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AI Infrastructure

Models, GPU compute, inference engines, aggregators, and the systems beneath agents.

8 modules · 180 entities

Modules

AI Agent Economy and the White-Collar Labor Market

AI Data Center Physical Stack — Supplier Landscape

AI Inference Engine Landscape

AI Token Supply Chain

Embodied AI (Robotics)

Flux Unfiltered Image Generation

GPU Kernel Optimization

Renting GPU for Inference

Entities

Abnormal Security

Ambience Healthcare

Amkor Technology (AMKR)

Applied Digital (APLD)

Arista Networks (ANET)

ASMPT Limited (0522.HK)

AWS Inferentia 2

Azure OpenAI Service

BE Semiconductor Industries (BESI.AS)

Bloom Energy (BE)

Boyd Corporation (Boyd Thermal)

Broadcom (AVGO)

Caterpillar (CAT)

CleanSpark (CLSK)

Cognition · Devin

Coherent (COHR)

Comfort Systems USA (FIX)

Constellation Energy (CEG)

Core Scientific (CORZ)

Corning Incorporated (GLW)

Digital Realty (DLR)

EMCOR Group (EME)

GE Vernova (GEV)

Google AI Studio

Google DeepMind

Green Revolution Cooling (GRC)

HIVE Digital (HIVE)

Innolight / 中际旭创 (300308.SZ)

Iris Energy (IREN)

Iron Mountain (IRM)

JetCool (a Flex Company)

Keel Infrastructure (formerly Bitfarms) (KEEL)

Kohler / Rehlko

Leopold Aschenbrenner

Lumentum (LITE)

Marvell Technology (MRVL)

Meta Superintelligence Labs (MSL)

Micron Technology (MU)

Microsoft Azure

Microsoft Maia 100/200

Minds (MindShow.fun)

Motivair (by Schneider Electric)

Oracle Cloud (ORCL)

Physical Intelligence

QTS (Blackstone-owned)

Quanta Services (PWR)

Recursive Superintelligence

Riot Platforms (RIOT)

Rolls-Royce Power Systems (mtu)

Safe Superintelligence (SSI)

SambaNova Systems

Samsung Electronics (HBM Division)

Schneider Electric

Solaris Energy Infrastructure (SEI)

Talen Energy (TLN)

Tencent Hy3 (Hunyuan 3.0)