Grid-equipment and power-infrastructure suppliers, conditional on confirmed orders, capacity and margins.
What changed in the economy this year, and what did not hold up.
Every signal on this page comes from an official record (SEC annual filings, EU tender notices) and links to it. Every trading idea we tested is listed with its result, including the ones that failed.
—customer-dependence changes in the latest annual filings
—open public contracts in — countries
—trading ideas passed our tests
—last refresh, UTC
01
Who became more, or less, dependent on one customer
From each company's latest annual SEC filing: a customer's share of its revenue this fiscal year against last year. A rising share is concentration risk; a falling or lost customer can mean a contract ended.
The complete dataset — every disclosed customer relationship with share, period and source, refreshed weekly, as CSV or API.
Get the dependency data · $99 / month02
Trading ideas we tested, and the verdict
We only call an idea supported after it survives trading costs and out-of-sample testing. Negative results stay public.
03
Open public contracts in digital and energy infrastructure
Official EU tender notices (TED), one row per notice. Open a notice for its value, lots and deadline. Listed suppliers are companies in our graph with a matching capability, not bidders.
RESEARCH WORKSPACE
Explore the underlying graph, markets and event research
The tools behind the signals above: relationship hypotheses from live headlines, global market context, the evidence graph and event research. Everything below is exploratory unless marked as verified.
ECONOMIC DEPENDENCY ATLAS
See the system behind the event.
Trace infrastructure, capital and supply relationships through second- and third-order effects.
4 transmission models— title matchesHypothesis awaiting verificationSource-backed models ready · loading current events
CONDITIONAL IMPACT MAP
AI → power infrastructure
TRIGGER CONDITION · UNVERIFIEDIf data-center capacity or computing demand increases
Data-center projects waiting for connections and operators unable to pass on costs.
Data-center load
New computing capacity can increase power density and demand for uninterrupted electricity.
- Metric to monitor
- Commissioned MW; actual electricity consumption
- Impact horizon
- Commissioning schedule
- Evidence status
- Source-backed general mechanism; event-specific transmission is unverified.
- Pricing
- Not assessed · no trade signal generated
What invalidates it?
Cancellations, low utilization or efficiency gains that offset additional load weaken the chain.
Alternative explanation
Grid renewal or industrialization may explain equipment demand instead of AI.
Evidence desk
IEA · Energy and AI2025 · General mechanism source · not confirmation of today’s eventLAST 30 DAYS · TITLE MATCHESA title match is only a research candidate, not verification of event direction, contracts or causality.
Loading event feed…
Coverage and methodology
Four source-backed mechanism models. Awaiting current source feeds.
Connections are editorial economic models. Titles are matched by keywords, without full-document analysis. Sector relevance does not identify the contract winner. Scores are not calibrated probabilities or claims of automatic profit.
US OFFICIAL FILINGS46SEC EDGAR
EU PROCUREMENT200TED active notices
RELATIONSHIP GRAPH284475 active edges
GLOBAL MARKETS31US · EU · Asia · LatAm
GLOBAL MARKET LAYER
Updated 06:02 AMCross-region market confirmation
Live company-level confirmation across US, European and Asian technology, energy, banking and logistics exposure.
SPYUS · Benchmark
+0.6%778.57 USD
S&P 500 benchmark5D +0.5%Vol 0.5×
NETUS · Internet Infrastructure
+5.6%360.93 USD
Cloudflare5D +0.4%Vol 1.0×
NVDAUS · AI & Semiconductors
-0.5%229.28 USD
NVIDIA5D -4.0%Vol 0.7×
MSFTUS · Cloud & AI
+2.4%535.07 USD
Microsoft5D +1.9%Vol 0.9×
AMZNUS · Cloud & Logistics
+3.3%262.43 USD
Amazon5D +4.4%Vol 1.0×
GOOGLUS · AI & Cloud
+1.0%351.66 USD
Alphabet5D +1.5%Vol 0.7×
METAUS · AI Infrastructure
-0.3%718.67 USD
Meta Platforms5D -3.1%Vol 0.7×
AAPLUS · Consumer Technology
-1.1%336.64 USD
Apple5D +1.1%Vol 1.0×
AVGOUS · AI & Networking
+0.4%361.54 USD
Broadcom5D -0.3%Vol 0.7×
AMDUS · Semiconductors
-2.0%608.1 USD
AMD5D -3.7%Vol 0.7×
ORCLUS · Cloud & Enterprise
+4.2%141.4 USD
Oracle5D -0.8%Vol 0.9×
JPMUS · Banking
+0.5%332.99 USD
JPMorgan Chase5D +0.2%Vol 0.7×
RELATIONSHIP GRAPH
Highest-confidence relationships
166 evidenced
01
kap:1676983 → company:THYAOofficial disclosure by
100/100source record
source 02
kap:1676942 → company:MIATKofficial disclosure by
100/100source record
source 03
sec:0001046179-26-000680 → company:TSMofficial disclosure by
100/100source record
source 04
sec:0001171843-26-006483 → company:SHELofficial disclosure by
100/100source record
source 05
sec:0001104659-26-114191 → company:BABAofficial disclosure by
100/100source record
source 06
sec:0000093410-26-000192 → company:CVXofficial disclosure by
100/100source record
source Economic intelligence / Decision researchFrom disruption
From disruption
to a decision.
Trace infrastructure events into market exposure. Inspect the evidence, measure the costs, and test what remains.
Research & paper environmentAwaiting observation
Recent signals—Infrastructure → listed exposure
Market feeds— / 4Kraken · Coinbase / BTC · ETH
Archived snapshots—Timestamped order-book observations
Held-out trades—Historical validation
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Local evidence layer
KAP disclosures, local procurement and BIST confirmation remain available as a regional data pack — not the primary global product.
Optional regional layer