Thebuildout

THEBUILDOUTA5 · direct accessManage supplier listing

A structured database of AI infrastructure's physical layer with two core entity types — Companies (AI-infrastructure exposure, spanning hyperscalers and suppliers) and Facilities (data centers, fabs, plants, power and grid assets, mines, factories, logistics hubs) — joined by typed Relationships and a dated signal feed. Each non-obvious fact carries a stored source url. Layers include explicit AI-exposure role labels with written evidence per company, satellite-derived construction-activity scoring with capture dates and visibility notes, daily market data, hiring and procurement evidence, permits and planning documents, and a rumor-versus-corroborated verification flag on every intel item

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Coverage

Universe, instruments and categories.

Industry: SemiconductorsElectric UtilitiesData Center REITs
Instruments: equities

Dataset card

Type: not stated
Format: Multimodal — relational entity and relationship tables, a timestamped signal feed, daily market data, satellite imagery with derived activity scores, and long-form memos; exportable as data for paid tiers
Volume: Two entity tables (companies and facilities) with a typed relationship layer, per-fact source urls, a continuously accumulating dated signal feed, daily market data synchronization, and recurring satellite captures roughly three times weekly with derived activity scores, plus a memo series of long-form technical notes. Request further research on exact company, facility and intel-item counts, which the operator exposes on a live status page rather than in marketing copy.
Users: Not disclosed — the platform has accounts, Stripe billing and a Substack newsletter, so a registered base exists, but the operator publishes no subscriber or customer count. Request further research on the paid subscriber base.
History: not stated
Update frequency: not stated
Growth: Active — real-time intel monitoring, daily market synchronization, roughly three-times-weekly satellite passes and daily-to-weekly autonomous research runs are all documented as ongoing, with a public status page exposing the last signal, observation and sync timestamps
Launched: ~2025-2026 (est. — no launch statement found; memo and intel items carry 2026 dates and the platform's automation stack reads as a recent build rather than a long-established database)
Delivery: not stated
Entity mapping: not stated
Sample: not stated
Point-in-time: not stated
Licence: not stated

supplier index read from their site