Industry mind map for investors
FrontierScope
Industry change, mapped
Connect listed companies, private participants, research institutions, milestones, filings, papers, and news into one industry lens.
Sectors · Enabling technologies · Companies · News · Papers · Filings
Live industry graph
One sector reveals the connected stack
New evidence attached
Selected sectorFusion Energy
4 capabilities · 8 participants · 3 milestones
How the map works
Start anywhere. Follow the chain.
One sector can open the suppliers, adjacent industries, companies, filings, papers, and news around it.
01
Sector
02
Enablers
03
Participants
04
Evidence
- 8
- Industries
- 32
- Capabilities
- 60
- Participants
- 27
- Milestones
Explore by sector
Frontier industries, already connected.
Scan the stage, capabilities, participants, and evidence trail before opening the full map.
8
Industries
32
Capabilities
60
Participants
27
Milestones
Prototype
Fusion Energy
Compact reactor concepts are moving from physics milestones to plant engineering.
4 Capabilities8 Participants
Pilot deployments
Small Modular Reactors
Nuclear design is moving from site-built mega-projects toward standardized reactor modules.
4 Capabilities10 Participants
Early Commercial
Advanced Geothermal
Drilling, sensing, and reservoir design are making geothermal less location-bound.
4 Capabilities6 Participants
Pilot deployments
Humanoid Robotics
General-purpose robot bodies are entering constrained workplace pilots.
4 Capabilities8 Participants
Investment discovery layer
From a future industry to its connected stocks, supply chain, and evidence.
This layer is designed to judge relevance, not to rank picks. It explains why a company belongs near an industry and what evidence still needs to be checked.
Relevance framework
01
Direct business exposure
02
Revenue or order evidence
03
Supply-chain role
04
Evidence quality
05
Recent confirming events
AI data center infrastructure
Tracks the physical stack behind AI demand: power, cooling, networking, memory, and facilities.
Investor question
If AI compute keeps growing, where do power, cooling, and networking bottlenecks appear first?
Value chain
1Grid capacityTransformers, switchgear, substations, and interconnection queues.
2CoolingLiquid cooling, immersion systems, heat exchangers, and facility design.
3Optical networkingSwitches, optical modules, co-packaged optics, and coherent links.
Related company candidates
VertivVRT
NYSE
Data center power and thermal management supplier.
High confidence
Arista NetworksANET
NYSE
Cloud and AI networking switch exposure.
High confidence
Quanta ServicesPWR
NYSE
Grid construction and utility infrastructure exposure.
Medium confidence
Evidence to collect
company filingsearnings transcriptsdata center capex newsdelayed quotes
Advanced semiconductor packaging
Maps the manufacturing layer that connects AI accelerators, HBM, interposers, substrates, and test equipment.
Investor question
When GPU demand rises, which packaging bottlenecks become capacity gates?
Value chain
1HBM stackHigh-bandwidth memory supply, TSVs, and stack yield.
2Interposer and substrateSilicon interposers, organic substrates, and emerging glass substrates.
3Bonding and testHybrid bonding, inspection, probe cards, and advanced test systems.
Related company candidates
TSMCTSM
NYSE
CoWoS and advanced packaging capacity are central to AI accelerator supply.
High confidence
SK hynix000660
KRX
HBM supplier tied to AI accelerator memory demand.
High confidence
ASE TechnologyASX
NYSE
Outsourced semiconductor assembly and test provider.
Medium confidence
Evidence to collect
filingsearnings transcriptssupply-chain newsmarket prices
Grid modernization
Covers equipment, software, and construction needed for electrification, renewables, and AI load growth.
Investor question
Which grid components become scarce as load growth accelerates?
Value chain
1TransformersLarge power transformers and distribution transformers.
2HVDC and transmissionLong-distance lines, converter stations, and grid interconnects.
3Grid softwareLoad forecasting, DER management, and grid automation.
Related company candidates
EatonETN
NYSE
Electrical equipment supplier tied to data center and grid demand.
High confidence
Hitachi6501
TSE
Grid equipment and power systems exposure through energy infrastructure.
Medium confidence
Evidence to collect
utility capex plansequipment backlogsgovernment grid programsquotes
Power semiconductors
Follows SiC and GaN devices used in EVs, charging, data center power, renewables, and industrial drives.
Investor question
Which end markets convert faster to SiC and GaN, and who controls substrate capacity?
Value chain
1SubstratesSiC wafers, GaN-on-silicon, and crystal growth.
2DevicesMOSFETs, diodes, modules, and power ICs.
3End marketsEV inverters, chargers, solar inverters, servers, and industrial systems.
Related company candidates
WolfspeedWOLF
NYSE
SiC materials and device exposure, with execution and balance-sheet risk to verify.
Medium confidence
InfineonIFX
XETRA
Broad power semiconductor supplier across automotive, industrial, and energy markets.
High confidence
Evidence to collect
company filingsproduct roadmapscustomer winsquote data
Battery recycling and urban mining
Connects EV adoption, critical minerals, black mass, refining, and closed-loop battery supply.
Investor question
When enough batteries reach end-of-life, which recyclers and refiners gain feedstock advantage?
Value chain
1CollectionEnd-of-life EV packs, consumer batteries, and manufacturing scrap.
2Black massPre-processing, shredding, and intermediate material recovery.
3RefiningLithium, nickel, cobalt, manganese, graphite, and precursor recovery.
Related company candidates
Li-CycleLICY
OTC
Direct recycling exposure, but financing and execution risk require careful evidence checks.
Low confidence
UmicoreUMI
EBR
Battery materials and recycling exposure across the European supply chain.
Medium confidence
Evidence to collect
battery scrap pricingcompany filingsplant updatespolicy incentives
AI drug discovery
Tracks model-driven target discovery, protein design, automated labs, and clinical translation.
Investor question
Which AI platforms show evidence in partnered programs, clinical assets, or lab productivity?
Value chain
1Biological dataOmics, structure, assay, and clinical datasets.
2ModelsTarget discovery, molecule generation, protein design, and prediction models.
3Clinical translationPartnered programs, IND filings, trials, and milestone payments.
Related company candidates
Recursion PharmaceuticalsRXRX
NASDAQ
AI-enabled discovery platform with pipeline and partnership signals to verify.
Medium confidence
SchrodingerSDGR
NASDAQ
Computational chemistry software and drug discovery programs.
Medium confidence
Evidence to collect
clinical trial databasesSEC filingspartnership newsscientific papers
Autonomous robotics stack
Connects physical AI, sensors, motion control, factory automation, logistics, and safety systems.
Investor question
Which suppliers benefit if robots move from demos into factory and logistics workflows?
Value chain
1PerceptionCameras, lidar, tactile sensors, edge inference, and safety perception.
2Motion controlActuators, reducers, servos, force control, and battery systems.
3DeploymentFactory integration, logistics workflows, fleet management, and maintenance.
Related company candidates
Keyence6861
TSE
Factory sensing and automation exposure around robot deployment environments.
Medium confidence
Harmonic Drive Systems6324
TSE
Precision reducers used in robotics motion systems.
Medium confidence
NVIDIANVDA
NASDAQ
Simulation, robot training, and edge AI stack exposure.
Medium confidence
Evidence to collect
factory automation filingsrobot deployment newspatentsquotes
AI security and digital provenance
Tracks the trust layer around AI adoption: identity, model security, content provenance, and data protection.
Investor question
As enterprises deploy AI agents, which security layers become mandatory spend?
Value chain
1Identity and accessWorkforce identity, machine identity, privileged access, and agent permissions.
2Model securityPrompt injection defense, model monitoring, data leakage control, and red teaming.
3ProvenanceWatermarking, content credentials, audit trails, and compliance evidence.
Related company candidates
CloudflareNET
NYSE
Network security, bot defense, and emerging AI security surface area.
Medium confidence
CrowdStrikeCRWD
NASDAQ
Endpoint, identity, and cloud security platform relevant to AI-enabled enterprise workflows.
Medium confidence
Evidence to collect
security product newsearnings transcriptscyber incident dataquotes
Signal board
Milestones, market structure, and evidence in one place.
FrontierScope is built around source-backed industry records, not isolated company pages.
01What is changing?Begin with the industry stage and active capabilities.
02Who is involved?Move into companies, institutions, and ecosystem roles.
03What supports it?Check milestones and source links before going deeper.
Recent milestones
Jun 15, 2026Quantum Computing
QuEra and AWS announce cloud fault-tolerant quantum roadmap
May 21, 2026Quantum Computing
Pasqal demonstrates logical qubits on differential-equation workloads
May 18, 2026Space Manufacturing
Varda W-6 completes 2026 reentry mission
May 14, 2026Small Modular Reactors
DOE expands Gen III+ SMR deployment support
Ecosystem signals
Subsystem suppliers are becoming visible
Magnets, blankets, fuel handling, and neutron-resistant materials are forming specialist markets.
Power customers are entering earlier
Large clean-power customers are tracking fusion before commercial plants exist.
Regulators are testing reusable review patterns
SMR scale-up depends on whether safety reviews can become more repeatable across jurisdictions.
Data layers
Industry graph
Related sectors, enabling technologies, supply chains, and customer markets.
Company context
Public, small-cap public, private, startup, and research participants by role.
Evidence trail
Filings, papers, company releases, programs, reports, and news links.
How people use it
Start with a question, then follow the relationship.
01
What is changing?
Begin with the industry stage and active capabilities.
02
Who is involved?
Move into companies, institutions, and ecosystem roles.
03
What supports it?
Check milestones and source links before going deeper.
Live API layer
Recent source signals
News and research leads are fetched from public APIs and linked back to the industry map.
Open mapChecking public APIs...