Theme
AI infrastructure
The compute, capital, and custom silicon build-out powering AI — hyperscaler capex, GPU cloud, and accelerators.
AI infrastructure spans the data centers, networking, and custom silicon that hyperscalers and specialist clouds are building to train and serve large models. This theme tracks the capital intensity and supply chains behind that build-out, from accelerators to the GPU-cloud capacity that rents them out.
Companies · 10
Arista Networks, Inc.ANET
Market cap$201B
Conviction5 / 5
InterconnectAI infrastructure
Read profileAlphabet Inc.GOOGL
Market cap$4.6T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profileMicrosoft CorporationMSFT
Market cap$3.3T
Conviction5 / 5
AI infrastructureTopological qubitsCloud security
Read profileNVIDIA CorporationNVDA
Market cap$5.1T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profileAmazon.com, Inc.AMZN
Market cap$2.9T
Conviction4 / 5
AI infrastructureAI computeQuantum software & access
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 profileMeta Platforms, Inc.META
Market cap$1.6T
Conviction4 / 5
AI infrastructureVision models
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 profile