InfraMosaic is the price-reporting agency and asset-level database for frontier hard-technology. We map every public company, component and bottleneck in a value chain — with proprietary exposure, cost and supply/demand indices. The first vertical is humanoid robotics.
Like a price-reporting agency for energy or battery minerals — but built for the hard-tech industries being born right now. Four layers, one dataset.
Every public company in the value chain, mapped to 25 component nodes with supplier tier, country, sub-segment and live market cap. The map, not a list.
Proprietary, transparent indices — the IMES exposure score, the IHCI cost index, and a node-by-node supply/demand order book that flags bottlenecks before they bite.
Flagship editorial intelligence — the State of Humanoids, and a page-by-page re-write of Morgan Stanley's Humanoid 100 as it reads today.
Every fact carries its own source URL. Aggregators are filtered, figures are verified before ingest, and 65 integrity tests guard the dataset on every build.
The architecture is multi-vertical from day one. Humanoid robotics is live today; the same value-chain, exposure and supply/demand engine extends to the next frontiers.
255-company universe, 58 programs, the full Brain / Body / Integrator value chain, exposure + cost + supply/demand indices.
Open the dashboard →Electric vertical-takeoff aircraft — powertrains, composites, certification supply chain.
Fusion and SMR component chains — magnets, vacuum, fuels, the rate-limiting parts.
Uncrewed systems — propulsion, sensing, compute and the contested-supply parts.
Long-duration and stationary storage beyond the EV-cell narrative.
Launch, buses and the small-sat component economy.
From foundation models and AI compute, through reducers, roller screws and force-torque sensors, to the integrators racing to ship. Every node carries an exposure score and a supply/demand verdict — and the bottlenecks are already visible.
The editorial state-of-the-market — the thesis, the value chain, the deployment wave and the bottlenecks, in one report.
Read the reportMorgan Stanley's map re-written page by page as it reads 16 months on — what's right, what's superseded, what they couldn't have known.
See the comparisonThirteen views — company explorer with live caps, the exposure index, supply-chain risk, the price board and the supply/demand order book.
Open the dashboardAsset-level analysis from the Humanoid Intelligence desk — every figure resolves to the Publication Ledger.
The single largest line in a humanoid's ~$55,000 material bill is sensing — ahead of motors and screws at 20% each — and the six-axis force-torque sensor is the tightest 2030 bottleneck.
InfraMosaic ResearchThe AI/memory super-cycle repriced the Brain. NVIDIA, Micron and SK Hynix dominate the cap, but the genuinely humanoid-levered return sits in the small/mid Body names.
InfraMosaic Research40.4% by company count, but ~100% of rare-earth sintered magnets — with an export-control lever sitting on the three nodes a humanoid cannot move without.
InfraMosaic ResearchNo bank, no issuer, no agenda. Published cross-references are used only as cross-checks.
Every company, every component node, every program — not sector averages.
Each fact carries its source. Aggregators filtered, outliers verified before ingest.
One engine — exposure, cost, supply/demand — extensible across frontier hard-tech.
Data subscriptions, the price & index board, and bespoke advisory. Tell us the vertical you need to understand.
The dataset is free for everyone. Tell us who's using it — that's the only ask.