기업
AI 인프라를 구축하는 기업들 — 커버리지, 설비투자, 공시
네오클라우드 / GPU 클라우드22
CoreWeave
+1.8%234 items
IREN
+2.1%218 items
Applied Digital
-2.3%213 items
TeraWulf
+5.8%180 items
Nebius
-3.4%162 items
Core Scientific
+3.1%137 items
Nscale
—70 items
Together AI
—57 items
Crusoe
—47 items
Firmus
—47 items
HUMAIN (Saudi)
—46 items
G42 / Core42
—24 items
DigitalOcean
+6.7%23 items
Vultr
—16 items
Lambda
—7 items
Fluidstack
—6 items
Northern Data
—6 items
TensorWave
—5 items
Sesterce
—4 items
DataCrunch
—0 items
Genesis Cloud
—0 items
Voltage Park
—0 items
하이퍼스케일러10
반도체 / 공급망28
Nvidia
+2.4%2261 items
AMD
+2.8%403 items
Intel
+4%348 items
SK Hynix
-0.2%323 items
Broadcom
+2.3%311 items
Micron
+3%292 items
Samsung
-1.2%233 items
Qualcomm
+2.1%174 items
TSMC
+1.4%166 items
CXMT
—149 items
Marvell
+2.3%126 items
ASML
+1.2%118 items
Cerebras
—84 items
Huawei (Ascend)
—80 items
Applied Materials
+2.7%72 items
Groq
—54 items
Lam Research
+3.2%51 items
SambaNova
—22 items
Astera Labs
+0.9%21 items
Arista Networks
+2.8%18 items
d-Matrix
—16 items
Tenstorrent
—15 items
Arm
+6.2%11 items
Coherent
+5.8%10 items
KLA
+2.5%9 items
Cambricon
+3.8%7 items
Absolics
—1 items
Graphcore
—0 items