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{"_table":"entities","id":"grayson-thermal-systems","type":"company","name":"Grayson Thermal Systems","slug":"grayson-thermal-systems","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":27,"ticker":null,"created_at":"2026-09-13T02:13:14.804Z","updated_at":"2026-09-13T02:13:14.804Z","last_researched_at":"2026-09-13T02:13:14.801Z","last_verified_at":null,"next_research_at":"2026-10-13T02:13:14.801Z"}
{"_table":"entities","id":"granges","type":"company","name":"Granges","slug":"granges","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":27,"ticker":null,"created_at":"2026-09-13T02:13:14.816Z","updated_at":"2026-09-13T02:13:14.816Z","last_researched_at":"2026-09-13T02:13:14.812Z","last_verified_at":null,"next_research_at":"2026-10-13T02:13:14.812Z"}
{"_table":"entities","id":"barkell","type":"company","name":"Barkell","slug":"barkell","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":27,"ticker":null,"created_at":"2026-09-13T02:13:14.841Z","updated_at":"2026-09-13T02:13:14.841Z","last_researched_at":"2026-09-13T02:13:14.838Z","last_verified_at":null,"next_research_at":"2026-10-13T02:13:14.838Z"}
{"_table":"entities","id":"brookfield-ai-infrastructure-fund","type":"fund","name":"Brookfield AI Infrastructure Fund","slug":"brookfield-ai-infrastructure-fund","aliases":[],"description":"Brookfield's dedicated AI Infrastructure Fund launched in November 2025, targeting the deployment of up to $100 billion in AI infrastructure assets across AI factories, behind-the-meter power solutions, compute infrastructure, and strategic capital partnerships. The fund raised an initial $10 billion in capital from anchor investors and is part of Brookfield's broader strategy that also includes a $20 billion energy transition fund.","website":"https://bam.brookfield.com/press-releases/brookfield-launches-100-billion-ai-infrastructure-program","country":"United States","founded":2025,"status":"active","categories":["energy","data_centers","ai_infrastructure_software"],"subcategories":[],"tags":[],"metrics":{"ai_revenue_exposure":"Directly benefits from surging AI infrastructure spending; Brookfield estimates over 75 GW of AI data centers will be built in the next decade, requiring over $7 trillion in total infrastructure investment."},"confidence":0.8,"ai_adjacency_score":58,"ticker":null,"created_at":"2026-09-12T01:52:06.792Z","updated_at":"2026-09-12T01:52:06.792Z","last_researched_at":"2026-09-12T01:52:06.789Z","last_verified_at":null,"next_research_at":"2026-10-12T01:52:06.789Z"}
{"_table":"entities","id":"ase-technology-holding-co-ltd","type":"company","name":"ASE Technology Holding Co., Ltd.","slug":"ase-technology-holding-co-ltd","aliases":[],"description":"Taiwan-based semiconductor and electronics manufacturing group, one of the world's largest outsourced semiconductor assembly and test (OSAT) providers. Operates two main businesses: ATM (Assembly, Test and Measurement — the core, high-margin segment) and EMS (Electronic Manufacturing Services via subsidiary USI Group). Founded in 1984 and headquartered in Kaohsiung, Taiwan. Provides advanced packaging solutions including system-in-package, fan-out, substrate-based packaging, and heterogeneous integration for AI and HPC applications.","website":"","country":"Taiwan","founded":1984,"status":"active","categories":["semiconductors","data_centers","compute"],"subcategories":[],"tags":[],"metrics":{"city":"Kaohsiung","power_suppliers":[],"construction_partners":[]},"confidence":0.8,"ai_adjacency_score":57,"ticker":"ASX","created_at":"2026-09-12T02:13:23.826Z","updated_at":"2026-09-12T02:13:23.826Z","last_researched_at":"2026-09-12T02:13:23.823Z","last_verified_at":null,"next_research_at":"2026-10-12T02:13:23.823Z"}
{"_table":"entities","id":"linde-plc","type":"company","name":"Linde plc","slug":"linde-plc","aliases":[],"description":"A leading global industrial gases and engineering company that supplies ultra-high-purity and specialty gases for semiconductor manufacturing, as well as clean hydrogen and carbon capture solutions. Linde invests billions in on-site gas infrastructure to support semiconductor fabs and other electronics customers.","website":"https://www.linde.com","country":"United Kingdom (incorporated); global operations","founded":null,"status":"active","categories":["semiconductors","energy","materials","ai_infrastructure_software"],"subcategories":[],"tags":[],"metrics":{"ai_revenue_exposure":"Linde benefits directly from AI infrastructure spending through long-term contracts supplying ultra-high-purity industrial gases (nitrogen, oxygen, argon) to semiconductor fabs. As AI chip demand surges, fabs by Intel, TSMC, and Samsung in Arizona and Texas require Linde gases daily for decades under recurring long-term agreements. Linde's $1B Phoenix expansion and $800M Taiwan investment are tied to this demand, and its $10B clean energy backlog also feeds AI-adjacent power infrastructure."},"confidence":0.8,"ai_adjacency_score":52,"ticker":"LIN","created_at":"2026-09-12T02:18:59.956Z","updated_at":"2026-09-12T02:18:59.956Z","last_researched_at":"2026-09-12T02:18:59.954Z","last_verified_at":null,"next_research_at":"2026-10-12T02:18:59.954Z"}
{"_table":"entities","id":"modine-manufacturing-company-airedale-by-modine-data-center-cooling","type":"company","name":"Modine Manufacturing Company (Airedale by Modine Data Center Cooling)","slug":"modine-manufacturing-company-airedale-by-modine-data-center-cooling","aliases":[],"description":"A diversified global leader in thermal management technology and solutions, rapidly transforming into a pure-play climate solutions company focused on AI data center cooling. Its Airedale by Modine brand provides high-efficiency chillers, advanced indoor air systems, next-generation liquid cooling technologies, intelligent controls, and the Cooling AI control system. Data Centers sales grew 158% year-over-year in Q4, driven by AI infrastructure demand.","website":"https://investors.modine.com","country":"United States","founded":null,"status":"active","categories":["data_centers","cooling","ai_infrastructure_software","manufacturing","energy"],"subcategories":[],"tags":["ai-data-center-cooling","liquid-cooling","free-cooling","climate-solutions","pure-play-climate","hyperscaler","thermal-management","pue-optimization","modular-data-center","cooling-ai"],"metrics":{"products":["High-efficiency chillers","Advanced indoor air systems","Next-generation liquid cooling technologies","Intelligent controls","Cooling AI control system","HVAC/R Coils","Thermal Management Solutions","Modular data center platform (in development)"],"geography":["United States (Racine, WI — headquarters)","United Kingdom (Airedale International Air Conditioning)","Europe","North America","Asia","6 continents of operation"],"financials":{"revenue":"Not disclosed in sources","investors":[],"funding_rounds":"Not disclosed","fiscal_2024_acquisitions":"$186 million (Scott Springfield Manufacturing and Napps) + $12 million (TMGcore IP and assets)","gentherm_transaction_value":"~$1.0 billion ($210 million cash + ~$790 million Gentherm stock representing 40% ownership)","data_centers_sales_growth_q4":"158% year-over-year","long_term_capacity_agreement":"$4 billion (2027–2029) with a major data center customer","climate_solutions_sales_growth_q4":"87% year-over-year","north_american_capacity_investment":"$100 million"},"leadership":[{"name":"G. E.","role":"Vice President General Manager - Datacenters EMEA"},{"name":"A. T.","role":"Vice President & GM Data Centres EMEA/APAC"},{"name":"J. M.","role":"Head of Projects"}],"markets_served":"Data center industry, mission-critical applications, AI infrastructure, HVAC and refrigeration","technology_names":["Cooling AI control system","Free-cooling technology","Liquid cooling technologies","Intelligent controls","Niagara Framework","HubSpot Analytics","Adobe InDesign"],"ai_revenue_exposure":"Major beneficiary of AI infrastructure spending: secured $180 million in data center cooling orders from a leading AI infrastructure developer; Data Centers sales up 158% YoY; a $4 billion long-term capacity agreement (2027–2029) with a major data center customer provides exceptional revenue visibility."},"confidence":0.8,"ai_adjacency_score":65,"ticker":"MOD (NYSE)","created_at":"2026-09-12T02:19:45.703Z","updated_at":"2026-09-12T02:19:45.703Z","last_researched_at":"2026-09-13T02:13:14.739Z","last_verified_at":null,"next_research_at":"2026-10-13T02:13:14.739Z"}
{"_table":"entities","id":"climate-by-design-international","type":"company","name":"Climate by Design International","slug":"climate-by-design-international","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":29,"ticker":null,"created_at":"2026-09-12T02:19:45.849Z","updated_at":"2026-09-12T02:19:45.849Z","last_researched_at":"2026-09-12T02:19:45.845Z","last_verified_at":null,"next_research_at":"2026-10-12T02:19:45.845Z"}
{"_table":"entities","id":"lightsource-bp","type":"company","name":"Lightsource bp","slug":"lightsource-bp","aliases":[],"description":"Lightsource bp is a British solar energy development and management company, rebranded from Lightsource Renewable Energy in 2018. It is the largest solar developer in Europe and the third largest in the world outside of China. The company funds, develops, constructs, and connects solar installations globally, and provides operations, maintenance, and asset management services for solar assets.","website":"https://lightsourcebp.com","country":"United Kingdom","founded":null,"status":"active","categories":["energy","ai_infrastructure_software"],"subcategories":[],"tags":[],"metrics":{"financing":{"round":null,"amount":460000000,"lenders":[]},"capacity_mw":368,"capacity_status":"planned","power_suppliers":[],"ai_revenue_exposure":"Lightsource bp builds an AI intelligence layer for utility-scale solar, using machine learning for site selection, solar irradiance forecasting, system design optimization, and near-term production forecasts for grid operators. This AI capability makes their solar assets more reliable and resilient, directly supporting AI infrastructure energy demand and grid stability.","construction_partners":[]},"confidence":0.8,"ai_adjacency_score":33,"ticker":null,"created_at":"2026-09-12T02:16:48.757Z","updated_at":"2026-09-12T02:16:48.757Z","last_researched_at":"2026-09-12T02:16:48.755Z","last_verified_at":null,"next_research_at":"2026-10-12T02:16:48.755Z"}
{"_table":"entities","id":"pjm-interconnection","type":"organization","name":"PJM Interconnection","slug":"pjm-interconnection","aliases":[],"description":"The largest U.S. regional transmission organization (RTO) and power grid operator, managing the high-voltage electric transmission system serving 67 million customers across 13 states and the District of Columbia. PJM administers a competitive wholesale electricity market and is increasingly deploying AI tools to manage surging data-center-driven power demand.","website":"https://en.wikipedia.org/wiki/PJM_Interconnection","country":"United States","founded":1927,"status":"active","categories":["energy","ai_infrastructure_software"],"subcategories":[],"tags":[],"metrics":{"city":"Valley Forge","ai_revenue_exposure":"PJM benefits from AI infrastructure spending as surging data-center demand drives record interconnection applications and grid expansion activity across its 13-state territory, particularly in Virginia, the world's largest data-center concentration."},"confidence":0.8,"ai_adjacency_score":46,"ticker":null,"created_at":"2026-09-12T02:20:41.400Z","updated_at":"2026-09-12T02:20:41.400Z","last_researched_at":"2026-09-12T02:20:41.394Z","last_verified_at":null,"next_research_at":"2026-10-12T02:20:41.394Z"}
{"_table":"entities","id":"google-cloud-ai-infrastructure","type":"product","name":"Google Cloud AI Infrastructure","slug":"google-cloud-ai-infrastructure","aliases":[],"description":"A product offering by Google Cloud that trains, serves, and operates AI applications on agent-native infrastructure powering Google. It encompasses hardware, software, ML, and systems infrastructure including TPUs, GPUs, and CPUs for every type of AI workload, and is part of the AI Hypercomputer platform.","website":"https://cloud.google.com/ai-infrastructure","country":"United States","founded":1998,"status":"active","categories":["ai_infrastructure_software","compute","data_centers"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.8,"ai_adjacency_score":61,"ticker":null,"created_at":"2026-09-10T16:33:23.691Z","updated_at":"2026-09-10T16:33:23.691Z","last_researched_at":"2026-09-11T15:11:55.085Z","last_verified_at":null,"next_research_at":"2026-10-11T15:11:55.085Z"}
{"_table":"entities","id":"amd","type":"company","name":"AMD","slug":"amd","aliases":[],"description":"Produces CPUs, GPUs, and accelerators used in AI servers and data centers.","website":"https://amd.com","country":"United States","founded":null,"status":"active","categories":["compute","semiconductors"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.95,"ai_adjacency_score":52,"ticker":"AMD","created_at":"2026-09-09T19:05:49.740Z","updated_at":"2026-09-09T19:05:49.740Z","last_researched_at":"2026-09-12T14:04:21.250Z","last_verified_at":null,"next_research_at":"2026-09-19T14:04:21.250Z"}
{"_table":"entities","id":"tsmc","type":"company","name":"TSMC","slug":"tsmc","aliases":[],"description":"The world's largest dedicated semiconductor foundry, manufacturing advanced AI chips.","website":"https://tsmc.com","country":"Taiwan","founded":null,"status":"active","categories":["semiconductors"],"subcategories":[],"tags":[],"metrics":{"why_matters":"Nearly all major AI accelerator designers depend on TSMC to fabricate their silicon, making it a critical bottleneck and enabler for AI compute scaling. Its manufacturing capacity and process leadership directly determine the pace at which next-generation AI models can be trained and deployed.","what_they_do":"TSMC is the world's largest dedicated semiconductor foundry, manufacturing advanced chips on behalf of fabless designers like NVIDIA and AMD. It relies on equipment suppliers such as ASML, Applied Materials, and Lam Research to produce these chips at leading-edge process nodes."},"confidence":0.98,"ai_adjacency_score":57,"ticker":"TSM","created_at":"2026-09-09T19:05:49.743Z","updated_at":"2026-09-09T19:05:49.743Z","last_researched_at":"2026-09-12T02:18:59.993Z","last_verified_at":null,"next_research_at":"2026-09-19T02:18:59.993Z"}
{"_table":"entities","id":"corning","type":"company","name":"Corning","slug":"corning","aliases":[],"description":"Produces optical fiber and glass that underpins data-center connectivity.","website":"https://corning.com","country":"United States","founded":null,"status":"active","categories":["optics"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.9,"ai_adjacency_score":32,"ticker":"GLW","created_at":"2026-09-09T19:05:49.762Z","updated_at":"2026-09-09T19:05:49.762Z","last_researched_at":null,"last_verified_at":null,"next_research_at":null}
{"_table":"entities","id":"pytorch","type":"project","name":"PyTorch","slug":"pytorch","aliases":[],"description":"Open-source deep learning framework underpinning most AI research.","website":"https://pytorch.org","country":"","founded":null,"status":"active","categories":["ai_infrastructure_software","open_source"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.95,"ai_adjacency_score":30,"ticker":null,"created_at":"2026-09-09T19:05:49.792Z","updated_at":"2026-09-09T19:05:49.792Z","last_researched_at":null,"last_verified_at":null,"next_research_at":null}
{"_table":"entities","id":"the-data-center-as-a-computer-designing-warehouse-scale-machines","type":"paper","name":"The Data Center as a Computer: Designing Warehouse-Scale Machines","slug":"the-data-center-as-a-computer-designing-warehouse-scale-machines","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":32,"ticker":null,"created_at":"2026-09-11T22:09:56.739Z","updated_at":"2026-09-11T22:09:56.739Z","last_researched_at":"2026-09-11T22:09:56.737Z","last_verified_at":null,"next_research_at":"2026-10-11T22:09:56.737Z"}
{"_table":"entities","id":"kioxia-gp-series-super-iops-ssd","type":"product","name":"KIOXIA GP series Super IOPS SSD","slug":"kioxia-gp-series-super-iops-ssd","aliases":[],"description":"","website":"","country":"","founded":null,"status":"active","categories":[],"subcategories":[],"tags":[],"metrics":{},"confidence":0.5,"ai_adjacency_score":17,"ticker":null,"created_at":"2026-09-10T17:18:38.970Z","updated_at":"2026-09-10T17:18:38.970Z","last_researched_at":null,"last_verified_at":null,"next_research_at":null}
{"_table":"entities","id":"kubernetes","type":"technology","name":"Kubernetes","slug":"kubernetes","aliases":[],"description":"The world's leading container orchestration platform that automates the deployment, scaling, and management of applications, widely adopted as the core infrastructure for AI workloads.","website":"","country":"","founded":null,"status":"active","categories":["compute","ai_infrastructure_software","open_source"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.8,"ai_adjacency_score":28,"ticker":null,"created_at":"2026-09-10T17:19:41.201Z","updated_at":"2026-09-10T17:19:41.201Z","last_researched_at":null,"last_verified_at":null,"next_research_at":null}
{"_table":"entities","id":"fanuc-corporation","type":"company","name":"FANUC CORPORATION","slug":"fanuc-corporation","aliases":[],"description":"Japanese public company specializing in industrial robotics, CNCs, factory automation, and robomachines. FANUC is advancing Physical AI for industrial robotics through collaborations with NVIDIA (Jetson edge modules, Isaac Sim, Omniverse) and Google, enabling digital twins, voice-command interpretation, auto-generated Python code, and ROS 2 support.","website":"https://www.fanuc.co.jp","country":"Japan","founded":1955,"status":"active","categories":["robotics","ai_infrastructure_software","open_source"],"subcategories":[],"tags":[],"metrics":{"city":"Oshino-mura, Yamanashi Prefecture, Japan","power_suppliers":[],"construction_partners":[]},"confidence":0.8,"ai_adjacency_score":65,"ticker":"6954","created_at":"2026-09-11T21:49:26.919Z","updated_at":"2026-09-11T21:49:26.919Z","last_researched_at":"2026-09-11T21:49:26.916Z","last_verified_at":"2026-09-11T21:49:26.916Z","next_research_at":"2026-10-11T21:49:26.916Z"}
{"_table":"entities","id":"lightmatter","type":"company","name":"Lightmatter","slug":"lightmatter","aliases":[],"description":"Photonic computing company developing optical interconnects and accelerators for large-scale AI data centers. Uses silicon photonics to move data between chips with higher bandwidth and lower energy than traditional electronic interconnects. Products include the Passage platform (3D-stacked photonic interposers, co-packaged optics, high-radix interconnects) and the Envise photonic processor (performs matrix operations using light).","website":"","country":"","founded":2017,"status":"active","categories":["compute","semiconductors","networking","optics","data_centers","ai_infrastructure_software"],"subcategories":[],"tags":[],"metrics":{"ai_revenue_exposure":"Directly benefits from AI infrastructure spending: its photonic interconnects and accelerators address the bandwidth, energy, and scaling bottlenecks in multi-rack AI data centers, serving hyperscale customers training large neural networks."},"confidence":0.8,"ai_adjacency_score":68,"ticker":null,"created_at":"2026-09-11T22:03:53.258Z","updated_at":"2026-09-11T22:03:53.258Z","last_researched_at":"2026-09-11T22:03:53.250Z","last_verified_at":null,"next_research_at":"2026-10-11T22:03:53.250Z"}
{"_table":"entities","id":"alphabet","type":"company","name":"Alphabet","slug":"alphabet","aliases":[],"description":"Parent holding company that operates one of the world's largest AI infrastructure platforms, combining custom TPUs, Gemini models, and global cloud infrastructure. Alphabet owns much of its technology stack, connecting infrastructure, software, and AI models across consumer and enterprise markets.","website":"","country":"United States","founded":2015,"status":"active","categories":["compute","semiconductors","data_centers","ai_infrastructure_software","networking"],"subcategories":[],"tags":[],"metrics":{},"confidence":0.8,"ai_adjacency_score":38,"ticker":"GOOGL","created_at":"2026-09-10T19:11:29.782Z","updated_at":"2026-09-10T19:11:29.782Z","last_researched_at":null,"last_verified_at":null,"next_research_at":null}
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