HUMANITYVECTOR

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.

Company pages describe what a company produces and which systems depend on it. XBRL facts are observed values from SEC filings. Extracted signals are modeled: a language model read the company's own release, and deterministic validators checked the schema, the quoted source text, the entity link and conflicts before anything was approved. Pulses are derived by a versioned formula over stored facts. Nothing here is investment advice, and no number on this page was written by a model without a stored source.

Derived

Aggregate pulses

Deterministic arithmetic over stored XBRL facts for tagged company groups.
Aggregate pulse

Semiconductor Capacity Pulse

Derived

Capital spending, plant and equipment, and inventory across memory, logic and semiconductor equipment producers.

+5.5%aggregate capital expenditure, year over year
as of 2026-07-03, 10 companies matched
  • 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)
Methodology pulses.v1; computed 2026-09-07 10:05 UTC; 10 of 10 member companies have stored facts.
Aggregate pulse

Grid Investment Pulse

Derived

Capital spending and plant growth across large electric utilities, generators and grid equipment producers.

+35.2%aggregate capital expenditure, year over year
as of 2025-12-31, 9 companies matched
  • 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)
Methodology pulses.v1; computed 2026-09-07 10:05 UTC; 10 of 10 member companies have stored facts.
Aggregate pulse

AI Infrastructure Pulse

Derived

Data-center capital spending and plant growth across hyperscale operators, colocation providers and their accelerator, networking, power and cooling suppliers.

+70.1%aggregate capital expenditure, year over year
as of 2026-07-03, 8 companies matched
  • 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)
Methodology pulses.v1; computed 2026-09-07 10:05 UTC; 8 of 14 member companies have stored facts.
Aggregate pulse

Heavy Industry Pulse

Derived

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.

Methodology pulses.v2 (not run yet); 4 member companies.
Aggregate pulse

Global Logistics Pulse

Derived

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.

Methodology pulses.v2 (not run yet); 3 member companies.

Observed facts, modeled signals

Companies

38 stored
CompanyGroupsProducesRevenue (USD)Capex (USD)PP&E net (USD)SignalsFilings
ADVANCED MICRO DEVICES INC
AMD CIK 0000002488
semiconductor capacity, ai infrastructureAI accelerators, CPU, GPU34.64B2025974M20252.31B20250 / 0148
ALBEMARLE CORPORATION
ALB CIK 0000915913
untaggedlithium, batteries5.14B2025589.8M20258.61B20250 / 0221
APPLIED MATERIALS INC /DE
AMAT CIK 0000006951
semiconductor capacitysemiconductor fabrication28.37B20252.26B20254.61B20250 / 0196
American Electric Power Company, Inc.
AEP CIK 0000004904
grid investment21.88B20253.45B2025736M20250 / 0134
Broadcom Inc.
AVGO CIK 0001730168
semiconductor capacity, ai infrastructurenetworking63.89B2025623M20252.53B20250 / 0156
CATERPILLAR INC
CAT CIK 0000018230
heavy industrygenerator sets67.59B20252.82B202515.14B20250 / 0132
CONSTELLATION ENERGY CORPORATION
CEG CIK 0001868275
grid investmentnuclear25.53B20252.95B202522.47B20250 / 089
Chevron Corp
CVX CIK 0000093410
untaggedoil, natural gas184.43B202517.35B2025219.73B20250 / 0133
ConocoPhillips
COP CIK 0001163165
untaggedoil58.94B202510.16B2022, older than newest 10-K93.24B20250 / 0113
DEERE & CO
DE CIK 0000315189
heavy industry45.68B20251.36B20255.82B2020, older than newest 10-K0 / 0233
DIGITAL REALTY TRUST, INC.
DLR CIK 0001297996
ai infrastructure6.11B2025no datano data0 / 0234
Duke Energy CORP
DUK CIK 0001326160
grid investment31.74B202514.02B2025129.96B20250 / 0178
EATON CORPORATION plc
ETN CIK 0001551182
grid investment, ai infrastructure27.45B2025919M20254.32B20250 / 0137
EQUINIX, INC.
EQIX CIK 0001101239
ai infrastructure9.22B20254.31B202523.58B20250 / 0148
Exxon Mobil Corporation
XOM CIK 0002115436
untaggedoil, natural gasno datano datano data0 / 04
FedEx Corporation
FDX CIK 0001048911
global logistics94.72B20263.81B202642.04B20260 / 0204
First Solar, Inc.
FSLR CIK 0001274494
untaggedsolar, solar modules5.22B2025869.88M20255.68B20250 / 087
Freeport-McMoRan Inc.
FCX CIK 0000831259
untaggedcopper25.92B20254.49B202540.74B20250 / 0267
GE Vernova Inc.
GEV CIK 0001996810
grid investmentgas turbines, transformers, wind38.07B20251.28B2025no data0 / 029
HUBBELL INC
HUBB CIK 0000048898
grid investment5.84B2025155.1M2025841.2M20250 / 0155
INTEL CORP
INTC CIK 0000050863
semiconductor capacitysemiconductor fabrication52.85B202514.65B2025105.41B20250 / 0156
KLA CORP
KLAC CIK 0000319201
semiconductor capacitysemiconductor fabrication13.58B2026375.95M20261.38B20260 / 0149
LAM RESEARCH CORPORATION
LRCX CIK 0000707549
semiconductor capacitysemiconductor fabrication, DRAM23.23B2026966.41M20262.94B20260 / 0186
MP Materials Corp. / DE
MP CIK 0001801368
untaggedrare earths, permanent magnets224.44M2025172.38M20251.37B20250 / 097
Micron Technology, Inc.
MU CIK 0000723125
semiconductor capacity, ai infrastructureDRAM, HBM, NAND, AI accelerators37.38B202515.86B202546.59B20250 / 0169
NEXTERA ENERGY INC
NEE CIK 0000753308
grid investmentwind, solar25.8B2025no data156.2B20250 / 0189
NUCOR CORP
NUE CIK 0000073309
heavy industrysteel, scrap steel32.49B20253.42B202515.31B20250 / 0166
NVIDIA CORP
NVDA CIK 0001045810
semiconductor capacity, ai infrastructureAI accelerators, GPU215.94B20266.04B202610.38B20260 / 088
QUANTA SERVICES, INC.
PWR CIK 0001050915
grid investment28.48B2025609.15M20253.46B20250 / 0190
SOUTHERN CO
SO CIK 0000092122
grid investmentnuclear28.94B202512.74B202599.84B2023, older than newest 10-K0 / 0129
Steel Dynamics, Inc.
STLD CIK 0001022671
heavy industrysteel, aluminum18.18B2025948.03M20258.57B20250 / 0172
TEXAS INSTRUMENTS INCORPORATED
TXN CIK 0000097476
semiconductor capacityanalog chips17.68B20254.55B202512.32B20250 / 0135
Tesla, Inc.
TSLA CIK 0001318605
untaggedbatteries, grid storage, electric vehicles94.83B20258.53B202540.64B20250 / 0166
UNION PACIFIC CORP
UNP CIK 0000100885
global logistics24.51B20253.79B202559.65B20250 / 0106
UNITED PARCEL SERVICE INC
UPS CIK 0001090727
global logistics88.66B20253.69B202537.73B20250 / 0147
Vertiv Holdings Co
VRT CIK 0001674101
ai infrastructurecooling10.23B2025220M2025921.8M20250 / 0145
Vistra Corp.
VST CIK 0001692819
grid investmentnuclear, natural gas17.74B20252.75B202519.85B20250 / 0207
WESTERN DIGITAL CORPORATION
WDC CIK 0000106040
semiconductor capacity, ai infrastructurehard drives12.92B2026418M20262.48B20260 / 0137
Facts are the latest stored annual (10-K) value in USD; year shown is the period end. A value older than the company's newest 10-K is marked: no value under the tracked tags since that year. Signals count approved over all non-rejected.