Sector Reports — Demand vs Supply

Facts-only, money-in / money-out reports on each group of companies in the AI/AGI build-out. The job of each report: figure out future demand vs future supply for the product, then what you pay today for exposure to that gap. No buy/sell opinions.

How to use this: start at the group level (below) to see where demand is likely to outrun supply, then drill into individual companies via the SEC-verified Stock Reports (e.g. the NBIS fact sheet). Groups that had an older report show a V2 link; the new standardized version is V2.

Priority Group Reports

74 group fact sheets across the AI stack — demand/supply for each product.

Power Electricity & generation — the #1 physical bottleneck for AI compute.

Data-Center Power & ElectricityV2
CEGVSTTLNNRGGEVNEE
demand unit: megawatts (MW) of electricity
Grid Equipment: Transformers & SwitchgearV2
ETNHUBBGEVPWRABB
demand unit: transformer/switchgear units & lead times
Nuclear: Uranium Mining & FuelV2
CCJUECDNNUUUULEUNXE
demand unit: pounds of U3O8 (uranium)
Nuclear: Reactors & SMRsV2
SMROKLOBWXTGEVCEG
demand unit: MW of nuclear capacity / reactor orders
Gas Turbines & On-Site GenerationV2
GEVCMIGNRCETNBWXT
demand unit: MW of gas/turbine capacity
Fuel CellsV2
BEPLUGBLDP
demand unit: MW of fuel-cell capacity
Battery & Energy StorageV2
FSLRENPHSEDGFLNCSTEM
demand unit: GWh of storage capacity
Electrical Utilities (AI Load Growth)V2
NEEDUKSOAEPSRE
demand unit: MW of load growth / rate base ($)
Independent Power Producers (IPPs)V2
CEGVSTTLNNRG
demand unit: MW of dispatchable generation
Natural Gas Producers (AI Power Feed)V2
EQTARRRCSWNCNX
demand unit: Bcf/d of natural gas production
Geothermal PowerV2
FCELORA
demand unit: MW of geothermal capacity

Chips The silicon: accelerators, memory, the fabs and tools that make them.

GPUs & AI AcceleratorsV2
NVDAAMDAVGOMRVL
demand unit: AI accelerator chips / compute (FLOPs)
HBM & AI MemoryV2
MUSKHYNIX
demand unit: GB of HBM / DRAM bits
Foundries (Advanced-Node Manufacturing)V2
TSMINTCGFSUMC
demand unit: advanced-node wafers / month
Lithography EquipmentV2
ASML
demand unit: EUV/DUV lithography tools
Deposition, Etch & Process EquipmentV2
AMATLRCXKLACTER
demand unit: wafer-fab equipment (WFE) tools
Advanced Packaging (CoWoS / 2.5D-3D)V2
TSMAMKRASXBESI
demand unit: CoWoS/packaging capacity (wafers/month)
Interconnect & Networking Chips (Retimers, SerDes)V2
ALABMRVLAVGOCRDO
demand unit: interconnect chips per AI server
Power Semiconductors (SiC / GaN)V2
MPWRNVTSWOLFON
demand unit: power-semi content per server ($)
Semiconductor Materials (Wafers, Photoresist, Gases)V2
ENTGLINAPDAIQUY
demand unit: wafers / specialty materials volume
EDA & Chip Design SoftwareV2
SNPSCDNS
demand unit: EDA software seats / design starts
AI Inference & Edge ChipsV2
NVDAAMDQCOMINTC
demand unit: inference chips / tokens per second
FPGAs & Programmable LogicV2
AMDLSCCINTC
demand unit: FPGA units / design starts
Semiconductor Inspection & MetrologyV2
KLACONTOCAMT
demand unit: inspection/metrology tools
Semiconductor Test (ATE)V2
TERCOHUACMR
demand unit: test equipment systems
Analog & Mixed-Signal SemiconductorsV2
TXNADIMCHPONNXPI
demand unit: analog/mixed-signal chip revenue ($)

Networking Moving data between chips, servers and racks.

Optical Transceivers & ComponentsV2
COHRLITEFNAAOI
demand unit: 800G/1.6T optical transceivers
Optical Systems (DWDM / Coherent)V2
CIENNOKINFN
demand unit: coherent optical / DWDM systems
Data-Center Switching (Ethernet vs InfiniBand)V2
ANETAVGONVDACSCO
demand unit: high-speed switch ports
Optical Fiber & CableV2
COHRWIRECLSOFS
demand unit: fiber-km of optical cable
InfiniBand & High-Speed InterconnectV2
NVDAMRVL
demand unit: InfiniBand switch/adapter ports
Network Test & MeasurementV2
KEYSTDYVIAV
demand unit: test instruments ($)
Satellite CommunicationsV2
IRDMGSATRDW
demand unit: satellite bandwidth (Gbps)

Data Center The buildings, power, cooling and GPU-cloud operators.

Data-Center REITs & ColocationV2
EQIXDLR
demand unit: leased MW of data-center capacity
Neoclouds / GPU CloudV2
CRWVNBISIRENCORZAPLDWULF
demand unit: rented GPU compute (MW / GPU-hours)
Liquid CoolingV2
VRTNVTMOD
demand unit: liquid-cooling content per MW ($)
UPS & Data-Center Power DistributionV2
VRTETNHUBBGNRC
demand unit: UPS/PDU capacity (MW)
Data-Center Construction & EPCV2
PWREMEFIXSTRLACM
demand unit: data-center construction backlog ($)
Cloud HyperscalersV2
AMZNMSFTGOOGLMETAORCL
demand unit: MW of cloud capacity / GPU-hours
Modular & Prefab Data CentersV2
VRTFLEXCRWV
demand unit: modular DC units / MW deployed
Crypto Mining & AI Compute OverlapV2
RIOTMARACIFRHUTBTBT
demand unit: MW of dual-use compute capacity

Software Models, platforms and the software that runs on the compute.

AI/ML Platforms & Foundation ModelsV2
MSFTGOOGLMETAAMZNPLTR
demand unit: AI compute consumed / inference tokens
Cybersecurity (AI-era)V2
CRWDPANWZSFTNTS
demand unit: security ARR / seats
Data Infrastructure & LakehousesV2
SNOWDDOGMDBESTCCFLT
demand unit: data platform ARR ($)
Observability & MonitoringV2
DDOGDTNEWRSPLK
demand unit: observability ARR ($)
DevOps, MLOps & AI Infrastructure ToolsV2
GTLBESTCDDOG
demand unit: MLOps platform revenue ($)
Vertical AI SaaSV2
VEEVTYLPCORSOUN
demand unit: vertical AI software ARR ($)
Logistics Software & Supply Chain OptimizationV2
DSGXFOURGXOXPO
demand unit: logistics SaaS ARR ($)

Physical AI Robots and autonomous systems — the demand wave after digital AI.

Humanoid RobotsV2
TSLAABBROK
demand unit: humanoid robot units
Autonomous Vehicles & DrivingV2
TSLAGOOGLAURMBLY
demand unit: autonomous miles / vehicles
Warehouse & Logistics AutomationV2
AMZNISRGOFIXKMTUY
demand unit: automated warehouse systems ($)
Drones & Unmanned Aerial SystemsV2
AVAVKTOSJOBYRKLB
demand unit: drone units / flight hours

Healthcare AI-accelerated drug discovery, surgery, diagnostics.

Robotic Surgery & Surgical AIV2
ISRGMDTSYKGMED
demand unit: surgical robot systems installed
AI-Powered Drug DiscoveryV2
RXRXSDGRABSIEXAI
demand unit: AI-discovered drug candidates in trials
Genomics & SequencingV2
ILMNPACBTXGBNGO
demand unit: sequencing runs / instruments

Defense Military AI, autonomous systems, defense contractors.

Defense AI PlatformsV2
PLTRAIBBAILDOS
demand unit: defense AI contract value ($)
Defense Primes (AI Programs)V2
LMTRTXNOCGDBA
demand unit: AI-related defense contract backlog ($)
Autonomous Military Systems & DronesV2
KTOSAVAVLHXNOC
demand unit: autonomous defense systems ($)

Financial Exchanges, data, and the financial infrastructure AI runs on.

Exchanges & Market DataV2
ICECMENDAQSPGIMSCI
demand unit: trading volume / data subscriptions

Media Advertising, gaming, content — where AI changes the product.

Digital Advertising PlatformsV2
GOOGLMETATTDPINSSNAP
demand unit: digital ad revenue ($)
Gaming & Game EnginesV2
URBLXEATTWOATVI
demand unit: gaming revenue / engine licenses ($)

Materials Raw inputs (copper, rare earths, aluminum) the build-out consumes.

CopperV2
FCXSCCOTECKERO
demand unit: tonnes of copper
Rare Earths & Critical MineralsV2
MPLYSDYTMCUSAR
demand unit: tonnes of rare-earth oxides / magnets
Industrial GasesV2
LINAPDAIQUY
demand unit: specialty gas volume (Mcf)
Aluminum ProducersV2
AACENXARNC
demand unit: tonnes of aluminum
Lithium MinersV2
ALBSQMLTHMLACPLL
demand unit: tonnes of LCE (lithium carbonate equivalent)
Specialty Glass & Fiber Optic PreformsV2
GLWCOHR
demand unit: fiber preform tonnes / specialty glass revenue ($)

Industrials Cables, connectors, PCBs, cooling — the manufactured components.

Industrial Automation & ControlsV2
ROKEMRHONABBFANUY
demand unit: automation hardware/software revenue ($)
Copper Wire & CableV2
WIREAYINVT
demand unit: tonnes of copper wire/cable
EV Charging InfrastructureV2
CHPTBLNKEVGOTSLA
demand unit: charging ports / MW deployed
Water Utilities & DC CoolingV2
AWKWTRXYLWTRG
demand unit: million gallons/day of DC cooling water
Connectors & High-Speed InterconnectsV2
APHTELHUBBCOHR
demand unit: high-speed connector revenue ($)
Contract Electronics Manufacturing (EMS)V2
FLEXJBLCLSPLXS
demand unit: EMS revenue from AI/DC ($)
Printed Circuit Board (PCB) ManufacturersV2
TTMPCBKBHE
demand unit: advanced PCB layers / revenue ($)

Full AGI Sector Scan — 15 sectors

The first-pass shallow scan of the whole economy (~230 sub-sector groups). Open the scan hub →

01 · Energy & Power Generation/Distribution
~15 sub-sector groups
02 · Semiconductors & Chip Manufacturing
~15 sub-sector groups
03 · Networking, Connectivity & Telecom Infrastructure
~17 sub-sector groups
04 · Data Centers, Cloud & Physical Infrastructure
~18 sub-sector groups
05 · Software, Cloud Services & AI Platforms
~15 sub-sector groups
06 · Industrial, Construction & Engineering
~17 sub-sector groups
07 · Mining, Metals & Raw Materials
~16 sub-sector groups
08 · Robotics, Automation & Physical AI
~16 sub-sector groups
09 · Healthcare, Biotech & Life Sciences
~15 sub-sector groups
10 · Financial Services & Fintech
~14 sub-sector groups
11 · Defense, Government & National Security
~14 sub-sector groups
12 · Media, Content, Advertising & Entertainment
~16 sub-sector groups
13 · Professional Services, Staffing, Education & Business Services
~14 sub-sector groups
14 · Transportation, Logistics & Supply Chain
~15 sub-sector groups
15 · Unconventional & Miscellaneous Beneficiaries
~16 sub-sector groups

Prior industry & background reports

Earlier sector / industry research, kept for reference.

AI Chips Deep Dive AI Chip Startups & the NVIDIA Moat How a Chip Is Designed Biotechnology Sector Geniuses in a Data Center AGI Immediate Demands How Will AGI Change Compute? HBM Supply Timeline Memory Deep Dive CoreWeave — Current Picture Bloom Energy — Question Tree
Facts-only research. Group reports are the macro demand/supply layer; company-level numbers are SEC-verified in individual stock reports. Updated Jun 2, 2026.