American Tower
American Tower is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Vertiv, Schneider Electric, Eaton. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).
Communications-infrastructure REIT; owns CoreSite data centers.
- Ticker
- NYSE: AMT
- Headquarters
- United States
- Revenue
- $10.6B (FY2025) · +5.1% YoY
- Net income
- $2.6B
- Operating margin
- 45.5%
- Market position
- major
- Value-chain segment
- Data Center Operators (Colo), Data Center REITs
- Key products
- CoreSite data centers (colocation / interconnection), Wireless tower colocation (telecom), Distributed Antenna Systems (DAS), Edge compute facilities, International tower portfolio
About American Tower
American Tower, headquartered in United States, operates in the Data Center Operators (Colo) and Data Center REITs segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include CoreSite data centers (colocation / interconnection), Wireless tower colocation (telecom), Distributed Antenna Systems (DAS), Edge compute facilities, International tower portfolio. wafergraph maps 4 tracked suppliers and 5 tracked customers for American Tower across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.
Key products
- CoreSite data centers (colocation / interconnection)
- Wireless tower colocation (telecom)
- Distributed Antenna Systems (DAS)
- Edge compute facilities
- International tower portfolio