BuildoutNew in Gloom

The AI buildout, site by site.

1,003 data centers, and the fabs, power plants and mines around them. Who owns each one, who supplies it and who pays for it.

The Buildout desk: a board of AI buildout themes with the custom AI silicon theme's companies, Microsoft's power deals, suppliers and customers as a flow, its facilities on the world map, and the signals that name it.
Microsoft in the custom AI silicon theme, 31 Oct 2026.

Four panes, one subject.

  • The theme board: themes sized by market cap and coloured by their median 1Y return, with the selected theme's figures.

    Themes

    59 themes, from HBM memory to neoclouds. Each lists its companies and median 1Y return.

  • Microsoft's power deals, suppliers and customers drawn as a flow around it.

    Company

    Type TBOC MSFT. Power deals, suppliers and customers as one flow, then sites and hiring.

  • Microsoft's data centers on the world map, listed beside it.

    Map

    Facilities join ports, pipelines and ships on the map, framed on the company you pick.

  • The latest signals that name Microsoft, with the other companies each one names.

    Signals

    291 signals in the last week, each with its sources and the tickers it names.

$100 a month, or $1,000 a year.

Free shows each theme's leading companies and signals three days late. Buildout opens every company, signals the day they land and hiring by site.