Companies
The companies building AI infrastructure — coverage, capex, and filings
Neocloud / GPU cloud22
CoreWeave
+6.3%127 items
Applied Digital
+1.2%124 items
TeraWulf
—116 items
IREN
+8.7%82 items
Core Scientific
-0.2%77 items
Nebius
-1%66 items
Crusoe
—24 items
DigitalOcean
—19 items
Together AI
—18 items
Firmus
—17 items
Nscale
—13 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
+2.3%1304 items
Intel
—299 items
AMD
-1.2%264 items
SK Hynix
—195 items
Broadcom
—160 items
Micron
—160 items
Qualcomm
—103 items
TSMC
—86 items
ASML
—62 items
Marvell
—50 items
Applied Materials
—31 items
Cerebras
—31 items
Huawei (Ascend)
—27 items
Lam Research
—26 items
Groq
—20 items
KLA
—13 items
SambaNova
—13 items
Arista Networks
—10 items
Astera Labs
—10 items
Samsung
—10 items
Tenstorrent
—10 items
Coherent
—5 items
Arm
—4 items
d-Matrix
—3 items
Cambricon
—2 items
Graphcore
—0 items