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  • 01AI Factory
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  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

DC Infra & Power

Power generation, grid, electrical, cooling, and data center infrastructure tied to AI deployment.

106Companies8Segments14Shown
All DC Infra14Power4IPP0Gas0Cooling1Grid6Construction1DC Operator0Other2
Market capAll caps106> $10B78> $100B14
14 companiesSorted by market cap
  • CATCaterpillar Inc.Power$454.1BNYSE·US›
  • GEVGE Vernova Inc.Grid$298.2BNYSE·US›
  • SIE.DESiemens AGGrid$240.3BXETRA·DE›
  • ABBN.SWABB LtdGrid$196.0BSIX·CH›
  • SU.PASchneider Electric S.E.Power$186.6BPAR·FR›
  • 2308.TWDelta Electronics, Inc.Power$176.3BTAI·TW›
  • ENR.DESiemens Energy AGGrid$165.8BXETRA·DE›
  • ETNEaton Corporation plcGrid$163.8BNYSE·IE›
  • 6501.THitachi, Ltd.Grid$132.9BJPX·JP›
  • 6981.TMurata Manufacturing Co., Ltd.Other$132.6BJPX·JP›
  • VRTVertiv Holdings CoPower$127.9BNYSE·US›
  • IFX.DEInfineon Technologies AGOther$122.5BXETRA·DE›
  • TTTrane Technologies plcCooling$106.9BNYSE·IE›
  • PWRQuanta Services, Inc.Construction$105.4BNYSE·US›
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