Theme
AI compute
The silicon and systems that train and serve the models — the bottleneck everyone pays.
Every robot, every autonomy stack, every vision model is downstream of compute. This theme tracks the companies that design and fabricate the chips, package the memory, and build the systems the entire wave runs on.
Companies · 14
Alphabet Inc.GOOGL
Market cap$4.6T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profileMicron Technology, Inc.MU
Market cap$1.1T
Conviction5 / 5
AI memoryAI compute
Read profileNVIDIA CorporationNVDA
Market cap$5.1T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profileTaiwan Semiconductor ManufacturingTSM
Market cap$2.2T
Conviction5 / 5
AI compute
Read profileApple Inc.AAPL
Market cap$4.6T
Conviction4 / 5
AI computeEdge compute
Read profileAdvanced Micro Devices, Inc.AMD
Market cap$842B
Conviction4 / 5
AI computeVision modelsEdge compute
Read profileAmazon.com, Inc.AMZN
Market cap$2.9T
Conviction4 / 5
AI infrastructureAI computeQuantum software & access
Read profileArm Holdings plcARM
Market cap$377B
Conviction4 / 5
AI compute
Read profileBroadcom Inc.AVGO
Market cap$2.1T
Conviction4 / 5
AI computeAI infrastructure
Read profileCoreWeave, Inc.CRWV
Market cap$60B
Conviction4 / 5
AI infrastructureAI compute
Read profileMarvell Technology, Inc.MRVL
Market cap$179B
Conviction4 / 5
InterconnectAI compute
Read profileNebius Group N.V.NBIS
Market cap$59B
Conviction4 / 5
AI infrastructureAI compute
Read profileOracle CorporationORCL
Market cap$649B
Conviction4 / 5
AI infrastructureAI compute
Read profileCerebras Systems Inc.CBRS
Market cap$52B
Conviction3 / 5
AI compute
Read profile