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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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Industry

DC Infra & Power

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

106Companies8Segments7Shown
All DC Infra106Power10IPP7Gas12Cooling17Grid23Construction8DC Operator8Other21
Market capAll caps7> $10B6> $100B0
IPP - 7 companiesSorted by market cap
  • CEGConstellation Energy CorporationIPP$98.4BNASDAQ·US›
  • VSTVistra Corp.IPP$55.2BNYSE·US›
  • NRGNRG Energy, Inc.IPP$28.5BNYSE·US›
  • TLNTalen Energy CorporationIPP$19.8BNASDAQ·US›
  • BEPBrookfield Renewable Partners L.P.IPP$10.7BNYSE·BM›
  • AESThe AES CorporationIPP$10.4BNYSE·US›
  • CWENClearway Energy, Inc.IPP$7.7BNYSE·US›
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