AI Infrastructure Stocks
Scalable artificial intelligence relies on a physical and logical backbone spanning advanced semiconductor manufacturing equipment, high-density power management, and specialized thermal cooling solutions.
As of Oct 23, 2026, AI Infrastructure has 159 US-listed companies worth $32.5T combined. The median member moved -4.7% over the past week; IBM led among the 25 largest at +9.2% and LRCX trailed at -12.8%.
Companies in AI Infrastructure
- NVDA – NVIDIA Corporation, $5.4T
- GOOGL – Alphabet Inc Class A, $4T
- MSFT – Microsoft Corporation, $3.9T
- AMZN – Amazon.com Inc, $2.7T
- TSM – Taiwan Semiconductor Manufacturing, $2.2T
- META – Meta Platforms Inc., $1.8T
- SPCX – Space Exploration Technologies Corp. Class A Common Stock, $1.7T
- AVGO – Broadcom Inc, $1.6T
- MU – Micron Technology Inc, $1T
- SKHY – SK Hynix Inc. American Depositary Shares, $960B
- AMD – Advanced Micro Devices Inc, $829B
- ASML – ASML Holding N.V. New York Registry Shares, $601B
- INTC – Intel Corporation, $491B
- ORCL – Oracle Corporation, $381B
- AMAT – Applied Materials Inc, $298B
- LRCX – Lam Research Corp, $288B
- DELL – Dell Technologies Inc, $288B
- BABA – Alibaba Group Holding Ltd, $253B
- ARM – Arm Holdings plc American Depositary Shares, $242B
- IBM – International Business Machines, $238B
- MRVL – Marvell Technology Group Ltd, $220B
- ANET – Arista Networks, $216B
- SNDK – Sandisk Corp, $199B
- QCOM – Qualcomm Incorporated, $185B
- ACN – Accenture plc, $158B
- STX – Seagate Technology PLC, $146B
- ETN – Eaton Corporation PLC, $143B
- WDC – Western Digital Corporation, $142B
- GLW – Corning Incorporated, $116B
- SNOW – Snowflake Inc., $111B
- NET – Cloudflare Inc, $109B
- CEG – Constellation Energy Corp, $95.9B
- EQIX – Equinix Inc, $94B
- CDNS – Cadence Design Systems Inc, $85.4B
- ASX – ASE Industrial Holding Co Ltd ADR, $83B
- SNPS – Synopsys Inc, $81B
- VRT – Vertiv Holdings Co, $75.3B
- HPE – Hewlett Packard Enterprise Co, $73.6B
- LITE – Lumentum Holdings Inc, $68.2B
- DLR – Digital Realty Trust Inc, $64.6B
- MPWR – Monolithic Power Systems Inc, $63.1B
- TEL – TE Connectivity Ltd, $60.3B
- KEYS – Keysight Technologies Inc, $53B
- NOK – Nokia Corp ADR, $51.8B
- VST – Vistra Corp., $47.3B
- COHR – Coherent Inc, $46.8B
- CIEN – Ciena Corp, $45.8B
- ALAB – Astera Labs, Inc., $44.7B
- NBIS – Nebius Group N.V., $43.3B
- CRDO – Credo Technology Group Holding Ltd, $34.3B
- CLS – Celestica Inc., $33.9B
- CRWV – CoreWeave, Inc. Class A Common Stock, $30.7B
- JBL – Jabil Circuit Inc, $28B
- BIDU – Baidu Inc, $26.8B
- CBRS – Cerebras Systems Inc. Class A Common Stock, $25.9B
- GFS – Globalfoundries Inc, $24.2B
- NVT – nVent Electric PLC, $23.7B
- SMCI – Super Micro Computer Inc, $23.4B
- Q – Qnity Electronics, Inc, $22.8B
- SITM – Sitime Corporation, $13.9B
- AKAM – Akamai Technologies Inc, $13.1B
- INIO – INNIO N.V. Ordinary Shares, $12.7B
- SKM – SK Telecom Co Ltd ADR, $12.6B
- MAIR – Madison Air Solutions Corporation, $11.6B
- DOCN – DigitalOcean Holdings Inc, $10.8B
- TTMI – TTM Technologies Inc, $10.8B
- RMBS – Rambus Inc, $10.1B
- IREN – IREN Ltd, $10.1B
- GLXY – Galaxy Digital Holdings Ltd, $9B
- AEIS – Advanced Energy Industries Inc, $8.7B
- VICR – Vicor Corporation, $8.3B
- SANM – Sanmina Corporation, $8.3B
- MOD – Modine Manufacturing Company, $8B
- FPS – Forgent Power Solutions, Inc., $7.9B
- HUT – Hut 8 Corp. Common Stock, $7.9B
- FORM – FormFactor Inc, $7.4B
- AAOI – Applied Opt, $6.6B
- CAMT – Camtek Ltd, $6B
- APLD – Applied Digital Corporation, $5.8B
- OKLO – Oklo Inc., $5.2B
- LUMN – Lumen Technologies, Inc. Common Stock, $4.6B
- CORZ – Core Scientific, Inc. Common Stock, $4.6B
- GDS – GDS Holdings Ltd, $4.4B
- XE – X-Energy, Inc. Class A Common Stock, $4.3B
- ACCV – Accelevation Holdings Corp. Class A Ordinary Shares, $3.5B
- CIFR – Cipher Mining Inc, $3.5B
- DBRG – Digitalbridge Group Inc, $3B
- IOND – Ionic Digital Inc. Class A Common Stock, $2.9B
- AMBA – Ambarella Inc, $2.8B
- CSQR – Csquare, Inc., $2.7B
- PENG – Penguin Solutions, Inc., $2.7B
- VECO – Veeco Instruments Inc, $2.6B
- CHRN – ChronoScale Corporation, $2.3B
- FRMI – Fermi Inc., $2B
- BTDR – Bitdeer Technologies Group Class A Ordinary Shares, $2B
- ATEN – A10 Network, $1.8B
- INOD – Innodata Inc, $1.8B
- IQMX – IQM Quantum Computers Oyj American Depositary Shares, $1.7B
- BXDC – Blackstone Digital Infrastructure Trust Inc., $1.6B
- KEEL – Keel Infrastructure Corp., $1.5B
- AMBQ – Ambiq Micro, Inc., $1.2B
- PSIX – Power Solutions International, Inc. Common Stock, $1.2B
- AIP – Arteris Inc, $1.2B
- SHAZ – SharonAI Holdings, Inc. Class A Common Stock, $1.1B
- POET – POET Technologies Inc, $940M
- CEVA – CEVA Inc, $794M
- QMCO – Quantum Corporation, $728M
- BRUN – Boost Run Inc. Class A Common Stock, $707M
- BW – Babcock & Wilcox Enterprises Inc, $690M
- SATL – Satellogic V Inc, $606M
- XMAX – XMax Inc., $562M
- HIVE – HIVE Digital Technologies Ltd, $542M
- WYFI – WhiteFiber, Inc. Ordinary Shares, $457M
- API – Agora Inc, $380M
- NUAI – New Era Energy & Digital, Inc., $359M
- BTBT – Bit Digital Inc, $346M
- SUPX – SuperX AI Technology Limited, $279M
- DGXX – Digi Power X Inc., $266M
- AIAI – AIAI Holdings Corporation Class A Common Stock, $258M
- IVAI – Ultra AI Opportunities Inc., $255M
- QMLS – QumulusAI, Inc. Common Stock, $238M
- QUIK – QuickLogic Corporation, $205M
- TSSI – TSS, Inc. Common Stock, $200M
- NSLR – Neostellar Capital Corp., $197M
- GSIT – GSI Technology Inc, $185M
- AIBZ – Bitzero Holdings Inc., $175M
- SLNH – Soluna Holdings Inc, $164M
- OSS – One Stop Systems Inc, $152M
- XLAB – Exascale Labs Holdings Inc. Class A Common Stock, $133M
- CANG – Cango Inc, $126M
- AGPU – Axe Compute Inc., $96.2M
- KULR – KULR Technology Group Inc, $80.1M
- NMAD – NOMAD Power Solutions, Inc., $57.6M
- DOMH – Dominari Holdings Inc., $52.1M
- VIP – Vulcan Infrastructure and Power Inc., $46.3M
- SAIH – SAIHEAT Limited, $45.4M
- FNUC – Frontier Nuclear and Minerals Inc., $41.6M
- AIOS – AIOS Tech Inc., $36.7M
- BZAI – Blaize Holdings, Inc., $36.6M
- VAI – Valor Energy Inc., $32.3M
- PPSI – Pioneer Power Solutions Inc. , $30.1M
- GRDX – GridAI Technologies Corp., $27.2M
- BMR – Beamr Imaging Ltd. Ordinary Share, $24.4M
- GPUS – Hyperscale Data, Inc., $24.1M
- AIFA – All In FutureTech Alliance Inc., $24M
- DRK – DarkHorse Technologies Inc., $21.7M
- PBK – PowerBank Corporation, $17.9M
- AZIO – Azio AI Holdings, Inc., $17.3M
- FABC – Fabric.AI, Inc., $16M
- VEEA – Veea Inc., $12.6M
- NIXX – Nixxy, Inc., $7.5M
- ARBB – ARB IOT Group Limited Ordinary Shares, $7.5M
- ALP – Alpha Compute Corp, $5.2M
- NXAT – Nexus Advanced Technologies Inc., $2.1M
- AGMH – AGM Group Holdings Inc Class A, $2.1M
- PWCM – PowerCompute, Inc., $1.6M
- SGRX – Sangrix Inc., $978,130
- CHAI – Core AI Holdings
- ONEN – ONEN