Live AI Infrastructure Intelligence

Track the AIInfrastructure Buildout

The AI supply chain, mapped. From silicon wafers to cloud infrastructure — follow every company, every connection, every layer in real time.

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469+
Companies mapped
15+
Countries
10
Stack layers
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Intel updates
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NVIDIATSMCMicrosoftGoogleAmazonMetaAppleAMDIntelArmEquinixDigital RealtyCoreWeavexAIAnthropicDeepMindOpenAIBroadcomMarvellLam ResearchASMLApplied MaterialsVertivEatonNVIDIATSMCMicrosoftGoogleAmazonMetaAppleAMDIntelArmEquinixDigital RealtyCoreWeavexAIAnthropicDeepMindOpenAIBroadcomMarvellLam ResearchASMLApplied MaterialsVertivEaton
Live Feed

AI Infrastructure
Breaking Now

We scan 8 industry topics in real-time — data centers, chips, power, cables, nuclear, and more.

LiveAI Infrastructure & Data Centers
Public Contracts

AI Infrastructure
Deal Room

Source-backed agreements, filings, permits, and disclosed partnerships behind the AI buildout — labeled by how much of the actual contract trail is public.

Deal alerts included with Pro

When Rotating Data publishes a new Deal Room entry, Pro members receive an email notification with the key terms and source trail. Every alert includes an unsubscribe link.

5
Disclosure levels tracked
Live
Deal tape curation
Federal Pacific + Bloom Energy

Federal Pacific lands Bloom Energy AI data-center switchgear order

Press release only
Deal type
Medium-voltage switchgear / engineering services contract
Scale
Large multi-phase AI data-center project; largest single order in Federal Pacific history

Turns the AI power bottleneck into a concrete electrical-equipment order, with Bloom’s AI data-center power stack pulling medium-voltage switchgear, engineering services, and domestic manufacturing capacity.

Related map layer
Power + electrical equipment + data centers
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Tower Semiconductor + unnamed largest SiPho customers

Tower books $1.3B silicon-photonics contracts for AI connectivity

Press release only
Deal type
Silicon-photonics customer contracts / capacity reservation
Scale
$1.3B of 2027 SiPho revenue contracted; $290M in customer prepayments received

Makes optical connectivity a contracted AI-infrastructure bottleneck, with customers prepaying to reserve silicon-photonics capacity for next-generation AI data-center networking.

Related map layer
Networking + chips + optical connectivity
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Coverage

Every Layer of the Stack

From substation to satellite — every company, every connection, mapped and linked.

⚡
Power
Utilities, nuclear, natural gas
❄️
Cooling
Liquid cooling, immersion, HVAC
🧠
Chips
GPUs, TPUs, custom silicon
🖥️
Servers
Racks, compute hardware
🏢
Data Centers
REITs, hyperscalers, colo
🌐
Networking
Switches, fiber, interconnects
🔌
Power Infra
UPS, transformers, substations
🔧
Equipment
Lithography, etch, deposition tools
⛏️
Materials
Silicon wafers, specialty gases
🛸
Orbital
Space-based compute & data centers
Platform

One Map, the Whole Stack

🌐

Interactive Globe

Explore the AI supply chain in 3D. Fly between companies, follow connections across the globe, and see the entire ecosystem as a living network.

🎯

Researcher Signals

Track 24+ key voices in AI — from Jensen Huang to Sam Altman. Every podcast, earnings call, and interview, surfaced for what it signals next.

💎

Full Coverage

The free tier covers the majors. Go deeper to unlock emerging suppliers, under-the-radar players, and the full depth of the supply chain.

Intelligence

Researcher Intelligence

We track 24+ key voices in AI — from Jensen to Altman. Every podcast, earnings call, tweet — parsed for what matters.

Sam AltmanJensen HuangElon MuskDario AmodeiLisa SuSatya NadellaMark Zuckerberg+17 more
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