Every public company tracked by Data Center Index, grouped by sector. Hyperscalers, GPU clouds, power equipment, cooling, semiconductors and more, with capex history and live prices.
Which public companies are tied to AI data centers?
Data Center Index follows 98 public companies across the data center stack, the largest groups being energy (15), data center operators (14), power equipment (12), construction (8) and hyperscalers (8). They range from the hyperscalers paying for the buildings to the power, cooling, chip and construction suppliers working on them.
Which data center companies are named on specific projects?
66 of the tracked companies are named on at least one campus page as developer, tenant or supplier. Each company page lists those campuses, so you can see where a stock is exposed to a specific build.
Where do the company figures come from?
Capital spending comes from SEC filings (10-K and 10-Q), order backlog from earnings releases, and share prices are live market quotes refreshed every minute during trading.