AI Supply Chain
Companies
148 companies across 13 stages of the AI hardware supply chain.
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148 of 148 companies
| ABB | ABBN.SW | 12Electrical Gear & Power Distribution | Public | Switzerland | medium | moderate | wide |
| Abridge | — | 01Demand – Models & Apps | Private | US | low | pure-play | narrow |
| Advantest | 6857.T | 10Semi Equipment & Materials | Public | Japan | medium | high | wide |
| Alibaba | BABA | 02Demand – Hyperscalers & Clouds | ADR | China | medium | moderate | narrow |
| Alphabet (Google Cloud) | GOOGL | 02Demand – Hyperscalers & Clouds | Public | US | high | high | wide |
| Amazon (AWS) | AMZN | 02Demand – Hyperscalers & Clouds | Public | US | high | high | wide |
| AMD | AMD | 05Compute – Chips & Accelerators | Public | US | high | high | narrow |
| Amkor Technology | AMKR | 09Foundry & Packaging | Public | US | low | moderate | narrow |
| Anthropic | — | 01Demand – Models & Apps | Private | US | high | pure-play | narrow |
| Apple | AAPL | 05Compute – Chips & Accelerators | Public | US | medium | low | wide |
| Applied Digital | APLD | 02Demand – Hyperscalers & Clouds | Public | US | low | high | none |
| Applied Materials | AMAT | 10Semi Equipment & Materials | Public | US | high | moderate | wide |
| Arista Networks | ANET | 08Networking & Interconnect | Public | US | high | high | wide |
| Arm Holdings | ARM | 05Compute – Chips & Accelerators | ADR | UK | medium | high | wide |
| ASE Technology | ASX | 09Foundry & Packaging | ADR | Taiwan | low | moderate | narrow |
| Asetek | ASTK.OL | 11Cooling & Thermal | Public | Norway/Denmark | low | high | none |
| ASML | ASML | 10Semi Equipment & Materials | ADR | Netherlands | high | high | wide |
| Astera Labs | ALAB | 08Networking & Interconnect | Public | US | medium | pure-play | narrow |
| Baseten | — | 04Data & Infra Software | Private | US | low | pure-play | none |
| BE Semiconductor (Besi) | BESI | 10Semi Equipment & Materials | Public | Netherlands | medium | high | wide |
| Bloom Energy | BE | 13Power Generation & Energy | Public | US | medium | high | narrow |
| Boom Supersonic | — | 13Power Generation & Energy | Private | US | low | moderate | none |
| Broadcom | AVGO | 05Compute – Chips & Accelerators | Public | US | high | high | wide |
| BWX Technologies | BWXT | 13Power Generation & Energy | Public | US | low | low | wide |
| Cadence Design Systems | CDNS | 10Semi Equipment & Materials | Public | US | medium | moderate | wide |
| Cameco | CCJ | 13Power Generation & Energy | Public | Canada | low | low | wide |
| Carl Zeiss SMT | — | 10Semi Equipment & Materials | Private | Germany | low | high | wide |
| Caterpillar | CAT | 13Power Generation & Energy | Public | US | medium | moderate | wide |
| Cerebras Systems | CBRS | 02Demand – Hyperscalers & Clouds | Public | US | high | pure-play | narrow |
| Ciena | CIEN | 08Networking & Interconnect | Public | US | low | moderate | narrow |
| Cisco Systems | CSCO | 08Networking & Interconnect | Public | US | low | moderate | narrow |
| Cognition Labs (Devin) | — | 01Demand – Models & Apps | Private | US | low | pure-play | none |
| Cohere | — | 01Demand – Models & Apps | Private | Canada | low | pure-play | none |
| Coherent | COHR | 08Networking & Interconnect | Public | US | medium | high | narrow |
| Comfort Systems USA | FIX | 03Data Center & Colocation | Public | US | low | moderate | narrow |
| Confluent | CFLT | 04Data & Infra Software | Public | US | low | low | narrow |
| Constellation Energy | CEG | 13Power Generation & Energy | Public | US | high | high | wide |
| CoreWeave | CRWV | 02Demand – Hyperscalers & Clouds | Public | US | high | pure-play | narrow |
| Credo Technology | CRDO | 08Networking & Interconnect | Public | US | medium | pure-play | narrow |
| Crusoe | — | 02Demand – Hyperscalers & Clouds | Private | US | medium | pure-play | narrow |
| Cummins | CMI | 13Power Generation & Energy | Public | US | low | moderate | narrow |
| Cursor (Anysphere) | — | 01Demand – Models & Apps | Private | US | medium | pure-play | narrow |
| Cymer (ASML) | — | 10Semi Equipment & Materials | Captive | US | low | moderate | wide |
| d-Matrix | — | 05Compute – Chips & Accelerators | Private | US | low | pure-play | none |
| Databricks | — | 04Data & Infra Software | Private | US | medium | high | wide |
| Datadog | DDOG | 04Data & Infra Software | Public | US | low | moderate | narrow |
| DeepSeek | — | 01Demand – Models & Apps | Private | China | medium | pure-play | none |
| Dell Technologies | DELL | 06Servers & Systems | Public | US | medium | moderate | narrow |
| Delta Electronics | 2308.TW | 11Cooling & Thermal | Public | Taiwan | low | moderate | narrow |
| Digital Realty | DLR | 03Data Center & Colocation | Public | US | medium | moderate | wide |
| Eaton | ETN | 12Electrical Gear & Power Distribution | Public | US/Ireland | high | high | wide |
| ElevenLabs | — | 01Demand – Models & Apps | Private | US | low | pure-play | narrow |
| EMCOR Group | EME | 03Data Center & Colocation | Public | US | low | moderate | narrow |
| Entegris | ENTG | 10Semi Equipment & Materials | Public | US | low | moderate | narrow |
| Equinix | EQIX | 03Data Center & Colocation | Public | US | medium | moderate | wide |
| Fabrinet | FN | 08Networking & Interconnect | Public | Thailand | low | high | narrow |
| Fireworks AI | — | 04Data & Infra Software | Private | US | low | pure-play | none |
| Fluence Energy | FLNC | 13Power Generation & Energy | Public | US | low | moderate | narrow |
| Fluidstack | — | 02Demand – Hyperscalers & Clouds | Private | UK | low | pure-play | none |
| GE Vernova | GEV | 13Power Generation & Energy | Public | US | high | high | wide |
| Glean | — | 01Demand – Models & Apps | Private | US | low | high | narrow |
| GlobalFoundries | GFS | 09Foundry & Packaging | Public | US | low | low | narrow |
| Google DeepMind (Alphabet) | GOOGL | 01Demand – Models & Apps | Public | US | high | high | wide |
| Groq | — | 02Demand – Hyperscalers & Clouds | Private | US | medium | pure-play | narrow |
| Hammond Power Solutions | HPS.TO | 12Electrical Gear & Power Distribution | Public | Canada | low | moderate | narrow |
| Harvey | — | 01Demand – Models & Apps | Private | US | low | pure-play | narrow |
| Hewlett Packard Enterprise | HPE | 06Servers & Systems | Public | US | low | moderate | narrow |
| Hon Hai (Foxconn) | 2317.TW | 06Servers & Systems | Public | Taiwan | low | moderate | narrow |
| Huawei | — | 05Compute – Chips & Accelerators | Private | China | medium | high | narrow |
| Hubbell | HUBB | 12Electrical Gear & Power Distribution | Public | US | low | moderate | narrow |
| Hyperscaler in-house (TPU/Trainium/Maia/MTIA) | — | 05Compute – Chips & Accelerators | Captive | US | high | high | wide |
| Ibiden | 4062.T | 09Foundry & Packaging | Public | Japan | low | moderate | narrow |
| Intel | INTC | 05Compute – Chips & Accelerators | Public | US | medium | moderate | narrow |
| IREN | IREN | 02Demand – Hyperscalers & Clouds | Public | Australia | low | high | none |
| Johnson Controls | JCI | 11Cooling & Thermal | Public | US/Ireland | low | low | narrow |
| Kioxia | 285A.T | 07Memory | Public | Japan | low | moderate | narrow |
| KLA Corporation | KLAC | 10Semi Equipment & Materials | Public | US | high | moderate | wide |
| Lam Research | LRCX | 10Semi Equipment & Materials | Public | US | high | moderate | wide |
| Lambda | — | 02Demand – Hyperscalers & Clouds | Private | US | low | pure-play | none |
| Lovable | — | 01Demand – Models & Apps | Private | Sweden | low | pure-play | none |
| Lumentum | LITE | 08Networking & Interconnect | Public | US | low | high | narrow |
| Marvell | MRVL | 05Compute – Chips & Accelerators | Public | US | medium | high | narrow |
| Meta AI (Meta) | META | 01Demand – Models & Apps | Public | US | high | high | wide |
| Micron | MU | 07Memory | Public | US | high | high | narrow |
| Microsoft | MSFT | 02Demand – Hyperscalers & Clouds | Public | US | high | high | wide |
| Midjourney | — | 01Demand – Models & Apps | Private | US | low | pure-play | narrow |
| Mistral AI | — | 01Demand – Models & Apps | Private | France | low | pure-play | none |
| Mitsubishi Heavy Industries | 7011.T | 13Power Generation & Energy | Public | Japan | medium | moderate | wide |
| Modine Manufacturing | MOD | 11Cooling & Thermal | Public | US | medium | high | narrow |
| MongoDB | MDB | 04Data & Infra Software | Public | US | low | moderate | narrow |
| Moonshot AI (Kimi) | — | 01Demand – Models & Apps | Private | China | low | pure-play | none |
| Nebius Group | NBIS | 02Demand – Hyperscalers & Clouds | Public | Netherlands | medium | pure-play | narrow |
| NextEra Energy | NEE | 13Power Generation & Energy | Public | US | low | moderate | wide |
| NRG Energy | NRG | 13Power Generation & Energy | Public | US | low | moderate | narrow |
| Nscale | — | 02Demand – Hyperscalers & Clouds | Private | UK | low | pure-play | none |
| NuScale Power | SMR | 13Power Generation & Energy | Public | US | low | moderate | none |
| nVent Electric | NVT | 11Cooling & Thermal | Public | US | medium | high | narrow |
| Nvidia | NVDA | 05Compute – Chips & Accelerators | Public | US | high | pure-play | wide |
| Oklo | OKLO | 13Power Generation & Energy | Public | US | low | high | none |
| Onto Innovation | ONTO | 10Semi Equipment & Materials | Public | US | low | high | narrow |
| OpenAI | — | 01Demand – Models & Apps | Private | US | high | pure-play | narrow |
| Oracle | ORCL | 02Demand – Hyperscalers & Clouds | Public | US | high | high | narrow |
| Palantir | PLTR | 01Demand – Models & Apps | Public | US | medium | high | narrow |
| Perplexity | — | 01Demand – Models & Apps | Private | US | low | pure-play | none |
| Pinecone | — | 04Data & Infra Software | Private | US | low | pure-play | none |
| Powell Industries | POWL | 12Electrical Gear & Power Distribution | Public | US | low | moderate | narrow |
| Powerchip (PSMC) | 6770.TWO | 09Foundry & Packaging | Public | Taiwan | low | low | narrow |
| Prysmian | PRY.MI | 12Electrical Gear & Power Distribution | Public | Italy | low | low | narrow |
| Qualcomm | QCOM | 05Compute – Chips & Accelerators | Public | US | low | moderate | wide |
| Quanta Computer | 2382.TW | 06Servers & Systems | Public | Taiwan | low | moderate | narrow |
| Quanta Services | PWR | 03Data Center & Colocation | Public | US | medium | moderate | wide |
| Replit | — | 01Demand – Models & Apps | Private | US | low | high | narrow |
| Salesforce | CRM | 01Demand – Models & Apps | Public | US | low | moderate | wide |
| SambaNova | — | 02Demand – Hyperscalers & Clouds | Private | US | low | pure-play | none |
| Samsung Electronics | 005930.KS | 07Memory | Public | South Korea | high | moderate | narrow |
| Samsung Foundry | 005930.KS | 09Foundry & Packaging | Public | South Korea | medium | moderate | narrow |
| SB Energy (SoftBank) | — | 03Data Center & Colocation | Private | US | low | high | none |
| Schneider Electric | SU.PA | 11Cooling & Thermal | Public | France | medium | moderate | wide |
| ServiceNow | NOW | 01Demand – Models & Apps | Public | US | low | moderate | wide |
| Shin-Etsu Chemical | 4063.T | 10Semi Equipment & Materials | Public | Japan | low | low | wide |
| Siemens Energy | ENR.DE | 12Electrical Gear & Power Distribution | Public | Germany | medium | moderate | wide |
| SiFive | — | 05Compute – Chips & Accelerators | Private | US | low | moderate | narrow |
| Siliconware Precision (SPIL) | — | 09Foundry & Packaging | Private | Taiwan | low | moderate | narrow |
| SK Hynix | 000660.KS | 07Memory | Public | South Korea | high | high | narrow |
| Snowflake | SNOW | 04Data & Infra Software | Public | US | medium | moderate | wide |
| Sterling Infrastructure | STRL | 03Data Center & Colocation | Public | US | low | moderate | narrow |
| SUMCO | 3436.T | 10Semi Equipment & Materials | Public | Japan | low | low | narrow |
| Supabase | — | 04Data & Infra Software | Private | US | low | low | none |
| Super Micro | SMCI | 06Servers & Systems | Public | US | medium | high | none |
| Synopsys | SNPS | 10Semi Equipment & Materials | Public | US | medium | moderate | wide |
| Talen Energy | TLN | 13Power Generation & Energy | Public | US | medium | high | narrow |
| Tenstorrent | — | 05Compute – Chips & Accelerators | Private | US | low | pure-play | none |
| Teradyne | TER | 10Semi Equipment & Materials | Public | US | low | moderate | narrow |
| Terafab | — | 09Foundry & Packaging | Private | US | medium | high | none |
| Tesla | TSLA | 05Compute – Chips & Accelerators | Public | US | low | moderate | narrow |
| Together AI | — | 02Demand – Hyperscalers & Clouds | Private | US | low | pure-play | none |
| Tokyo Electron | 8035.T | 10Semi Equipment & Materials | Public | Japan | medium | moderate | wide |
| TRUMPF | — | 10Semi Equipment & Materials | Private | Germany | low | moderate | wide |
| TSMC | TSM | 09Foundry & Packaging | ADR | Taiwan | high | high | wide |
| Unimicron | 3037.TW | 09Foundry & Packaging | Public | Taiwan | low | moderate | narrow |
| United Microelectronics | UMC | 09Foundry & Packaging | ADR | Taiwan | low | low | narrow |
| Vantage / QTS / Aligned / EdgeConneX | — | 03Data Center & Colocation | Private | US | low | high | narrow |
| Vertiv Holdings | VRT | 11Cooling & Thermal | Public | US | high | pure-play | narrow |
| Victory Giant Technology | 300476.SZ | 09Foundry & Packaging | Public | China | low | high | narrow |
| Vistra | VST | 13Power Generation & Energy | Public | US | high | high | narrow |
| Western Digital / SanDisk | WDC / SNDK | 07Memory | Public | US | low | moderate | narrow |
| Wiwynn | 6669.TW | 06Servers & Systems | Public | Taiwan | low | high | narrow |
| xAI | — | 01Demand – Models & Apps | Private | US | medium | pure-play | none |