Capital Flow Map

U.S. capital intensity, live.

Heat reflects FYTD federal obligations, contract velocity, and state-level capital announcements. Click a state to load its full intelligence brief.

MEAKVTNHWAIDMTNDMNWIMINYMAORNVWYSDIAILINOHPANJCTCAUTCONEMOKYWVVAMDDERIAZNMKSARTNNCSCHIOKLAMSALGATXFL
Capital intensity
lowhigh
intel brief available
State intelligence brief

Virginia

VA
GeoMomentum 90
Data CentersFederal ITCyberCloud
Federal Momentum™
$104.2B FYTD
Capital Velocity™
+63% YoY
Top categories
  • Federal IT / cloud$28.4B
  • Intelligence community$22.1B
  • Cyber operations$9.6B
Notable contract activity
  • CIA$10B
    AWS / Microsoft / Oracle / Google
    C2E multi-cloud
  • DISA$1.1B
    Leidos
    DoD network modernization
Exposed public companies
AMZNAmazon
AWS GovCloud, HQ2 Arlington
LDOSLeidos
Federal IT prime
BAHBooz Allen
IC consulting
Infrastructure Exposure™ · emerging suppliers
Pro layer
Opportunity Density™ scores
AI Infra Pulse
95/100
Fed Momentum
93/100
Capital Rotation
88/100
Institutional Drift
82/100
Hidden Winner Signal
76/100
Energy Risk
78/100
Why this matters · AI narrative

Northern Virginia is the physical substrate of the federal AI stack — Loudoun County alone hosts ~25% of global hyperscale capacity. Power constraints in Dominion territory are the binding constraint and the next alpha vector.

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