Database section · 165 companies
Companies
Every layer of the ecosystem — designers, foundries, memory, equipment, servers, networking, power, cooling, data centers, clouds, labs and the capital behind them.
Field notes
One hundred sixty-five companies, and almost every one is a chokepoint somebody worries about. Browse by layer and notice how often the answer to 'who else makes this?' is nobody — that concentration is the single most important fact about this industry.
Start with these three
TSMC
Where nearly everything on this site is physically made.
ASML
A literal monopoly at the very bottom of the stack.
NVIDIA
The company the whole build-out is denominated in.
Power & Electrical
16
AB
ABBSwiss electrification giant supplying medium-voltage gear to hyperscale sites.
BE
Bloom EnergyFuel cells as bridge power for grid-constrained AI sites.
CaterpillarGensets and gas engines — plus the machines digging the sites.
CumminsBackup generators — every hall's insurance policy.
DE
Delta ElectronicsPower supplies and cooling for a huge share of the world's AI racks.
EA
EatonSwitchgear, UPS and busway — the electrical spine of every data hall.
GV
GE VernovaAmerica's turbine and grid champion — sold out of gas turbines into the 2030s.
HE
Hitachi EnergyThe world's largest transformer maker — the grid's longest lead-time item.
InfineonPower semiconductors from grid to GPU — partner on NVIDIA's 800V architecture.
MH
Mitsubishi Heavy IndustriesThe third member of the gas-turbine oligopoly feeding AI campuses.
MP
Monolithic Power SystemsThe voltage regulators feeding each GPU its thousand amps.
NS
Navitas SemiconductorGaN power chips named into NVIDIA's next-gen power designs.
Rolls-RoyceBackup power today, small modular reactors tomorrow.
SE
Schneider ElectricPower distribution plus cooling (Motivair) — a full data-center electrical stack.
SE
Siemens EnergyGas turbines and grid equipment — order books stretched by AI power demand.
ON
onsemiSilicon-carbide and power chips pushing into data-center supply units.
CaterpillarGensets and gas engines — plus the machines digging the sites.
CumminsBackup generators — every hall's insurance policy.
DE
Delta ElectronicsPower supplies and cooling for a huge share of the world's AI racks.
EA
EatonSwitchgear, UPS and busway — the electrical spine of every data hall.
GV
GE VernovaAmerica's turbine and grid champion — sold out of gas turbines into the 2030s.
HE
Hitachi EnergyThe world's largest transformer maker — the grid's longest lead-time item.
InfineonPower semiconductors from grid to GPU — partner on NVIDIA's 800V architecture.
MH
Mitsubishi Heavy IndustriesThe third member of the gas-turbine oligopoly feeding AI campuses.
MP
Monolithic Power SystemsThe voltage regulators feeding each GPU its thousand amps.
NS
Navitas SemiconductorGaN power chips named into NVIDIA's next-gen power designs.
Rolls-RoyceBackup power today, small modular reactors tomorrow.
SE
Schneider ElectricPower distribution plus cooling (Motivair) — a full data-center electrical stack.
SE
Siemens EnergyGas turbines and grid equipment — order books stretched by AI power demand.
ON
onsemiSilicon-carbide and power chips pushing into data-center supply units.
Public companies link through to the Stocks page. Download: companies.csv