseNYSE:HPE · Servers & networkingCompany profile · 1 documented project connections
- HOCHTIEFXETR:HOT · Construction & engineeringCompany profile · 1 documented project connections
- HPNYSE:HPQ · Servers & networkingCompany profile · 0 documented project connections
- HSBCLSE:HSBA · Capital & financeCompany profile · 1 documented project connections
- HubbellNYSE:HUBB · Power & coolingCompany profile · 0 documented project connections
- IBMNYSE:IBM · Cloud & platformsCompany profile · 0 documented project connections
- IDACORPNYSE:IDA · Power & energyCompany profile · 1 documented project connections
- InfratilNZX:IFT · Finance & ownershipCompany profile · 1 documented project connections
- IntelNASDAQ:INTC · Compute & semiconductorsCompany profile · 1 documented project connections
- IntuitNASDAQ:INTU · Software & dataCompany profile · 0 documented project connections
- IRENNASDAQ:IREN · Data centers & energyCompany profile · 2 documented project connections
- Iron MountainNYSE:IRM · Data centers & energyCompany profile · 0 documented project connections
- Johnson ControlsNYSE:JCI · Power & coolingCompany profile · 1 documented project connections
- JPMorgan ChaseNYSE:JPM · Data centers & energyCompany profile · 1 documented project connections
- KKRNYSE:KKR · Finance & ownershipCompany profile · 4 documented project connections
- KLANASDAQ:KLAC · Compute & semiconductorsCompany profile · 0 documented project connections
- Lam ResearchNASDAQ:LRCX · Compute & semiconductorsCompany profile · 0 documented project connections
- LumentumNASDAQ:LITE · Compute & semiconductorsCompany profile · 0 documented project connections
- MarvellNASDAQ:MRVL · Compute & semiconductorsCompany profile · 0 documented project connections
- Mega Or HoldingsTASE:MGOR · Data centers & real estateCompany profile · 1 documented project connections
- MegaportASX:MP1 · Networks & connectivityCompany profile · 2 documented project connections
- MetaNASDAQ:META · Cloud & platformsCompany profile · 30 documented project connections
- Microchip TechnologyNASDAQ:MCHP · Compute & semiconductorsCompany profile · 0 documented project connections
- MicronNASDAQ:MU · Compute & semiconductorsCompany profile · 0 documented project connections
- MicrosoftNASDAQ:MSFT · Cloud & platformsCompany profile · 15 documented project connections
- MKS InstrumentsNASDAQ:MKSI · Compute & semiconductorsCompany profile · 0 documented project connections
- MongoDBNASDAQ:MDB · Software & dataCompany profile · 0 documented project connections
- Monolithic Power SystemsNASDAQ:MPWR · Compute & semiconductorsCompany profile · 0 documented project connections
- MUFGNYSE:MUFG · Finance & ownershipCompany profile · 2 documented project connections
- NebiusNASDAQ:NBIS · Cloud & platformsCompany profile · 5 documented project connections
- NextEra EnergyNYSE:NEE · Energy & utilitiesCompany profile · 2 documented project connections
- NordeaOMXHEX:NDA_FI · Capital & financeCompany profile · 1 documented project connections
- NRG EnergyNYSE:NRG · Data centers & energyCompany profile · 0 documented project connections
- NutanixNASDAQ:NTNX · Software & dataCompany profile · 0 documented project connections
- NVIDIANASDAQ:NVDA · Compute & semiconductorsCompany profile · 14 documented project connections
- NXP SemiconductorsNASDAQ:NXPI · Compute & semiconductorsCompany profile · 0 documented project connections
- OGE EnergyNYSE:OGE · Data centers & energyCompany profile · 1 documented project connections
- OktaNASDAQ:OKTA · CybersecurityCompany profile · 0 documented project connections
- onsemiNASDAQ:ON · Compute & semiconductorsCompany profile · 0 documented project connections
- OracleNYSE:ORCL · Cloud & platformsCompany profile · 4 documented project connections
- PalantirNASDAQ:PLTR · Software & dataCompany profile · 0 documented project connections
- Palo Alto NetworksNASDAQ:PANW · CybersecurityCompany profile · 0 documented project connections
- Pinnacle WestNYSE:PNW · Data centers & energyCompany profile · 1 documented project connections
- Plug PowerNASDAQ:PLUG · Data centers & energyCompany profile · 1 documented project connections
- PPL CorporationNYSE:PPL · Energy & utilitiesCompany profile · 1 documented project connections
- Principal Financial GroupNASDAQ:PFG · Data centers & energyCompany profile · 1 documented project connections
- PTCNASDAQ:PTC · Software & dataCompany profile · 0 documented project connections
- Pátria Investments / OmniaNASDAQ:PAX · Data centers & energyCompany profile · 1 documented project connections
- QorvoNASDAQ:QRVO · Compute & semiconductorsHistorical issuer · successor SWKS · 0 documented project connections
- QualcommNASDAQ:QCOM · Compute & semiconductorsCompany profile · 0 documented project connections
- Quanta ServicesNYSE:PWR · Power & coolingCompany profile · 0 documented project connections
- Reliance IndustriesNSE:RELIANCE · Capital & infrastructureCompany profile · 1 documented project connections
- Rockwell AutomationNYSE:ROK · Power & coolingCompany profile · 0 documented project connections
- RubrikNYSE:RBRK · CybersecurityCompany profile · 0 documented project connections
- SalesforceNYSE:CRM · Software & dataCompany profile · 0 documented project connections
- SamsaraNYSE:IOT · Software & dataCompany profile · 0 documented project connections
- SEBOMXSTO:SEB_A · Capital & financeCompany profile · 1 documented project connections
- SentinelOneNYSE:S · CybersecurityCompany profile · 0 documented project connections
- ServiceNowNYSE:NOW · Software & dataCompany profile · 0 documented project connections
- ShellLSE:SHEL · Energy & utilitiesCompany profile · 1 documented project connections
- SK TelecomNYSE:SKM · Networks & connectivityCompany profile · 1 documented project connections
- Skyworks SolutionsNASDAQ:SWKS · Compute & semiconductorsCompany profile · 0 documented project connections
- SnowflakeNYSE:SNOW · Software & dataCompany profile · 0 documented project connections
- SoftBank GroupTSE:9984 · Finance & ownershipCompany profile · 2 documented project connections
- SoundHound AINASDAQ:SOUN · Software & dataCompany profile · 0 documented project connections
- Southern CompanyNYSE:SO · Data centers & energyCompany profile · 2 documented project connections
- Standard CharteredLSE:STAN · Finance & ownershipCompany profile · 1 documented project connections
- Super Micro ComputerNASDAQ:SMCI · Servers & networkingCompany profile · 0 documented project connections
- SynopsysNASDAQ:SNPS · Software & dataCompany profile · 0 documented project connections
- Talen EnergyNASDAQ:TLN · Energy & utilitiesCompany profile · 1 documented project connections
- TeradyneNASDAQ:TER · Compute & semiconductorsCompany profile · 0 documented project connections
- TeslaNASDAQ:TSLA · Cloud & platformsCompany profile · 1 documented project connections
- Texas InstrumentsNASDAQ:TXN · Compute & semiconductorsCompany profile · 0 documented project connections
- Trane TechnologiesNYSE:TT · Power & coolingCompany profile · 0 documented project connections
- TSMCNYSE:TSM · Compute & semiconductorsCompany profile · 1 documented project connections
- Tyler TechnologiesNYSE:TYL · Software & dataCompany profile · 0 documented project connections
- UiPathNYSE:PATH · Software & dataCompany profile · 0 documented project connections
- VeritoneNASDAQ:VERI · Software & dataCompany profile · 0 documented project connections
- VertivNYSE:VRT · Power & coolingCompany profile · 0 documented project connections
- VistraNYSE:VST · Data centers & energyCompany profile · 0 documented project connections
- VoltaliaEURONEXT:VLTSA · Data centers & energyCompany profile · 1 documented project connections
- WEC Energy GroupNYSE:WEC · Energy & utilitiesCompany profile · 1 documented project connections
- Xcel EnergyNASDAQ:XEL · Energy & utilitiesCompany profile · 5 documented project connections
- ZscalerNASDAQ:ZS · CybersecurityCompany profile · 0 documented project connections
The separate annual-revenue comparison uses its own financial coverage and reporting periods.
India and South Korea project research
Reliance Industries: Jamnagar project exposure · SK Telecom: Ulsan project exposure