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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
NVIDIA sells the chips and complete systems that power today’s AI data centers.
Strong · 86.5
$218.20
−0.07%
MU
Micron
Memory
Micron supplies the high-speed memory AI chips need to process large models.
Strong · 92.5
$974.94
−0.25%
TSM
TSMC
Manufacturing
TSMC makes advanced chips and packages them for NVIDIA, AMD, and custom AI processors.
Strong · 83.3
$433.24
+1.22%
AVGO
Broadcom
Networking
Broadcom helps AI data centers connect their chips with fast networking and custom processors.
Strong · 80.2
$361.80
+0.27%
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
$189.30
+5.60%
Cooling
Modine makes cooling equipment for data centers, giving it a smaller but direct AI link.
COHR
Coherent
$305.29
+4.13%
Optical connectivity
Coherent makes optical parts that move data quickly between AI servers.
PWR
Quanta Services
$650.68
+5.16%
Grid infrastructure
Quanta builds the power lines and grid equipment needed for new data centers.
CEG
Constellation Energy
$284.89
−0.38%
Reliable power
Constellation’s nuclear plants can provide steady electricity to power-hungry AI campuses.
DLR
Digital Realty
$188.58
+1.73%
Data centers
Digital Realty rents out data-center space and connections to companies building AI capacity.
EQIX
Equinix
$1,037.71
+1.36%
Data centers
Equinix rents out data-center space and connections to companies building AI capacity.
Resources for deeper research
Curated research map · research only, not investment advice.