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IDC ATLAS · COMPANY INTELLIGENCE

Companies behind the AI infrastructure buildout

One place for formal disclosures, related analysis and the next checkpoint across the companies Atlas tracks.

Tracked
26
With research
26
Live updates
Syncing
26 companies
BABA

Alibaba

Alibaba Cloud, Qwen model services, proprietary silicon and AI infrastructure spending.

Market
China
Category
E-commerce / cloud
Verified updates
—
Research
2 · 2026-08-03
Next checkpoint
Next earnings release, filing or official announcement
GOOGL

Alphabet

Google Cloud, TPU deployment and AI infrastructure spending.

Market
United States
Category
Cloud / AI
Verified updates
—
Research
4 · 2026-08-27
Next checkpoint
Next earnings release, filing or official announcement
AMZN

Amazon

AWS growth, AI infrastructure spending and free cash flow.

Market
United States
Category
E-commerce / cloud
Verified updates
—
Research
3 · 2026-08-27
Next checkpoint
Next earnings release, filing or official announcement
AMD

AMD

Data-center GPUs, CPUs and AI accelerator competition.

Market
United States
Category
GPU / CPU
Verified updates
—
Research
3 · 2026-08-05
Next checkpoint
Next product, customer-validation or capacity disclosure
300738.SZ

Aofei Data

A-share data-center delivery, liquid cooling and compute services.

Market
China
Category
Data centers / cooling
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next company disclosure, energization or delivery milestone
ARM

Arm Holdings

Server CPU architecture licensing and AI-infrastructure penetration.

Market
United States
Category
Chip IP
Verified updates
—
Research
2 · 2026-08-06
Next checkpoint
Next earnings release, filing or official announcement
688525.SH

Biwin Storage

Tracked through storage products, wafer-level packaging expansion, financing and customer mix.

Market
China
Category
Memory / advanced packaging
Verified updates
—
Research
1 · 2026-08-06
Next checkpoint
Next product, customer-validation or capacity disclosure
688256.SH

Cambricon

Domestic cloud-AI silicon revenue, R&D, customer validation and cash conversion.

Market
China
Category
AI silicon / accelerators
Verified updates
—
Research
2 · 2026-08-01
Next checkpoint
Next earnings release, filing or official announcement
688825.SH

ChangXin Technology

STAR Market DRAM maker tracked through capacity, product mix and equipment exposure.

Market
China
Category
Memory / DRAM
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next product, customer-validation or capacity disclosure
DLR

Digital Realty

Data-center leasing, backlog and Northern Virginia assets.

Market
United States
Category
Colocation / data centers
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next company disclosure, energization or delivery milestone
GDS

GDS Holdings

Data-center REITs, facility delivery and hyperscaler customers.

Market
China
Category
Colocation / data centers
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next company disclosure, energization or delivery milestone
688041.SH

Hygon Information

Domestic CPUs, DCUs and accelerator-software ecosystem progress.

Market
China
Category
CPU / DCU
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next product, customer-validation or capacity disclosure
META

Meta

Hyperion campus, AI training capacity and capital spending.

Market
United States
Category
Social / AI
Verified updates
—
Research
3 · 2026-08-10
Next checkpoint
Next earnings release, filing or official announcement
PRIVATE

MetaX

Domestic GPUs and the MXMACA developer toolchain.

Market
China
Category
GPU / software stack
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next product, customer-validation or capacity disclosure
MU

Micron

DRAM, HBM supply and China substitution risk.

Market
United States
Category
Memory / HBM
Verified updates
—
Research
2 · 2026-08-01
Next checkpoint
Next product, customer-validation or capacity disclosure
MSFT

Microsoft

Azure growth, AI capex and data-center capacity conversion.

Market
United States
Category
Cloud / software
Verified updates
—
Research
3 · 2026-08-06
Next checkpoint
Next earnings release, filing or official announcement
00100.HK

MiniMax

MiniMax models, Open Platform, Token Plan, global AI-native products and inference economics.

Market
China
Category
Foundation models / AI-native products
Verified updates
—
Research
1 · 2026-09-01
Next checkpoint
Next earnings release, filing or official announcement
NVDA

NVIDIA

GPU products, supernodes and AI-factory demand signals.

Market
United States
Category
GPU / networking
Verified updates
—
Research
8 · 2026-08-27
Next checkpoint
Next product, customer-validation or capacity disclosure
PPL

PPL Corporation

Tracked through Pennsylvania data-center load, ESSAs, generation investment and customer protections.

Market
United States
Category
Utility / data-center power
Verified updates
—
Research
2 · 2026-08-05
Next checkpoint
Next company disclosure, energization or delivery milestone
300442.SZ

Range Technology

Large campuses, REIT expansion and AI-compute capacity.

Market
China
Category
Data centers / REIT
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next company disclosure, energization or delivery milestone
RIOT

Riot Platforms

Tracked through Rockdale leasing, AMD deployment, construction finance and data-center revenue conversion.

Market
United States
Category
Digital infrastructure / data centers
Verified updates
—
Research
2 · 2026-08-19
Next checkpoint
Next company disclosure, energization or delivery milestone
603881.SH

Shanghai DataPort

A-share data-center operator tracked for campus delivery, customer orders and compute services.

Market
China
Category
Data centers / compute services
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next company disclosure, energization or delivery milestone
000660.KS

SK hynix

HBM orders, customer agreements and disciplined capacity expansion.

Market
Global
Category
Memory / HBM
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next product, customer-validation or capacity disclosure
VRT

Vertiv

Power, thermal management and manufacturing for high-density AI data centers.

Market
United States
Category
Power / cooling
Verified updates
—
Research
2 · 2026-08-06
Next checkpoint
Next company disclosure, energization or delivery milestone
VNET

VNET Group

Campus-scale IDC orders, rack delivery and compute leases.

Market
China
Category
Colocation / data centers
Verified updates
—
Research
1 · 2026-08-01
Next checkpoint
Next company disclosure, energization or delivery milestone
02513.HK

Z.ai

GLM models, the open platform, domestic-accelerator clusters and production-scale inference.

Market
China
Category
Foundation models / inference infrastructure
Verified updates
—
Research
3 · 2026-09-01
Next checkpoint
Next earnings release, filing or official announcement