Alibaba
Alibaba Cloud, Qwen model services, proprietary silicon and AI infrastructure spending.
- Market
- China
- Category
- E-commerce / cloud
- Company updates
- —
- Research
- 2 · 2026-08-03
- What to watch
- Earnings, business outlook and major transactions
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- —
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IDC ATLAS · COMPANY INTELLIGENCE
AI infrastructure companies
Company results, business developments and research on the drivers of revenue and earnings.
- Tracked
- 31
- With research
- 31
- Company updates
- Loading
Alphabet
Google Cloud, TPU deployment and AI infrastructure spending.
- Market
- United States
- Category
- Cloud / AI
- Company updates
- —
- Research
- 3 · 2026-08-06
- What to watch
- Earnings, business outlook and major transactions
Amazon
AWS growth, AI infrastructure spending and free cash flow.
- Market
- United States
- Category
- E-commerce / cloud
- Company updates
- —
- Research
- 4 · 2026-10-12
- What to watch
- Earnings, business outlook and major transactions
AMD
Data-center GPUs, CPUs and AI accelerator competition.
- Market
- United States
- Category
- GPU / CPU
- Company updates
- —
- Research
- 3 · 2026-10-03
- What to watch
- New products, customer adoption and production capacity
Anthropic
Claude commercialization, compute purchasing, enterprise agents and contractual cash flows.
- Market
- United States
- Category
- Foundation models / enterprise agents
- Company updates
- —
- Research
- 6 · 2026-10-03
- What to watch
- Earnings, business outlook and major transactions
Aofei Data
A-share data-center delivery, liquid cooling and compute services.
- Market
- China
- Category
- Data centers / cooling
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- Power availability, project delivery and customer contracts
Arm Holdings
Server CPU architecture licensing and AI-infrastructure penetration.
- Market
- United States
- Category
- Chip IP
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- Earnings, business outlook and major transactions
Biwin Storage
Tracked through storage products, wafer-level packaging expansion, financing and customer mix.
- Market
- China
- Category
- Memory / advanced packaging
- Company updates
- —
- Research
- 1 · 2026-08-06
- What to watch
- New products, customer adoption and production capacity
Broadcom
AI custom accelerators, networking and infrastructure software: growth, margins and cash generation.
- Market
- United States
- Category
- Custom silicon / networking
- Company updates
- —
- Research
- 2 · 2026-09-08
- What to watch
- Earnings, business outlook and major transactions
Cambricon
Domestic cloud-AI silicon revenue, R&D, customer validation and cash conversion.
- Market
- China
- Category
- AI silicon / accelerators
- Company updates
- —
- Research
- 2 · 2026-08-01
- What to watch
- Earnings, business outlook and major transactions
ChangXin Technology
STAR Market DRAM maker tracked through capacity, product mix and equipment exposure.
- Market
- China
- Category
- Memory / DRAM
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- New products, customer adoption and production capacity
Ciena
Coherent inter-data-center transport, line systems, cloud purchasing and network delivery.
- Market
- United States
- Category
- Coherent networking / DCI
- Company updates
- —
- Research
- 1 · 2026-09-10
- What to watch
- Earnings, business outlook and major transactions
Digital Realty
Data-center leasing, backlog and Northern Virginia assets.
- Market
- United States
- Category
- Colocation / data centers
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- Power availability, project delivery and customer contracts
GDS Holdings
Data-center REITs, facility delivery and hyperscaler customers.
- Market
- China
- Category
- Colocation / data centers
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- Power availability, project delivery and customer contracts
Hut 8
AI campus development, long-term leases, project debt and cash waterfalls.
- Market
- United States
- Category
- Data centers / project finance
- Company updates
- —
- Research
- 1 · 2026-09-09
- What to watch
- Earnings, business outlook and major transactions
Hygon Information
Domestic CPUs, DCUs and accelerator-software ecosystem progress.
- Market
- China
- Category
- CPU / DCU
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- New products, customer adoption and production capacity
Meta
Hyperion campus, AI training capacity and capital spending.
- Market
- United States
- Category
- Social / AI
- Company updates
- —
- Research
- 2 · 2026-08-10
- What to watch
- Earnings, business outlook and major transactions
MetaX
Domestic GPUs and the MXMACA developer toolchain.
- Market
- China
- Category
- GPU / software stack
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- New products, customer adoption and production capacity
Micron
DRAM, HBM supply and China substitution risk.
- Market
- United States
- Category
- Memory / HBM
- Company updates
- —
- Research
- 2 · 2026-08-01
- What to watch
- New products, customer adoption and production capacity
Microsoft
Azure growth, AI capex and data-center capacity conversion.
- Market
- United States
- Category
- Cloud / software
- Company updates
- —
- Research
- 3 · 2026-08-06
- What to watch
- Earnings, business outlook and major transactions
MiniMax
MiniMax models, Open Platform, Token Plan, global AI-native products and inference economics.
- Market
- China
- Category
- Foundation models / AI-native products
- Company updates
- —
- Research
- 1 · 2026-09-01
- What to watch
- Earnings, business outlook and major transactions
NVIDIA
GPU products, supernodes and AI-factory demand signals.
- Market
- United States
- Category
- GPU / networking
- Company updates
- —
- Research
- 12 · 2026-10-12
- What to watch
- New products, customer adoption and production capacity
OpenAI
GPT, ChatGPT and Codex: enterprise delivery economics and infrastructure demand.
- Market
- United States
- Category
- Foundation models / enterprise agents
- Company updates
- —
- Research
- 3 · 2026-10-03
- What to watch
- Earnings, business outlook and major transactions
PPL Corporation
Tracked through Pennsylvania data-center load, ESSAs, generation investment and customer protections.
- Market
- United States
- Category
- Utility / data-center power
- Company updates
- —
- Research
- 2 · 2026-08-05
- What to watch
- Power availability, project delivery and customer contracts
Range Technology
Large campuses, REIT expansion and AI-compute capacity.
- Market
- China
- Category
- Data centers / REIT
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- Power availability, project delivery and customer contracts
Riot Platforms
Tracked through Rockdale leasing, AMD deployment, construction finance and data-center revenue conversion.
- Market
- United States
- Category
- Digital infrastructure / data centers
- Company updates
- —
- Research
- 2 · 2026-08-19
- What to watch
- Power availability, project delivery and customer contracts
Shanghai DataPort
A-share data-center operator tracked for campus delivery, customer orders and compute services.
- Market
- China
- Category
- Data centers / compute services
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- Power availability, project delivery and customer contracts
SK hynix
HBM orders, customer agreements and disciplined capacity expansion.
- Market
- Global
- Category
- Memory / HBM
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- New products, customer adoption and production capacity
Vertiv
Power, thermal management and manufacturing for high-density AI data centers.
- Market
- United States
- Category
- Power / cooling
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- Power availability, project delivery and customer contracts
VNET Group
Campus-scale IDC orders, rack delivery and compute leases.
- Market
- China
- Category
- Colocation / data centers
- Company updates
- —
- Research
- 1 · 2026-08-01
- What to watch
- Power availability, project delivery and customer contracts
Z.ai
GLM models, the open platform, domestic-accelerator clusters and production-scale inference.
- Market
- China
- Category
- Foundation models / inference infrastructure
- Company updates
- —
- Research
- 3 · 2026-09-01
- What to watch
- Earnings, business outlook and major transactions