Live AI infrastructure intelligence

Follow the AIFollow theAIbuildoutbuildout beforeit becomesbefore itbecomesconsensus.

Rotating Data maps the companies, contracts, permits, power assets, supply-chain links, financing, and technical signals behind the next generation of AI infrastructure.

Explore the mapOpen Deal Room
NVIDIATSMCMicrosoftGoogleAmazonMetaAMDIntelArmEquinixDigital RealtyCoreWeavexAIAnthropicOpenAIBroadcomASMLVertivEatonNVIDIATSMCMicrosoftGoogleAmazonMetaAMDIntelArmEquinixDigital RealtyCoreWeavexAIAnthropicOpenAIBroadcomASMLVertivEaton
companies mapped669+

Operators, suppliers, AI labs, utilities, financiers, and infrastructure builders.

countries15+

Global footprint across North America, Europe, Asia, and emerging AI capacity markets.

stack layers10

Power, cooling, chips, servers, data centers, networking, cloud capacity, financing, power infra, and orbital.

intel updatesLive

News, source documents, Deal Room entries, and risk signals move into the graph.

Public contracts

Deal Room turns announcements into source-backed infrastructure evidence.

Agreements, filings, permits, and disclosed partnerships are labeled by evidence quality, scale, geography, contract status, and map layer.

5disclosure levels
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Government of South Korea + SK Group + GS Group + NAVERPress release only

Korea unveils 8.4 GW SK, GS and NAVER AIDC plan

Moves Korea from individual NVIDIA DSX company announcements into a government-backed national AI data-center buildout lane. The receipt ties SK, GS and NAVER to multi-gigawatt regional AI factory capacity, power and water support, GPUaaS ambitions, and a GS Donghae site large enough to matter to power generation, construction, cooling, memory, networking and cloud-capacity supply chains.

Deal typeNational AI data-center infrastructure plan / regional AI factory buildout
Related layerData centers + cloud capacity + power infrastructure + chips / compute + cooling
Firmus Technologies + DayOne + NVIDIAPress release only

Firmus, DayOne and NVIDIA plan 360 MW Batam AI factory

Adds another Singapore-adjacent Indonesia AI factory lane beside Gorilla / NeutraDC, but at much larger power scale. Firmus is pairing NVIDIA DSX architecture, DayOne development capacity and Batam geography into a 360 MW campus, while the reported $30B of potential committed offtake underscores how fast AI-infrastructure demand is spilling into Southeast Asian power and data-center markets.

Deal typeNVIDIA DSX AI Factory campus / AI infrastructure offtake partnership
Related layerData centers + cloud capacity + chips / compute

Execution risk

Permits, grid queues, zoning, water, and local action in one operating view.

Track where AI capacity is slowing down, where projects are clearing hurdles, and which operators keep appearing in the record.

Source records1.3K
Dataset refreshJun 26

Community and permitting action data from Data Center Tracker, CC BY 4.0. Source dataset

Open risk rankings
01
Meta

Grid / energy · Community impact · Ratepayer

4702
OpenAI

Transparency · Grid / energy · Community impact

4303
Amazon / AWS

Community impact · Zoning · Environmental

4204
Microsoft

Community impact · Grid / energy · Transparency

3805
Oracle

Grid / energy · Transparency · Community impact

3506
xAI

Environmental · Air quality · Transparency

35

Live feed

Signals move from headlines into the map.

Rotating Data monitors eight AI infrastructure topics across data centers, chips, power, cables, nuclear, cloud capacity, and regional expansion.

Live AI infrastructure & data centers8 records

Coverage

Every physical and financial layer of the AI stack, connected.

Power

Utilities, nuclear, gas generation, interconnect queues, substations, and transformers.

Cooling

Liquid cooling, immersion, HVAC, thermal design, water exposure, and operating constraints.

Chips

GPUs, TPUs, custom silicon, packaging, wafers, lithography, and upstream equipment.

Servers

Racks, AI servers, systems integrators, cluster hardware, and deployment-ready compute nodes.

Data Centers

Hyperscalers, colocation, REITs, build-to-suit campuses, leases, and regional capacity.

Networking

Fiber, interconnects, switches, subsea routes, carrier capacity, and chokepoints.

Cloud Capacity

GPU clouds, hyperscaler reservations, AI compute offtake, and capacity commitments.

Financing

Debt, equity, platform capital, project finance, and credit support for AI infrastructure.

Power Infra

Transmission, transformers, substations, switchgear, interconnection, and grid equipment.

Orbital

Space-based compute, satellite links, edge capacity, and non-terrestrial infrastructure.

Signal watch

People, comments, filings, and amplification become intelligence layers.

Track executives, researchers, operators, podcasts, earnings calls, interviews, filings, and public comments for what changes capex, siting, capacity, and supply-chain direction.

AI labsAltman · Amodei · Musk · Chen

Model demand and capex direction

ComputeHuang · Su · Tri Dao · systems voices

Accelerator supply and cluster architecture

CloudNadella · Zuckerberg · AWS / Google leaders

Regional capacity and customer reservations

Public signalBrundage · Wolf · Brown · Rush

Policy, deployment, and amplified technical context

View tracked voices

Map the AI ecosystem

See the buildout as a living system, not a headline feed.