CB Insights - The data center value chain market map - December 2025
FreeMapping 367 companies across the data center value chain
FreeFree tier
About CB Insights - The data center value chain market map - December 2025
The Data Center Value Chain Market Map by CB Insights Research provides a comprehensive analysis of 367 companies across 45 markets in 7 layers of the data center value chain. It highlights how AI-driven demand for large language models is rewiring data center economics, creating massive buildouts in the multi-GW range and structural power bottlenecks. The report uses CB Insights' Mosaic scores, hiring insights, and business relationships to map companies from power generation and AI hardware to cloud services and facilities operations, identifying where advantage is consolidating and strategic moves for data center developers.
Key Features
Maps 367 companies across 45 markets in 7 layers of the data center value chain
Covers power generation, AI computing hardware, supporting hardware, networking, data storage, AI cloud services, and facilities operations
Uses CB Insights' Mosaic scores, hiring insights, and business relationships to evaluate companies
Identifies AI-ready capacity concentration and emerging leaders like Aligned and Vantage Data Centers
Includes a scouting report with detailed company data from CB Insights
Highlights structural power bottlenecks from AI infrastructure buildouts
Pros & Cons
Pros
- Comprehensive mapping of 367 companies with data-driven Mosaic scores
- Covers the full value chain from power generation to cloud services
- Identifies key players and emerging leaders in AI infrastructure
- Based on proprietary CB Insights data and predictive analytics
- Free access to the scouting report (requires form submission)
Cons
- Not an exhaustive list of all companies in the space (as noted in the report)
- Access to full report requires submitting personal information via a form
- Focuses primarily on companies with Mosaic scores of 550+
- May emphasize US-centric or large-scale platforms
Best For
Investors identifying emerging leaders and consolidation opportunities in data center infrastructureData center developers prioritizing strategic moves amid AI-driven demandStrategists evaluating competitive landscape across the entire data center value chainVendors understanding market positioning and potential partners or acquisitions
FAQ
What is the data center value chain market map?
It is a CB Insights research report mapping 367 companies across 45 markets in 7 layers of the data center value chain, from power generation to facilities operations, using predictive scores and hiring insights.
How many companies are mapped in the report?
The report maps 367 companies across 45 markets.
What are the 7 layers of the data center value chain covered?
The layers are: power generation, AI computing hardware, supporting hardware infrastructure, networking connectivity, data storage database infrastructure, AI cloud services, and data center facilities operations.
Is the data center value chain market map report free?
Yes, the scouting report is available for free after submitting a form with your name, email, company, and job title.
What is a Mosaic score?
Mosaic score is CB Insights' proprietary measure of a private company's overall health and growth potential, used to evaluate companies in the market map.