Live · Q1 2026 dataset published
PYLON AI
The institutional intelligence layer for AI infrastructure.
Verified power deals, SMR procurement, data centre buildouts, neocloud funding, and regulatory action — sourced via OSINT, structured for analysts.
1,396
Verified deals
218
Companies tracked
630
Data centre sites
$1.5T
Capex tracked
01 / Coverage
What we track
Ten interlocking datasets covering the entire AI infrastructure stack — from electrons to silicon to geopolitics.
Power deals
Hyperscaler PPAs, BTM nuclear, gas peakers, behind-the-fence campuses.
SMR procurement
Vendor selections, unit counts, NRC docket cadence.
Data centre buildouts
Site-by-site capacity, status, energization timelines.
Chip & supplier order book
CoWoS, HBM, switchgear, transformers, generators.
Neocloud funding
CoreWeave, Lambda, Crusoe, Nscale: rounds, debt, valuations.
Cooling deployments
Direct-to-chip, immersion, by site and operator.
Sovereign AI programs
Stargate UAE, HUMAIN, Mistral Compute, AI Growth Zones.
Personnel moves
Senior talent flow across hyperscalers, neoclouds, utilities.
Regulatory actions
FERC, NRC, PUCT, EU AI Act, data centre moratoria.
Connectivity & D2C
Spectrum, sat-cell, hollow-core fibre — the next constraint.
Tracking deals & deployments at
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Built for the analysts shaping the next decade.
Funds, sovereign developers, and corporate strategy teams use Pylon AI to underwrite multi-billion-dollar decisions.