Sector Reports — Demand vs Supply

125 facts-only demand/supply reports across 14 layers of the AI/AGI build-out.

How to use: start at the group level to find where demand outpaces supply, then drill into individual companies via Stock Reports.

Group Reports

125 demand/supply fact sheets across the AI stack.

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

demand unit: MW of fuel-cell capacity

Battery & Energy StorageV2

FSLRENPHSEDGFLNCSTEM

demand unit: GWh of storage capacity

Electrical Utilities (AI Load Growth)V2

demand unit: MW of load growth / rate base ($)

Independent Power Producers (IPPs)V2

demand unit: MW of dispatchable generation

Natural Gas Producers (AI Power Feed)V2

demand unit: Bcf/d of natural gas production

Geothermal PowerV2

demand unit: MW of geothermal capacity

Natural Gas Pipelines & MidstreamV2

KMIWMBETOKETRGP

demand unit: Bcf/d of pipeline capacity

Solar, Wind & RenewablesV2

FSLRENPHNEPAESBEP

demand unit: GW of renewable capacity

Power Electronics & Power ConversionV2

MPWRVICRAEISAAON

demand unit: power conversion equipment ($)

Electrical Infrastructure Services (EPC)V2

PWREMEFIXSTRLMYR

demand unit: EPC backlog ($)

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

demand unit: GB of HBM / DRAM bits

Foundries (Advanced-Node Manufacturing)V2

demand unit: advanced-node wafers / month

Lithography EquipmentV2

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

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

demand unit: power-semi content per server ($)

Semiconductor Materials (Wafers, Photoresist, Gases)V2

ENTGLINAPDAIQUY

demand unit: wafers / specialty materials volume

EDA & Chip Design SoftwareV2

demand unit: EDA software seats / design starts

AI Inference & Edge ChipsV2

NVDAAMDQCOMINTC

demand unit: inference chips / tokens per second

FPGAs & Programmable LogicV2

demand unit: FPGA units / design starts

Semiconductor Inspection & MetrologyV2

demand unit: inspection/metrology tools

Semiconductor Test (ATE)V2

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

demand unit: 800G/1.6T optical transceivers

Optical Systems (DWDM / Coherent)V2

demand unit: coherent optical / DWDM systems

Data-Center Switching (Ethernet vs InfiniBand)V2

ANETAVGONVDACSCO

demand unit: high-speed switch ports

Optical Fiber & CableV2

demand unit: fiber-km of optical cable

InfiniBand & High-Speed InterconnectV2

demand unit: InfiniBand switch/adapter ports

Network Test & MeasurementV2

demand unit: test instruments ($)

Satellite CommunicationsV2

demand unit: satellite bandwidth (Gbps)

Fiber Connectors & AssembliesV2

demand unit: fiber connector/cable assembly units

Network Switches & RoutersV2

ANETCSCOJNPRHPE

demand unit: switch ports / router units

Undersea / Submarine CablesV2

demand unit: submarine cable route-km

Cell Towers & Telecom REITsV2

demand unit: tower sites / tenants

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

Data-Center REITs & ColocationV2

demand unit: leased MW of data-center capacity

Neoclouds / GPU CloudV2

CRWVNBISIRENCORZAPLDWULF

demand unit: rented GPU compute (MW / GPU-hours)

Liquid CoolingV2

demand unit: liquid-cooling content per MW ($)

UPS & Data-Center Power DistributionV2

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

demand unit: modular DC units / MW deployed

Crypto Mining & AI Compute OverlapV2

RIOTMARACIFRHUTBTBT

demand unit: MW of dual-use compute capacity

Power Distribution Units (PDUs) & BuswayV2

demand unit: PDU/busway units per MW

Backup Generators & Engine SystemsV2

demand unit: backup generator MW

Traditional HVAC & CRAC/CRAH SystemsV2

demand unit: cooling tonnage per MW

Racks, Enclosures & Server CabinetsV2

demand unit: server rack units

Building Management & DCIM SoftwareV2

demand unit: DCIM platform seats/licenses

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

demand unit: observability ARR ($)

DevOps, MLOps & AI Infrastructure ToolsV2

demand unit: MLOps platform revenue ($)

Vertical AI SaaSV2

VEEVTYLPCORSOUN

demand unit: vertical AI software ARR ($)

Logistics Software & Supply Chain OptimizationV2

demand unit: logistics SaaS ARR ($)

Data Labeling & AnnotationV2

demand unit: labeled data volume / platform ARR

Enterprise AI Enablers & ConsultingV2

demand unit: AI consulting/platform revenue ($)

RPA & Intelligent AutomationV2

demand unit: automation platform ARR ($)

Identity & Access ManagementV2

demand unit: IAM platform seats

Simulation, Digital Twins & Robotics SoftwareV2

ANSSSNPSPTCADSK

demand unit: simulation platform revenue ($)

Content Creation & Design ToolsV2

ADBECANVFVRRUPWK

demand unit: creative software seats

Customer Service & Contact Center AIV2

demand unit: AI agent sessions / platform ARR

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

Humanoid RobotsV2

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

Industrial Robot Arms & CobotsV2

ABBFANUYROKISRG

demand unit: robot units shipped

Sensors: LiDAR, Vision & ToFV2

LAZRINVZOUSTCPRT

demand unit: sensor units / LiDAR modules

Actuators, Servo Motors & Motion ControlV2

demand unit: servo/actuator units

Machine Vision & Visual InspectionV2

demand unit: vision system units

Healthcare AI-accelerated drug discovery, surgery, diagnostics.

Robotic Surgery & Surgical AIV2

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

Lab Equipment & InstrumentsV2

demand unit: instrument placements / consumables revenue

Contract Research Organizations (CROs)V2

demand unit: clinical trial contracts ($)

Precision Medicine & Companion DiagnosticsV2

demand unit: precision dx tests / approvals

Bioprocessing & CDMOsV2

demand unit: bioreactor capacity (liters)

Defense Military AI, autonomous systems, defense contractors.

Defense AI PlatformsV2

demand unit: defense AI contract value ($)

Defense Primes (AI Programs)V2

demand unit: AI-related defense contract backlog ($)

Autonomous Military Systems & DronesV2

demand unit: autonomous defense systems ($)

Cybersecurity for Government & DefenseV2

MNDTPANWCRWDBAH

demand unit: gov cyber contract value ($)

Satellite, Space & ReconnaissanceV2

demand unit: satellite constellation size / launches

Government IT Services & Systems IntegratorsV2

LDOSBAHSAICCACI

demand unit: gov IT contract backlog ($)

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

Exchanges & Market DataV2

ICECMENDAQSPGIMSCI

demand unit: trading volume / data subscriptions

Crypto / Bitcoin InfrastructureV2

COINMSTRHOODGLXY

demand unit: BTC transaction volume / custody AUM

Payment Processors & NetworksV2

demand unit: payment transactions processed

Insurance (AI Risk Modeling)V2

demand unit: GWP / AI-modeled policies

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 ($)

Ad Tech (Programmatic, DSPs, SSPs, Measurement)V2

demand unit: programmatic ad spend ($)

Streaming & Connected TV (CTV)V2

NFLXDISCMCSAROKU

demand unit: streaming subscribers / CTV ad spend

Sports Betting, iGaming & AI PricingV2

DKNGFLUTPENNMGM

demand unit: GGR / betting handle ($)

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

demand unit: tonnes of copper

Rare Earths & Critical MineralsV2

demand unit: tonnes of rare-earth oxides / magnets

Industrial GasesV2

demand unit: specialty gas volume (Mcf)

Aluminum ProducersV2

demand unit: tonnes of aluminum

Lithium MinersV2

ALBSQMLTHMLACPLL

demand unit: tonnes of LCE (lithium carbonate equivalent)

Specialty Glass & Fiber Optic PreformsV2

demand unit: fiber preform tonnes / specialty glass revenue ($)

Concrete, Cement & AggregatesV2

demand unit: tonnes of cement/aggregates

Silver MinersV2

demand unit: ounces of silver

Specialty Metals (Cobalt, Nickel, Tungsten, Tin)V2

demand unit: tonnes of specialty metals

Silicon Metal & PolysiliconV2

demand unit: tonnes of silicon/polysilicon

Graphite & Carbon MaterialsV2

demand unit: tonnes of graphite

Thermal Interface Materials (TIM)V2

demand unit: TIM revenue per GPU ($)

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

Industrial Automation & ControlsV2

ROKEMRHONABBFANUY

demand unit: automation hardware/software revenue ($)

Copper Wire & CableV2

demand unit: tonnes of copper wire/cable

EV Charging InfrastructureV2

CHPTBLNKEVGOTSLA

demand unit: charging ports / MW deployed

Water Utilities & DC CoolingV2

demand unit: million gallons/day of DC cooling water

Connectors & High-Speed InterconnectsV2

demand unit: high-speed connector revenue ($)

Contract Electronics Manufacturing (EMS)V2

demand unit: EMS revenue from AI/DC ($)

Printed Circuit Board (PCB) ManufacturersV2

demand unit: advanced PCB layers / revenue ($)

Engineering & Construction FirmsV2

demand unit: E&C backlog ($)

Test & Measurement (Industrial)V2

demand unit: T&M equipment revenue ($)

Pumps & Fluid HandlingV2

demand unit: pump/valve units

Heavy Equipment & MachineryV2

demand unit: heavy equipment units

Mining Equipment ManufacturersV2

CATKMTUYSANDFLR

demand unit: mining equipment revenue ($)

3D Printing & Additive ManufacturingV2

demand unit: 3D printer units / materials revenue

Services IT consulting, staffing, business process — labor-intensive sectors AI disrupts.

IT Consulting & Systems IntegrationV2

ACNIBMINFYCTSHWIT

demand unit: IT consulting revenue ($)

Transportation Logistics, railroads, autonomous vehicles.

Class 1 RailroadsV2

demand unit: carloads / revenue ton-miles

Full AGI Sector Scan — 15 sectors

First-pass shallow scan (~230 sub-sectors). Open 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

~16 sub-sector groups

06 · Industrial, Construction & Engineering

~18 sub-sector groups

07 · Mining, Metals & Raw Materials

~16 sub-sector groups

08 · Robotics, Automation & Physical AI

~17 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

~15 sub-sector groups

12 · Media, Content, Advertising & Entertainment

~17 sub-sector groups

13 · Professional Services, Staffing, Education & Business Services

~18 sub-sector groups

14 · Transportation, Logistics & Supply Chain

~16 sub-sector groups

15 · Unconventional & Miscellaneous Beneficiaries

~16 sub-sector groups

Prior reports

AI Chips Deep Dive AI Chip Startups & the NVIDIA Moat How a Chip Is Designed Biotechnology Sector Geniuses in a Data Center HBM Supply Timeline CoreWeave — Current Picture

Updated Jun 3, 2026.