AI Infrastructure Index Score
Composite momentum score across 20 AI infrastructure companies in 8 supply chain categories.
30-Day
+0.0
90-Day
+-12.4
Companies
20
Top Performing Categories
View supply chain →GPUs & Accelerators
2 companies tracked
Utilities
3 companies tracked
Servers & Systems
2 companies tracked
Cooling & Thermal
3 companies tracked
Power Infrastructure
3 companies tracked
Nuclear Energy
2 companies tracked
Water Infrastructure
2 companies tracked
Natural Gas
3 companies tracked
Top Institutional Accumulation
Top Insider Activity
Top Billionaire Accumulation
Recent AI Datacenter Developments
Microsoft announces 3GW+ data center expansion across 5 US states
Constellation Energy signs 20-year nuclear power agreement with second hyperscaler
NVIDIA Blackwell Ultra shipments accelerate; supply tightness eases in H2
Vertiv books record liquid cooling orders driven by AI rack density requirements
Quanta Services awarded $4B grid modernization contract linked to data center corridors
Oklo receives NRC approval to advance first commercial SMR site
Supply Chain Map
Visualize the full AI datacenter ecosystem by category
AI Infrastructure Watchlist
Search and filter all 20 tracked companies with scores
AI Index
Proprietary composite score with trend analysis
AI Infrastructure Intelligence is an educational research tool. All scores are proprietary indicators, not investment advice or recommendations. Institutional, insider, and billionaire data is based on publicly disclosed filings and reported with up to 45-day lag.