The Index › AI compute
Who holds data the public web cannot reach?
The companies whose own data, in law, finance, health or information, is out of reach of the public web.
The waterfall: Compute is the resource; the waterfall is everything that spills out of the build and reshapes activity downstream.
Businesses keep adopting AI, but the economy-wide productivity lift does not arrive before 2028.
What would prove us wrong
Productivity jumps much sooner than we expect, or adoption stops spreading.
Review 2027-12-31 · check: BLS Productivity and Costs (quarterly); Census Bureau Business Trends and Outlook Survey. · the claim's page
Reports next, in this group
Capital One20 Oct · expected, per Nasdaq
Chubb20 Oct · expected, per Nasdaq
GE Aerospace20 Oct · expected, per Nasdaq
Netflix20 Oct · expected, per Nasdaq
Elevance21 Oct · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| Adobe ADBE |
Adobe sells creative and document software such as Photoshop and Acrobat. | 9 Dec · expected, per Nasdaq |
| Apollo APO |
Apollo is an asset manager that runs private credit, pension and insurance money. | 3 Nov · expected, per Nasdaq |
| Ares ARES |
Ares is an alternative asset manager whose private credit and investment funds lend to and invest in mid-sized companies. | 29 Oct · expected, per Nasdaq |
| Atlassian TEAM |
Atlassian sells software that teams use to plan, track and document their work. | 5 Nov · expected, per Nasdaq |
| Bank of America BAC |
Bank of America provides banking, lending and wealth services to consumers and businesses, and it holds large amounts of customer data. | not yet announced |
| Berkshire Hathaway (Class B) BRK.B |
Berkshire Hathaway is a holding company that owns insurance, railroad, utility and consumer businesses. | 6 Nov · expected, per Nasdaq |
| Blackstone BX |
Blackstone is a private equity and real estate investment firm that manages money for institutional clients. | 22 Oct · expected, per Nasdaq |
| Brookfield BAM |
Brookfield Asset Management is a global alternative asset manager that invests investors' capital in infrastructure, real estate and energy. | 6 Nov · expected, per Nasdaq |
| CVS / Aetna CVS |
CVS Health runs retail drugstores, pharmacy benefit services, and Aetna health insurance. | 4 Nov · expected, per Nasdaq |
| Capital One COF |
Capital One is a bank that makes credit cards and loans, using large amounts of customer transaction data to run that business. | 20 Oct · expected, per Nasdaq |
| Carlyle CG |
Carlyle is a global private equity firm that raises and manages investment funds. | 5 Nov · expected, per Nasdaq |
| Chubb CB |
Chubb is a global insurer that sells property, casualty and specialty coverage. | 20 Oct · expected, per Nasdaq |
| Cigna CI |
Cigna sells health insurance and pharmacy benefit management services. | 5 Nov · expected, per Nasdaq |
| CoStar CSGP |
CoStar sells commercial real estate listings, property data and analytics built on its proprietary database. | 27 Oct · expected, per Nasdaq |
| Datadog DDOG |
Datadog sells software that monitors the servers, applications and cloud services companies run. | 4 Nov · expected, per Nasdaq |
| Deere DE |
Deere makes tractors, combines and other farm equipment, and its connected machines send field data back to its software for growers. | 25 Nov · expected, per Nasdaq |
| Disney DIS |
Disney makes films, television shows, streaming services and theme park entertainment. | 17 Nov · expected, per Nasdaq |
| Elevance ELV |
Elevance Health sells health insurance plans and manages the medical claims and member data behind them. | 21 Oct · expected, per Nasdaq |
| GE Aerospace GE |
GE Aerospace makes and services jet engines for aircraft. | 20 Oct · expected, per Nasdaq |
| Humana HUM |
Humana sells Medicare Advantage health insurance plans, using its own claims and patient data to manage care and set prices. | 6 Nov · expected, per Nasdaq |
| JPMorgan Chase JPM |
JPMorgan Chase is a large American bank whose main businesses are lending, payments and trading. | not yet announced |
| KKR KKR |
KKR is an investment firm that manages private equity and real-asset funds, runs the Global Atlantic insurance business, and holds stakes in operating companies. | 9 Nov · expected, per Nasdaq |
| Netflix NFLX |
Netflix sells streaming entertainment subscriptions to consumers. | 20 Oct · expected, per Nasdaq |
| News Corp NWSA |
News Corp publishes newspapers and books and sells subscription information services, including Dow Jones and REA property listings. | 5 Nov · expected, per Nasdaq |
| Progressive PGR |
Progressive is a car insurer that sells policies directly and through agents. | not yet announced |
| RenaissanceRe RNR |
RenaissanceRe is a Bermuda reinsurer that takes on catastrophe risk from insurers, using its own data and models to price that risk. | 27 Oct · expected, per Nasdaq |
| Rockwell ROK |
Rockwell makes factory controllers and plant-floor software for industrial automation. | 5 Nov · expected, per Nasdaq |
| Salesforce CRM |
Salesforce sells customer relationship management software that stores businesses' sales, service and marketing records, and its AI tools draw on that data. | 2 Dec · expected, per Nasdaq |
| ServiceNow NOW |
ServiceNow sells workflow software that large companies use to run IT, HR and customer service. | 28 Oct · expected, per Nasdaq |
| Snowflake SNOW |
Snowflake sells the AI Data Cloud, a platform that stores and analyzes companies' data on public cloud servers and adds artificial intelligence features. | 2 Dec · expected, per Nasdaq |
| Travelers TRV |
Travelers sells property and casualty insurance, which covers homes, cars, and businesses against losses. | not yet announced |
| UnitedHealth UNH |
UnitedHealth sells health insurance and care-management services, using its large store of claims and patient data. | not yet announced |
| WBD WBD |
Warner Bros. Discovery owns film, television and streaming brands, along with a large library of its own content. | not yet announced |
| Workday WDAY |
Workday sells cloud software for human resources and finance. | 24 Nov · expected, per Nasdaq |
| Zillow ZG |
Zillow runs the largest online real estate marketplace in the United States, selling home listings, advertising and mortgage referrals. | 4 Nov · expected, per Nasdaq |
Showing 35 of 35 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door
How are financial firms changing with AI? · Who may gain as AI spreads through other businesses? · Whose business is AI itself?