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 · 24
Cadence Design Systems, Inc.CDNS
Market cap$85B
Conviction5 / 5
Semiconductor equipmentAI compute
Read profileNVIDIA CorporationNVDA
Market cap$5.4T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profileSynopsys, Inc.SNPS
Market cap$79B
Conviction5 / 5
Semiconductor equipmentAI compute
Read profileMicron Technology, Inc.MU
Market cap$1.2T
Conviction5 / 5
AI memoryAI compute
Read profileTaiwan Semiconductor ManufacturingTSM
Market cap$2.3T
Conviction5 / 5
AI compute
Read profileAlphabet Inc.GOOGL
Market cap$2.0T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profileAmazon.com, Inc.AMZN
Market cap$2.7T
Conviction4 / 5
AI infrastructureAI computeQuantum software & access
Read profileArm Holdings plcARM
Market cap$355B
Conviction4 / 5
AI compute
Read profileApple Inc.AAPL
Market cap$4.9T
Conviction4 / 5
AI computeEdge compute
Read profileBroadcom Inc.AVGO
Market cap$1.7T
Conviction4 / 5
AI computeAI infrastructure
Read profileMarvell Technology, Inc.MRVL
Market cap$229B
Conviction4 / 5
InterconnectAI compute
Read profileOracle CorporationORCL
Market cap$437B
Conviction4 / 5
AI infrastructureAI compute
Read profileQualcomm IncorporatedQCOM
Market cap$211B
Conviction4 / 5
AI computeEdge compute
Read profileGroq, Inc.Private
Market cap—
Conviction4 / 5
AI computeAI infrastructure
Read profileNebius Group N.V.NBIS
Market cap$50B
Conviction4 / 5
AI infrastructureAI compute
Read profileAdvanced Micro Devices, Inc.AMD
Market cap$1.0T
Conviction4 / 5
AI computeVision modelsEdge compute
Read profilexAI Corp.Private
Market cap—
Conviction3 / 5
Foundation modelsAI compute
Read profileDell Technologies Inc.DELL
Market cap$173B
Conviction3 / 5
AI infrastructureAI compute
Read profileLambda, Inc.Private
Market cap—
Conviction3 / 5
AI infrastructureAI compute
Read profileAmbarella, Inc.AMBA
Market cap$3.0B
Conviction3 / 5
AI computeVision modelsAutonomous systems
Read profileCerebras Systems Inc.CBRS
Market cap$23B
Conviction3 / 5
AI compute
Read profileCoreWeave, Inc.CRWV
Market cap$40B
Conviction3 / 5
AI infrastructureAI compute
Read profileSuper Micro Computer, Inc.SMCI
Market cap$27B
Conviction3 / 5
AI infrastructureAI compute
Read profileAehr Test SystemsAEHR
Market cap$3.2B
Conviction3 / 5
AI computePower semiconductorsSemiconductor equipment
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