기업
AI 인프라를 구축하는 기업들 — 커버리지, 설비투자, 공시
네오클라우드 / GPU 클라우드22
IREN
-3.8%170 items
CoreWeave
-6.1%161 items
TeraWulf
-5.8%147 items
Applied Digital
-5%145 items
Core Scientific
-4%118 items
Nebius
-5.1%111 items
Together AI
—44 items
HUMAIN (Saudi)
—36 items
Crusoe
—33 items
Firmus
—24 items
Nscale
—24 items
DigitalOcean
-1.2%21 items
G42 / Core42
—12 items
Vultr
—10 items
Lambda
—5 items
Northern Data
—4 items
TensorWave
—3 items
Fluidstack
—2 items
DataCrunch
—0 items
Genesis Cloud
—0 items
Sesterce
—0 items
Voltage Park
—0 items
하이퍼스케일러10
반도체 / 공급망28
Nvidia
-2.4%1830 items
AMD
-3.4%334 items
Intel
-5.6%281 items
SK Hynix
-0.2%253 items
Broadcom
-1%238 items
Micron
-4.9%207 items
Samsung
-0.2%169 items
Qualcomm
+0.3%132 items
TSMC
-1.7%112 items
Marvell
-3.4%98 items
ASML
-2.4%95 items
CXMT
—61 items
Cerebras
—57 items
Applied Materials
-3.2%54 items
Groq
—45 items
Lam Research
-5.6%43 items
Huawei (Ascend)
—41 items
SambaNova
—17 items
Astera Labs
-5.3%15 items
Arista Networks
-2%14 items
Tenstorrent
—11 items
Arm
-3.8%9 items
Coherent
-3.4%9 items
KLA
-3.1%9 items
d-Matrix
—8 items
Cambricon
-1.1%3 items
Absolics
—1 items
Graphcore
—0 items