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.
Capital intensity
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intel brief availableHover a state
State intelligence brief
Virginia
VAGeoMomentum 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$10BAWS / Microsoft / Oracle / GoogleC2E multi-cloud
- DISA$1.1BLeidosDoD network modernization
Exposed public companies
AMZNAmazon
AWS GovCloud, HQ2 Arlington
LDOSLeidos
Federal IT prime
BAHBooz Allen
IC consulting
Infrastructure Exposure™ · emerging suppliers
Pro layerOpportunity 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.