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MARKET MAP

The AI Infrastructure Market Map: 88 Companies Across the Full Stack

From silicon foundries to inference APIs, the AI infrastructure ecosystem is absorbing ~$690 billion in hyperscaler capital expenditure in 2026 alone — mapping every layer from chip design to production observability.

Apr 23, 2026 · NVDA, AMD, TSM, ASML
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The Power Delivery GapReport
Research

The Power Delivery Gap

The interconnection queue holds more than 1,100 GW of power. The grid delivers renewables quickly and firm gas slowly, if at all. A model of what the US grid can actually deliver, and when, built on MLQ's queue and generator data.

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