All Layers · 241 companies
Raw Materials → Cloud Platforms · 12 distinct layers
The AI supply chain spans 12 interconnected layers — from uranium mines and silicon wafer plants to GPU fabs, hyperscale data centers, and enterprise SaaS platforms. Every layer is a critical dependency: a shortage of specialty gases disrupts chip production; a transformer bottleneck delays data center commissioning; a cybersecurity breach can compromise the entire stack. This intelligence platform maps 241+ public and private companies across the global AI infrastructure ecosystem, tracking their competitive positioning, financial fundamentals, geopolitical risk, and AI purity — giving you a complete picture of where value is being created and where the next bottlenecks will emerge.
MP· NYSE
Raw Materials & Mining
Largest rare earth mining and processing operation in the Western hemisphere. Mountain Pass mine in California produces neodymium-praseodymium oxide essential for the permanent magnets inside AI cooling fans, motors, and electric vehicles that power data center fleets.
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LYSDY· OTC
Raw Materials & Mining
Australia's premier rare earth miner and the sole major non-China processor of separated rare earth materials. Produces neodymium-praseodymium critical for high-performance permanent magnets in AI server cooling and power infrastructure. Traded as ADR on US OTC markets.
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FCX· NYSE
Raw Materials & Mining
World's largest publicly traded copper producer. Copper is the fundamental conductor for all AI data center power distribution, busbars, cables, and transformer windings. AI buildout is driving a structural uptick in copper demand estimated at 250,000+ tonnes per year by 2030.
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RIO· NYSE
Raw Materials & Mining
Global mining giant supplying copper, lithium, and boron critical for semiconductor manufacturing and energy storage. Rio Tinto's Rincon lithium project in Argentina targets battery-grade lithium for UPS systems and data center backup storage.
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BHP· NYSE
Raw Materials & Mining
Diversified miner with the world's largest copper resource base. BHP's Escondida and Olympic Dam operations supply copper to semiconductor and data center power supply chains.
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ALB· NYSE
Raw Materials & Mining
World's largest lithium producer supplying battery-grade lithium used in UPS systems for data centers. Also produces bromine used as a flame retardant in printed circuit boards inside every AI server.
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UUUU· NYSE American
Raw Materials & Mining
U.S. uranium and rare earth producer. Expanding rare earth separation capacity at the White Mesa Mill — the only operating conventional uranium mill in the U.S. Uranium is critical for nuclear SMRs powering AI data centers.
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VALE· NYSE
Raw Materials & Mining
World's largest nickel producer and major copper supplier. Vale's nickel is essential for lithium-ion battery cathodes used in UPS systems powering AI data centers.
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GLNCY· OTC
Raw Materials & Mining
World's largest cobalt producer and a major copper trader supplying AI data center power infrastructure globally. Glencore's cobalt is key for battery cathodes in UPS systems powering hyperscale data centers. Traded as ADR on US OTC markets.
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USAR· NASDAQ
Raw Materials & Mining
US-based rare earth and critical minerals company operating the Round Top Mountain project in Texas — one of the largest and most diverse rare earth deposits in the US. Produces neodymium, dysprosium, terbium and other critical minerals for AI hardware magnets and defense applications.
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IDR· NYSE American
Raw Materials & Mining
Idaho-based gold producer and rare earth element explorer operating the Golden Chest Mine and rare earth properties at Lemhi Pass and Diamond Creek — among the highest-grade rare earth deposits in the US and critical for domestic AI supply chain independence.
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CRML· NASDAQ
Raw Materials & Mining
Critical minerals company developing the Wolfsberg Lithium project in Austria and tantalum assets in Africa. Provides European supply chain diversification for critical minerals essential to AI hardware and energy storage infrastructure.
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TMRC· OTC
Raw Materials & Mining
Developing the Round Top heavy rare earth and critical minerals project in West Texas, one of the most significant US rare earth deposits. TMRC's Round Top project contains 16 rare earth elements including high-value heavy rare earths critical for AI motor and defense magnet applications.
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NB· NASDAQ
Raw Materials & Mining
Developing the Elk Creek Critical Minerals project in Nebraska producing niobium, scandium, and titanium. Niobium strengthens steel for data center construction; scandium improves aluminum alloys used in AI hardware. A rare US-based source of these globally scarce materials.
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TMC· NASDAQ
Raw Materials & Mining
Pioneer in deep-sea polymetallic nodule harvesting from the Clarion-Clipperton Zone of the Pacific Ocean. TMC's nodules contain nickel, cobalt, manganese, and copper — the four key battery metals required for AI data center UPS systems — with zero overburden removal and minimal land disturbance.
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CCJ· NYSE
Raw Materials & Mining
World's largest publicly traded uranium producer, supplying ~15% of global uranium output from tier-1 assets in Saskatchewan, Canada. Cameco's McArthur River and Cigar Lake mines are the world's highest-grade uranium deposits. Co-owner of Westinghouse Electric — the dominant nuclear reactor technology and services company — making Cameco a vertically integrated nuclear supply chain leader.
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NXE· NYSE
Raw Materials & Mining
Canadian uranium developer advancing the Rook I Project — projected to be the world's largest and lowest-cost uranium mine in Saskatchewan's Athabasca Basin. Rook I's Arrow deposit contains 256M lbs of uranium at extraordinary grades, capable of supplying ~25% of global uranium demand alone — a generational asset critical to nuclear energy powering AI data centers.
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DNN· NYSEAMERICAN
Raw Materials & Mining
Canadian uranium developer with the Wheeler River project in Saskatchewan's Athabasca Basin, featuring the world's highest-grade undeveloped uranium deposit at Phoenix. Denison's in-situ recovery (ISR) mining approach is lower cost and environmentally superior — a critical future uranium supplier as AI data center nuclear power demand accelerates.
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URG· NYSEAMERICAN
Raw Materials & Mining
US-based uranium producer operating the Lost Creek ISR uranium mine in Wyoming — one of the few domestic US uranium producers. Ur-Energy provides critical domestic uranium supply for US nuclear plants as geopolitical tensions limit reliance on Russian and Kazakh uranium. A key player in US nuclear fuel security supporting AI-era electricity demand.
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UEC· NYSEAMERICAN
Raw Materials & Mining
Largest US-based primary uranium producer by US production capacity with fully licensed hub-and-spoke ISR operations across Wyoming and Texas. UEC's low-cost ISR operations and uranium inventory positioning make it a key domestic US uranium supplier as nuclear power expands to meet AI data center electricity demand.
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4063.T· TYO
Semiconductor Materials & Chemicals
World's #1 silicon wafer producer with ~30% global market share. Every leading-edge AI chip manufactured at TSMC, Samsung, or Intel Foundry begins with a Shin-Etsu polished silicon wafer. Also dominates photomask blanks for EUV lithography.
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3436.T· TYO
Semiconductor Materials & Chemicals
World's #2 silicon wafer supplier (~25% global share). Critical bottleneck for sub-5nm node AI chip production. Long-term supply agreements with TSMC, Samsung, and Intel provide revenue visibility through 2028.
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ENTG· NASDAQ
Semiconductor Materials & Chemicals
Critical materials integrity and contamination control solutions used in every major semiconductor fab globally. Supplies ultra-pure chemicals, filtration systems, and specialty packaging ensuring zero-defect delivery of chemicals used to make AI chips.
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DD· NYSE
Semiconductor Materials & Chemicals
Electronic materials division supplies CMP slurries, advanced dielectric films, and chemical mechanical planarization pads critical for AI chip manufacturing.
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LIN· NASDAQ
Semiconductor Materials & Chemicals
World's largest industrial gas company and the largest supplier of electronic-grade gases to global semiconductor fabs. On-site production facilities adjacent to TSMC, Samsung, and Intel fabs supply ultra-high-purity gases critical for every chip manufacturing step.
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APD· NYSE
Semiconductor Materials & Chemicals
Specialty industrial gases essential in wafer fabrication. Air Products supplies bulk gases used in every CVD, ALD, and etch step of AI chip manufacturing. Its on-site gas generation systems serve TSMC and Samsung fabs directly.
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MRK.DE· XETRA
Semiconductor Materials & Chemicals
Electronics division supplies specialty chemicals for semiconductors. One of only three global suppliers of EUV pellicles — the protective membranes covering photomasks used in every sub-7nm AI chip.
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4185.T· TYO
Semiconductor Materials & Chemicals
Leading manufacturer of photoresists including cutting-edge EUV resists critical for sub-7nm chip manufacturing. JSR controls roughly 30% of the global advanced photoresist market.
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4186.T· TYO
Semiconductor Materials & Chemicals
Japan-based specialty chemical maker producing photoresists and process chemicals for semiconductor manufacturing including leading-edge nodes used in AI chip production.
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CCMP· NASDAQ
Semiconductor Materials & Chemicals
Leading supplier of CMP slurries and polishing pads used in planarizing wafer surfaces during AI chip fabrication. Acquired by Entegris in 2023 but operates independently.
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AI.PA· EURONEXT
Semiconductor Materials & Chemicals
Global industrial gas giant supplying electronic-grade specialty gases to semiconductor fabs worldwide. On-site gas generation facilities serve major foundries in Asia and Europe.
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MRAM· NASDAQ
Semiconductor Materials & Chemicals
World's leading manufacturer of Magnetoresistive RAM (MRAM) — a non-volatile memory combining the speed of SRAM with the persistence of flash. Everspin's STT-MRAM is deployed in AI edge computing, autonomous vehicles, and industrial control systems requiring instant-on persistent memory without data loss on power failure.
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SIVEF· OTC
Semiconductor Materials & Chemicals
German silicon wafer manufacturer producing 300mm polished and epitaxial wafers for leading-edge AI chip production. Siltronic is one of only five global silicon wafer suppliers — a highly concentrated oligopoly. Its 300mm wafers are the substrate upon which every AI GPU, memory chip, and processor is built at TSMC and Samsung.
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WOLF· NYSE
Semiconductor Materials & Chemicals
America's only pure-play silicon carbide (SiC) wafer and device manufacturer — a critical material enabling high-efficiency power conversion in AI data centers and EVs. Wolfspeed's SiC wafers are the substrate for power transistors that dramatically reduce energy loss in data center PDUs and EV inverters. Despite financial challenges, its strategic importance to US domestic SiC supply is irreplaceable.
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ON· NASDAQ
Semiconductor Materials & Chemicals
Leading manufacturer of SiC power devices and intelligent power semiconductors for automotive AI systems and data center power infrastructure. ON Semiconductor's EliteSiC platform powers EV drivetrains and AI data center power supplies, with the company transitioning aggressively from commodity chips to high-value SiC devices commanding premium margins.
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ASML· NASDAQ
Semiconductor Equipment
The sole manufacturer of EUV lithography systems essential for manufacturing chips at 7nm nodes and below. Without ASML, sub-7nm AI chip production globally stops. Each EUV system costs $350M+, contains 100,000 parts, and requires 40 shipping containers to deliver.
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AMAT· NASDAQ
Semiconductor Equipment
World's largest semiconductor equipment company by revenue. Applied Materials' CVD, ALD, PVD, and CMP tools are used in every step of AI chip manufacturing. Directly benefits from every new Blackwell GPU ramp at TSMC.
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LRCX· NASDAQ
Semiconductor Equipment
Dominant provider of etch and deposition equipment for 3D NAND, DRAM HBM, and advanced logic. Lam's etch systems define the pattern fidelity of every AI GPU interconnect layer.
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KLAC· NASDAQ
Semiconductor Equipment
The dominant process control, inspection, and metrology equipment provider. KLA's inspection systems catch defects that would otherwise reduce AI chip yields. Every percentage point of yield improvement at TSMC translates to $100M+ in chip value.
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TOELY· OTC
Semiconductor Equipment
Japan's largest and the world's third-largest semiconductor equipment company. TEL's coater/developer systems apply and develop photoresists on wafers — a step required for every lithography pass on every AI chip.
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TER· NASDAQ
Semiconductor Equipment
Leading automated test equipment (ATE) manufacturer critical for validating AI chips post-manufacture. Teradyne's platforms test AI GPUs, HBM memory, and networking ASICs. Also the world's leading collaborative robot maker through Universal Robots.
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6857.T· TYO
Semiconductor Equipment
Leading ATE manufacturer and NVIDIA's primary test partner for AI GPU validation. Advantest's V93000 platform is the industry-standard for final testing of NVIDIA H100/H200/Blackwell GPUs and AMD MI300X accelerators.
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ONTO· NYSE
Semiconductor Equipment
Specialized process control and inspection systems for advanced packaging — the fastest-growing segment of semiconductor equipment driven by chiplet-based AI GPU architectures.
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ACLS· NASDAQ
Semiconductor Equipment
Leading ion implantation equipment supplier. Dominant in silicon carbide (SiC) ion implant used for power devices in data center power supplies and EV charging infrastructure for AI facilities.
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COHU· NASDAQ
Semiconductor Equipment
Provides semiconductor test handlers and thermal management systems for back-end chip testing. Serves the AI chip supply chain with test equipment for power semiconductors and SiC devices.
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VECO· NASDAQ
Semiconductor Equipment
Manufactures laser spike annealing and epitaxy systems for advanced semiconductor nodes. Veeco's laser annealing tools are used in gate-all-around transistor manufacturing for next-gen AI chips.
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SNPS· NASDAQ
Semiconductor Equipment
World's largest electronic design automation (EDA) software company — the tools that chip designers use to create every AI chip. Without Synopsys, NVIDIA, AMD and TSMC could not design or manufacture advanced semiconductors. Its AI-driven EDA platform reduces chip design time by 20x and is used by every major fabless chip company in the AI supply chain.
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CDNS· NASDAQ
Semiconductor Equipment
Electronic design automation leader and direct competitor to Synopsys — together they form a duopoly controlling the tools used to design every AI chip. Cadence's Cerebrus AI platform uses reinforcement learning to autonomously optimise chip layouts, reducing design time by 10x. Its Palladium emulation platform validates NVIDIA GPU designs before tape-out.
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KEYS· NYSE
Semiconductor Equipment
Leading electronic test and measurement company validating AI hardware, 5G networks, and semiconductor devices. Keysight's instruments test the RF, signal integrity, and power characteristics of AI chips, GPU interconnects, and data center networking equipment — ensuring every component meets spec before deployment in AI infrastructure.
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FORM· NASDAQ
Semiconductor Equipment
Leading manufacturer of probe cards used to test semiconductor wafers before dicing. FormFactor's advanced probe cards are critical for testing HBM (High Bandwidth Memory) stacks used in NVIDIA AI GPUs — a gating item in AI chip production yield. As AI chips grow more complex, wafer-level testing becomes increasingly critical and difficult.
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AEHR· NASDAQ
Semiconductor Equipment
Specialist in wafer-level burn-in and test systems for silicon carbide (SiC) power devices and AI chips. Aehr's FOX-P systems simultaneously burn-in thousands of SiC devices at wafer level — cutting costs dramatically versus package-level testing. SiC is the critical power semiconductor in AI data center power supplies and EV charging infrastructure.
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ACMR· NASDAQ
Semiconductor Equipment
US-listed semiconductor equipment company specialising in single-wafer wet cleaning technology used in advanced chip manufacturing. ACM Research's SAPS and TEBO cleaning systems are qualified at TSMC, Samsung, and Chinese domestic fabs — making it a key supplier as China builds domestic semiconductor equipment capability independent of Western restrictions.
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TSM· NYSE
Chip Fabrication (Foundries) & Advanced Packaging
The world's most critical AI infrastructure company. TSMC manufactures virtually every leading-edge AI chip: NVIDIA Blackwell GPUs, AMD MI300X, Apple M-series, and all custom TPU/Trainium/Maia ASICs. Controls ~90% of advanced-node foundry capacity. CoWoS advanced packaging for AI GPUs is fully booked through 2027.
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005930.KS· OTC
Chip Fabrication (Foundries) & Advanced Packaging
World's second-largest foundry and dominant HBM memory producer. Samsung is the primary supplier of HBM3E memory stacked on NVIDIA Blackwell GPUs. Each H200 GPU requires ~141GB of HBM3E from Samsung or SK Hynix.
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000660.KS· OTC
Chip Fabrication (Foundries) & Advanced Packaging
NVIDIA's primary HBM partner and the world's leading HBM3E supplier. Each NVIDIA H200 GPU contains 141GB of SK Hynix HBM3E. SK Hynix's HBM production capacity is the binding constraint on NVIDIA GPU output.
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MU· NASDAQ
Chip Fabrication (Foundries) & Advanced Packaging
The only US-based DRAM and NAND manufacturer. Micron's HBM3E is ramping rapidly for NVIDIA Blackwell and AMD MI300X. CHIPS Act recipient building massive fabs in Idaho and New York for domestic AI chip memory production.
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ASX· NYSE
Chip Fabrication (Foundries) & Advanced Packaging
World's largest OSAT company. ASE provides advanced flip-chip, wire bond, system-in-package, and fan-out packaging for AI chips. Direct beneficiary of the chiplet architecture shift requiring complex multi-die packaging.
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AMKR· NASDAQ
Chip Fabrication (Foundries) & Advanced Packaging
Major OSAT for advanced packaging for AI silicon. Amkor assembles GPU packages for NVIDIA platforms and holds strategic deals with Apple and TSMC for Arizona-based advanced packaging.
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GFS· NASDAQ
Chip Fabrication (Foundries) & Advanced Packaging
The world's third-largest foundry specializing in feature-rich mature nodes (12-22nm). GF fabricates RF chips for 5G infrastructure supporting AI edge deployments and has US government contracts for domestic chip production.
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UMC· NYSE
Chip Fabrication (Foundries) & Advanced Packaging
Taiwan-based foundry focusing on specialty and mature nodes. UMC produces analog, mixed-signal, and power management chips embedded in AI server power delivery systems.
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688981.SS· SSE
Chip Fabrication (Foundries) & Advanced Packaging
China's leading DRAM manufacturer, a key part of China's strategy to develop domestic memory for AI applications. Subject to US export controls limiting access to advanced equipment.
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TSEM· NASDAQ
Chip Fabrication (Foundries) & Advanced Packaging
Specialty analog foundry dominating silicon photonics and RF chip manufacturing for AI data center interconnects. Tower's PH18 Silicon Photonics platform is used by hyperscalers for co-packaged optics. CEO confirmed actual hyperscaler silicon photonics demand exceeds currently contracted volumes, signaling strong AI infrastructure tailwind.
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SKYT· NASDAQ
Chip Fabrication (Foundries) & Advanced Packaging
America's only DMEA-accredited Category 1A trusted foundry and the largest exclusively US-based pure-play foundry after acquiring Infineon's Fab 25 in Austin. SkyWater serves defense, quantum computing, aerospace and AI edge applications requiring secure domestic semiconductor manufacturing under the CHIPS Act.
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BESI· OTC
Chip Fabrication (Foundries) & Advanced Packaging
Dutch semiconductor packaging equipment leader dominating hybrid bonding — the technology enabling 3D chip stacking used in HBM AI memory and advanced AI chip packages. BESI's hybrid bonding equipment is essential for packaging NVIDIA HBM3E GPU memory stacks, CoWoS advanced packages, and Intel Foveros 3D chips. A critical bottleneck in AI chip production capacity.
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NVDA· NASDAQ
AI Chip Design (Fabless & IDM)
The uncontested dominant force in AI accelerators. NVIDIA's Hopper (H100/H200) and Blackwell (B200, GB200) GPU architectures power virtually every AI training cluster worldwide. CUDA ecosystem lock-in across 4M+ developers creates a structural moat. Over 80% market share in AI data center GPUs.
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AMD· NASDAQ
AI Chip Design (Fabless & IDM)
NVIDIA's closest challenger in AI accelerators. AMD MI300X and MI325X GPUs are adopted by Microsoft Azure, Meta, and Oracle for AI inference workloads. AMD's open-source ROCm software stack is gaining developer traction as the CUDA alternative.
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AVGO· NASDAQ
AI Chip Design (Fabless & IDM)
The dominant custom ASIC designer for hyperscalers — Google TPU, Meta MTIA, Apple neural engine. Broadcom's custom AI chip programs offer 40-65% cost advantage over off-the-shelf GPUs. Also the #1 provider of networking switch chips forming the ethernet fabric of AI clusters.
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MRVL· NASDAQ
AI Chip Design (Fabless & IDM)
Captured custom ASIC design wins from AWS (Trainium) and Microsoft (Maia). Provides high-speed SerDes IP blocks enabling chip-to-chip AI interconnects. Acquired Celestial AI for optical interconnects in 2026.
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ARM· NASDAQ
AI Chip Design (Fabless & IDM)
The CPU architecture licensing company powering virtually all mobile AI and an increasing share of data center AI compute. AWS Graviton, Apple M-series, Qualcomm Oryon, and NVIDIA Grace all use Arm CPU designs.
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AAPL· NASDAQ
AI Chip Design (Fabless & IDM)
M-series silicon with 16-core Neural Engine leads on-device AI inference. Apple Intelligence features run entirely on-device, setting the benchmark for edge AI deployment at 1.5B+ device scale.
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QCOM· NASDAQ
AI Chip Design (Fabless & IDM)
On-device AI leadership via Snapdragon NPU in smartphones, PCs, and automotive. Snapdragon X Elite enables PC-class on-device AI without cloud connectivity. Expanding into data center AI inference and automotive AI.
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CBRS· NASDAQ
AI Chip Design (Fabless & IDM)
Maker of the Wafer-Scale Engine (WSE-3) — the largest chip ever built with 4 trillion transistors. Targets AI supercomputing clusters requiring massive single-chip compute. IPO'd in late 2025.
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PRIVATE
AI Chip Design (Fabless & IDM)
Language Processing Unit (LPU) architecture offering 800+ tokens/second on AI inference. Groq eliminates DRAM in favor of SRAM compute-in-memory for ultra-fast inference speeds.
INTC· NASDAQ
AI Chip Design (Fabless & IDM)
Intel's Gaudi 3 AI accelerators target the data center AI training and inference market. Altera FPGAs are widely deployed for AI inference acceleration in network edge deployments and financial trading systems.
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2454.TW· TWSE
AI Chip Design (Fabless & IDM)
World's largest mobile chip designer by volume. MediaTek's Dimensity series with dedicated AI Processing Unit leads edge AI inference for smartphones, smart TVs, and IoT devices at massive scale.
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MBLY· NASDAQ
AI Chip Design (Fabless & IDM)
Leading automotive AI chip designer. Mobileye's EyeQ system-on-chip powers ADAS and autonomous driving in over 800 vehicle models globally — the dominant AI silicon in automotive applications.
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PRIVATE
AI Chip Design (Fabless & IDM)
Elon Musk's AI company developing the Grok large language model. Operating a 100,000 GPU H100 cluster at Oracle's data centers. Grok is integrated into X (Twitter) with 600M+ monthly active users.
RMBS· NASDAQ
AI Chip Design (Fabless & IDM)
Semiconductor IP company licensing memory interface controllers and security IP into AI chips. Rambus's HBM3E PHY and controller IP is embedded in NVIDIA H100/H200 GPU memory subsystems, enabling the 3.35TB/s bandwidth that powers AI training. Also licenses CXL memory expansion IP critical for next-generation AI server memory architectures.
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ALAB· NASDAQ
AI Chip Design (Fabless & IDM)
Fabless semiconductor company designing connectivity chips that solve the memory and bandwidth bottlenecks in AI systems. Astera Labs' CXL memory expansion and PCIe retimer chips are used in every major AI server rack to extend memory capacity beyond GPU limits — critical for training frontier models requiring terabytes of accessible memory.
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SMTC· NASDAQ
AI Chip Design (Fabless & IDM)
Analog and mixed-signal semiconductor company with dominant LoRa IoT connectivity IP and growing data center signal integrity portfolio. Semtech's ClearEdge platform provides 100G/400G PAM4 signal integrity chips for AI data center optical interconnects, while LoRa chips connect AI-enabled IoT devices at the network edge.
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POET· NASDAQ
AI Chip Design (Fabless & IDM)
Pioneering the POET Optical Interposer — a platform integrating electronic and photonic components on a single chip to eliminate discrete optical transceivers. POET's LightBar co-packaged optics technology enables 800G-3.2T bandwidth AI switch silicon with dramatically lower power consumption, targeting the next generation of AI data center fabric.
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AMBA· NASDAQ
AI Chip Design (Fabless & IDM)
Fabless semiconductor company designing AI vision SoCs for autonomous driving, robotics, and security cameras. Ambarella's CVflow architecture processes computer vision AI at the edge with industry-leading performance-per-watt — used by Chinese OEMs copying the Tesla model for ADAS and by global security camera manufacturers.
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ADI· NASDAQ
AI Chip Design (Fabless & IDM)
World's leading analog semiconductor company providing the data converters, amplifiers, and power management chips that bridge the physical world and digital AI systems. ADI's precision analog ICs are embedded in AI server power delivery networks, radar sensing for autonomous vehicles, and industrial AI control systems globally.
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TSLA· NASDAQ
AI Chip Design (Fabless & IDM)
Electric vehicle and AI company designing its own custom AI chips (HW4 FSD computer) and Dojo training supercomputer. Tesla collects more real-world driving data than any other company — 10B+ miles — training its FSD neural network. Optimus humanoid robot and Robotaxi fleet make Tesla a vertically integrated AI hardware and application company.
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TXN· NASDAQ
AI Chip Design (Fabless & IDM)
World's largest analog semiconductor company with Q1 2026 data center revenue up 90% year-over-year — its best single-session stock performance since 2000 following earnings. Texas Instruments' power management ICs and embedded processors are in virtually every AI server, industrial robot, and edge AI device globally. Its 80,000-part catalog and owned fab strategy create unmatched pricing power.
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NXPI· NASDAQ
AI Chip Design (Fabless & IDM)
Global leader in automotive semiconductors and secure microcontrollers powering ADAS, V2X communication, and industrial AI. NXP's S32 automotive compute platform is the brain of next-generation autonomous vehicles, while its i.MX application processors power AI edge computing across industrial automation and smart infrastructure worldwide.
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MCHP· NASDAQ
AI Chip Design (Fabless & IDM)
Leading microcontroller and FPGA company powering AI at the edge across industrial, automotive, aerospace, and defense applications. Microchip's PIC and AVR microcontrollers control the physical systems that AI models interact with — from robotic arms to drone flight controllers — while its PolarFire FPGAs enable real-time AI inference in space-constrained environments.
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MPWR· NASDAQ
AI Chip Design (Fabless & IDM)
Fast-growing power management IC company with deep integration into NVIDIA GPU power delivery systems. Monolithic Power's voltage regulators and power management chips are embedded in NVIDIA Blackwell and H100 GPU boards, making it a direct beneficiary of AI compute scaling. Revenue growing 40%+ as AI server rack power density increases exponentially.
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SWKS· NASDAQ
AI Chip Design (Fabless & IDM)
Leading RF semiconductor company whose chips enable 5G wireless connectivity for AI-enabled smartphones, IoT devices, and infrastructure. Skyworks' 5G front-end modules are in virtually every premium smartphone and are increasingly deployed in fixed wireless access systems providing internet connectivity to AI data centers in emerging markets.
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ANET· NYSE
Networking, Interconnects & Photonics
The dominant provider of cloud networking switches for AI data centers. Arista's EOS and 400G/800G Ethernet switches are the standard for hyperscaler AI networks. Meta, Microsoft, and Google are major customers.
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CSCO· NASDAQ
Networking, Interconnects & Photonics
Building AI-native networking via Silicon One ASIC for AI fabric switching. Acquired Splunk for AI-driven network observability. Repositioning toward AI infrastructure networking for hyperscalers and enterprise AI.
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COHR· NYSE
Networking, Interconnects & Photonics
Leading supplier of indium phosphide wafers and 400G/800G optical transceiver modules for AI data center interconnects. Every AI data center optical link traces to Coherent's laser and photonics technology.
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LITE· NASDAQ
Networking, Interconnects & Photonics
Leading manufacturer of laser components, VCSEL arrays, and optical transceivers for data center networking. Its coherent optical modules enable the high-speed inter-server links between AI GPU racks and top-of-rack switches.
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FN· NYSE
Networking, Interconnects & Photonics
The de facto contract manufacturer for optical transceivers used in AI data centers. Assembles and tests modules for Lumentum and Coherent. Directly benefits from the surge in 800G/1.6T optical transceiver demand.
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CRDO· NASDAQ
Networking, Interconnects & Photonics
Designs active electrical cables and SerDes chiplets enabling 400-800Gb/s interconnects within AI GPU clusters. Acquired DustPhotonics — a pioneer in silicon photonics Photonic Integrated Circuits (PICs) — converting electrical signals into light pulses for optical connectivity scaling from 800G to 3.2T.
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CIEN· NYSE
Networking, Interconnects & Photonics
Leading optical networking equipment provider. Ciena's WaveLogic coherent optical technology enables the high-bandwidth, long-distance connections between AI data center campuses.
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INFN· NASDAQ
Networking, Interconnects & Photonics
Pioneers photonic integrated circuits for optical networking. Infinera's vertically integrated optical chips provide the dense wavelength division multiplexing needed for AI data center interconnects.
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AWE.L· LSE
Networking, Interconnects & Photonics
Specialist high-speed connectivity semiconductor IP and custom silicon company. Alphawave's SerDes and PCIe IP cores are licensed into AI chips and custom ASICs enabling 112G-224G chip-to-chip interconnects.
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VIAV· NASDAQ
Networking, Interconnects & Photonics
Provides test and measurement solutions for optical networks and data centers. VIAVI's tools validate AI data center network performance and troubleshoot 400G/800G optical interconnect deployments.
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PRIVATE
Networking, Interconnects & Photonics
Huawei's semiconductor design arm developing AI chips and networking silicon for domestic Chinese AI infrastructure. Subject to US export controls but continues development using domestically available tools.
AAOI· NASDAQ
Networking, Interconnects & Photonics
Vertically integrated manufacturer of fiber-optic networking products including optical transceivers and lasers for data center and broadband networks. AAOI designs and fabricates its own laser chips — a rare vertical integration that gives cost advantages in high-volume data center optics deployments.
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AXTI· NASDAQ
Networking, Interconnects & Photonics
Manufacturer of compound semiconductor substrates including Indium Phosphide (InP) and Gallium Arsenide (GaAs) wafers — the foundational materials for photonic integrated circuits and high-speed laser chips used in 400G/800G optical transceivers for AI data center interconnects.
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MTSI· NASDAQ
Networking, Interconnects & Photonics
Designs high-performance analog semiconductor devices and photonic ICs for optical communications. MACOM's laser drivers and trans-impedance amplifiers (TIAs) are critical components inside every 400G/800G optical transceiver module. A key enabler of co-packaged optics (CPO) for next-generation AI switch silicon at 1.6T speeds.
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NOK· NYSE
Networking, Interconnects & Photonics
Telecom infrastructure giant providing IP routing, optical networking, and 5G solutions underpinning AI data center connectivity. Nokia's IP/Optical Networks division supplies the long-haul and metro optical transport connecting AI data center campuses globally. Bell Labs continues pioneering research into AI-driven network automation.
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ERIC· NASDAQ
Networking, Interconnects & Photonics
Global 5G infrastructure leader enabling AI-at-the-edge through AI-RAN technology. Ericsson's Cloud RAN and network slicing platforms allow AI inference to run at the network edge, dramatically reducing latency for real-time AI applications. Its AI-native radio units process machine learning workloads directly in 5G base stations.
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GLW· NYSE
Networking, Interconnects & Photonics
World's largest manufacturer of optical fiber and cable — the physical backbone of AI data center networks. Corning supplies the fiber connecting GPU clusters within and between data centers, with over 1 billion kilometers of optical fiber installed globally. Its Optical Communications segment is growing at 40%+ driven by hyperscaler AI buildout.
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LWLG· NASDAQ
Networking, Interconnects & Photonics
Pioneering electro-optic (EO) polymer materials company enabling next-generation optical modulators for AI data center interconnects. Lightwave Logic's proprietary Perkinamine® polymers enable 200G and 400G optical modulators with 110GHz+ bandwidth — partnered with Tower Semiconductor to integrate into PH18 silicon photonics PDK for hyperscale AI data center deployments.
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IPGP· NASDAQ
Networking, Interconnects & Photonics
World's leading fiber laser manufacturer with vertically integrated production from optical fiber to complete laser systems. IPG's high-power fiber lasers are used in precision cutting and welding of data center metal enclosures and GPU server chassis. Its optical amplifiers and pump lasers also underpin long-haul fiber optic transmission networks connecting AI data centers.
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MXL· NASDAQ
Networking, Interconnects & Photonics
Fabless semiconductor company designing high-speed connectivity chips for 400G and 800G optical networking in AI data centers. MaxLinear's PAM4 DSP chips process the modulated optical signals in coherent transceivers connecting AI GPU clusters — a critical but underappreciated component in AI data center optical interconnect infrastructure.
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HIMX· NASDAQ
Networking, Interconnects & Photonics
Taiwan-based fabless semiconductor company dominating display driver ICs for smartphones, AR/VR headsets, and automotive displays. Himax's WiseEye ultra-low-power AI processors enable always-on computer vision in edge devices, while its LCOS microdisplay technology powers spatial computing headsets including Microsoft HoloLens — a critical enabler of AI at the edge.
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TEL· NYSE
Networking, Interconnects & Photonics
World's largest connector and sensor manufacturer by revenue, providing the physical interconnects inside every AI server, GPU rack, and data center. TE Connectivity's high-speed backplane connectors, power connectors, and cable assemblies link GPU boards, power distribution units, and networking hardware inside AI server racks — a mission-critical but unglamorous role in AI infrastructure.
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SMCI· NASDAQ
AI Servers, Systems & Storage
The leading AI server ODM specialising in custom high-density GPU servers with integrated direct liquid cooling. Pioneered DLC for NVIDIA Blackwell racks. SMCI assembles and ships more NVIDIA H100/H200/B200 systems than any other vendor.
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DELL· NYSE
AI Servers, Systems & Storage
Leading AI server manufacturer via PowerEdge XE9680 and the official NVIDIA DGX dealer. Dell's AI Infrastructure Solutions Group is one of the fastest-growing business segments with $15B+ AI server backlog.
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HPE· NYSE
AI Servers, Systems & Storage
Manufactures AI servers and HPC systems including the Cray EX supercomputer family. HPE's Slingshot high-speed interconnect is used in the world's largest supercomputers. Acquired Juniper Networks for $14B for AI-native networking.
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P· NYSE
AI Servers, Systems & Storage
Formerly Pure Storage — rebranded to Everpure in February 2026 with ticker changing from PSTG to P on April 17, 2026. Provides enterprise-grade AI-optimised storage and data management platforms. FlashArray and FlashBlade systems power high-performance storage for AI training datasets at hyperscalers globally. First company to report a billion-dollar revenue quarter in FY2026.
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WDC· NASDAQ
AI Servers, Systems & Storage
Leading NAND flash and HDD manufacturer serving AI data centers with high-capacity cold storage. WDC's UltraStar drives and enterprise Ultrastar SSDs are standard in hyperscaler storage arrays for AI data lakes.
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STX· NASDAQ
AI Servers, Systems & Storage
World's largest HDD manufacturer. Seagate's HAMR technology enables 30TB+ capacity drives for AI cold storage. Critical for the massive storage requirements of AI model training datasets.
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2382.TW· TWSE
AI Servers, Systems & Storage
Major ODM for Google, Meta, and Microsoft AI server deployments. Quanta's QCT division designs hyperscale-optimized servers and is one of the largest AI server ODMs globally by volume.
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992.HK· HKEX
AI Servers, Systems & Storage
Global PC and server leader with its Neptune liquid cooling technology for AI servers. Lenovo's TruScale infrastructure solutions provide AI-ready servers to enterprise customers globally.
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2317.TW· TWSE
AI Servers, Systems & Storage
Foxconn's industrial arm assembles AI servers and data center infrastructure for NVIDIA and major hyperscalers. A key manufacturer for NVIDIA GB200 NVL72 rack-scale AI systems.
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6669.TW· TWSE
AI Servers, Systems & Storage
Premium hyperscale server ODM and a primary supplier to Meta and Microsoft for AI server deployments. Wiwynn designs high-density GPU servers with integrated direct liquid cooling for trillion-parameter AI training.
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NTAP· NASDAQ
AI Servers, Systems & Storage
Enterprise storage leader with ONTAP AI platform optimized for NVIDIA DGX AI infrastructure. NetApp's high-performance NFS storage feeds GPU training clusters at leading AI research labs.
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SNDK· NASDAQ
AI Servers, Systems & Storage
Pure-play NAND flash storage company spun off from Western Digital in February 2025. SanDisk's enterprise NVMe SSDs serve as the primary storage layer for AI model weights, training checkpoints, and inference caching in hyperscale data centers. Its UltraDIMM and NVMe-oF products are optimised for AI workload access patterns.
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SIMO· NASDAQ
AI Servers, Systems & Storage
Leading fabless designer of NAND flash controller chips powering enterprise and consumer SSDs. Silicon Motion's PCIe Gen5 SSD controllers enable the ultra-low latency storage required for AI inference serving. Its MonTitan enterprise controller platform is deployed in data center SSDs storing AI model weights at hyperscale.
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CLS· NYSE
AI Servers, Systems & Storage
Electronics manufacturing services leader assembling AI servers and networking equipment for hyperscalers. Celestica's Connectivity & Cloud Solutions segment builds 400G/800G networking hardware and GPU server rack assemblies for major cloud providers. Growing rapidly on the back of AI infrastructure buildout with 40%+ revenue growth.
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JBL· NYSE
AI Servers, Systems & Storage
Global electronics manufacturing services company assembling AI servers, data center infrastructure, and cloud hardware for major technology companies. Jabil's intelligent infrastructure segment manufactures GPU server enclosures, power distribution units, and liquid cooling systems for AI data center deployments at hyperscale.
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EQIX· NASDAQ
Data Centers: Construction, Real Estate & Facilities
The world's largest data center REIT and interconnection hub. 260+ IBX data centers in 70+ metros globally. AI demand is driving 30-50% premium pricing on new leases. Power-constrained markets command highest premiums.
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DLR· NYSE
Data Centers: Construction, Real Estate & Facilities
Largest pure-play hyperscale data center REIT globally. New lease pricing 30-50% above expiring leases driven by AI demand. Over 300 data centers in 50+ metros worldwide targeting 1GW+ of AI-optimised campuses through 2027.
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CRWV· NASDAQ
Data Centers: Construction, Real Estate & Facilities
The leading AI-native cloud (neocloud), IPO'd March 2025. $5.1B revenue in 2025, guiding $12-13B for 2026. Operates the world's largest fleet of NVIDIA H100/H200/Blackwell GPUs exclusively for AI workloads. Microsoft is the largest customer.
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VRT· NYSE
Data Centers: Construction, Real Estate & Facilities
The premier integrated provider of AI data center power and thermal management. Makes UPS systems, liquid cooling units (CDUs), and rack infrastructure. Q4 2025 organic orders grew 252% YoY. $15B backlog (book-to-bill 2.9x).
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TT· NYSE
Data Centers: Construction, Real Estate & Facilities
Specialized HVAC and cooling systems for AI data centers. Q4 2025 Americas Commercial HVAC applied bookings up 120%+ YoY. Record enterprise backlog of $7.8B driven by AI data center demand.
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IRM· NYSE
Data Centers: Construction, Real Estate & Facilities
Data center REIT expanding into AI infrastructure. Iron Mountain has 120MW+ of commissioned data center capacity with a 500MW+ pipeline. Project Matterhorn is a $500M+ investment in AI-ready hyperscale development.
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SU.PA· EURONEXT
Data Centers: Construction, Real Estate & Facilities
Global leader in energy management and automation for data centers. Schneider Electric's EcoStruxure platform manages power and cooling efficiency across hyperscale AI data centers worldwide.
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NVT· NYSE
Data Centers: Construction, Real Estate & Facilities
Provides data center enclosures, liquid cooling, and immersion cooling solutions for high-density AI compute. nVent's SCHROFF and Hoffman brands are standards in AI server rack infrastructure.
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CARR· NYSE
Data Centers: Construction, Real Estate & Facilities
Leading HVAC and cooling solutions provider for data centers. Carrier's precision cooling and chiller systems maintain optimal temperatures for AI server deployments in hyperscale facilities.
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ACM· NYSE
Data Centers: Construction, Real Estate & Facilities
Global engineering and construction firm building hyperscale AI data center campuses. AECOM designs and constructs the physical infrastructure for major cloud provider data center expansions.
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NBIS· NASDAQ
Data Centers: Construction, Real Estate & Facilities
Amsterdam-based AI cloud company building full-stack GPU infrastructure for AI builders globally. Nebius operates large-scale GPU clusters and AI cloud platforms, reporting Q1 2026 revenue of $399M — up 684% year-over-year. Signed a $17.4B GPU supply agreement with Microsoft and is constructing a gigawatt-scale AI factory campus in Missouri. One of the fastest-growing AI infrastructure companies in the world.
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APLD· NASDAQ
Data Centers: Construction, Real Estate & Facilities
Fast-growing AI data center developer and operator building next-generation HPC facilities purpose-built for AI workloads. Applied Digital's facilities provide co-location hosting for AI GPU clusters to hyperscalers and cloud customers, with a growing GPU-as-a-Service cloud product. Positioned as a pure-play AI data center operator independent of legacy infrastructure constraints.
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CORZ· NASDAQ
Data Centers: Construction, Real Estate & Facilities
Leading digital infrastructure company converting former Bitcoin mining facilities into AI HPC data centers. Core Scientific owns valuable grid-connected power infrastructure across the US, signing major contracts with CoreWeave to host GPU clusters. Its existing power rights and large-scale facilities give it a 12-18 month head start over greenfield data center developers.
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IRM· NYSE
Data Centers: Construction, Real Estate & Facilities
Records management and data center REIT rapidly expanding into AI infrastructure. Iron Mountain's data centers provide secure colocation for regulated industries — financial services, healthcare, and government — that require air-gapped or compliance-grade AI infrastructure. Its existing customer relationships and real estate footprint give it privileged access to enterprise AI buildout.
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CEG· NASDAQ
Power Generation, Grid & Energy Infrastructure
Largest US nuclear fleet operator (21 reactors, 32,000MW+). Microsoft signed a landmark 20-year PPA to restart the Three Mile Island nuclear plant for AI data center power. Nuclear provides 24/7 carbon-free baseload power.
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VST· NYSE
Power Generation, Grid & Energy Infrastructure
Largest competitive US power generator with nuclear and natural gas assets. Acquired Energy Harbor (nuclear) in 2024. Stock up ~400%+ since AI data center power thesis emerged. Direct energy supply agreements with hyperscalers.
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GEV· NYSE
Power Generation, Grid & Energy Infrastructure
GE Vernova supplies gas turbines, grid equipment, and power transformers critical for AI data center power supply. Natural gas turbines are the primary near-term solution to AI data center power demand surge. Goldman Sachs top pick.
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NEE· NYSE
Power Generation, Grid & Energy Infrastructure
World's largest renewable energy company. Key supplier for AI data center green power purchase agreements. AI hyperscalers are signing 10-20 year renewable PPAs with NextEra at record pace.
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PWR· NYSE
Power Generation, Grid & Energy Infrastructure
The leading specialty contractor for power grid construction. Directly benefits from grid capacity expansion needed to power AI data centers. Builds transmission lines and substations for utilities serving data center campuses.
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ENR.DE· XETRA
Power Generation, Grid & Energy Infrastructure
Power transformers, switchgear, and grid infrastructure for AI data center connections. Siemens Energy's transformer business faces a 3-4 year backlog as AI data center demand overwhelms production capacity.
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CMI· NYSE
Power Generation, Grid & Energy Infrastructure
Diesel and natural gas generator sets for data center backup power. Cummins' QSK95 generators (4.5MW per unit) are the industry standard for hyperscale data center emergency power. Also expanding into hydrogen fuel cell power.
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CAT· NYSE
Power Generation, Grid & Energy Infrastructure
Generator sets and power systems for data center emergency and continuous backup power. Cat's XQ/SR diesel and gas generator packages are deployed in data centers globally worldwide.
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PRIVATE
Power Generation, Grid & Energy Infrastructure
Advanced SMR developer. Google signed a landmark agreement to purchase 500MW of power from Kairos HERMES SMRs — the first-ever commercial agreement between a tech company and an SMR developer.
D· NYSE
Power Generation, Grid & Energy Infrastructure
Primary power utility for Northern Virginia — the world's largest data center hub. Dominion is investing $50B+ in grid upgrades to meet explosive AI data center power demand in its service territory.
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AEP· NASDAQ
Power Generation, Grid & Energy Infrastructure
One of the largest US electric utilities with a massive transmission network serving AI data center clusters in Texas, Ohio, and the Mid-Atlantic. $40B+ capex plan through 2028 for grid expansion.
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BE· NYSE
Power Generation, Grid & Energy Infrastructure
Solid oxide fuel cell technology providing on-site 24/7 baseload clean power for data centers. Bloom Energy signed a landmark deal with Microsoft to supply fuel cell power for AI data centers.
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OKLO· NYSE
Power Generation, Grid & Energy Infrastructure
Advanced fission company developing the Aurora micro reactor (1.5-15MW) for data center and industrial power. Backed by Sam Altman. First commercial reactor targeting 2027 deployment.
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FLR· NYSE
Power Generation, Grid & Energy Infrastructure
Global engineering and construction company for power generation infrastructure including nuclear plants and data center campuses. Fluor is a primary EPC contractor for SMR nuclear projects.
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STM· NYSE
Power Generation, Grid & Energy Infrastructure
European semiconductor leader producing silicon carbide (SiC) power devices and microcontrollers for AI data center power systems and electric vehicle charging infrastructure. STM's SiC MOSFETs improve power conversion efficiency in data center UPS and PDU systems, while its STM32 microcontrollers control AI edge devices globally.
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APH· NYSE
Power Generation, Grid & Energy Infrastructure
World's second largest connector manufacturer providing the physical connectors and cable assemblies inside every AI server and data center. Amphenol's high-speed backplane connectors, power connectors, and cable assemblies link GPU boards, power supplies, and networking hardware inside AI server racks — an unglamorous but mission-critical role.
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APTV· NYSE
Power Generation, Grid & Energy Infrastructure
Global automotive technology company designing the electrical architecture and ADAS software platforms that enable AI in vehicles. Aptiv's Smart Vehicle Architecture is the electrical backbone for autonomous and AI-enabled vehicles, managing high-voltage power distribution and sensor fusion across ADAS systems for major global OEMs.
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TDY· NYSE
Power Generation, Grid & Energy Infrastructure
Precision instrumentation and defense electronics company owning FLIR thermal imaging — the AI vision backbone for autonomous systems, drones, and surveillance. Teledyne's AI-enabled sensors power military autonomous systems, border security AI, and industrial inspection robots — a critical but overlooked layer of physical AI infrastructure.
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SOI· NYSE
Power Generation, Grid & Energy Infrastructure
Provider of modular mobile power generation and water management solutions increasingly deployed to power AI data centers during grid connection delays. Solaris Energy's mobile power units provide immediate natural gas-fired power to new hyperscale data center campuses while permanent grid connections are established — solving the critical 12-18 month power gap in AI infrastructure buildout.
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ETN· NYSE
Power Generation, Grid & Energy Infrastructure
Provides electrical systems for AI data centers: switchgear, busways, transformers, and UPS systems. Goldman Sachs top pick for AI power infrastructure. Eaton's UPS products are in virtually every hyperscaler deployment.
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NUCL· NASDAQ
Power Generation, Grid & Energy Infrastructure
Emerging nuclear energy company listed on NASDAQ in February 2026 via de-SPAC, developing uranium assets and nuclear energy solutions. Eagle Nuclear is positioning itself across the nuclear fuel cycle — from uranium mining to SMR development — targeting the growing demand for clean baseload power to support AI data center expansion.
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NATKY· OTC
Power Generation, Grid & Energy Infrastructure
Spanish integrated energy company operating gas distribution and power generation infrastructure across Europe and Latin America. Naturgy's LNG and natural gas infrastructure provides the transitional fuel powering data centers in Europe and Latin America as they scale AI workloads, while the company transitions toward renewables and hydrogen for long-term clean energy supply.
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LEU· NYSE
Power Generation, Grid & Energy Infrastructure
America's only licensed producer of High-Assay Low-Enriched Uranium (HALEU) — the advanced fuel required by next-generation SMRs and advanced reactors. Centrus holds a unique US government licence for HALEU enrichment at its Piketon, Ohio facility, making it a strategic bottleneck in the US nuclear fuel supply chain powering AI-era data centers.
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SMR· NYSE
Power Generation, Grid & Energy Infrastructure
Pioneer of Small Modular Reactor (SMR) technology with the world's first NRC-approved SMR design. NuScale's VOYGR SMR plants are scalable, factory-built nuclear reactors designed to provide dedicated clean baseload power to AI data centers and industrial sites. Partners include TVA for a 6GW SMR deployment — the largest nuclear program in US history.
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NNE· NASDAQ
Power Generation, Grid & Energy Infrastructure
Advanced nuclear microreactor developer building compact, portable nuclear power units for remote and specialised applications. NANO Nuclear's KRONOS and ZEUS reactors are designed to provide dedicated nuclear power to AI data centers, military installations, and remote mining operations — representing the next frontier of distributed AI-era clean energy.
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LTBR· NASDAQ
Power Generation, Grid & Energy Infrastructure
Nuclear fuel technology company developing proprietary metallic nuclear fuel that improves reactor power output by 10-17% while dramatically improving safety and reducing waste. Lightbridge's advanced fuel technology could extend the lifespan and output of existing nuclear reactors — a key enabler of more nuclear power for AI-era electricity demand without building new plants.
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BWXT· NYSE
Power Generation, Grid & Energy Infrastructure
Dominant manufacturer of nuclear reactor components for the US Navy and commercial nuclear power plants. BWXT holds $1.4B+ in US Naval Nuclear Propulsion contracts and manufactures the reactor pressure vessels and fuel assemblies for SMR developers including NuScale and OKLO. An irreplaceable US nuclear manufacturing capability with no civilian alternatives.
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GE· NYSE
Power Generation, Grid & Energy Infrastructure
GE Aerospace (post-Vernova spinoff) focuses on jet engines and defense systems, deploying AI across engine health monitoring, predictive maintenance, and autonomous aviation. GE's AI-powered digital twin technology monitors 40,000+ engines in real time, while its defense division develops AI systems for military aviation — a key node in defense AI infrastructure.
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EMR· NYSE
Power Generation, Grid & Energy Infrastructure
Industrial automation and process control company deploying AI across manufacturing, data center cooling management, and energy infrastructure. Emerson's AI-powered process automation systems control the cooling, power distribution, and environmental management of AI data centers — an invisible but mission-critical layer ensuring GPU clusters operate within thermal limits.
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HON· NASDAQ
Power Generation, Grid & Energy Infrastructure
Diversified industrial technology company deploying AI across building automation, industrial safety, and quantum computing. Honeywell's building management systems control HVAC, power, and safety for AI data centers, while its Quantinuum division develops quantum computers that could eventually accelerate AI model training beyond classical GPU limits.
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GHM· NYSE
Power Generation, Grid & Energy Infrastructure
Specialty manufacturer of vacuum and heat transfer equipment for defense, nuclear, and industrial energy markets. Graham Corporation's vacuum systems and heat exchangers are deployed in US Navy nuclear submarine propulsion systems and commercial nuclear power plants — increasingly targeting the growing SMR market as a critical component supplier for next-generation nuclear reactors powering AI data centers.
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MOD· NYSE
Power Generation, Grid & Energy Infrastructure
Thermal management company pivoting aggressively into AI data center liquid cooling from its industrial HVAC roots. Modine's data center cooling revenue has surged as GPU rack power densities exceed what air cooling can handle. Its liquid cooling systems for AI server racks are gaining qualification at major hyperscalers — a smaller, higher-growth alternative to Vertiv in the liquid cooling race.
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JCI· NYSE
Power Generation, Grid & Energy Infrastructure
Global leader in smart building technology and HVAC systems deploying AI to manage the physical environments of AI data centers. Johnson Controls' OpenBlue AI platform optimises energy consumption, cooling, and safety systems in data center facilities — critical as hyperscalers seek to maximise efficiency in buildings consuming hundreds of megawatts.
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EXC· NASDAQ
Power Generation, Grid & Energy Infrastructure
America's largest regulated utility and largest nuclear fleet operator providing clean baseload power to AI data centers across the Mid-Atlantic and Midwest. Exelon's nuclear plants supply carbon-free electricity to hyperscaler AI campuses in Virginia, Illinois, and Pennsylvania — where Microsoft, Amazon, and Google are concentrating their largest AI data center investments.
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AES· NYSE
Power Generation, Grid & Energy Infrastructure
Global power company supplying renewable energy to AI hyperscalers through long-term Power Purchase Agreements. AES has signed major renewable energy contracts with Microsoft, Google, and Amazon to power their AI data center campuses with solar and wind — making it a critical clean energy infrastructure partner for the AI industry's net-zero commitments.
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SRE· NYSE
Power Generation, Grid & Energy Infrastructure
Diversified energy infrastructure company operating natural gas utilities and LNG export terminals powering AI data center buildout. Sempra's Southern California Gas and SDG&E utilities provide the natural gas and electricity infrastructure supporting hyperscaler AI campuses in California, while its Port Arthur LNG terminal exports US natural gas to AI-hungry Asian economies.
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MSFT· NASDAQ
Cloud Platforms, Foundation AI Models & AI Applications
Microsoft holds exclusive cloud rights to OpenAI GPT-4o, o3, and o4-mini models via a $13B investment. Azure AI platform is the enterprise standard. Copilot AI embedded across Windows, Office 365, Teams, and GitHub.
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AMZN· NASDAQ
Cloud Platforms, Foundation AI Models & AI Applications
Largest cloud provider ($115B+ annualized revenue). AWS Bedrock hosts 100+ foundation models. Trainium 3 and Inferentia 2 custom chips provide cost-optimised AI training and inference. $700B+ in AI capex commitments for 2026.
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GOOGL· NASDAQ
Cloud Platforms, Foundation AI Models & AI Applications
Google Cloud runs on TPU-native AI infrastructure. Google DeepMind developed Gemini 2.0 Ultra/Flash, AlphaFold, and Project Astra. $75B 2025 capex commitment. Vertex AI is the enterprise ML platform.
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META· NASDAQ
Cloud Platforms, Foundation AI Models & AI Applications
Largest open-source AI model developer (Llama 4 Scout, Maverick, Behemoth). Meta AI assistant deployed to 3.3B daily active users. $65B 2025 capex. Llama models democratize AI access and commoditize closed models.
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PRIVATE
Cloud Platforms, Foundation AI Models & AI Applications
Claude 3.5/4 model family — leading enterprise and safety-focused AI models. $8B Amazon investment with AWS as primary cloud partner. $4B Google investment. Claude Enterprise is the fastest-growing enterprise AI product.
PRIVATE
Cloud Platforms, Foundation AI Models & AI Applications
Elon Musk's AI startup developing the Grok model integrated into X (Twitter). Operates a 100,000 NVIDIA H100 GPU supercluster at Oracle data centers — one of the world's largest AI training clusters.
PRIVATE
Cloud Platforms, Foundation AI Models & AI Applications
Paris-based AI startup producing highly efficient open-source language models. Mistral's models outperform much larger models on benchmarks — disrupting the assumption that bigger is better in AI.
PRIVATE
Cloud Platforms, Foundation AI Models & AI Applications
AI-powered answer engine challenging Google Search. Perplexity generates cited answers in real-time using frontier models, with 15M+ daily active users and $100M+ ARR growing rapidly.
PRIVATE
Cloud Platforms, Foundation AI Models & AI Applications
Enterprise-focused AI company providing Command language models and Embed/Rerank APIs. Cohere's platform is used by enterprises for RAG-based AI applications without sending data to public cloud providers.
PRIVATE
Cloud Platforms, Foundation AI Models & AI Applications
AI platform built specifically for legal professionals. Harvey combines frontier models with legal domain expertise to automate contract review, due diligence, and legal research for top global law firms.
BABA· NYSE
Cloud Platforms, Foundation AI Models & AI Applications
China's largest cloud and AI platform operator. Alibaba Cloud is the leading cloud provider in Asia with Qwen open-source LLM rivalling frontier Western models on benchmarks. Its AI investments span cloud infrastructure, robotics, autonomous driving, and AI e-commerce across a 1B+ user ecosystem — the MSFT/AMZN equivalent for China's AI supply chain.
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BIDU· NASDAQ
Cloud Platforms, Foundation AI Models & AI Applications
China's dominant search engine and AI pioneer with ERNIE Bot LLM competing with ChatGPT and Apollo autonomous driving platform leading in China. Baidu's AI Cloud and ERNIE foundation models power enterprise AI transformation across Chinese corporations — a critical node in China's domestic AI supply chain independent of Western technology.
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PANW· NASDAQ
AI Security & Compliance
The world's largest pure-play cybersecurity company. Palo Alto Networks protects AI data center networks, cloud workloads, and AI model endpoints through its Cortex AI platform. Its Precision AI integrates machine learning natively into threat detection across firewalls, cloud, and SOC operations.
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CRWD· NASDAQ
AI Security & Compliance
Leading AI-native cybersecurity platform protecting AI server endpoints, cloud workloads, and GPU clusters. CrowdStrike's Falcon platform processes over 2 trillion security events daily using AI to detect threats in real time. Dominant in protecting hyperscaler AI infrastructure and GPU server farms.
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FTNT· NASDAQ
AI Security & Compliance
Largest network security appliance vendor by units shipped. Fortinet's FortiOS operating system secures the network perimeter of AI data centers and industrial control systems across the supply chain. Its custom ASICs provide security processing at speeds required for AI infrastructure.
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ZS· NASDAQ
AI Security & Compliance
Pioneer of zero trust network access and cloud-delivered security. Zscaler inspects all AI workload traffic between users, devices, and cloud AI platforms through its Zero Trust Exchange. Critical for securing the access layer of AI applications deployed across hyperscaler environments.
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S· NYSE
AI Security & Compliance
AI-first cybersecurity platform using autonomous machine learning to detect and respond to threats without human intervention. SentinelOne's Purple AI acts as an AI security analyst, enabling natural language threat hunting across AI infrastructure deployments.
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OKTA· NASDAQ
AI Security & Compliance
Leading identity and access management platform securing human and machine access to AI systems. Okta's AI-powered identity governance controls who and what can access AI models, training data, and cloud AI infrastructure — a critical control point as AI agents proliferate.
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DDOG· NASDAQ
AI Security & Compliance
Cloud observability and security platform increasingly deployed to monitor AI workloads and LLM applications. Datadog's LLM Observability tracks AI model performance, latency, cost, and security anomalies in real time — becoming the standard monitoring layer for production AI deployments.
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NET· NYSE
AI Security & Compliance
Global network security and edge computing platform with a growing AI Gateway product that secures and routes AI API traffic. Cloudflare's network sits in front of most major AI APIs, providing DDoS protection, rate limiting, and observability for AI application traffic at the edge.
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VRNS· NASDAQ
AI Security & Compliance
Data security and analytics platform specialising in protecting the sensitive training data that powers AI models. Varonis monitors and controls access to AI training datasets, preventing data poisoning attacks and unauthorised exfiltration of proprietary model training data.
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TENB· NASDAQ
AI Security & Compliance
Exposure management platform identifying vulnerabilities across AI infrastructure including GPU servers, cloud AI environments, and industrial control systems. Tenable's AI-aware vulnerability scanning identifies misconfigured AI workloads and exposed model endpoints before attackers exploit them.
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RBRK· NYSE
AI Security & Compliance
Zero trust data security platform protecting AI training datasets and model artifacts from ransomware and cyber attacks. Rubrik's AI-powered Security Cloud detects anomalous access to AI data stores and enables rapid recovery of AI workloads following a cyberattack.
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PRIVATE
AI Security & Compliance
Fastest-growing cloud security startup securing AI workloads across AWS, Azure, and Google Cloud. Wiz's agentless scanning discovered over 200,000 exposed AI model endpoints in 2025. Rejected a $23B acquisition by Google; pursuing IPO. Dominant in cloud-native AI security.
AKAM· NASDAQ
AI Security & Compliance
Global CDN and edge security platform protecting AI API traffic at scale. Akamai's Guardicore microsegmentation secures east-west traffic inside AI data centers, while its App & API Protector shields AI inference endpoints from DDoS, bot attacks, and injection threats across 4,000+ edge locations worldwide.
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FFIV· NASDAQ
AI Security & Compliance
Application delivery and security platform owning NGINX — the world's most widely deployed web server and AI API gateway. F5's BIG-IP platform load balances and secures traffic to AI inference endpoints, while its AI Gateway product specifically optimises and protects LLM API deployments at enterprise scale.
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CHKP· NASDAQ
AI Security & Compliance
Veteran cybersecurity company pioneering AI-powered threat prevention. Check Point's Infinity Platform secures AI data center networks with prevention-first architecture. Its newly launched Agentic Network Security Orchestration Platform uses AI to autonomously respond to threats across enterprise AI infrastructure.
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SAIL· NASDAQ
AI Security & Compliance
Identity security platform managing both human and non-human machine identities across AI infrastructure. SailPoint's Identity Security Cloud governs access for AI agents, service accounts, and automated systems — critical as AI deployments multiply the number of machine identities requiring governance.
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QLYS· NASDAQ
AI Security & Compliance
Cloud-based vulnerability management and security posture platform scanning AI infrastructure for misconfigurations and exposures. Qualys VMDR continuously discovers and assesses risk across GPU server clusters, cloud AI workloads, and containerised AI deployments — providing real-time risk scoring for the entire AI supply chain attack surface.
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ORCL· NYSE
AI SaaS & Application Platforms
Enterprise cloud database and application suite with AI embedded across ERP, HCM, and cloud infrastructure. Oracle's AI-powered Fusion Applications and Autonomous Database serve as the data foundation for enterprise AI, with massive data center expansion to support AI workloads for government and enterprise customers.
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PLTR· NYSE
AI SaaS & Application Platforms
AI-powered data analytics and decision intelligence platform deployed by governments and enterprises. Palantir's AIP platform enables organisations to deploy large language models on proprietary data with military-grade security — the dominant AI operating layer for defence, intelligence and critical infrastructure.
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CRM· NYSE
AI SaaS & Application Platforms
Enterprise AI CRM platform with Einstein AI natively embedded across Sales, Service, and Marketing Clouds. Salesforce's Agentforce platform enables companies to deploy autonomous AI agents for customer engagement — becoming the standard enterprise AI deployment layer for Fortune 500 companies.
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SNOW· NYSE
AI SaaS & Application Platforms
Cloud data platform enabling AI and machine learning on unified enterprise data. Snowflake's Cortex AI allows organisations to run LLMs directly on their Snowflake data without moving it — the central data layer powering enterprise AI applications across all major industries.
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NOW· NYSE
AI SaaS & Application Platforms
Enterprise AI workflow automation platform with Now Assist AI embedded across IT, HR, Customer Service, and Security workflows. ServiceNow's agentic AI capabilities automate complex multi-step enterprise processes, positioning it as the operating system for enterprise AI transformation.
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MDB· NASDAQ
AI SaaS & Application Platforms
Developer data platform powering AI applications with native vector search and flexible document storage. MongoDB Atlas Vector Search enables retrieval-augmented generation (RAG) for LLM applications — storing and querying the vector embeddings that give AI models access to enterprise knowledge bases. The default database for AI application development.
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ESTC· NYSE
AI SaaS & Application Platforms
AI-powered search and observability platform with native vector search for RAG applications. Elastic's Elasticsearch is embedded in thousands of AI applications as the search and retrieval layer, while its ESRE (Elasticsearch Relevance Engine) combines traditional search with vector search for superior LLM grounding. Used by 50%+ of the Fortune 500.
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HUBS· NYSE
AI SaaS & Application Platforms
Leading SMB CRM platform with Breeze AI deeply embedded across marketing, sales, and customer service workflows. HubSpot's AI content generation, predictive lead scoring, and conversational AI tools make enterprise-grade AI accessible to small and medium businesses — the largest addressable market for AI application platforms.
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WDAY· NASDAQ
AI SaaS & Application Platforms
Enterprise AI platform for human capital management and financial planning. Workday's AI-powered skills intelligence engine analyzes workforce data to predict talent needs, automate recruiting, and identify skills gaps — becoming the operating system for AI-augmented human resource management at large enterprises globally.
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VEEV· NYSE
AI SaaS & Application Platforms
Dominant vertical SaaS platform for life sciences with AI embedded across drug development, clinical trials, and regulatory submissions. Veeva's AI accelerates drug discovery timelines by automating clinical data management, adverse event detection, and regulatory documentation — making it a critical AI infrastructure provider for pharmaceutical AI.
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PRIVATE
AI SaaS & Application Platforms
The leading AI and data engineering platform used by 10,000+ enterprises to build, train, and deploy AI models. Databricks' Lakehouse architecture unifies data storage and AI/ML workflows, while MLflow is the industry-standard tool for ML experiment tracking. Targeting an IPO in 2026 at ~$62B valuation.
PATH· NYSE
AI SaaS & Application Platforms
Leading enterprise automation platform combining robotic process automation with agentic AI. UiPath's Autopilot transforms traditional RPA into AI-native agents that can autonomously handle complex multi-step business processes — bridging legacy enterprise systems with modern AI capabilities across finance, HR, and operations.
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SPGI· NYSE
AI SaaS & Application Platforms
Global financial intelligence company deploying AI through its Kensho division across credit ratings, market data, and commodity analytics. S&P Global's AI-powered datasets train financial models at every major hedge fund and investment bank — making it the dominant data infrastructure provider for AI-driven financial decision making.
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ADBE· NASDAQ
AI SaaS & Application Platforms
Creative software leader embedding generative AI across design, video, and document workflows through its Firefly foundation model. Adobe's AI-powered Firefly has generated over 12 billion images and is deeply integrated into Photoshop, Illustrator, and Premiere — making Adobe the dominant AI platform for creative and marketing content generation globally.
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FDS· NASDAQ
AI SaaS & Application Platforms
Financial data and analytics platform embedding AI across investment research, portfolio analysis, and risk management workflows. FactSet's AI-powered research tools synthesize earnings calls, filings, and market data for institutional investors — becoming the AI-augmented financial workstation for buy-side and sell-side professionals.
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CNSWF· OTC
AI SaaS & Application Platforms
Canada's most valuable software company — a permanent acquirer of 850+ vertical market software businesses serving niche industries globally. Constellation embeds AI into mission-critical software for public transit, utilities, healthcare, and local government. Its decentralised model and compounding acquisitions create an unparalleled moat in vertical SaaS.
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MELI· NASDAQ
AI SaaS & Application Platforms
Latin America's dominant e-commerce and fintech platform deploying AI at massive scale across 18 countries. MercadoLibre's AI recommendation engine, fraud detection, and credit scoring models serve 100M+ active users — making it the largest AI application platform in Latin America and a key driver of AI adoption in emerging markets.
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INTU· NASDAQ
AI SaaS & Application Platforms
Financial software platform embedding AI across tax preparation, accounting, and small business management for 100M+ customers. Intuit Assist is an AI-powered financial assistant embedded across TurboTax, QuickBooks, and Credit Karma — making Intuit the dominant AI financial advisor for consumers and SMBs globally.
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SAP· NYSE
AI SaaS & Application Platforms
World's largest enterprise application software company with Joule AI copilot embedded across ERP, supply chain, and HR workflows for 400,000+ customers. SAP's Business AI platform automates procurement, financial close, and demand forecasting — making it the AI backbone of global supply chains including much of the semiconductor and manufacturing sector.
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ZM· NASDAQ
AI SaaS & Application Platforms
Workplace communications platform pivoting to AI with Zoom AI Companion embedded across meetings, phone, and contact centre workflows. Zoom's AI meeting summaries, real-time translation, and agentic AI contact centre are deployed by 100,000+ enterprise customers — positioning Zoom as the AI layer for human collaboration at work.
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DBX· NASDAQ
AI SaaS & Application Platforms
Cloud storage platform transforming into an AI-powered document intelligence hub. Dropbox Dash uses AI to search across all enterprise content — files, emails, Slack messages, and cloud apps — through a single natural language interface. Targeted at knowledge workers needing AI-powered access to enterprise institutional knowledge.
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ADSK· NASDAQ
AI SaaS & Application Platforms
Design and engineering software leader using AI for generative design, construction, and manufacturing. Autodesk's AI generative design tools are used to design the physical structures of AI data centers — from structural engineering to MEP systems. Its Construction Cloud AI platform manages the build programmes for hyperscale data center campuses.
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TEAM· NASDAQ
AI SaaS & Application Platforms
Team collaboration and DevOps platform with Rovo AI agent deeply embedded across Jira, Confluence, and development workflows. Atlassian's AI automates sprint planning, code review, and documentation for software teams building AI applications — making it the operational backbone for the 300,000+ companies developing AI products globally.
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GTLB· NASDAQ
AI SaaS & Application Platforms
AI-powered DevSecOps platform with GitLab Duo providing AI code suggestions, security scanning, and autonomous agents across the entire software development lifecycle. GitLab's Duo Agent Platform orchestrates AI agents that autonomously plan, code, test, and deploy software — positioning GitLab as the AI-native development platform for building tomorrow's AI applications.
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ACN· NYSE
AI SaaS & Application Platforms
World's largest technology consulting firm investing $3B in AI and deploying 80,000+ AI practitioners globally. Accenture implements AI solutions across every layer of the supply chain — from SAP AI deployments to custom LLM applications for Fortune 500 clients. Its AI-as-a-Service offerings accelerate enterprise AI adoption at a scale no other firm can match.
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SIEGY· OTC
AI SaaS & Application Platforms
World's leading industrial software and digital twin platform. Siemens Xcelerator embeds AI across product lifecycle management, manufacturing execution, and building automation — digitising the physical supply chain that builds AI hardware. Its digital twin technology simulates entire AI chip fab processes before physical construction begins.
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TTWO· NASDAQ
AI SaaS & Application Platforms
Major video game publisher (GTA, NBA 2K, Red Dead Redemption) deploying generative AI across NPC character behaviour, procedural content generation, and game testing. Take-Two represents the entertainment layer of the AI supply chain — consuming massive GPU compute for AI-generated game content and setting demand patterns for consumer AI applications.
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SMHN· OTC
AI SaaS & Application Platforms
Swedish technology company specialising in AI-powered engineering services and digital product development for automotive, industrial, and life sciences sectors. Semcon integrates AI into connected products and human-machine interfaces, providing the engineering expertise to embed AI capabilities into physical products across the European industrial supply chain.
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MA· NYSE
AI SaaS & Application Platforms
Global payments network embedding AI across fraud detection, cybersecurity, and financial intelligence. Mastercard's Decision Intelligence platform uses AI to score every transaction in real time across 143 billion annual transactions — approving legitimate payments faster while blocking fraud more accurately. Its AI models process more financial data than almost any other organisation on earth.
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V· NYSE
AI SaaS & Application Platforms
World's largest payment network using AI to protect 276 billion annual transactions across 200+ countries. Visa Protect uses advanced AI and machine learning to detect and prevent fraud in real time — stopping $40B+ in fraud annually. Visa's AI models process cardholder data at millisecond latency across a network that forms critical financial infrastructure for the global AI economy.
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AXP· NYSE
AI SaaS & Application Platforms
Premium financial services company using AI across credit underwriting, fraud prevention, and personalised customer experiences. AmEx's AI models analyse spending patterns across 140M+ cards to detect fraud, offer personalised rewards, and predict credit risk with industry-leading accuracy. Its closed-loop network — owning both the card and merchant relationship — gives AmEx unique AI training data advantages unavailable to competitors.
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IBM· NYSE
AI SaaS & Application Platforms
Technology giant with the most comprehensive enterprise AI platform in the market. IBM's watsonx provides foundation model training, deployment, and governance for regulated industries — banking, healthcare, and government — where data sovereignty requirements prevent use of public cloud AI. Also owns Red Hat (the leading enterprise Linux platform) and is the world's largest quantum computing company by deployed systems.
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ANSS· NASDAQ
AI SaaS & Application Platforms
World's leading engineering simulation software used to design and validate AI chips, data center infrastructure, and physical AI systems. Ansys simulations are used by NVIDIA to validate GPU thermal performance, by TSMC to optimise fab process flows, and by data center designers to model cooling and power distribution — making it an invisible but essential tool in the AI hardware supply chain.
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MSCI· NYSE
AI SaaS & Application Platforms
Global investment analytics company using AI to power portfolio construction, ESG scoring, and risk management for $14 trillion in assets benchmarked to MSCI indexes. MSCI's AI-powered analytics are embedded in every major institutional investor's workflow, while its climate and ESG data increasingly determine which AI infrastructure companies qualify for sustainable investment mandates.
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PTC· NASDAQ
AI SaaS & Application Platforms
Industrial software leader providing product lifecycle management (PLM), digital twin, and IoT platforms for manufacturing companies building AI hardware. PTC's Windchill PLM manages the design and production data for semiconductor equipment, server hardware, and data center infrastructure — making it a critical software layer in the physical AI supply chain.
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ROP· NASDAQ
AI SaaS & Application Platforms
Diversified technology company owning mission-critical software businesses across healthcare, legal, insurance, and infrastructure sectors — all being transformed by AI. Roper's portfolio of 50+ vertical SaaS businesses are embedding AI into workflows for regulated industries where switching costs are extremely high, creating a compounding moat similar to Constellation Software.
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