Meteor Labs
Meteor Labs provides supply chain intelligence for the AI infrastructure buildout, tracking the generators, turbines, transformers, switchgear, cable, and memory behind US data centers. The platform aggregates data from public filings and manufacturer disclosures, covering over 6,000 permitted generator units from 40+ equipment suppliers, with new records typically available within 24 hours of publication.
- Data & Analytics
- Logistics & Supply Chain
- Construction Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
US data center construction spending is at record levels, and utilities and developers are ordering gas turbines and engines at a pace not seen in decades. However, new capacity comes online on the schedule of transformers, switchgear, cable, and generators, and this equipment supply chain is opaque, making it difficult for investors and analysts to assess project viability and timelines.
Solution
Meteor Labs aggregates and structures detailed data on the physical inputs behind data center construction, tracking equipment from supplier order books and factory utilization to site-level permits and installations. The platform monitors over 6,000 permitted generator units from more than 40 equipment suppliers, delivering a structured record within 24 hours of each public filing. By following both the supply side (manufacturers) and demand side (data center sites), Meteor Labs provides a comprehensive view of the equipment pipeline, enabling users to assess project status, delays, and cancellations.
Target Audience
Primary customers are hedge funds, private equity and infrastructure investors, consulting and strategy firms, and equipment manufacturers who need granular, source-linked data on the equipment supply chain behind US data center construction.
Features
- Unit-level tracking of generators, turbines, transformers, switchgear, cable, and memory assets, with make, rating, fuel, and emissions tier
- Coverage of 500+ US data center projects at the site level, including operator, developer, event type, filed date, and status history
- Daily updates from public filings, with source-linked records and point-in-time timestamps for when documents became public and when they were captured
- Supply-side monitoring of manufacturer order books, backlog, new orders, plant utilization, capacity, capex, and export mix, including Korean suppliers
- Data delivered as flat files, through a cloud data share, or via API, with alerts and briefings
- JSON site record format with equipment lists, operator resolution confidence scores, and source URLs