AI infrastructure companies

Companies whose enriched business profile is tagged “AI infrastructure”, drawn from their SEC filings + website text. Sorted by market capitalization; every figure is delayed data from SEC EDGAR + Finnhub, shown with its as-of date.

• Nvidia (NVDA) Information Technology — The world's leading AI infrastructure company, providing accelerated computing GPUs and software platforms that power large-scale data center AI, deep learning, and scientific computing workloads. ask →
• Alphabet Inc. (Class A) (GOOGL) Communication Services — Google's parent company, Alphabet dominates digital advertising while expanding into AI, cloud computing, autonomous vehicles, and life sciences. ask →
• Broadcom (AVGO) Information Technology — Global semiconductor and infrastructure software leader powering AI data centers, enterprise networks, and cloud environments with advanced silicon and mission-critical software. ask →
• Tesla, Inc. (TSLA) Consumer Discretionary — AI-powered electric vehicle and energy storage company transitioning toward autonomous robotaxi services and humanoid robots. ask →
• Advanced Micro Devices (AMD) Information Technology — Global semiconductor leader designing AI accelerators, data center CPUs and GPUs, and embedded processors for hyperscale infrastructure. ask →
• Intel (INTC) Information Technology — Intel designs and manufactures semiconductor processors for computing, data centers, and edge devices, competing in the high-performance CPU and AI chip markets. ask →
• Lam Research (LRCX) Information Technology — Lam Research supplies advanced wafer fabrication and semiconductor device manufacturing equipment to chipmakers building the world's most complex processors. ask →
• Applied Materials (AMAT) Information Technology — Applied Materials provides semiconductor fabrication equipment and services that enable chipmakers to scale advanced manufacturing at critical technology inflections. ask →
• Arm Holdings (ARM) Technology — Arm designs the instruction set architecture and intellectual property that power the vast majority of mobile processors and increasingly servers, IoT devices, and data center chips worldwide. ask →
• Dell Technologies (DELL) Information Technology — Dell is an infrastructure and client computing provider scaling AI, cloud, and data center solutions across servers, storage, and networking. ask →
• Arista Networks (ANET) Information Technology — Arista is a unified data-driven networking platform company enabling seamless interconnection across AI Centers, Data Centers, Campus, and WAN through open standards and real-time telemetry. ask →
• Marvell Technology (MRVL) Information Technology — Marvell is a fabless semiconductor leader providing high-performance data infrastructure chips spanning data centers to network edges, positioning itself as a critical enabler of AI and cloud computing infrastructure. ask →
• Seagate Technology (STX) Information Technology — Seagate is a global leader in data storage solutions, providing hard drives and solid-state drives for enterprise, cloud, and consumer applications. ask →
• Vertiv (VRT) Industrials — Vertiv designs, manufactures, and services critical digital infrastructure—power and cooling systems—for hyperscale data centers, edge networks, and enterprise environments globally. ask →
• Equinix (EQIX) Real Estate — Global digital infrastructure company connecting enterprises, clouds, and networks through 280+ data centers with interconnection ecosystems enabling AI and hybrid-cloud innovation. ask →
• Datadog (DDOG) Information Technology — Datadog is an AI-powered observability and security platform that unifies monitoring, analytics, and security across entire cloud technology stacks. ask →
• Astera Labs (ALAB) Technology — A semiconductor connectivity specialist designing purpose-built hardware and software solutions to eliminate data, network, and memory bottlenecks in cloud and AI infrastructure deployments. ask →
• Ciena (CIEN) Information Technology — Ciena is a software-driven networking vendor that designs and deploys optical networking and software platforms enabling service providers and enterprises to build high-capacity, intelligent networks. ask →
• Digital Realty (DLR) Real Estate — Global REIT operating 310+ data centers across six continents, leveraging data gravity trends to capture cloud infrastructure and digital transformation demand. ask →
• Hewlett Packard Enterprise (HPE) Information Technology — Enterprise infrastructure and hybrid cloud computing platform provider integrating servers, storage, networking, and edge-to-cloud solutions, boosted by the strategic acquisition of Juniper Networks. ask →
• TE Connectivity (TEL) Information Technology — A global industrial technology leader supplying connectivity and sensor solutions that power next-generation transportation, energy networks, automated factories, and AI data centers. ask →
• Nebius Group (NBIS) Technology — A cloud infrastructure and AI services provider experiencing explosive growth with exceptional profitability and market momentum. ask →
• Flex Ltd. (FLEX) Information Technology — Global advanced manufacturing and supply chain partner delivering end-to-end design, engineering, and production solutions for data centers, healthcare, industrial, automotive, and consumer electronics. ask →
• Microchip Technology (MCHP) Information Technology — Microchip designs and sells embedded control microcontrollers, microprocessors, FPGAs and analog chips enabling connected devices across automotive, industrial, data center and IoT markets. ask →
• CoreWeave (CRWV) Technology — Purpose-built AI cloud platform combining GPU infrastructure, proprietary orchestration software, and managed services to enable large-scale model training, inference, and agentic workflows. ask →
• GlobalFoundries (GFS) Information Technology — A pure-play semiconductor foundry manufacturing advanced and mature process chips for computing, automotive, and industrial customers globally. ask →
• Qnity Electronics (Q) Information Technology — A global leader in advanced materials and solutions for semiconductor manufacturing and electronics packaging, powering AI, high-performance computing, and next-generation connectivity. ask →
• Akamai Technologies (AKAM) Information Technology — Akamai delivers edge computing, security, and content delivery infrastructure to power and protect global enterprise applications and digital experiences at scale. ask →
• Supermicro (SMCI) Information Technology — Supermicro designs and manufactures high-performance server and storage systems for AI, cloud, and data center infrastructure, leveraging custom processor and GPU configurations. ask →
• Aurora Innovation (AUR) Information Technology — Aurora is building autonomous vehicle software and AI technology to enable self-driving trucks and commercial vehicles for long-haul logistics. ask →
• ROADZEN INC (RDZN) Information Technology — AI-powered insurtech platform combining computer vision, telematics, and machine learning to transform auto insurance underwriting, claims processing, and fleet safety across global markets. ask →

Not quite it? Describe exactly what you want →

Data: SEC EDGAR (filings) + Finnhub (fundamentals, delayed daily-close). Figures shown with their as-of date.

Last updated 2026-07-10.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.