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  • 01AI Factory
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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.

106Companies8Segments15Shown
All DC Infra63Power10IPP5Gas8Cooling11Grid15Construction6DC Operator1Other7
Market capAll caps23> $10B15> $100B6
Grid - 15 companiesSorted by market cap
  • GEVGE Vernova Inc.Grid$220.4BNYSE·US›
  • SIE.DESiemens AGGrid$218.5BXETRA·DE›
  • 6501.THitachi, Ltd.Grid$158.3BJPX·JP›
  • ABBN.SWABB LtdGrid$151.6BSIX·CH›
  • ETNEaton Corporation plcGrid$143.3BNYSE·IE›
  • ENR.DESiemens Energy AGGrid$116.6BXETRA·DE›
  • PRY.MIPrysmian S.p.A.Grid$33.6BMIL·IT›
  • HUBBHubbell IncorporatedGrid$23.6BNYSE·US›
  • WRT1V.HEWärtsilä Oyj AbpGrid$18.0BHEL·FI›
  • 010120.KSLS ELECTRIC Co., Ltd.Grid$17.6BKSC·KR›
  • BHEL.NSBharat Heavy Electricals LimitedGrid$14.0BNSE·IN›
  • 600089.SSTBEA Co., Ltd.Grid$13.3BSHH·CN›
  • 298040.KSHyosung Heavy Industries CorporationGrid$13.2BKSC·KR›
  • CGPOWER.NSCG Power and Industrial Solutions LimitedGrid$13.1BNSE·IN›
  • 267260.KSHD Hyundai Electric Co., Ltd.Grid$12.7BKSC·KR›
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