{
  "version": "0.1.0",
  "as_of": "2026-09-17",
  "description": "Seed universe for Bosstox AI Infrastructure Intelligence. Seed records are discovery targets, not verified relationships or investment recommendations.",
  "categories": [
    {"id":"power-generation-grid","label":"Power & grid access","color":"#f59e0b"},
    {"id":"electrical-distribution","label":"Electrical distribution","color":"#fb7185"},
    {"id":"thermal-management","label":"Cooling & thermal","color":"#38bdf8"},
    {"id":"servers-racks","label":"Servers, racks & mechanics","color":"#a78bfa"},
    {"id":"semiconductors-memory","label":"Semiconductors & memory","color":"#34d399"},
    {"id":"networking-optics","label":"Networking & optics","color":"#60a5fa"},
    {"id":"data-centers-real-estate","label":"Data centers & sites","color":"#f472b6"},
    {"id":"cloud-compute","label":"Cloud compute","color":"#22d3ee"},
    {"id":"software-security","label":"Operations & security","color":"#c084fc"},
    {"id":"construction-services","label":"Construction & services","color":"#fb923c"}
  ],
  "companies": [
    {"id":"eaton","name":"Eaton","category":"electrical-distribution","status":"research","ticker":"ETN","type":"public","source_required":true},
    {"id":"schneider-electric","name":"Schneider Electric","category":"electrical-distribution","status":"research","ticker":"SU.PA","type":"public","source_required":true},
    {"id":"vertiv","name":"Vertiv","category":"electrical-distribution","status":"verified","ticker":"VRT","type":"public","source_required":true},
    {"id":"abb","name":"ABB","category":"electrical-distribution","status":"seed","ticker":"ABBN.SW","type":"public","source_required":true},
    {"id":"siemens-energy","name":"Siemens Energy","category":"power-generation-grid","status":"research","ticker":"ENR.DE","type":"public","source_required":true},
    {"id":"ge-vernova","name":"GE Vernova","category":"power-generation-grid","status":"seed","ticker":"GEV","type":"public","source_required":true},
    {"id":"hitachi-energy","name":"Hitachi Energy","category":"power-generation-grid","status":"seed","type":"private","source_required":true},
    {"id":"constellation-energy","name":"Constellation Energy","category":"power-generation-grid","status":"seed","ticker":"CEG","type":"public","source_required":true},
    {"id":"vistra","name":"Vistra","category":"power-generation-grid","status":"seed","ticker":"VST","type":"public","source_required":true},
    {"id":"nextera-energy","name":"NextEra Energy","category":"power-generation-grid","status":"seed","ticker":"NEE","type":"public","source_required":true},
    {"id":"bloom-energy","name":"Bloom Energy","category":"power-generation-grid","status":"seed","ticker":"BE","type":"public","source_required":true},
    {"id":"oklo","name":"Oklo","category":"power-generation-grid","status":"seed","ticker":"OKLO","type":"public","source_required":true},
    {"id":"talen-energy","name":"Talen Energy","category":"power-generation-grid","status":"seed","ticker":"TLN","type":"public","source_required":true},
    {"id":"caterpillar","name":"Caterpillar","category":"power-generation-grid","status":"seed","ticker":"CAT","type":"public","source_required":true},
    {"id":"cummins","name":"Cummins","category":"power-generation-grid","status":"seed","ticker":"CMI","type":"public","source_required":true},
    {"id":"generac","name":"Generac","category":"power-generation-grid","status":"seed","ticker":"GNRC","type":"public","source_required":true},
    {"id":"modine","name":"Modine","category":"thermal-management","status":"seed","ticker":"MOD","type":"public","source_required":true},
    {"id":"munters","name":"Munters","category":"thermal-management","status":"seed","ticker":"MTRS.ST","type":"public","source_required":true},
    {"id":"johnson-controls","name":"Johnson Controls","category":"thermal-management","status":"seed","ticker":"JCI","type":"public","source_required":true},
    {"id":"trane-technologies","name":"Trane Technologies","category":"thermal-management","status":"seed","ticker":"TT","type":"public","source_required":true},
    {"id":"delta-electronics","name":"Delta Electronics","category":"thermal-management","status":"seed","ticker":"2308.TW","type":"public","source_required":true},
    {"id":"coolit-systems","name":"CoolIT Systems","category":"thermal-management","status":"seed","type":"private","source_required":true},
    {"id":"liquidstack","name":"LiquidStack","category":"thermal-management","status":"seed","type":"private","source_required":true},
    {"id":"supermicro","name":"Supermicro","category":"servers-racks","status":"research","ticker":"SMCI","type":"public","source_required":true},
    {"id":"dell","name":"Dell Technologies","category":"servers-racks","status":"seed","ticker":"DELL","type":"public","source_required":true},
    {"id":"hpe","name":"Hewlett Packard Enterprise","category":"servers-racks","status":"seed","ticker":"HPE","type":"public","source_required":true},
    {"id":"lenovo","name":"Lenovo","category":"servers-racks","status":"seed","ticker":"0992.HK","type":"public","source_required":true},
    {"id":"quanta","name":"Quanta Computer","category":"servers-racks","status":"seed","ticker":"2382.TW","type":"public","source_required":true},
    {"id":"wiwynn","name":"Wiwynn","category":"servers-racks","status":"seed","ticker":"6669.TW","type":"public","source_required":true},
    {"id":"wistron","name":"Wistron","category":"servers-racks","status":"seed","ticker":"3231.TW","type":"public","source_required":true},
    {"id":"foxconn","name":"Hon Hai / Foxconn","category":"servers-racks","status":"seed","ticker":"2317.TW","type":"public","source_required":true},
    {"id":"king-slide","name":"King Slide","category":"servers-racks","status":"seed","ticker":"2059.TW","type":"public","source_required":true},
    {"id":"nvidia","name":"NVIDIA","category":"semiconductors-memory","status":"verified","ticker":"NVDA","type":"public","source_required":true},
    {"id":"amd","name":"AMD","category":"semiconductors-memory","status":"research","ticker":"AMD","type":"public","source_required":true},
    {"id":"broadcom","name":"Broadcom","category":"semiconductors-memory","status":"research","ticker":"AVGO","type":"public","source_required":true},
    {"id":"marvell","name":"Marvell Technology","category":"semiconductors-memory","status":"seed","ticker":"MRVL","type":"public","source_required":true},
    {"id":"tsmc","name":"TSMC","category":"semiconductors-memory","status":"verified","ticker":"TSM","type":"public","source_required":true},
    {"id":"samsung","name":"Samsung Electronics","category":"semiconductors-memory","status":"seed","ticker":"005930.KS","type":"public","source_required":true},
    {"id":"sk-hynix","name":"SK hynix","category":"semiconductors-memory","status":"seed","ticker":"000660.KS","type":"public","source_required":true},
    {"id":"micron","name":"Micron Technology","category":"semiconductors-memory","status":"seed","ticker":"MU","type":"public","source_required":true},
    {"id":"intel","name":"Intel","category":"semiconductors-memory","status":"seed","ticker":"INTC","type":"public","source_required":true},
    {"id":"asml","name":"ASML","category":"semiconductors-memory","status":"seed","ticker":"ASML","type":"public","source_required":true},
    {"id":"applied-materials","name":"Applied Materials","category":"semiconductors-memory","status":"seed","ticker":"AMAT","type":"public","source_required":true},
    {"id":"lam-research","name":"Lam Research","category":"semiconductors-memory","status":"seed","ticker":"LRCX","type":"public","source_required":true},
    {"id":"kla","name":"KLA","category":"semiconductors-memory","status":"seed","ticker":"KLAC","type":"public","source_required":true},
    {"id":"arista","name":"Arista Networks","category":"networking-optics","status":"seed","ticker":"ANET","type":"public","source_required":true},
    {"id":"cisco","name":"Cisco","category":"networking-optics","status":"seed","ticker":"CSCO","type":"public","source_required":true},
    {"id":"coherent","name":"Coherent","category":"networking-optics","status":"seed","ticker":"COHR","type":"public","source_required":true},
    {"id":"lumentum","name":"Lumentum","category":"networking-optics","status":"seed","ticker":"LITE","type":"public","source_required":true},
    {"id":"amphenol","name":"Amphenol","category":"networking-optics","status":"seed","ticker":"APH","type":"public","source_required":true},
    {"id":"corning","name":"Corning","category":"networking-optics","status":"seed","ticker":"GLW","type":"public","source_required":true},
    {"id":"ciena","name":"Ciena","category":"networking-optics","status":"seed","ticker":"CIEN","type":"public","source_required":true},
    {"id":"credо","name":"Credo Technology","category":"networking-optics","status":"seed","ticker":"CRDO","type":"public","source_required":true},
    {"id":"fabrinet","name":"Fabrinet","category":"networking-optics","status":"seed","ticker":"FN","type":"public","source_required":true},
    {"id":"celestica","name":"Celestica","category":"networking-optics","status":"seed","ticker":"CLS","type":"public","source_required":true},
    {"id":"digital-realty","name":"Digital Realty","category":"data-centers-real-estate","status":"seed","ticker":"DLR","type":"public","source_required":true},
    {"id":"equinix","name":"Equinix","category":"data-centers-real-estate","status":"seed","ticker":"EQIX","type":"public","source_required":true},
    {"id":"qts","name":"QTS Data Centers","category":"data-centers-real-estate","status":"seed","type":"private","source_required":true},
    {"id":"vantage","name":"Vantage Data Centers","category":"data-centers-real-estate","status":"seed","type":"private","source_required":true},
    {"id":"aligned","name":"Aligned Data Centers","category":"data-centers-real-estate","status":"seed","type":"private","source_required":true},
    {"id":"switch","name":"Switch","category":"data-centers-real-estate","status":"seed","type":"private","source_required":true},
    {"id":"applied-digital","name":"Applied Digital","category":"data-centers-real-estate","status":"research","ticker":"APLD","type":"public","source_required":true},
    {"id":"core-scientific","name":"Core Scientific","category":"data-centers-real-estate","status":"seed","ticker":"CORZ","type":"public","source_required":true},
    {"id":"iren","name":"IREN","category":"data-centers-real-estate","status":"seed","ticker":"IREN","type":"public","source_required":true},
    {"id":"coreweave","name":"CoreWeave","category":"cloud-compute","status":"verified","ticker":"CRWV","type":"public","source_required":true},
    {"id":"crusoe","name":"Crusoe","category":"cloud-compute","status":"seed","type":"private","source_required":true},
    {"id":"lambda","name":"Lambda","category":"cloud-compute","status":"seed","type":"private","source_required":true},
    {"id":"nebius","name":"Nebius","category":"cloud-compute","status":"seed","ticker":"NBIS","type":"public","source_required":true},
    {"id":"fluidstack","name":"Fluidstack","category":"cloud-compute","status":"seed","type":"private","source_required":true},
    {"id":"aws","name":"Amazon Web Services","category":"cloud-compute","status":"seed","ticker":"AMZN","type":"public","source_required":true},
    {"id":"azure","name":"Microsoft Azure","category":"cloud-compute","status":"seed","ticker":"MSFT","type":"public","source_required":true},
    {"id":"google-cloud","name":"Google Cloud","category":"cloud-compute","status":"seed","ticker":"GOOGL","type":"public","source_required":true},
    {"id":"service-now","name":"ServiceNow","category":"software-security","status":"seed","ticker":"NOW","type":"public","source_required":true},
    {"id":"datadog","name":"Datadog","category":"software-security","status":"seed","ticker":"DDOG","type":"public","source_required":true},
    {"id":"dynatrace","name":"Dynatrace","category":"software-security","status":"seed","ticker":"DT","type":"public","source_required":true},
    {"id":"cloudflare","name":"Cloudflare","category":"software-security","status":"seed","ticker":"NET","type":"public","source_required":true},
    {"id":"crowdstrike","name":"CrowdStrike","category":"software-security","status":"seed","ticker":"CRWD","type":"public","source_required":true},
    {"id":"palo-alto","name":"Palo Alto Networks","category":"software-security","status":"seed","ticker":"PANW","type":"public","source_required":true},
    {"id":"zscaler","name":"Zscaler","category":"software-security","status":"seed","ticker":"ZS","type":"public","source_required":true},
    {"id":"device42","name":"Device42","category":"software-security","status":"seed","type":"private","source_required":true},
    {"id":"nlyte","name":"Nlyte","category":"software-security","status":"seed","type":"private","source_required":true},
    {"id":"sunbird","name":"Sunbird Software","category":"software-security","status":"seed","type":"private","source_required":true},
    {"id":"turner","name":"Turner Construction","category":"construction-services","status":"seed","type":"private","source_required":true},
    {"id":"whiting-turner","name":"Whiting-Turner","category":"construction-services","status":"seed","type":"private","source_required":true},
    {"id":"mortenson","name":"Mortenson","category":"construction-services","status":"seed","type":"private","source_required":true},
    {"id":"holder","name":"Holder Construction","category":"construction-services","status":"seed","type":"private","source_required":true},
    {"id":"henderson-engineers","name":"Henderson Engineers","category":"construction-services","status":"seed","type":"private","source_required":true},
    {"id":"black-veatch","name":"Black & Veatch","category":"construction-services","status":"seed","type":"private","source_required":true},
    {"id":"jacobs","name":"Jacobs","category":"construction-services","status":"seed","ticker":"J","type":"public","source_required":true},
    {"id":"aecom","name":"AECOM","category":"construction-services","status":"seed","ticker":"ACM","type":"public","source_required":true},
    {"id":"quanta-services","name":"Quanta Services","category":"construction-services","status":"seed","ticker":"PWR","type":"public","source_required":true},
    {"id":"comfort-systems","name":"Comfort Systems USA","category":"construction-services","status":"seed","ticker":"FIX","type":"public","source_required":true},
    {"id":"emcor","name":"EMCOR Group","category":"construction-services","status":"seed","ticker":"EME","type":"public","source_required":true},
    {"id":"asetek","name":"Asetek","category":"thermal-management","status":"seed","ticker":"ASTK.OL","type":"public","source_required":true},
    {"id":"stulz","name":"STULZ","category":"thermal-management","status":"seed","type":"private","source_required":true},
    {"id":"rittal","name":"Rittal","category":"servers-racks","status":"seed","type":"private","source_required":true},
    {"id":"nvent","name":"nVent Electric","category":"electrical-distribution","status":"seed","ticker":"NVT","type":"public","source_required":true},
    {"id":"inspur","name":"Inspur","category":"servers-racks","status":"seed","ticker":"000977.SZ","type":"public","source_required":true},
    {"id":"fujitsu","name":"Fujitsu","category":"servers-racks","status":"seed","ticker":"6702.T","type":"public","source_required":true},
    {"id":"hut-8","name":"Hut 8","category":"cloud-compute","status":"seed","ticker":"HUT","type":"public","source_required":true}
  ],
  "verified_profiles": [
    {"company_id":"vertiv","fact":"2025 sales were $10.23B and estimated combined order backlog was $15.0B at year-end 2025.","signal":"AI and high-density computing are driving demand across power, thermal management, racks, and prefabricated infrastructure.","source":"https://www.sec.gov/Archives/edgar/data/1674101/000167410126000008/vrt-20251231.htm","source_type":"SEC filing","confidence":"high"},
    {"company_id":"coreweave","fact":"At year-end 2025 CoreWeave reported 43 data centers, over 850 MW of active power, and approximately 3.1 GW of contracted power capacity.","signal":"The company uses multi-year committed contracts and take-or-pay arrangements to finance infrastructure expansion.","source":"https://www.sec.gov/Archives/edgar/data/1769628/000176962826000104/crwv-20251231.htm","source_type":"SEC filing","confidence":"high"},
    {"company_id":"nvidia","fact":"NVIDIA is a tracked infrastructure subject because accelerator demand affects servers, memory, networking, power, and cooling requirements.","signal":"Company-specific capacity, supply, and customer claims must be added from current filings before publication.","source":"https://investor.nvidia.com/financial-info/sec-filings/default.aspx","source_type":"Investor relations","confidence":"medium"},
    {"company_id":"tsmc","fact":"TSMC is a tracked foundry subject because advanced-node and packaging capacity are upstream constraints for AI accelerators.","signal":"Company-specific capacity, customer, and expansion claims require current primary-source verification.","source":"https://investor.tsmc.com/english/quarterly-results/2025/q4","source_type":"Investor relations","confidence":"medium"}
  ],
  "signals": [
    {"date":"2026-09-17","title":"Delivered AI capacity remains the constraint","category":"power-generation-grid","severity":"high","summary":"Power, grid connection, transformers, advanced chips, storage, and planning remain the most actionable bottleneck cluster.","source":"https://www.iea.org/reports/key-questions-on-energy-and-ai/executive-summary"},
    {"date":"2026-09-17","title":"Thermal chain is expanding with AI density","category":"thermal-management","severity":"high","summary":"Hybrid air/liquid cooling, heat rejection, power utilization, and faster deployment are becoming one integrated infrastructure problem.","source":"https://www.sec.gov/Archives/edgar/data/1674101/000167410126000008/vrt-20251231.htm"},
    {"date":"2026-09-17","title":"AI infrastructure is increasingly financed against contracts","category":"cloud-compute","severity":"medium","summary":"Multi-year capacity commitments and take-or-pay structures are shaping how new AI capacity gets built.","source":"https://www.sec.gov/Archives/edgar/data/1769628/000176962826000104/crwv-20251231.htm"}
  ]
}