The Buildout 524 companies building AI — who supplies whom, what they promised, what they are ordering
Today’s briefMon Oct 5
Flex lands $2.0 billion Axiom convertible preferred investment
Our 524 companies averaged +1.7% at Friday’s close — Silicon Design led. 407 advanced, 111 declined. NNBR +24.2%, WDC −10.2%. S&P 500 +0.7%, Nasdaq +1.0%.
Also today
Latest news
Open The WireMore on The Buildout
Encyclopedia
800v retooling
From Chapter 6: Power Inside
Fourteen chapters in plain English, from the transistor to the money.
Read Chapter 6- By Layer524 companies sorted across 13 layers
- Order books24 companies with orders ahead of shipments
- ThemesCross-stack themes shaping the buildout
- What 211 Q2 Earnings Reports Told Us About the AI BuildoutA mid-season read of 211 companies across 13 supply chain layers. What management said, and how their stocks reacted.
- Under the Radar16 smaller names doing real AI work
Research lists are not recommendations.
How it connects
Relationships shown are documented in company filings and earnings calls.
The Buildout is one person, using agentic AI tools, trying to make sense of the greatest infrastructure spend of our lifetime.
The site is in beta. Tell us what is wrong or missing