The Index
13 tables, one method, refreshed nightly.
Every table reads two lenses: absolute capacity, and depth. Each explains what it measures and publishes the components and weights it is built from. Last refreshed 21 Oct 2026.
Geographies
Countries, major cities and US states, on absolute capacity and per person.
Economies, ranked on the total cognitive capacity they command and on that capacity per person.
Leads on Cognitive Power
United States 93.6Top 10 metrosMajor citiesThe world's major metros, on the absolute AI capacity concentrated in them and on that capacity per person.
Leads on Metro PowerNew York 87.1Top 10 statesUS StatesThe states and the District of Columbia, on absolute AI capacity and on capacity per person.
Leads on State PowerCalifornia 97.6Organisations
The largest companies and the companies shaping AI.
AI frontier
The labs and the open models moving the frontier.
AI infrastructure
The physical and industrial stack under AI compute, layer by layer.
The developers and operators that build and lease the capacity AI runs in.
Leads on Stack Capacity IndexDigital Realty 85.6Top 10 companiesPower and energy for AIThe utilities, generators and on-site power providers signed to supply data centres.
Leads on Stack Capacity IndexDominion Energy 71.3Top 10 companiesTelecom and network carriersThe fibre backbones, subsea cables and carriers that connect the sites.
Leads on Stack Capacity Index
China Mobile 78.0Top 10 companiesServers, networking and opticsThe makers of AI servers, data-centre switches, optical links and storage.
Leads on Stack Capacity Index
Foxconn 83.5Top 10 companiesPower, cooling and electrical equipmentThe switchgear, transformers and cooling a data centre needs, and the contractors who fit them.
Leads on Stack Capacity Index
Schneider Electric 83.7Top 10 companiesCritical minerals and materialsThe miners and materials makers that chips and power depend on.
Leads on Stack Capacity Index
Ajinomoto 77.2Top 10 companiesTraining data and labellingThe companies that produce, label and license the data models are trained on.
Leads on Stack Capacity IndexMercor 86.1Beyond the public tables
The public tables are the free edition. The same method scores much more, and clients have all of it: every board below, with full indicator sets, history and custom peer groups.
The physical and industrial stack under AI compute, layer by layer.
- Semiconductors and equipmentChip designers and makers, foundries, packagers and chip-making tools.
- Cloud and GPU cloudsHyperscalers and GPU clouds that rent AI compute.
Beyond the largest companies and the AI companies.
- AI-native startupsThe most significant startups built on AI, scored as ventures.
- Consulting and the Big FourAdvisory firms, and how exposed their model is.
- IT services and outsourcersThe firms that build and run enterprise technology.
- Business process outsourcingContact centres and back offices, the work AI reaches first.
- Law firmsLegal practice as AI takes on research and drafting.
- Staffing and talent platformsThe firms that place people, as the work itself changes.
- Advertising holding companiesCreative and media groups as production is automated.
- Research and informationThe firms that sell information and analysis.
- Business schoolsThe schools that train managers for the work that remains.
- Insurance brokersBrokerage and advice in a market AI can price.
The forces, programmes and physical limits the frontier runs into.
- Sovereign AI programmesNational and sovereign AI programmes, and the ambition behind them.
- ChokepointsThe single points of failure the intelligence economy depends on.
- Infrastructure megaprojectsGigawatt campuses and national compute builds.
- Accelerating forcesWhat is bringing advanced AI sooner.
- Decelerating forcesWhat is slowing it down.
- WildcardsLow-probability events that would change the picture.
- Risks to US leadershipWhat could cost the United States its lead.
Where AI moves value and work, and who funds the buildout.
- IndustriesThe industries AI is reshaping, and where the value sits.
- OccupationsThe labour market mapped by exposure to AI, occupation by occupation.
- Institutional allocatorsFunds, sovereign vehicles and corporate treasuries deploying AI capital.