AI Infra Monitor · AIM
Who is building the AI buildout, and how it is funded.
Five living dashboards that follow the physical AI buildout from the money to the megawatts: who has sellable capacity, what debt carries it, which hyperscalers and labs are paying for it, how the listed market packages the exposure, and how each layer of the trade has performed. Every figure traces to a filing, an earnings call or an issuer disclosure, with its as-of date.
AI Capacity Tracker
Who has the AI megawatts: neoclouds, ex-miner landlords and hyperscalers, with operational, under-construction and planned critical-IT MW, value per megawatt, and the power deals behind them.
Neocloud Financing Ledger
Every debt instrument behind the buildout: maturity wall, drawn versus committed facilities, converts and vendor financing, reconciled issuer by issuer to the filings.
AI Demand Monitor
Who is paying for the buildout: hyperscaler capex by quarter, contracted backlog, and the AI-lab compute commitments behind it, each tied to the filing or call.
AI Infrastructure ETF Atlas
Six listed routes into the physical AI buildout, from power and grid to photonics, memory and neocloud compute, with issuer-sourced holdings look-through.
AI Trade Layer Index
How each layer of the AI trade has traded in 2026: ten equal- and cap-weighted layer indexes, from accelerators and chip equipment to neoclouds and software, charted year to date against SPY and QQQ.
Part of a set
How it is built
- Each dashboard is compiled from one JSON source of truth, refreshed after every 10-Q, 8-K and earnings call, with source links and as-of dates on each record.
- Refresh scripts recompute every derived figure the same way the page does and fail on contract drift, so a page cannot quietly disagree with its data.
- This site is exported from a private research workspace by a tested pipeline that strips internal paths and checks every link before publishing.
- Built by directing AI coding agents: specs, review and verification by the author; code by the agents.