Companies
The companies building AI infrastructure — coverage, capex, and filings
Neocloud / GPU cloud22
CoreWeave
+1.9%177 items
IREN
+7.4%175 items
TeraWulf
+3.3%149 items
Applied Digital
+6.6%148 items
Core Scientific
+5%124 items
Nebius
+2.5%118 items
Together AI
—47 items
HUMAIN (Saudi)
—36 items
Crusoe
—35 items
Firmus
—27 items
Nscale
—27 items
DigitalOcean
-2.1%21 items
G42 / Core42
—15 items
Vultr
—10 items
Fluidstack
—5 items
Lambda
—5 items
Northern Data
—5 items
TensorWave
—3 items
DataCrunch
—0 items
Genesis Cloud
—0 items
Sesterce
—0 items
Voltage Park
—0 items
Hyperscaler10
Chips / supply chain28
Nvidia
+1.3%1918 items
AMD
+2.7%340 items
Intel
-0.2%296 items
SK Hynix
+6.4%271 items
Broadcom
+3%250 items
Micron
+3.9%215 items
Samsung
+3.4%193 items
Qualcomm
-5.8%150 items
TSMC
+1%120 items
ASML
+3.1%103 items
Marvell
+1.4%101 items
CXMT
—69 items
Cerebras
—60 items
Applied Materials
+6.5%57 items
Huawei (Ascend)
—49 items
Groq
—47 items
Lam Research
+7%45 items
Astera Labs
+3.3%19 items
SambaNova
—18 items
Arista Networks
-0.1%17 items
d-Matrix
—11 items
Tenstorrent
—11 items
Arm
+4%10 items
Coherent
+7.2%9 items
KLA
+4.7%9 items
Cambricon
+0.6%5 items
Absolics
—1 items
Graphcore
—0 items