Explore the bigger story
One building. An entire supply chain.
Follow the industries behind the AI buildout, from power and materials to chips and software. Select a layer to explore its companies, prices, and context.
One buildout. An entire economy behind it.
A data center is more than a building full of servers. It connects power producers, chipmakers, networking companies, and software businesses. Explore ten connected layers of the AI economy—and the companies behind them.
This map covers the broader AI economy, not just data-center construction. Select a layer to explore. Bar widths reflect approximate market caps with a minimum display width; bubbles represent subcategories.
Understand the buildout
Big questions. Plain-English answers.
What does a data center actually do?
It houses networked computers that process and store information. These facilities support services such as websites, cloud applications, and AI. Power, cooling, and networking keep the equipment working.
Source: U.S. Energy Information AdministrationExplore this layer →Why does it need so much electricity?
Computers need power to perform their work, and cooling systems remove the heat they produce. Demand varies with the facility’s size, equipment, workload, and efficiency—not every data center has the same footprint.
Source: U.S. Department of EnergyExplore this layer →Does every data center use water for cooling?
Cooling designs differ. Some consume water through evaporation; others use air-based heat rejection or different systems. Water circulating in a closed loop is not the same as water consumed. Electricity generation can also have a water footprint, so local design and power sources matter.
Source: Department of Energy: water and coolingExplore this layer →What does a community gain—and give up?
Projects can bring construction work, ongoing jobs, and tax revenue. Residents may also face concerns about noise, land use, and demands on utilities. Ask for project-specific figures: permanent versus construction jobs, tax incentives, water needs, and who pays for infrastructure upgrades.
Source: Associated Press: community benefits and concernsExplore this layer →Which companies are connected to the buildout?
Outfox’s map groups companies across power, chips, networks, software, and other parts of the AI economy. It is a research starting point—not a list of suppliers to every project or a promise that every company benefits equally.
Source: Outfox methodology and data sourcesExplore this layer →General explanations; local projects differ. Reviewed September 3, 2026.
Processors
Full sector view →GPUs, TPUs, AI accelerators — the engines of intelligence
Accelerator competition depends on more than chip specifications: software ecosystems, developer adoption, networking, supply, and total operating cost all shape demand.
Follow the disclosures
Who's buying in this layer?
Selected · Processors. Click a stack layer to pin it while you inspect the evidence.
Traded 2026-01-01 – 2026-09-23 · House archive
Bars count distinct filers, not dollars. Purchases and sales stay separate.
AMD5 buyersAMDBuying5Selling312 purchase records · 3 sale records · View evidence ↓
- Gilbert Cisneros · Purchase ↗Traded 2026-07-17 · Filed 2026-09-04
- Richard W. Allen · Purchase ↗Traded 2026-07-14 · Filed 2026-08-18
- Dan Newhouse · Sale ↗Traded 2026-07-10 · Filed 2026-07-17
- Gilbert Cisneros · Purchase ↗Traded 2026-06-05 · Filed 2026-07-02
- Gilbert Cisneros · Purchase ↗Traded 2026-05-15 · Filed 2026-06-08
- Gilbert Cisneros · Purchase ↗Traded 2026-05-14 · Filed 2026-06-08
- Josh Gottheimer · Purchase ↗Traded 2026-05-05 · Filed 2026-06-03
- Josh Gottheimer · Purchase ↗Traded 2026-04-27 · Filed 2026-05-19
- Josh Gottheimer · Purchase ↗Traded 2026-04-23 · Filed 2026-05-19
- Gilbert Cisneros · Purchase ↗Traded 2026-04-14 · Filed 2026-05-08
- Gilbert Cisneros · Sale ↗Traded 2026-03-13 · Filed 2026-04-07
- Thomas Suozzi · Sale ↗Traded 2026-02-18 · Filed 2026-03-17
- Julia Letlow · Purchase ↗Traded 2026-02-02 · Filed 2026-03-12
- Gilbert Cisneros · Purchase ↗Traded 2026-02-10 · Filed 2026-03-09
- Cleo Fields · Purchase ↗Traded 2026-02-03 · Filed 2026-02-24
NVDA5 buyersNVIDIABuying5Selling711 purchase records · 13 sale records · View evidence ↓
- Gilbert Cisneros · Purchase ↗Traded 2026-07-17 · Filed 2026-09-04
- John J McGuire · Purchase ↗Traded 2026-08-18 · Filed 2026-09-02
- Michael Rulli · Purchase ↗Traded 2026-06-25 · Filed 2026-08-07
- Sam T. Liccardo · Sale ↗Traded 2026-07-21 · Filed 2026-07-27
- Dan Newhouse · Sale ↗Traded 2026-07-10 · Filed 2026-07-17
- Cleo Fields · Purchase ↗Traded 2026-06-26 · Filed 2026-07-16
- Cleo Fields · Purchase ↗Traded 2026-06-26 · Filed 2026-07-16
- Cleo Fields · Purchase ↗Traded 2026-06-26 · Filed 2026-07-16
- Daniel Meuser · Sale ↗Traded 2026-05-27 · Filed 2026-07-02
- Matthew Robert Van Epps · Sale ↗Traded 2026-06-16 · Filed 2026-06-17
- Daniel Meuser · Sale ↗Traded 2026-04-24 · Filed 2026-05-21
- John McGuire · Purchase ↗Traded 2026-04-15 · Filed 2026-05-13
- Gilbert Cisneros · Sale ↗Traded 2026-04-14 · Filed 2026-05-08
- Elizabeth Fletcher · Sale ↗Traded 2026-04-08 · Filed 2026-05-01
- Tim Moore · Sale ↗Traded 2026-03-24 · Filed 2026-04-28
- Daniel Meuser · Sale ↗Traded 2026-03-25 · Filed 2026-04-21
- Gilbert Cisneros · Sale ↗Traded 2026-03-25 · Filed 2026-04-07
- Gilbert Cisneros · Purchase ↗Traded 2026-03-13 · Filed 2026-04-07
- Daniel Meuser · Sale ↗Traded 2026-02-25 · Filed 2026-04-03
- Daniel Meuser · Sale ↗Traded 2026-01-30 · Filed 2026-02-17
- Daniel Meuser · Sale ↗Traded 2026-01-14 · Filed 2026-02-17
- Gilbert Cisneros · Purchase ↗Traded 2026-01-30 · Filed 2026-02-13
- John McGuire · Purchase ↗Traded 2026-01-30 · Filed 2026-02-10
- Nancy Pelosi · Purchase ↗Traded 2026-01-16 · Filed 2026-01-23
AVGO3 buyersBroadcomBuying3Selling37 purchase records · 7 sale records · View evidence ↓
- David J. Taylor · Purchase ↗Traded 2026-08-26 · Filed 2026-09-05
- David J. Taylor · Purchase ↗Traded 2026-08-26 · Filed 2026-09-05
- Richard W. Allen · Purchase ↗Traded 2026-07-14 · Filed 2026-08-18
- David J. Taylor · Purchase ↗Traded 2026-07-24 · Filed 2026-08-06
- David J. Taylor · Sale ↗Traded 2026-04-27 · Filed 2026-05-07
- David J. Taylor · Sale ↗Traded 2026-04-27 · Filed 2026-05-07
- Jared Moskowitz · Purchase ↗Traded 2026-03-31 · Filed 2026-04-30
- Gilbert Cisneros · Sale ↗Traded 2026-03-25 · Filed 2026-04-07
- Julia Letlow · Sale ↗Traded 2026-02-12 · Filed 2026-03-12
- David J. Taylor · Purchase ↗Traded 2026-02-26 · Filed 2026-03-06
- David J. Taylor · Purchase ↗Traded 2026-01-29 · Filed 2026-02-02
- David J. Taylor · Sale ↗Traded 2026-01-16 · Filed 2026-02-02
- David J. Taylor · Sale ↗Traded 2026-01-08 · Filed 2026-01-21
- David J. Taylor · Sale ↗Traded 2026-01-08 · Filed 2026-01-21
MRVL3 buyersMarvell TechnologyBuying3Selling04 purchase records · 0 sale records · View evidence ↓
- Gilbert Cisneros · Purchase ↗Traded 2026-07-17 · Filed 2026-09-04
- Byron Donalds · Purchase ↗Traded 2026-04-02 · Filed 2026-05-13
- Byron Donalds · Purchase ↗Traded 2026-04-02 · Filed 2026-05-13
- Maria Elvira Salazar · Purchase ↗Traded 2026-04-06 · Filed 2026-05-08
INTC2 buyersIntelBuying2Selling32 purchase records · 4 sale records · View evidence ↓
- Nancy Pelosi · Purchase ↗Traded 2026-07-24 · Filed 2026-08-21
- Dwight Evans · Sale ↗Traded 2026-06-10 · Filed 2026-06-24
- Matthew Robert Van Epps · Sale ↗Traded 2026-06-16 · Filed 2026-06-17
- Dwight Evans · Sale ↗Traded 2026-05-07 · Filed 2026-05-15
- Cliff Bentz · Sale ↗Traded 2026-04-09 · Filed 2026-05-09
- Gilbert Cisneros · Purchase ↗Traded 2026-01-09 · Filed 2026-02-13
Archive refreshed 2026-09-08. Readable House filings only; Senate and insider activity are not connected. Options and unresolved stock identities are excluded. Filers may report family holdings. This shows disclosed activity, not live buying or a recommendation.
Market performance
Toggle equal-weight indexes for each supply-chain layer on or off.
Layer lines are equal-weight averages of available constituent returns. Historical data via Yahoo Finance.
Processors · 9 companies
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Who's moving today
Average daily change of the companies in each layer, from live quotes.