Companies
verified 2026-09-27
Which companies does the reference cover, and what does it hold on each?
The identity of each — name, ticker, exchange, region, role — is the registry's, published with the count of rows every dataset holds on it.
Companies tracked
67
the registry's list: each company's identity on this site is published from it
- With a row or a document heldthe reference has read something on each from a primary document
how it is counted
A company counts when any of its counts in the table below is above zero, the documents in the corpus included.
- 49
- Private companies
- 11
- Public companies
- 56
Companies by role in the build-out
The cohort the registry places each company in; the table's chips filter by it, some grouping two neighbouring roles, as neoclouds with data centres.
Neoclouds15
Platforms13
Chipmakers12
Lenders7
Labs6
Hyperscalers5
Power3
Data centres2
Equipment2
Servers2
Every company the reference tracks
67 rows
Each count is the rows a dataset holds on the company, and links to where the company's rows are shown: its own pages, or /equity for insider filings; the count of documents links nothing. Note tranches, facilities, equity raises and private-credit loans are listed there row by row. For the other datasets the page shows part — the quarters since 2022 Q4, the newest, or a summary. Each column's help says what its link opens. A dash: no row of that kind yet. The region and the type are searchable, and every column sorts.
What each count counts
- capexQuarters
- quarters of CAPEX read from the company's own reports (capex_quarters), and the newest
- obligationsQuarters
- balance-sheet quarters with lease, purchase-obligation or debt figures (obligations), and the newest date
- costOfDebtQuarters
- quarters with an interest rate or coverage figure (cost_of_debt)
- noteTranches
- note tranches priced since 2024 (debt_issuances)
- facilities
- loans and credit facilities signed (loans)
- equityRaises
- equity and hybrid raises announced (equity_raises)
- atmQuarters
- quarters with shares sold under an at-the-market programme (atm_sales)
- guidanceFigures
- CAPEX guidance figures the company stated (guidance_statements)
- agreements
- material agreements and financial obligations the company announced (material_agreements)
- insiderFilings
- insiders' own reports of their trades in the trailing twelve months (insider_transactions)
- privateCreditLoans
- loans that lenders report holding, with the company as borrower (private_credit)
- documents
- documents of the company we have read: its own reports and public disclosures
| Amazon | AMZN NASDAQ | North America public | Hyperscalers | $173.0B | 34 to 2026 Q2 | 18 to 2026-06-30 | 18 | 42 | 1 | — | — | 3 | 1 | — | 65 | 71 |
| Alphabet | GOOGL NASDAQ | North America public | Hyperscalers | $132.4B | 34 to 2026 Q2 | 18 to 2026-06-30 | 18 | 61 | — | 2 | — | 2 | 3 | — | 174 | 100 |
| Microsoft | MSFT NASDAQ | North America public | Hyperscalers | $115.9B | 34 to 2026 Q2 | 18 to 2026-06-30 | 18 | — | — | — | — | — | 3 | — | 70 | 55 |
| Meta | META NASDAQ | North America public | Hyperscalers | $89.3B | 34 to 2026 Q2 | 18 to 2026-06-30 | 18 | 17 | — | — | — | — | 3 | — | 146 | 60 |
| Oracle | ORCL NYSE | North America public | Hyperscalers | $55.7B | 35 to 2026 Q3 | 16 to 2026-08-31 | 19 | 24 | — | 1 | — | 2 | 1 | — | 33 | 60 |
| Micron | MU NASDAQ | North America public | Chipmakers | $25.3B | 34 to 2026 Q2 | 18 to 2026-05-28 | 18 | 4 | 2 | — | — | 11 | — | — | 63 | 53 |
| CoreWeave | CRWV NASDAQ | North America public | Neoclouds | $20.6B | 10 to 2026 Q2 | 7 to 2026-06-30 | 12 | 6 | 6 | 4 | — | 28 | — | 5 | 340 | 74 |
| Tesla | TSLA NASDAQ | North America public | Platforms | $12.9B | 34 to 2026 Q2 | 18 to 2026-06-30 | 18 | — | — | — | — | 1 | 3 | — | 16 | 63 |
| Intel | INTC NASDAQ | North America public | Chipmakers | $12.1B | 34 to 2026 Q2 | 15 to 2026-06-27 | 18 | 8 | — | — | — | 7 | 1 | — | 26 | 63 |
| Apple | AAPL NASDAQ | North America public | Platforms | $10.0B | 34 to 2026 Q2 | 16 to 2026-06-27 | 18 | 4 | — | — | — | — | — | — | 35 | 40 |
| NVIDIA | NVDA NASDAQ | North America public | Chipmakers | $7.4B | 21 to 2026 Q2 | 19 to 2026-07-26 | 18 | 7 | — | — | — | 2 | 1 | — | 86 | 59 |
| Equinix | EQIX NASDAQ | North America public | Data centres | $5.4B | 34 to 2026 Q2 | 18 to 2026-06-30 | 18 | 16 | — | 2 | 5 | 3 | — | — | 63 | 70 |
| Constellation | CEG NASDAQ | North America public | Power | $3.9B | 22 to 2026 Q2 | 15 to 2026-06-30 | 18 | 1 | 4 | — | — | 7 | — | — | 22 | 80 |
| Dell | DELL NYSE | North America public | Servers | $3.6B | 35 to 2026 Q2 | 19 to 2026-07-31 | 18 | 18 | 2 | — | — | 14 | — | — | 237 | 79 |
| IREN | IREN NASDAQ | Australia public | Neoclouds | $3.0B | 8 to 2026 Q2 | 8 to 2026-06-30 | 11 | — | 1 | 5 | — | 10 | — | — | 7 | 47 |
| Vistra | VST NYSE | North America public | Power | $2.9B | 34 to 2026 Q2 | 18 to 2026-06-30 | 18 | 20 | 4 | — | — | 37 | — | — | 55 | 102 |
| Applied Digital | APLD NASDAQ | North America public | Neoclouds | $2.9B | 16 to 2026 Q2 | 17 to 2026-05-31 | 18 | 4 | 2 | 6 | 3 | 49 | — | 6 | 43 | 168 |
| TeraWulf | WULF NASDAQ | North America public | Neoclouds | $2.2B | 28 to 2026 Q2 | 18 to 2026-06-30 | 18 | 2 | — | 6 | 8 | 24 | — | — | 61 | 118 |
| GE Vernova | GEV NYSE | North America public | Equipment | $1.7B | 14 to 2026 Q2 | 11 to 2026-06-30 | 15 | 3 | — | — | — | 2 | — | — | 21 | 39 |
| AMD | AMD NASDAQ | North America public | Chipmakers | $1.7B | 34 to 2026 Q2 | 18 to 2026-06-27 | 18 | 6 | 2 | — | — | 12 | — | — | 66 | 80 |
| Galaxy | GLXY NASDAQ | North America public | Neoclouds | $1.5B | 6 to 2026 Q2 | 7 to 2026-06-30 | 11 | 1 | 1 | — | — | 9 | — | — | 38 | 50 |
| Core Scientific | CORZ NASDAQ | North America public | Neoclouds | $1.5B | 21 to 2026 Q2 | 18 to 2026-06-30 | 18 | 4 | 7 | 2 | — | 17 | — | 4 | 55 | 86 |
| Broadcom | AVGO NASDAQ | North America public | Chipmakers | $1.3B | 35 to 2026 Q2 | 19 to 2026-08-02 | 18 | 20 | — | — | — | — | — | — | 49 | 55 |
| Cipher | CIFR NASDAQ | North America public | Neoclouds | $1.2B | 17 to 2026 Q2 | 18 to 2026-06-30 | 18 | 5 | 3 | 7 | 4 | 22 | — | — | 59 | 96 |
| Hut 8 | HUT NASDAQ | North America public | Neoclouds | $0.7B | 14 to 2026 Q2 | 13 to 2026-06-30 | 17 | 2 | 2 | 3 | 9 | 18 | — | 1 | 13 | 58 |
| Arm | ARM NASDAQ | Europe public | Chipmakers | $0.6B | 13 to 2026 Q2 | 13 to 2026-06-30 | 18 | — | — | — | — | — | — | — | 31 | 3 |
| Bit Digital | BTBT NASDAQ | North America public | Neoclouds | $0.5B | 10 to 2026 Q2 | 8 to 2026-06-30 | 12 | 1 | 1 | 1 | 7 | 12 | — | — | 15 | 53 |
| WhiteFiber | WYFI NASDAQ | North America public | Neoclouds | $0.5B | 6 to 2026 Q2 | 6 to 2026-06-30 | 11 | — | 1 | 2 | — | 9 | — | — | 18 | 29 |
| Vertiv | VRT NYSE | North America public | Equipment | $0.4B | 30 to 2026 Q2 | 18 to 2026-06-30 | 18 | 4 | 5 | — | — | 14 | — | — | 59 | 64 |
| MARA | MARA NASDAQ | North America public | Neoclouds | $0.3B | 22 to 2026 Q2 | 18 to 2026-06-30 | 18 | 2 | 1 | 7 | 2 | 16 | — | — | 78 | 78 |
| Riot | RIOT NASDAQ | North America public | Neoclouds | $0.3B | 29 to 2026 Q2 | 18 to 2026-06-30 | 18 | — | 3 | 2 | 12 | 15 | — | — | 30 | 68 |
| Talen | TLN NASDAQ | North America public | Power | $0.2B | 10 to 2026 Q2 | 10 to 2026-06-30 | 14 | 4 | 13 | — | — | 15 | — | — | 19 | 60 |
| Supermicro | SMCI NASDAQ | North America public | Servers | $0.2B | 34 to 2026 Q2 | 18 to 2026-06-30 | 18 | — | 8 | 5 | — | 27 | 3 | — | 70 | 106 |
| CleanSpark | CLSK NASDAQ | North America public | Neoclouds | $0.1B | 32 to 2026 Q2 | 18 to 2026-06-30 | 18 | 1 | 1 | 2 | 4 | 23 | — | 1 | 41 | 100 |
| Credo | CRDO NASDAQ | North America public | Chipmakers | $0.1B | 21 to 2026 Q2 | 19 to 2026-08-01 | 18 | — | — | 1 | 2 | — | — | — | 116 | 39 |
| Astera Labs | ALAB NASDAQ | North America public | Chipmakers | $0.1B | 13 to 2026 Q2 | 8 to 2026-06-30 | 15 | — | — | — | — | 2 | — | — | 61 | 34 |
| Aleph Alpha | — | Europe private | Labs | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Alibaba | BABA NYSE | China public | Platforms | — | — | 5 to 2026-03-31 | 5 | 3 | — | — | — | — | — | — | 18 | 5 |
| Anthropic | — | North America private | Labs | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Apollo | APO NYSE | North America public | Lenders | — | — | 15 to 2026-06-30 | 18 | 10 | — | — | — | 10 | — | — | 45 | 82 |
| Ares | ARES NYSE | North America public | Lenders | — | — | 18 to 2026-06-30 | 18 | 1 | 3 | — | — | 11 | — | — | 31 | 69 |
| ASML | ASML NASDAQ | Europe public | Chipmakers | — | — | 4 to 2025-12-31 | 4 | — | — | — | — | — | — | — | — | 4 |
| Baidu | BIDU NASDAQ | China public | Platforms | — | — | 4 to 2025-12-31 | 4 | — | — | — | — | — | — | — | 4 | 4 |
| Blackstone | BX NYSE | North America public | Lenders | — | — | 18 to 2026-06-30 | 18 | 3 | 1 | — | — | 6 | — | — | 61 | 53 |
| Blue Owl | OWL NYSE | North America public | Lenders | — | — | 18 to 2026-06-30 | 18 | 5 | 4 | — | — | 11 | — | — | 45 | 66 |
| Brookfield AM | BAM NYSE | North America public | Lenders | — | — | 6 to 2026-06-30 | 15 | 10 | — | — | — | 9 | — | — | 5 | 39 |
| ByteDance | — | China private | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| DeepSeek | — | China private | Labs | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Digital Realty | DLR NYSE | North America public | Data centres | not all four | 33 to 2026 Q1 | 18 to 2026-06-30 | 18 | 22 | — | 3 | 2 | 12 | 3 | — | 9 | 67 |
| DigitalBridge | DBRG NYSE | North America public | Lenders | — | — | 18 to 2026-06-30 | 18 | — | 1 | — | — | 4 | — | — | 20 | 48 |
| Fluidstack | — | Europe private | Neoclouds | — | — | — | — | — | — | — | — | — | — | — | — | — |
| G42 | — | Middle East private | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Huawei | — | China private | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Humain | — | Middle East private | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| KKR | KKR NYSE | North America public | Lenders | — | — | 15 to 2026-06-30 | 18 | 20 | 4 | — | — | 14 | — | — | 39 | 58 |
| Mistral | — | Europe private | Labs | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Naver | 035420.KS KRX | Korea public | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Nebius | NBIS NASDAQ | Europe public | Neoclouds | — | — | 4 to 2025-12-31 | 4 | — | — | 1 | — | — | — | — | 38 | 14 |
| NTT | 9432.T TSE | Japan public | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| OpenAI | — | North America private | Labs | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Reliance Jio | RELIANCE.NS NSE | India public | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Samsung | 005930.KS KRX | Korea public | Chipmakers | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SK Hynix | 000660.KS KRX | Korea public | Chipmakers | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SoftBank | 9984.T TSE | Japan public | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Tencent | 0700.HK HKEX | China public | Platforms | — | — | — | — | — | — | — | — | — | — | — | — | — |
| TSMC | TSM NYSE | Taiwan public | Chipmakers | — | — | 4 to 2025-12-31 | 4 | — | — | — | — | — | 3 | — | 222 | 4 |
| xAI | — | North America private | Labs | — | — | — | — | — | — | — | — | — | — | — | — | — |