Corporate signals
Companies as civilization sensors
Public company disclosures read as structured signals about the physical economy: what gets built, what is constrained, where capital is going. Company level data, system level purpose.
Derived
Aggregate pulses
Semiconductor Capacity Pulse
Capital spending, plant and equipment, and inventory across memory, logic and semiconductor equipment producers.
- Capital expenditure, annual, year over year+5.5% (10 matched)
- Property, plant and equipment (net), fiscal year end, year over year+6.7% (10 matched)
- Inventory, fiscal year end, year over year+24.9% (10 matched)
Grid Investment Pulse
Capital spending and plant growth across large electric utilities, generators and grid equipment producers.
- Capital expenditure, annual, year over year+35.2% (9 matched)
- Property, plant and equipment (net), fiscal year end, year over year+6.5% (7 matched)
- Inventory, fiscal year end, year over year+18.2% (5 matched)
AI Infrastructure Pulse
Data-center capital spending and plant growth across hyperscale operators, colocation providers and their accelerator, networking, power and cooling suppliers.
- Capital expenditure, annual, year over year+70.1% (8 matched)
- Property, plant and equipment (net), fiscal year end, year over year+22.0% (8 matched)
- Inventory, fiscal year end, year over year+43.4% (7 matched)
Heavy Industry Pulse
Capital spending, plant and equipment, and inventory across steel, cement, chemicals, industrial gases and heavy machinery producers.
Not computed yet. Nothing is shown until the versioned formula has run over stored facts.
Global Logistics Pulse
Capital spending, fleet and network assets, and inventory across rail, parcel, air cargo and shipping carriers.
Not computed yet. Nothing is shown until the versioned formula has run over stored facts.
Observed facts, modeled signals
Companies
| Company | Groups | Produces | Revenue (USD) | Capex (USD) | PP&E net (USD) | Signals | Filings |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC AMD CIK 0000002488 | semiconductor capacity, ai infrastructure | AI accelerators, CPU, GPU | 34.64B2025 | 974M2025 | 2.31B2025 | 0 / 0 | 148 |
| ALBEMARLE CORPORATION ALB CIK 0000915913 | untagged | lithium, batteries | 5.14B2025 | 589.8M2025 | 8.61B2025 | 0 / 0 | 221 |
| APPLIED MATERIALS INC /DE AMAT CIK 0000006951 | semiconductor capacity | semiconductor fabrication | 28.37B2025 | 2.26B2025 | 4.61B2025 | 0 / 0 | 196 |
| American Electric Power Company, Inc. AEP CIK 0000004904 | grid investment | 21.88B2025 | 3.45B2025 | 736M2025 | 0 / 0 | 134 | |
| Broadcom Inc. AVGO CIK 0001730168 | semiconductor capacity, ai infrastructure | networking | 63.89B2025 | 623M2025 | 2.53B2025 | 0 / 0 | 156 |
| CATERPILLAR INC CAT CIK 0000018230 | heavy industry | generator sets | 67.59B2025 | 2.82B2025 | 15.14B2025 | 0 / 0 | 132 |
| CONSTELLATION ENERGY CORPORATION CEG CIK 0001868275 | grid investment | nuclear | 25.53B2025 | 2.95B2025 | 22.47B2025 | 0 / 0 | 89 |
| Chevron Corp CVX CIK 0000093410 | untagged | oil, natural gas | 184.43B2025 | 17.35B2025 | 219.73B2025 | 0 / 0 | 133 |
| ConocoPhillips COP CIK 0001163165 | untagged | oil | 58.94B2025 | 10.16B2022, older than newest 10-K | 93.24B2025 | 0 / 0 | 113 |
| DEERE & CO DE CIK 0000315189 | heavy industry | 45.68B2025 | 1.36B2025 | 5.82B2020, older than newest 10-K | 0 / 0 | 233 | |
| DIGITAL REALTY TRUST, INC. DLR CIK 0001297996 | ai infrastructure | 6.11B2025 | no data | no data | 0 / 0 | 234 | |
| Duke Energy CORP DUK CIK 0001326160 | grid investment | 31.74B2025 | 14.02B2025 | 129.96B2025 | 0 / 0 | 178 | |
| EATON CORPORATION plc ETN CIK 0001551182 | grid investment, ai infrastructure | 27.45B2025 | 919M2025 | 4.32B2025 | 0 / 0 | 137 | |
| EQUINIX, INC. EQIX CIK 0001101239 | ai infrastructure | 9.22B2025 | 4.31B2025 | 23.58B2025 | 0 / 0 | 148 | |
| Exxon Mobil Corporation XOM CIK 0002115436 | untagged | oil, natural gas | no data | no data | no data | 0 / 0 | 4 |
| FedEx Corporation FDX CIK 0001048911 | global logistics | 94.72B2026 | 3.81B2026 | 42.04B2026 | 0 / 0 | 204 | |
| First Solar, Inc. FSLR CIK 0001274494 | untagged | solar, solar modules | 5.22B2025 | 869.88M2025 | 5.68B2025 | 0 / 0 | 87 |
| Freeport-McMoRan Inc. FCX CIK 0000831259 | untagged | copper | 25.92B2025 | 4.49B2025 | 40.74B2025 | 0 / 0 | 267 |
| GE Vernova Inc. GEV CIK 0001996810 | grid investment | gas turbines, transformers, wind | 38.07B2025 | 1.28B2025 | no data | 0 / 0 | 29 |
| HUBBELL INC HUBB CIK 0000048898 | grid investment | 5.84B2025 | 155.1M2025 | 841.2M2025 | 0 / 0 | 155 | |
| INTEL CORP INTC CIK 0000050863 | semiconductor capacity | semiconductor fabrication | 52.85B2025 | 14.65B2025 | 105.41B2025 | 0 / 0 | 156 |
| KLA CORP KLAC CIK 0000319201 | semiconductor capacity | semiconductor fabrication | 13.58B2026 | 375.95M2026 | 1.38B2026 | 0 / 0 | 149 |
| LAM RESEARCH CORPORATION LRCX CIK 0000707549 | semiconductor capacity | semiconductor fabrication, DRAM | 23.23B2026 | 966.41M2026 | 2.94B2026 | 0 / 0 | 186 |
| MP Materials Corp. / DE MP CIK 0001801368 | untagged | rare earths, permanent magnets | 224.44M2025 | 172.38M2025 | 1.37B2025 | 0 / 0 | 97 |
| Micron Technology, Inc. MU CIK 0000723125 | semiconductor capacity, ai infrastructure | DRAM, HBM, NAND, AI accelerators | 37.38B2025 | 15.86B2025 | 46.59B2025 | 0 / 0 | 169 |
| NEXTERA ENERGY INC NEE CIK 0000753308 | grid investment | wind, solar | 25.8B2025 | no data | 156.2B2025 | 0 / 0 | 189 |
| NUCOR CORP NUE CIK 0000073309 | heavy industry | steel, scrap steel | 32.49B2025 | 3.42B2025 | 15.31B2025 | 0 / 0 | 166 |
| NVIDIA CORP NVDA CIK 0001045810 | semiconductor capacity, ai infrastructure | AI accelerators, GPU | 215.94B2026 | 6.04B2026 | 10.38B2026 | 0 / 0 | 88 |
| QUANTA SERVICES, INC. PWR CIK 0001050915 | grid investment | 28.48B2025 | 609.15M2025 | 3.46B2025 | 0 / 0 | 190 | |
| SOUTHERN CO SO CIK 0000092122 | grid investment | nuclear | 28.94B2025 | 12.74B2025 | 99.84B2023, older than newest 10-K | 0 / 0 | 129 |
| Steel Dynamics, Inc. STLD CIK 0001022671 | heavy industry | steel, aluminum | 18.18B2025 | 948.03M2025 | 8.57B2025 | 0 / 0 | 172 |
| TEXAS INSTRUMENTS INCORPORATED TXN CIK 0000097476 | semiconductor capacity | analog chips | 17.68B2025 | 4.55B2025 | 12.32B2025 | 0 / 0 | 135 |
| Tesla, Inc. TSLA CIK 0001318605 | untagged | batteries, grid storage, electric vehicles | 94.83B2025 | 8.53B2025 | 40.64B2025 | 0 / 0 | 166 |
| UNION PACIFIC CORP UNP CIK 0000100885 | global logistics | 24.51B2025 | 3.79B2025 | 59.65B2025 | 0 / 0 | 106 | |
| UNITED PARCEL SERVICE INC UPS CIK 0001090727 | global logistics | 88.66B2025 | 3.69B2025 | 37.73B2025 | 0 / 0 | 147 | |
| Vertiv Holdings Co VRT CIK 0001674101 | ai infrastructure | cooling | 10.23B2025 | 220M2025 | 921.8M2025 | 0 / 0 | 145 |
| Vistra Corp. VST CIK 0001692819 | grid investment | nuclear, natural gas | 17.74B2025 | 2.75B2025 | 19.85B2025 | 0 / 0 | 207 |
| WESTERN DIGITAL CORPORATION WDC CIK 0000106040 | semiconductor capacity, ai infrastructure | hard drives | 12.92B2026 | 418M2026 | 2.48B2026 | 0 / 0 | 137 |