Company directory

The AI capex chain, company by company.

Companies in the public AI universe, grouped by layer. Companies with a sample analysis show source-linked facts and neutral summaries; the rest show metadata and recent filings while extraction is pending.

Sample coverage.

A sample of companies has an LLM analysis with source-linked facts. The remaining companies show SEC metadata and recent filings; their extraction is pending. No collection volume is shown. Panel generated 2026-10-22.

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Layer

Chips

17 companies

Astera Labs, Inc.ALAB · connectivity silicon (PCIe/CXL retimers)Metadata only AMBARELLA INCAMBA · edge AI SoCMetadata only ADVANCED MICRO DEVICES INCAMD · GPU / CPU / acceleratorMetadata only ARM HOLDINGS PLC /UKARM · CPU IP / licensingMetadata only Broadcom Inc.AVGO · custom ASIC / networking siliconMetadata only CADENCE DESIGN SYSTEMS INCCDNS · EDA / IPMetadata only CEVA INCCEVA · AI/DSP IP licensingMetadata only INTEL CORPINTC · CPU / accelerator / foundryMetadata only LATTICE SEMICONDUCTOR CORPLSCC · FPGA (server control)Sample analysis MONOLITHIC POWER SYSTEMS, INC.MPWR · power semis for AI serversMetadata only Marvell Technology, Inc.MRVL · custom ASIC / electro-optics DSPMetadata only NVIDIA CORPNVDA · GPU / acceleratorMetadata only ON SEMICONDUCTOR CORPON · power semis (data center PSU)Metadata only QUALCOMM INC/DEQCOM · AI inference accelerator / edge AIMetadata only SITIME CorpSITM · timing (data center)Metadata only SYNOPSYS INCSNPS · EDA / IPMetadata only VICOR CORPVICR · power modules for acceleratorsMetadata only

Layer

Foundry & equipment

26 companies

AXCELIS TECHNOLOGIES INCACLS · ion implantMetadata only ACM Research, Inc.ACMR · wafer cleaningMetadata only ADVANCED ENERGY INDUSTRIES INCAEIS · power conversion (fab + data center)Metadata only APPLIED MATERIALS INC /DEAMAT · wafer fab equipmentMetadata only AMKOR TECHNOLOGY, INC.AMKR · OSAT / advanced packagingMetadata only ASML HOLDING NVASML · lithographyMetadata only ASE Technology Holding Co., Ltd.ASX · OSAT / advanced packagingMetadata only CAMTEK LTDCAMT · inspection (advanced packaging)Metadata only COHU INCCOHU · test handlingMetadata only ENTEGRIS INCENTG · materials / consumablesMetadata only FORMFACTOR INCFORM · probe cards (HBM test)Metadata only GLOBALFOUNDRIES Inc.GFS · foundryMetadata only ICHOR HOLDINGS, LTD.ICHR · fluid delivery subsystemsMetadata only KLA CORPKLAC · process control / inspectionMetadata only KULICKE & SOFFA INDUSTRIES INCKLIC · packaging equipmentMetadata only LAM RESEARCH CORPLRCX · etch / depositionSample analysis MKS INCMKSI · subsystems / lasersMetadata only NOVA LTD.NVMI · metrologyMetadata only ONTO INNOVATION INC.ONTO · metrology / advanced packaging inspectionMetadata only PHOTRONICS INCPLAB · photomasksMetadata only TERADYNE, INCTER · semiconductor testMetadata only TOWER SEMICONDUCTOR LTDTSEM · specialty foundry (SiPho for optics)Metadata only TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM · foundry / advanced packaging (CoWoS)Sample analysis Ultra Clean Holdings, Inc.UCTT · subsystemsMetadata only UNITED MICROELECTRONICS CORPUMC · foundry (mature nodes)Metadata only VEECO INSTRUMENTS INCVECO · deposition / laser annealingMetadata only

Layer

Memory

8 companies

MICRON TECHNOLOGY INCMU · DRAM / HBM / NANDMetadata only NetApp, Inc.NTAP · storage systemsMetadata only Everpure, Inc.P · all-flash storage systemsMetadata only RAMBUS INCRMBS · memory interface chips / IPMetadata only Silicon Motion Technology CORPSIMO · NAND controllersMetadata only Sandisk CorpSNDK · NAND / SSDMetadata only Seagate Technology Holdings plcSTX · HDDMetadata only WESTERN DIGITAL CORPWDC · HDDMetadata only

Layer

Servers

8 companies

CELESTICA INCCLS · EMS / ODM (hyperscaler switches & servers)Metadata only Dell Technologies Inc.DELL · AI serversSample analysis FLEX LTD.FLEX · EMS / data center power & coolingMetadata only Hewlett Packard Enterprise CoHPE · AI servers / networking (Juniper)Metadata only JABIL INCJBL · EMS (cloud / data center)Metadata only Penguin Solutions, Inc.PENG · HPC/AI cluster integrationMetadata only PLEXUS CORPPLXS · EMSMetadata only SANMINA CORPSANM · EMS (cloud infrastructure)Metadata only

Layer

Networking

15 companies

APPLIED OPTOELECTRONICS, INC.AAOI · optical transceiversMetadata only Arista Networks, Inc.ANET · data center switchingMetadata only AMPHENOL CORP /DE/APH · interconnect / cablesMetadata only CIENA CORPCIEN · optical transport (DCI)Metadata only COHERENT CORP.COHR · optical transceivers / lasersMetadata only Credo Technology Group Holding LtdCRDO · active electrical cables / SerDesMetadata only CISCO SYSTEMS, INC.CSCO · switching / silicon / opticsMetadata only FabrinetFN · optical contract manufacturingMetadata only CORNING INC /NYGLW · optical fiberMetadata only JUNIPER NETWORKS INCJNPR · data center networkingMetadata only Lumentum Holdings Inc.LITE · optical components / transceiversMetadata only MACOM Technology Solutions Holdings, Inc.MTSI · analog / optical semisMetadata only NOKIA CORPNOK · optical / IP networking (incl. Infinera)Sample analysis SEMTECH CORPSMTC · optical & copper interconnect semisMetadata only TE Connectivity plcTEL · interconnectMetadata only

Layer

Data centers

12 companies

AMERICAN TOWER CORP /MA/AMT · data centers (CoreSite)Metadata only DIGITAL REALTY TRUST, INC.DLR · data center REITMetadata only EMCOR Group, Inc.EME · MEP contractorMetadata only EQUINIX INCEQIX · colocation REITMetadata only COMFORT SYSTEMS USA INCFIX · MEP contractorMetadata only Fermi Inc.FRMI · AI campus developer (power + data center)Metadata only IRON MOUNTAIN INCIRM · data center segment REITMetadata only JACOBS SOLUTIONS INC.J · engineering / designMetadata only MASTEC INCMTZ · infrastructure contractorMetadata only Primoris Services CorpPRIM · infrastructure contractorMetadata only QUANTA SERVICES, INC.PWR · electrical / grid contractorMetadata only STERLING INFRASTRUCTURE, INC.STRL · site development (data centers)Metadata only

Layer

Power

28 companies

AMERICAN ELECTRIC POWER CO INCAEP · regulated utility / transmissionMetadata only Bloom Energy CorpBE · on-site fuel cellsMetadata only BWX Technologies, Inc.BWXT · nuclear componentsMetadata only CARRIER GLOBAL CorpCARR · thermalMetadata only CAMECO CORPCCJ · uraniumMetadata only Constellation Energy CorpCEG · IPP (nuclear) / hyperscaler PPAsMetadata only DOMINION ENERGY, INCD · regulated utility (N. Virginia load)Metadata only Duke Energy CORPDUK · regulated utilityMetadata only Eaton Corp plcETN · electrical equipmentMetadata only ENTERGY CORP /DE/ETR · regulated utility (hyperscaler campuses)Metadata only GE Vernova Inc.GEV · gas turbines / gridMetadata only HUBBELL INCHUBB · electrical / grid componentsMetadata only Johnson Controls International plcJCI · chillers / thermalMetadata only CENTRUS ENERGY CORPLEU · enriched uraniumMetadata only MODINE MANUFACTURING COMOD · data center coolingMetadata only NEXTERA ENERGY INCNEE · utility / renewablesSample analysis NRG ENERGY, INC.NRG · IPP / retailMetadata only nVent Electric plcNVT · enclosures / liquid coolingMetadata only Oklo Inc.OKLO · advanced nuclear (pre-revenue)Metadata only POWELL INDUSTRIES INCPOWL · switchgearMetadata only NUSCALE POWER CorpSMR · SMR nuclearMetadata only SOUTHERN COSO · regulated utilityMetadata only Talen Energy CorpTLN · IPP (nuclear) / co-located data centerMetadata only Trane Technologies plcTT · chillers / thermalMetadata only Vertiv Holdings CoVRT · power & thermal managementMetadata only Vistra Corp.VST · IPP (nuclear/gas)Metadata only WILLIAMS COMPANIES, INC.WMB · gas pipelines / behind-the-meter powerMetadata only XCEL ENERGY INCXEL · regulated utilityMetadata only

Layer

Neoclouds

18 companies

AKAMAI TECHNOLOGIES INCAKAM · edge cloud / inference cloudMetadata only Applied Digital Corp.APLD · AI data center developer / GPU cloudMetadata only Bit Digital, IncBTBT · miner / parent of WhiteFiberMetadata only Bitdeer Technologies GroupBTDR · miner / AI cloudMetadata only Cipher Digital Inc.CIFR · miner to HPC hostingMetadata only CLEANSPARK, INC.CLSK · miner / AI data center ambitionsMetadata only Core Scientific, Inc./txCORZ · hosting / colocation for GPU cloudMetadata only CoreWeave, Inc.CRWV · GPU cloudMetadata only DigitalOcean Holdings, Inc.DOCN · developer cloud with GPU offeringMetadata only Galaxy Digital Inc.GLXY · AI data center campus (Helios) / digital assetsMetadata only HIVE Digital Technologies Ltd.HIVE · miner / GPU cloudMetadata only Hut 8 Corp.HUT · miner / power / AI hostingMetadata only IREN LtdIREN · bitcoin miner to AI cloudMetadata only MARA Holdings, Inc.MARA · miner / AI inference ambitionsMetadata only Nebius Group N.V.NBIS · GPU cloudSample analysis Riot Platforms, Inc.RIOT · miner evaluating HPC conversionMetadata only TERAWULF INC.WULF · miner to HPC hostingMetadata only WhiteFiber, Inc.WYFI · GPU cloud / HPC colocationMetadata only

Layer

Hyperscalers

5 companies

AMAZON COM INCAMZN · hyperscalerMetadata only Alphabet Inc.GOOGL · hyperscalerMetadata only Meta Platforms, Inc.META · hyperscaler (internal AI)Sample analysis MICROSOFT CORPMSFT · hyperscalerSample analysis ORACLE CORPORCL · hyperscaler (OCI)Metadata only

Layer

AI software

18 companies

ADOBE INC.ADBE · generative AI (creative)Metadata only C3.ai, Inc.AI · enterprise AI applicationsMetadata only BigBear.ai Holdings, Inc.BBAI · AI for government / defenseMetadata only Confluent, Inc.CFLT · data streamingMetadata only Salesforce, Inc.CRM · enterprise AI agentsMetadata only CrowdStrike Holdings, Inc.CRWD · AI securityMetadata only Datadog, Inc.DDOG · observability (AI-native customers)Metadata only Elastic N.V.ESTC · search / vector databaseMetadata only Gitlab Inc.GTLB · AI dev toolsMetadata only INTERNATIONAL BUSINESS MACHINES CORPIBM · AI software / hybrid cloud / consultingSample analysis MongoDB, Inc.MDB · databaseMetadata only Cloudflare, Inc.NET · edge inference / networkMetadata only ServiceNow, Inc.NOW · enterprise AI workflowsMetadata only UiPath, Inc.PATH · automation / agentsMetadata only Palantir Technologies Inc.PLTR · AI platformsMetadata only Snowflake Inc.SNOW · data cloud / AIMetadata only SOUNDHOUND AI, INC.SOUN · voice AIMetadata only Tempus AI, Inc.TEM · AI in healthcareMetadata only