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  • 01AI Factory
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  • 04GPU Cloud TCO
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  • 06Power Bottleneck
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  • 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.

106Companies8Segments16Shown
All DC Infra78Power10IPP6Gas7Cooling14Grid16Construction7DC Operator6Other12
Market capAll caps23> $10B16> $100B6
Grid - 16 companiesSorted by market cap
  • GEVGE Vernova Inc.Grid$298.2BNYSE·US›
  • SIE.DESiemens AGGrid$240.3BXETRA·DE›
  • ABBN.SWABB LtdGrid$195.9BSIX·CH›
  • ENR.DESiemens Energy AGGrid$165.8BXETRA·DE›
  • ETNEaton Corporation plcGrid$163.8BNYSE·IE›
  • 6501.THitachi, Ltd.Grid$133.0BJPX·JP›
  • PRY.MIPrysmian S.p.A.Grid$51.4BMIL·IT›
  • HUBBHubbell IncorporatedGrid$27.7BNYSE·US›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$25.4BKSC·KR›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$25.2BKSC·KR›
  • 298040.KSHyosung Heavy Industries CorporationGrid$23.5BKSC·KR›
  • WRT1V.HEWärtsilä Oyj AbpGrid$22.8BHEL·FI›
  • 600089.SSTBEA Co., Ltd.Grid$17.3BSHH·CN›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$16.1BNSE·IN›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$15.4BNSE·IN›
  • POWLPowell Industries, Inc.Grid$10.8BNASDAQ·US›
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