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AIB compared with USAR: revenue, margins and what each company keeps, and the suppliers and customers both name
AIB
AIB Data Centers Inc.
Change
Mkt cap
Revenue
Revenue
USAR
USA Rare Earth, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
AIB
AIB Data Centers Inc.
vs
USAR
USA Rare Earth, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only AIB
2
SMCI
Super Micro
supplier
—
PDM
unlisted
supplier
Shared
0
No shared counterparties.
Only USAR
2
—
Arnold Magnetic Technologies
unlisted
customer
—
Permag
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
AIB
AIB Data Centers Inc.
Change
0.72
▲
+0.01%
· post 0.66
Mkt cap
$30.8M
Revenue
$3M
Q2 FY26
USAR
USA Rare Earth, Inc.
Change
7.42
▼
−9.52%
· post 7.49
Closed
Nov 5 '26
Mkt cap
$1.7B
Revenue
$6M
Q2 FY26
vs
Compare
Closed
Nov 5 '26
AIB
AIB Data Centers Inc.
vs
USAR
USA Rare Earth, Inc.
0.72
▲
+0.01%
post 0.66
Price
7.42
▼
−9.52%
post 7.49
$30.8M
Mkt cap
$1.7B
Q2 FY26
$3M
Revenue
$6M
Q2 FY26
Change
Change
AIB
0.72
▲
+0.01%
vs
USAR
7.42
▼
−9.52%
Closed
Nov 5 '26