The Evidence Layer for the AI Trade
AI Buildout Intelligence, Mapped to Public Equities
2,300+ tracked U.S. AI datacenter projects across 50 states, evidence-graded T1 (permits, grid filings) through T4 (claims), joined to labor exposure and developer-adoption signals — mapped to the 600+ tickers we cover. Confirmed capacity leads every number; pipeline is always labeled as pipeline.
The AI Buildout Map · evidence-graded, live
Every U.S. AI datacenter project — tracked from permits, grid filings, and emissions data
The data spine behind every number
AI Infrastructure Intel
The AI Buildout, Mapped to Public Equities
The live map of every tracked U.S. AI datacenter project — filtered to a hyperscaler, opened to a single campus, and rolled up into confirmed (T1+T2) exposure by ticker. Est. pipeline (T3/T4) is always shown separately, never folded in.
Every U.S. AI datacenter project — tracked from permits, grid filings, and emissions data
Tracked
Every U.S. AI datacenter project — from permits, grid filings, and EPA data.
Evidence-graded
Operating capacity must be earned, not claimed. Master-plan headlines don’t count.
Wired in
Mapped to the public equities that benefit — and into the Ticker Evidence Dossier for every covered name.
No credit card required
One Data Spine, Three Surfaces
Who Wins the AI Buildout
Demand proven by permits, cost proven by labor filings, durability proven by adoption data — three intelligence surfaces sharing one entity graph and one covered-ticker universe.
AI Infrastructure Intel
Every tracked U.S. datacenter project, evidence-graded T1–T4, mapped to the public tickers that own the campuses plus the pull-through layers. Confirmed (T1+T2) capacity always leads; T3/T4 is labeled “Est. pipeline.”
AI Disruption / Labor Exposure
WARN and layoff evidence scored into a modeled per-ticker EPS impact — low/base/high, with an uncertainty grade and the assumptions shown. A rolling backtest scoreboard tracks the model against subsequently reported quarters.
Developer Commoditization
Package-adoption momentum, same-model token-price trends, and FinOps/quantization fingerprints triangulated into a per-ticker score — with its own backtest scoreboard against subsequently reported revenue and pricing.
Ticker Evidence Dossier
All three signals for one covered ticker in a single page — buildout exposure, labor exposure, and developer signals, every number linked back to its source rows.
Weekly Buildout Brief
New confirmed projects, status and power milestones, labor events, developer signal changes, and entity-resolution changes — structured deltas across all three surfaces, every week. Free teaser; full issue at Pro.
Methodology Transparency
A Number Without Provenance Is Just a Claim
Every figure traces back to source rows and a versioned derivation — never an LLM guess. That's easy for us because the spine is deterministic, and it's the one thing a chatbot competitor structurally can't offer.
Evidence Tiers
T1 permits and grid filings down to T4 unverified claims. Capacity must be earned by site-specific evidence before it counts toward a confirmed figure — master-plan headlines don’t.
Corrections Ledger
Every entity-resolution change, capacity restatement, dedupe merge, and tier reclassification is recorded append-only — who, when, what, why, source. Queryable, not hidden.
Backtest Scoreboards
The labor EPS bridge and the developer triangle each carry a rolling scoreboard against subsequently reported outcomes. Until enough quarters exist to score, the surface says so — a “calibration period” chip, not false confidence.
Who It's For
Built for the AI-Thesis Equity Investor
One buyer, one covered universe: investors who need to know who actually wins the AI buildout — not who claims to.
Buildout & Power Analysts
Track the AI infrastructure cycle at the project level — confirmed capacity vs. pipeline, by ticker, by state, with every figure linked to a permit or grid filing.
Labor & Macro Analysts
Read WARN and layoff filings as a modeled EPS signal, months before it shows up in margin guidance — with the assumptions shown, not hidden.
TMT & Portfolio Analysts
Cross-check adoption-momentum and pricing signals against your thesis, then pull the full evidence dossier for any covered ticker before you act.
Start With the Map — Free
Pin-level project detail, evidence-tier chips, and the public Weekly Brief teaser. No credit card required. Upgrade to Pro for per-ticker exposure across all three surfaces.
Get the Map FreeImportant Disclosure
AlphaPod.ai is a research and analytics platform. It does not:
- Provide investment advice
- Act as an investment adviser or broker-dealer
- Manage client funds
- Guarantee performance
All investment decisions are made independently by the user.
Market data references (including indices such as the S&P 500) are illustrative and subject to change. Always consult your brokerage or live market data provider for current figures.