Capital Flow Intelligence
Live-linked Sankey maps of who spends, who collects, and who supplies across six capital-intensive sectors — click any node for a company intelligence card with revenue, pricing, and supply-chain risk.
AI Infrastructure Capex
Hyperscaler spend → compute, memory, networking, power & cooling, construction → chip and equipment suppliers.
Data as of 2026-07-01 · quarterly refresh Open map → DCData Center Non-GPU Infra
Power, cooling, and structural build-out spend across data center construction supply chains.
Data as of 2026-07-01 · quarterly refresh Open map → SEMSemiconductor Equipment & Materials
Foundry capex flowing to lithography, deposition, etch, and materials suppliers.
Data as of 2026-07-01 · quarterly refresh Open map → DEFDefence Capital Flow
US + EU/NATO defence capex across primes, munitions, and industrial-base suppliers.
Data as of 2026-07-01 · quarterly refresh Open map → EVEV & Battery Capital Flow
OEM spend → battery cells, pack/BMS, drivetrain, charging → lithium, nickel, and cobalt mining.
Data as of 2026-07-02 · quarterly refresh Open map → ENEREnergy Transition Capital Flow
Utility renewable capex → solar, wind, storage, transmission → equipment OEMs → polysilicon, rare earths, lithium.
Data as of 2026-07-02 · quarterly refresh Open map → CLOUDCloud & SaaS Infrastructure Spend
SaaS company spend → observability, security, data infra, CDN, dev tools → underlying hyperscaler cloud revenue.
Data as of 2026-07-02 · quarterly refresh Open map →