AI capex

A research map of the public companies exposed to AI infrastructure spending, from accelerators and memory to power, cooling, and software monetization.

CompanyWhy it mattersSignal

NVDA

NVIDIA

Compute

Direct accelerator and rack-scale-system exposure; benefits across GPUs, networking, and software.

Strong · 86.5

$212.98

+2.16%

Micron

Memory

HBM and DRAM content rises with every high-end AI accelerator.

Strong · 92.5

$932.59

+2.43%

TSM

TSMC

Manufacturing

Manufactures advanced chips and packaging for NVIDIA, AMD, and hyperscaler ASICs.

Strong · 83.3

$417.34

+1.76%

AVGO

Broadcom

Networking

Custom AI ASICs, Ethernet switching, networking silicon, and optical connectivity.

Strong · 80.2

$356.69

−0.58%

6 more names and their full research context are available with Pro.

Other names worth tracking

Smaller or higher-risk exposure that belongs on the radar.

MOD

Modine

—

Cooling

Data-center cooling exposure with a smaller scale than the major infrastructure names.

COHR

Coherent

$288.28

+4.64%

Optical connectivity

Optical transceivers and 1.6T connectivity offer high growth with meaningful execution risk.

PWR

Quanta Services

$603.78

−2.11%

Grid infrastructure

Grid and transmission construction gives direct exposure to the power bottleneck.

CEG

Constellation Energy

$278.35

+1.80%

Reliable power

Nuclear power and reliable generation can support AI campuses.

DLR

Digital Realty

$192.24

+1.96%

Data centers

Data-center and interconnection rent capture, with rate sensitivity.

EQIX

Equinix

$1,073.53

+1.74%

Data centers

Data-center and interconnection rent capture, with rate sensitivity.

Curated research map · research only, not investment advice.