Sources & method

What this site is

A parts-first catalog of the AI data center supply chain. The unit of the site is the physical component — a cold plate, an ABF substrate, a 765 kV transformer — and companies hang off parts through a single many-to-many table. Every page you see is a query over that table.

Where the data comes from

The seed is a hand-drafted taxonomy (v0.1, drafted 2026-08-27) of 11 layers, 130 part categories and roughly 1,000 companies, compiled from public knowledge: OCP specifications and contributor lists, vendor product catalogs, exchange filings, earnings transcripts, and trade press. Placements are then verified over time against primary sources. Nightly jobs add price snapshots, news, Taiwan monthly-revenue filings and SEC customer-concentration disclosures.

The confidence system

• disclosed — the company or a regulatory filing says so. A source URL is attached to the row.
• reported — from trade press or a reference-design partner list, not a company disclosure.
• inferred — a placement from the taxonomy seed without a citation yet. Treat it as a lead.

Tags are never upgraded without a source, and the site renders them with those words. Share estimates, quantities and lead times appear only when a source URL sits in the row; unknown stays blank.

Prices

Prices, day changes and market caps come from a nightly snapshot (currently via Yahoo Finance data), shown in the listing currency with the snapshot timestamp. Failed fetches keep the previous value and are visibly marked stale. Nothing here is real-time, investment advice, or an endorsement; this site has no affiliation with any listed company.

Taxonomy version

Current: v0.1. The taxonomy file is read-only; all corrections flow through an overrides layer so re-imports never silently undo a fix.

Report an error

Corrections are welcome — a public repository for direct edits is being set up; until then, use the contact on the status page.

Machine-readable access

Every part and company page has a .md twin (append .md to the URL) and a JSON mirror under /api/. The whole catalog is downloadable as SQLite, and llms.txt describes the stable IDs.