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Companies

Companies we follow lead each sector. Every name on this page is a closed-list tag a story can use.

Companies we follow

Larger names are the watch list. Smaller names are tracked and still valid tags, including before the first story runs.

Chips

  • NVIDIA
  • AMD
  • Intel
  • TSMC
  • Samsung
  • SK hynix
  • Broadcom
  • MediaTek
  • Qualcomm
  • Arm
  • SMIC

Also tracked

  • Micron
  • Marvell
  • ASML
  • Applied Materials
  • Lam Research
  • Tokyo Electron
  • GlobalFoundries
  • Cerebras
  • Groq
  • Tenstorrent
  • SambaNova
  • KLA
  • Synopsys
  • Infineon
  • Kioxia
  • UMC
  • Cambricon
  • YMTC

Consumer hardware

  • Apple
  • Huawei
  • Xiaomi
  • Lenovo
  • Sony
  • LG
  • Foxconn
  • Dell
  • HPE
  • Supermicro
  • IBM

AI and cloud

  • Microsoft
  • Google
  • Amazon
  • Meta
  • Oracle
  • OpenAI
  • Alibaba
  • Tencent
  • Baidu

Also tracked

  • Anthropic
  • xAI
  • CoreWeave
  • Nscale
  • Nebius
  • Lambda
  • Crusoe

Data centers

  • Equinix
  • Digital Realty
  • Vantage Data Centers
  • Stack Infrastructure
  • QTS
  • Aligned Data Centers
  • CyrusOne
  • Serverfarm
  • AirTrunk
  • Iron Mountain
  • Switch

Power

  • Constellation
  • GE Vernova
  • Siemens Energy

Also tracked

  • Vistra
  • NextEra Energy
  • Talen Energy
  • Oklo
  • NuScale
  • TerraPower
  • X-energy
  • Kairos Power
  • Fortum
  • EDF
  • Duke Energy
  • RWE
  • Westinghouse

Grid

  • Hitachi Energy
  • Schneider Electric
  • ABB
  • Eaton
  • ERCOT
  • PJM
  • National Grid
  • FERC
  • NERC
  • CAISO
  • MISO

Storage

  • CATL
  • BYD
  • Tesla

Also tracked

  • LG Energy Solution
  • Samsung SDI
  • Panasonic
  • Fluence
  • Form Energy
  • Akaysha Energy
  • Genesis Energy
  • Wärtsilä
  • Northvolt
  • QuantumScape
  • Eos Energy
  • SK On
  • Gotion

Cooling

  • Vertiv
  • CoolIT
  • LiquidStack
  • Submer
  • Iceotope
  • Motivair

Voltgrid News

Original reporting on AI chips, data-center electricity, batteries, and the grid.

Sections

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  • Power
  • Data centers
  • Batteries
  • Grid
  • Cooling

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—·Chips, power, and the grid

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