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Company profiles organize projects, physical capacity, contracts, financing, share-count history, primary sources, models, risks, catalysts, and material updates without pretending that a profile is a complete investment thesis.
Digital infrastructure
Demonstration profile for a vertically integrated digital-infrastructure operator with power, data-center, Bitcoin-mining, and AI-compute exposure.
Power
1,160 MW
Contracted
120 MW
Pipeline
2,200 MW
Development-stage data-center infrastructure
Demonstration profile for a development-stage power and data-center campus strategy.
Power
200 MW
Contracted
—
Pipeline
1,400 MW
Digital infrastructure
Demonstration company profile emphasizing the distinction between owned generation exposure, data-center contracts, and mining economics.
Power
560 MW
Contracted
210 MW
Pipeline
700 MW
Digital infrastructure
Demonstration profile for a power-site portfolio spanning operating mining and potential high-performance-compute development.
Power
630 MW
Contracted
—
Pipeline
1,700 MW
Data-center infrastructure
Demonstration profile for a capital-intensive data-center developer with long-duration customer and financing considerations.
Power
500 MW
Contracted
400 MW
Pipeline
1,500 MW
Aerospace, connectivity, and artificial intelligence
SpaceX is a vertically integrated launch, satellite-connectivity, artificial-intelligence, and compute-infrastructure company. Following the 2026 xAI acquisition, its reported segments are Space, Connectivity, and AI; Ephesus Research further separates AI Infrastructure from AI Applications for valuation.
Power
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Contracted
—
Pipeline
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