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 + market data, 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 →
• Amazon (AMZN) Consumer Discretionary — A dominant global e-commerce and cloud infrastructure platform driving retail, digital entertainment, and enterprise technology services. ask →
• TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) Information Technology — The world's dominant semiconductor foundry, powering the global technology industry through advanced, high-performance chip manufacturing. ask →
• Broadcom (AVGO) Information Technology — Broadcom provides the essential semiconductor hardware and mission-critical software infrastructure that powers the world's most complex data centers, cloud networks, and enterprise IT systems. ask →
• SK hynix Inc. (SKHY) Information Technology — SK hynix is a global leader in memory semiconductor technology, specializing in the high-performance DRAM and NAND solutions that power modern data centers and computing. ask →
• Advanced Micro Devices (AMD) Information Technology — A leading designer of high-performance CPUs, GPUs, and adaptive AI accelerators powering the modern data center and personal computing landscape. ask →
• ASML Holding (ASML) Information Technology — ASML is the world's sole provider of extreme ultraviolet (EUV) lithography systems, serving as the foundational technology gatekeeper for the production of the most advanced semiconductor chips. ask →
• Intel (INTC) Information Technology — Intel is a foundational semiconductor designer and manufacturer pivoting toward advanced process nodes and foundry services to power the next generation of computing and AI infrastructure. ask →
• Palantir Technologies (PLTR) Information Technology — Palantir provides advanced data analytics and AI-powered operating systems for modern enterprises and government institutions to solve their most complex, data-driven challenges. ask →
• Lam Research (LRCX) Information Technology — Lam Research is a leader in essential wafer fabrication equipment, driving the manufacturing breakthroughs needed for next-generation semiconductor devices in AI, cloud, and mobile. ask →
• Applied Materials (AMAT) Information Technology — Applied Materials is a leading provider of materials engineering solutions and manufacturing equipment essential for the production of advanced semiconductor chips and electronic devices. ask →
• Dell Technologies (DELL) Information Technology — Dell Technologies is a global leader in AI-optimized infrastructure and computing solutions, enabling enterprises to build and scale their data centers, hybrid clouds, and edge environments. ask →
• Alibaba Group Holding Ltd (BABA) — A massive multi-faceted ecosystem powering the backbone of China's digital economy through e-commerce, cloud infrastructure, and integrated digital services. ask →
• Arista Networks (ANET) Information Technology — A leader in high-performance, open-standards Ethernet networking solutions powering the world's largest AI, cloud, and enterprise data centers. ask →
• Sandisk (SNDK) Information Technology — A global leader in NAND flash memory technology providing essential high-performance storage solutions for AI, cloud infrastructure, and consumer electronics. 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 →
• Western Digital (WDC) Information Technology — Western Digital provides the fundamental, high-capacity hard disk drive storage architecture required for the global AI-driven digital economy. ask →
• Cloudflare (NET) Information Technology — Cloudflare operates a massive global cloud platform providing integrated network security, performance, and edge computing services. ask →
• Snowflake Inc. (SNOW) Information Technology — Snowflake is a leading AI Data Cloud platform that enables organizations to unify, govern, and derive intelligence from their data silos across global cloud environments. ask →
• Equinix (EQIX) Real Estate — Equinix is a leading global operator of carrier-neutral data centers, providing the physical infrastructure and interconnection fabrics that power the modern hybrid multi-cloud digital economy. ask →
• AppLovin (APP) Information Technology — AppLovin is a high-growth AI-powered advertising platform that drives customer acquisition and monetization for mobile apps and connected TV streaming content. ask →
• Vertiv (VRT) Industrials — Vertiv is a global provider of critical digital infrastructure, powering the hardware and data centers that support the modern digital economy. ask →
• Lumentum (LITE) Information Technology — Lumentum is a leading provider of optical and photonic components and systems that power the critical infrastructure for cloud computing, AI, and advanced industrial manufacturing. ask →
• Hewlett Packard Enterprise (HPE) Information Technology — Hewlett Packard Enterprise provides edge-to-cloud IT infrastructure solutions, helping enterprises accelerate their digital transformation through integrated server, storage, and networking technologies. ask →
• Nebius Group (NBIS) Information Technology — Nebius Group is a high-growth AI infrastructure provider specializing in large-scale GPU-accelerated cloud computing for training and deploying foundation models. ask →
• Cerebras Systems Inc. (CBRS) Information Technology — Cerebras provides the fastest AI infrastructure globally, powered by its proprietary wafer-scale processor technology designed for high-speed inference and large-scale model training. ask →
• CoreWeave (CRWV) Information Technology — CoreWeave provides a specialized, high-performance cloud platform specifically architected to accelerate the training and deployment of large-scale AI models. 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 →
• Astera Labs (ALAB) Information Technology — Astera Labs provides the essential high-speed connectivity chips and software that enable hyperscale AI and cloud data centers to operate at scale. ask →
• Microchip Technology (MCHP) Information Technology — A leading supplier of embedded control solutions including microcontrollers, FPGAs, and analog circuits that power a vast array of global industrial, automotive, and data center applications. ask →
• Flex Ltd. (FLEX) Information Technology — Flex is a global manufacturing and supply chain partner providing complex engineering, production, and power infrastructure solutions for diverse technology-driven and regulated markets. ask →
• MongoDB Inc. (MDB) Information Technology — MongoDB is the modern document database platform for developers, combining flexible data architecture with integrated search, vector, time-series, and analytics capabilities across cloud and on-premises deployments. ask →
• Rivian (RIVN) Consumer Discretionary — A vertically integrated electric vehicle manufacturer focused on adventure-oriented consumer trucks/SUVs and commercial delivery fleets powered by proprietary software and AI platforms. ask →
• Supermicro (SMCI) Information Technology — Supermicro delivers high-performance, modular server and storage solutions optimized for the demanding infrastructure requirements of modern AI and cloud data centers. ask →
• Lattice Semiconductor (LSCC) Information Technology — Lattice Semiconductor is a leading innovator in low-power, programmable logic devices and firmware security solutions for edge-to-cloud computing. ask →
• Akamai Technologies (AKAM) Information Technology — Akamai leverages a massive, distributed global edge network to power security, content delivery, and cloud compute services for enterprise applications. ask →
• Dynatrace (DT) Information Technology — Dynatrace delivers an AI-powered observability and security platform that provides automated, real-time insights to help global enterprises manage the complexity of their modern cloud and software ecosystems. ask →
• DigitalOcean Holdings, Inc. (DOCN) Information Technology — DigitalOcean provides simplified, developer-focused cloud infrastructure and an agentic inference cloud platform that empowers startups and SMBs to build and scale applications. ask →
• Amkor Technology (AMKR) Information Technology — Amkor is the leading U.S.-headquartered provider of advanced semiconductor packaging and testing services, enabling the next generation of AI, automotive, and mobile computing. ask →
• SEMTECH CORP (SMTC) Information Technology — Semtech provides essential analog, mixed-signal, and IoT connectivity solutions that bridge the gap between physical infrastructure and the digital intelligence of modern AI-powered data centers and smart networks. ask →
• Freedom Holding (FRHC) Financials — A diversified digital fintech holding company providing financial services, brokerage, and insurance primarily in Central Asia, with emerging investments in media and AI infrastructure. ask →
• RAMBUS INC (RMBS) Information Technology — Rambus provides critical high-speed memory interface chips and foundational silicon IP that power the world's most advanced data center and AI-driven computing platforms. ask →
• Galaxy Digital Inc. (GLXY) Financials — Galaxy Digital provides a bridge between traditional finance and the digital asset economy, while simultaneously developing utility-scale data center infrastructure for the AI and HPC sectors. ask →
• Applied Digital Corp. (APLD) Information Technology — Applied Digital Corp. builds and manages large-scale, next-generation data center infrastructure optimized for high-performance computing and AI workloads. ask →
• RIOT PLATFORMS INC (RIOT) Information Technology — Riot Platforms is transitioning from a dedicated bitcoin miner into a diversified provider of specialized digital infrastructure for AI and high-performance computing. ask →
• AAON (AAON) Industrials — AAON is a leading provider of premium, highly configurable commercial HVAC equipment with a significant growth tailwind from specialized data center cooling solutions. ask →
• CIPHER DIGITAL INC (CIFR) Information Technology — Cipher Digital operates bitcoin mining infrastructure while aggressively expanding into high-performance computing data centers to capitalize on growing AI-related demand. ask →
• Genpact (G) Industrials — Genpact drives enterprise transformation by combining digital technology, data, and AI solutions with deep business process expertise. ask →
• LUMEN TECHNOLOGIES INC (LUMN) Communication Services — Lumen Technologies is a network-as-a-service company undergoing a strategic transformation to support AI-era enterprise connectivity requirements. ask →
• EXL Service (EXLS) Industrials — EXL Service provides AI-driven data analytics and digital operations solutions to help businesses transform their processes and achieve better outcomes. ask →
• CORE SCIENTIFIC INC (CORZ) Information Technology — Core Scientific is a specialized data center operator powering both AI high-performance computing workloads and digital asset mining. ask →
• AXT INC (AXTI) Information Technology — AXT is a developer and manufacturer of high-performance compound semiconductor substrate wafers used in critical AI, communications, and photonics infrastructure. ask →
• Bill.com (BILL) Information Technology — An AI-powered finance platform enabling SMBs to automate accounts payable, accounts receivable, and expense management in one integrated solution. ask →
• FASTLY INC CLASS A (FSLY) Information Technology — Fastly operates a programmable edge cloud platform that accelerates digital experiences, provides integrated security, and supports the shift toward AI-driven internet traffic. ask →
• Fermi Inc. (FRMI) Real Estate — Fermi is a infrastructure developer building massive, private-grid powered campuses specifically designed for the energy-intensive needs of hyperscale AI. ask →
• AEHR TEST SYSTEMS (AEHR) Information Technology — Aehr Test Systems provides essential burn-in and wafer-level test solutions that ensure the reliability of semiconductors used in AI, electric vehicles, and high-performance computing. ask →
• RUM GROUP INC CLASS A (RUM) Communication Services — A video platform and cloud infrastructure provider focused on digital independence and AI-focused data center development. ask →
• SOUNDHOUND AI INC CLASS A (SOUN) Information Technology — SoundHound AI delivers conversational voice intelligence and generative AI solutions to transform customer service in the automotive and restaurant industries. ask →
• INTAPP INC (INTA) Information Technology — Intapp provides AI-powered, vertically-tailored software solutions that automate complex business workflows and compliance for elite professional services firms. ask →
• CLEANSPARK INC (CLSK) Information Technology — A bitcoin mining and data center infrastructure company currently pivoting to support large-scale high-performance computing and artificial intelligence workloads. ask →

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

Last updated 2026-08-24.

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