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Companies exposed to AI buildout risk

The AI stocks the model maps to AI buildout risk — part of the infrastructure layer, ranked by how strongly each name is exposed.

51 companies · ranked by exposure

What is AI buildout risk?

The chance that planned AI data centers are delayed or cannot be finished.

Full explainer: what AI buildout risk is & who makes it →

It is the downstream sink where upstream shocks accumulate. When AI buildout risk tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.

The companies, ranked by exposure to AI buildout risk

  1. 1CRCrusoeProducer75
  2. 2American Electric Power Company, Inc. logoAmerican Electric Power Company, Inc.AEPServices70
  3. 3Bloom Energy logoBloom EnergyBEServices70
  4. 4Dominion Energy logoDominion EnergyDServices70
  5. 5Eaton logoEatonETNServices70
  6. 6Goodman Group logoGoodman GroupGMG.AXServices70
  7. 7HOCHTIEF AG logoHOCHTIEF AGHOT.DEServices70
  8. 8PWRQuanta ServicesPWRServices70
  9. 9IRENIREN LimitedIRENServices65
  10. 10Ibiden Co., Ltd. logoIbiden Co., Ltd.4062.TServices60
  11. 11Oklo Inc. logoOklo Inc.OKLOServices60
  12. 12Vistra Corp logoVistra CorpVSTServices60
  13. 13Wistron Corporation logoWistron Corporation3231.TWServices60
  14. 14Oracle Corporation logoOracle CorporationORCLServices55
  15. 15TLNTalen Energy CorporationTLNServices55
  16. 16Unimicron Technology Corp. logoUnimicron Technology Corp.3037.TWServices55
  17. 17American Tower Corporation logoAmerican Tower CorporationAMTServices50
  18. 18Analog Devices logoAnalog DevicesADIServices50
  19. 19Caterpillar Inc. logoCaterpillar Inc.CATServices50
  20. 20Comfort Systems USA logoComfort Systems USAFIXServices50
  21. 21Cummins Inc. logoCummins Inc.CMIServices50
  22. 22Digital Realty logoDigital RealtyDLRServices50
  23. 23Duke Energy logoDuke EnergyDUKServices50
  24. 24EMCOR Group, Inc. logoEMCOR Group, Inc.EMEServices50
  25. 25Energy Transfer LP logoEnergy Transfer LPETServices50
  26. 265803.TFujikura Ltd.5803.TServices50
  27. 27Iron Mountain Incorporated logoIron Mountain IncorporatedIRMServices50
  28. 28Johnson Controls International plc logoJohnson Controls International plcJCIServices50
  29. 29MP Materials Corp. logoMP Materials Corp.MPServices50
  30. 30300442.SZRange Intelligent Computing Technology Group300442.SZServices50
  31. 31Rolls-Royce Holdings plc logoRolls-Royce Holdings plcRR.LServices50
  32. 32Seagate Technology logoSeagate TechnologySTXServices50
  33. 33Sempra logoSempraSREServices50
  34. 34Southern Company logoSouthern CompanySOServices50
  35. 35Sterling Infrastructure, Inc. logoSterling Infrastructure, Inc.STRLServices50
  36. 36Texas Instruments logoTexas InstrumentsTXNServices50
  37. 37The Williams Companies, Inc. logoThe Williams Companies, Inc.WMBServices50
  38. 38Trane Technologies plc logoTrane Technologies plcTTServices50
  39. 39Western Digital logoWestern DigitalWDCServices50
  40. 40Equinix logoEquinixEQIXServices48
  41. 41NRG Energy, Inc. logoNRG Energy, Inc.NRGServices45
  42. 42Centrus Energy Corp logoCentrus Energy CorpLEUServices40
  43. 43Winbond Electronics Corporation logoWinbond Electronics Corporation2344.TWServices35
  44. 44A.P. Moller - Maersk A/S logoA.P. Moller - Maersk A/SMAERSK-B.COServices30
  45. 45Alfa Laval AB logoAlfa Laval ABALFA.STServices30
  46. 46Curtiss-Wright Corporation logoCurtiss-Wright CorporationCWServices30
  47. 47Expeditors International of Washington, Inc. logoExpeditors International of Washington, Inc.EXPDServices30
  48. 48Glencore logoGlencoreGLENServices30
  49. 492059.TWKing Slide Works Co., Ltd.2059.TWServices30
  50. 50600392.SSShenghe Resources Holding600392.SSSupplier30
  51. 51Cameco Corporation logoCameco CorporationCCJServices25

Frequently asked

What are the top AI buildout risk stocks?

By modeled exposure to AI buildout risk: Crusoe, American Electric Power Company, Inc., Bloom Energy, Dominion Energy, Eaton, Goodman Group. The full ranked list of 51 names is below.

Which companies make AI buildout risk?

The names the model tags as producers or suppliers of AI buildout risk: Crusoe, Shenghe Resources Holding.

What is AI buildout risk?

The chance that planned AI data centers are delayed or cannot be finished.

What happens if AI buildout risk runs short?

Correlated constraints stall a large share of planned capacity at once.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0
All companiesWhat is AI buildout risk? →