Introducing the catalog: every part of an AI data center, and who makes it
This site catalogs the physical AI data center — from the GPU die to the grid interconnection — and the companies behind every piece of it. The current build holds 130 top-level part categories across 11 layers, around 1,200 companies (just under 700 of them with listed equity across 31 exchanges), and about 1,900 part-to-company placements, each tagged with how well it is sourced.
The organizing idea is parts-first. Most supply-chain coverage starts from a company and asks what it sells. We start from the component — a cold plate, an ABF substrate, a 765 kV transformer — and ask who makes it. The same graph read the other way tells you everything a company touches. One table underneath, two directions on top.
What a part page tells you
Take direct-to-chip cold plates: what the part is, where it sits between the lid and TIM and the rack manifold, why AI changed demand for it, and then the table — every company on the part, its role, its ticker and last nightly price, and a confidence tag:
- disclosed — the company or a filing says so, with a source URL on the row
- reported — trade press or a reference-design partner list
- inferred — a placement from our taxonomy seed, not yet cited; a lead, not a fact
Tags never upgrade without a source, and unknown stays blank. There is a lot of blank, and that is deliberate.
A worked example
The slowest component in a gigawatt campus is not silicon — it is the large power transformer at the fence line, with lead times the taxonomy records at 2–4 years:
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| CG Power | manufacturer | public | CGPOWER.NS | 813 INR | -0.5% | inferred | |
| Efacec · unit of Mutares | manufacturer | subsidiary | MUX.DE* | inferred | |||
| GE Vernova | manufacturer | public | GEV | 815 USD | -1.0% | inferred | |
| Hitachi Energy · unit of Hitachi | manufacturer | subsidiary | 6501.T* | disclosed | · source | ||
| Hyosung Heavy | manufacturer | public | 298040.KS | 1877000 KRW | -1.9% | inferred | |
| Hyundai Electric | manufacturer | public | 267260.KS | 470000 KRW | -3.5% | inferred | |
| Končar | manufacturer | public | KOEI.ZG | ⚠ | inferred | ||
| LS Electric | manufacturer | public | 010120.KS | 156900 KRW | -2.2% | inferred | |
| Mitsubishi Electric | manufacturer | public | 6503.T | 4770 JPY | -2.3% | inferred | |
| Prolec GE · unit of Xignux/GEV | manufacturer | subsidiary | inferred | ||||
| Siemens Energy | manufacturer | public | ENR.DE | 119 EUR | -2.0% | disclosed | · source |
| TBEA | manufacturer | public | 600089.SS | 17.65 CNY | +1.9% | inferred | |
| WEG | manufacturer | public | WEGE3.SA | 42.73 BRL | -3.2% | inferred | |
| Delta Star | manufacturer | private | inferred | ||||
| Pennsylvania Transformer | manufacturer | private | disclosed | · source | |||
| SGB-SMIT | manufacturer | private | inferred | ||||
| Toshiba | manufacturer | private | inferred | ||||
| Virginia Transformer | manufacturer | private | inferred |
The same table exists for HBM, the most supply-constrained part in the stack, and for 130 other categories.
Where to start
- The GB300 NVL72 teardown — one rack, walked from the cabinet inward, with the public plays grouped by exchange in the sidebar.
- How it fits together — the power, heat, data and shell chains as linked paths.
- Learn — six plain-language chapters if the industry is new to you.
- The map — where the supply chain lives, toggleable by layer.
- Facilities — real sites like Colossus and Stargate Abilene, with sourced facts and the suppliers reported inside each.
Prices are a nightly snapshot, never real-time; nothing here is investment advice. If we have your company on the wrong part — or missing from the right one — a correction with a public source is the most valuable contribution there is: see sources & method.
Related: HBM, Large power transformers (345–765 kV) & substations, Direct-to-chip cold plates, Nvidia, TSMC, Vertiv