01
Network map
Follow the dependencies behind every buildout.
Move from a company to its suppliers, customers, partners, projects, and capital relationships without losing the larger system.
Explore the networkAI infrastructure intelligence
See where AI infrastructure can actually get built.
A source-aware view of the companies, power, projects, contracts, and execution risks behind the global AI buildout.
Built for investors, operators, and strategy teams who need the evidence behind the headline.
Project intelligence
Primary sourceChildress AI campus
Crusoe + Lancium · Texas, United States
Announced scale1.0 GW
Site270 acres
ConstructionQ3 2026
Evidence trail
Issuer announcement identifies the parties, site, grid-connected scale, operating roles, and construction target.
Open full record717companies in the intelligence graph
285deal and project records
1.5Kpublic execution-risk records
15infrastructure layers
Risk dataset refreshed Aug 11, 2026
One system, three decisions
Move from market signal to evidence-backed view.
The map shows who depends on whom. Deal Room shows what was actually disclosed. Risk records show where execution can break down.
02
Deal Room
Separate signed capacity from market noise.
Review disclosed terms, evidence grades, counterparties, geography, and what remains unknown for major infrastructure commitments.
Open Deal Room03
Execution risk
Challenge whether announced capacity can get built.
Trace permitting, power, water, zoning, and community records back to the source before treating a headline as deliverable capacity.
Review execution riskSee the reasoning
A claim is only the beginning of the investigation.
Rotating Data preserves what is known, what is inferred, and what has not been disclosed—so confidence never outruns the source record.
Read the latest evidence brief- 01Start with the claim
A 1 GW AI campus is announced in Childress, Texas.
- 02Resolve the parties
Lancium owns the site and energy layer. Crusoe designs, builds, and operates the campus.
- 03Open the evidence
The issuer announcement identifies scale, acreage, customer class, cooling design, and construction timing.
- 04Mark the unknowns
Customer identity, project value, financing, phased energization, and commercial terms remain undisclosed.
Latest evidence
New infrastructure commitments, read closely.
Data centersAug 10, 2026
Fermi signs $6.5B TensorWave Project Matador lease
Fermi + TensorWave
$6.5B of contracted revenue over the initial 15-year term for a 222 MW first phase; expansion rights could take the partnership above 650 MWData centersAug 10, 2026
Riot signs $9.1B Rockdale AI-data-center lease
Riot Platforms + unnamed leading frontier AI lab + Morgan Stanley
$9.1B expected initial contract revenue for 191 critical IT MW; approximately $16.1B potential value with two five-year extensionsFinancingAug 10, 2026
NVIDIA and six capital firms target $500B+ for AI compute
NVIDIA + Apollo + BlackRock + Blackstone + Brookfield + Goldman Sachs + KKR
More than $500B of third-party capital targeted over time through dedicated pools financing NVIDIA-based AI infrastructureBuilt for scrutiny
Source first. Structure second. Interface last.
Collect
Start with issuer releases, filings, permits, utility records, and clearly labeled reporting.
Resolve
Normalize organizations, projects, locations, dates, relationships, and disclosed terms.
Review
Grade the evidence, preserve uncertainty, and keep the source trail open for inspection.
Full-stack coverage
The buildout is a chain, not a collection of logos.
Track the physical, financial, and operating dependencies that connect compute demand to deliverable capacity.
01Chips and acceleratorsCompute02MemoryCompute03Semiconductor equipmentCompute04Semiconductor materialsCompute05Servers and systemsCompute06NetworkingCompute07Infrastructure softwareCapital and services08Cloud capacityCapital and services09Data centersFacilities10Construction and EPCFacilities11CoolingFacilities12Power generationEnergy13Power infrastructureEnergy14FinancingCapital and services15Orbital infrastructureCapital and services
Investigate the buildout
Start with the map. Stay for the evidence.
Explore the public graph, then open the deals, sources, and execution records behind it.