The power build-out behind the AI boom
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Companies in this chain
AI datacenters and electrification are colliding with a grid that took decades to build. This map shows where the power-build dollar has already landed — each layer's and each company's share of the revenue the chain captures today, weighted by how much of that business depends on the build-out. Descriptive, not a forecast.
How this map is built
Layers are ordered by where the money arrives first. The lag is the typical delay between power demand firming up and that spend landing in a supplier's revenue. Some names — Eaton, Vertiv — sit in both this map and the AI Capex chain, because AI is the loudest single driver of the power build-out. Exposure bands are qualitative judgements from filings and calls, and they are the part most worth arguing with.
This is a factual map of supply chain relationships. It is not investment advice, not a recommendation to buy or sell any security, and nothing here accounts for your circumstances. Company classifications change; verify against primary filings before acting.
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