Companies
The companies building AI infrastructure — coverage, capex, and filings
Neocloud / GPU cloud22
CoreWeave
-2.2%123 items
Applied Digital
-4.5%121 items
TeraWulf
—113 items
IREN
-4.8%81 items
Core Scientific
-4.6%73 items
Nebius
-3%64 items
Crusoe
—24 items
DigitalOcean
—19 items
Together AI
—18 items
Nscale
—11 items
Firmus
—9 items
Vultr
—9 items
HUMAIN (Saudi)
—5 items
Lambda
—5 items
G42 / Core42
—4 items
Northern Data
—3 items
Fluidstack
—2 items
TensorWave
—2 items
DataCrunch
—0 items
Genesis Cloud
—0 items
Sesterce
—0 items
Voltage Park
—0 items
Hyperscaler10
Chips / supply chain26
Nvidia
+3.4%1272 items
Intel
—292 items
AMD
-7%251 items
SK Hynix
—176 items
Broadcom
—160 items
Micron
—158 items
Qualcomm
—102 items
TSMC
—84 items
ASML
—61 items
Marvell
—49 items
Cerebras
—31 items
Applied Materials
—29 items
Huawei (Ascend)
—27 items
Lam Research
—23 items
Groq
—20 items
SambaNova
—13 items
Arista Networks
—10 items
Astera Labs
—10 items
KLA
—10 items
Samsung
—10 items
Tenstorrent
—10 items
Coherent
—5 items
Arm
—4 items
d-Matrix
—3 items
Cambricon
—2 items
Graphcore
—0 items