🤖AI Ecosystem — The Full Stack

Track the complete AI supply chain from silicon to software

AI Market CommentaryRefreshing…

🔬ChipsSemiconductor companies designing and manufacturing AI accelerators

Established

NVDA

NVIDIA Corp

—

AVGO

Broadcom Inc

—

AMD

Advanced Micro Devices

—

TSM

Taiwan Semiconductor

—

QCOM

QUALCOMM Inc

—

Emerging

MRVL

Marvell Technology

—

AMAT

Applied Materials

—

LRCX

Lam Research Corp

—

ASML

ASML Holding NV

—

SMCI

Super Micro Computer

—

↓

🏢Data CentersInfrastructure hosting the compute and storage powering AI workloads

VNQ CLOU QQQ

Established

EQIX

Equinix Inc

—

DLR

Digital Realty Trust

—

VRT

Vertiv Holdings

—

DELL

Dell Technologies

—

HPE

Hewlett Packard Enterprise

—

Emerging

PSTG

Pure Storage Inc

—

NTAP

NetApp Inc

—

CIEN

Ciena Corp

—

WDC

Western Digital Corp

—

IREN

Iris Energy Ltd

—

↓

⚡PowerEnergy providers supplying the massive electricity demands of AI data centers

XLU ICLN VPU

Established

NEE

NextEra Energy Inc

—

CEG

Constellation Energy

—

VST

Vistra Corp

—

ETR

Entergy Corp

—

AEP

American Electric Power

—

Emerging

GEV

GE Vernova Inc

—

BWXT

BWX Technologies

—

OKLO

Oklo Inc

—

NNE

Nano Nuclear Energy

—

SMR

NuScale Power Corp

—

↓

🤖IntelligenceCompanies building the AI models, platforms, and cloud services powering the intelligence layer

QQQ VGT BOTZ

Established

MSFT

Microsoft Corp

—

GOOGL

Alphabet Inc

—

META

Meta Platforms Inc

—

AMZN

Amazon.com Inc

—

ORCL

Oracle Corp

—

Emerging

PLTR

Palantir Technologies

—

AI

C3.ai Inc

—

SOUN

SoundHound AI Inc

—

PATH

UiPath Inc

—

BBAI

BigBear.ai Holdings

—

↓

📱ApplicationsSoftware companies embedding AI into enterprise workflows and consumer products

IGV ARKK QTUM

Established

CRM

Salesforce Inc

—

NOW

ServiceNow Inc

—

SNOW

Snowflake Inc

—

DDOG

Datadog Inc

—

MDB

MongoDB Inc

—

Emerging

APP

AppLovin Corp

—

AXON

Axon Enterprise Inc

—

GTLB

GitLab Inc

—

CFLT

Confluent Inc

—

RBRK

Rubrik Inc

—

Prices from Polygon.io · AI commentary by Claude · Refreshes every 5 min · Not financial advice