Companies
The companies building AI infrastructure — coverage, capex, and filings
Neocloud / GPU cloud22
CoreWeave
-8.9%245 items
IREN
-13.6%231 items
Applied Digital
-12.6%219 items
TeraWulf
-10.8%191 items
Nebius
-14%173 items
Core Scientific
-7%152 items
Nscale
—75 items
Together AI
—60 items
HUMAIN (Saudi)
—56 items
Crusoe
—49 items
Firmus
—48 items
DigitalOcean
-12.9%27 items
G42 / Core42
—27 items
Vultr
—17 items
Lambda
—7 items
Fluidstack
—6 items
Northern Data
—6 items
TensorWave
—6 items
Sesterce
—4 items
DataCrunch
—0 items
Genesis Cloud
—0 items
Voltage Park
—0 items
Hyperscaler10
Chips / supply chain28
Nvidia
-8%2357 items
AMD
-14%419 items
Intel
-6.5%371 items
SK Hynix
-0.1%337 items
Broadcom
-8.3%330 items
Micron
-13.3%304 items
Samsung
-0.7%248 items
Qualcomm
-8.4%186 items
CXMT
—179 items
TSMC
-8.8%174 items
Marvell
-12.4%142 items
ASML
-6.9%118 items
Cerebras
—90 items
Huawei (Ascend)
—85 items
Applied Materials
-10.9%73 items
Groq
—54 items
Lam Research
-13.3%53 items
SambaNova
—32 items
Astera Labs
-14.5%24 items
Arista Networks
-9%21 items
d-Matrix
—16 items
Tenstorrent
—15 items
Arm
-11.2%13 items
Coherent
-10.4%12 items
KLA
-9.3%11 items
Cambricon
+10.4%7 items
Absolics
—1 items
Graphcore
—0 items