AI & Data Center companies

88 companies in the AI & Data Center part of the semiconductor & AI value chain.

Subsegments

GPU Clouds (Neoclouds) Hyperscalers AI Labs / Model Builders Data Center REITs Data Center Operators (Colo) Power & Cooling Networking & Systems

Companies

  • Dell Technologies — Top AI server and infrastructure systems integrator. leader · NYSE:DELL · $113.5B · USA · Networking & Systems, Systems & ODM (AI servers)
  • Arista Networks — High-speed data-center switching for AI back-end networks. leader · NYSE:ANET · $9.0B · USA · Networking & Systems
  • Schneider Electric — Energy management and data-center power/cooling infrastructure. leader · Euronext Paris:SU · France · Power & Cooling
  • Delta Electronics — Power supplies, cooling, and power management for data centers and EVs. leader · TWSE:2308 · Taiwan · Power & Cooling
  • Vertiv — Leading data-center power and liquid-cooling systems maker. leader · NYSE:VRT · $10.2B · USA · Power & Cooling
  • Equinix — World's largest data-center and interconnection REIT. leader · NASDAQ:EQIX · $9.2B · USA · Data Center REITs
  • Digital Realty — Global data-center REIT; major hyperscale and AI capacity provider. leader · NYSE:DLR · $6.1B · USA · Data Center REITs
  • CoreWeave — Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI. leader · NASDAQ:CRWV · $5.1B · USA · GPU Clouds (Neoclouds)
  • OpenAI — Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. leader · USA · AI Labs / Model Builders, Custom Silicon Designers
  • Alphabet (Google) — Designs TPU AI accelerators and Tensor phone SoCs for internal use. major · NASDAQ:GOOGL · $402.8B · USA · Custom Silicon Designers, Hyperscalers
  • Amazon (Annapurna Labs) — Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs. major · NASDAQ:AMZN · $716.9B · USA · Custom Silicon Designers, Hyperscalers
  • Oracle — Enterprise software giant; OCI is a fast-growing AI cloud renting GPUs. major · NYSE:ORCL · $57.4B · USA · Hyperscalers, GPU Clouds (Neoclouds)
  • Tencent — Chinese internet and cloud giant developing in-house AI silicon. major · HKEX:0700 · China · Hyperscalers, AI Labs / Model Builders
  • Cisco Systems — Networking giant supplying AI data-center switching and silicon. major · NASDAQ:CSCO · $56.7B · USA · Networking & Systems
  • Alibaba Group — Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips. major · NYSE:BABA · $148.4B · China · Hyperscalers, Custom Silicon Designers
  • IBM — Enterprise computing and cloud; designs its own Power and Telum chips. major · NYSE:IBM · $67.5B · USA · Hyperscalers, Integrated Device Manufacturer
  • Eaton — Electrical power management and data-center power infrastructure. major · NYSE:ETN · $27.4B · Ireland · Power & Cooling
  • American Tower — Communications-infrastructure REIT; owns CoreSite data centers. major · NYSE:AMT · $10.6B · USA · Data Center Operators (Colo), Data Center REITs
  • Nokia — Telecom and data-center networking systems and optical transport. major · NYSE:NOK · $21.5B · Finland · Networking & Systems, Photonics & Optics
  • NTT — Japanese telecom giant; NTT Global Data Centers is a top-five operator. major · TSE:9432 · Japan · Data Center Operators (Colo)
  • Hewlett Packard Enterprise — Enterprise servers, HPC, and AI systems (incl. Cray). major · NYSE:HPE · $34.3B · USA · Networking & Systems
  • Ciena — Optical networking and coherent transport for data-center interconnect. major · NYSE:CIEN · $4.8B · USA · Networking & Systems, Photonics & Optics
  • Celestica — EMS/ODM supplier of data-center hardware and AI systems. major · NYSE:CLS · $12.4B · Canada · Systems & ODM (AI servers), Networking & Systems
  • Baidu — Chinese AI and cloud leader; designs Kunlun AI accelerators. major · NASDAQ:BIDU · $18.5B · China · AI Labs / Model Builders, Custom Silicon Designers
  • Iron Mountain — Records-management REIT with a fast-growing data-center business. major · NYSE:IRM · $6.9B · USA · Data Center Operators (Colo), Data Center REITs
  • nVent Electrical — Electrical connection, protection, and liquid-cooling enclosures. major · NYSE:NVT · $3.9B · USA · Power & Cooling
  • ZTE — Chinese telecom-equipment maker; designs chips via its Sanechips unit. major · SZSE:000063 · China · Networking & Systems, Custom Silicon Designers
  • Pure Storage — All-flash storage systems for AI and enterprise data centers. major · NYSE:PSTG · USA · Networking & Systems
  • Super Micro Computer — AI server and liquid-cooled rack systems builder. major · NASDAQ:SMCI · $22.0B · USA · Networking & Systems, Systems & ODM (AI servers)
  • Lite-On Technology — Power supplies and optoelectronics for servers and electronics. major · TWSE:2301 · Taiwan · Power & Cooling
  • Core Scientific — Data-center operator hosting HPC/AI (incl. CoreWeave) and bitcoin mining. major · NASDAQ:CORZ · $319M · USA · Data Center Operators (Colo)
  • NEXTDC — Australian hyperscale data-center operator. major · ASX:NXT · Australia · Data Center Operators (Colo)
  • GDS Holdings — Leading Chinese data-center developer and operator. major · NASDAQ:GDS · $1.6B · China · Data Center REITs
  • DigitalBridge — Digital-infrastructure investment manager owning DC and tower platforms. major · NYSE:DBRG · $94M · USA · Data Center Operators (Colo)
  • AirTrunk — Asia-Pacific hyperscale data-center operator (Blackstone owned). major · Australia · Data Center Operators (Colo)
  • Aligned Data Centers — Hyperscale data-center operator with adaptive liquid cooling. major · USA · Data Center Operators (Colo)
  • Anthropic — AI safety lab building the Claude models; runs on TPUs, Trainium, and GPUs. major · USA · AI Labs / Model Builders
  • Chindata Group — Hyperscale data-center operator in China and emerging Asia (Bain Capital). major · China · Data Center Operators (Colo)
  • Compass Datacenters — US build-to-suit hyperscale data-center developer. major · USA · Data Center Operators (Colo)
  • CoreSite — US interconnection and colocation operator (American Tower). major · USA · Data Center Operators (Colo)
  • CyrusOne — Global hyperscale data-center operator (KKR/GIP owned). major · USA · Data Center Operators (Colo)
  • EdgeConneX — Global hyperscale and edge data-center developer. major · USA · Data Center Operators (Colo)
  • Huawei — Chinese networking and cloud giant; Ascend AI accelerators via HiSilicon. major · China · Networking & Systems, Custom Silicon Designers
  • Juniper Networks — Networking systems and AI-driven data-center switching and routing. major · NYSE:JNPR · USA · Networking & Systems
  • New H3C — Chinese networking, server, and AI-infrastructure provider. major · China · Networking & Systems
  • QTS Data Centers — US hyperscale data-center operator owned by Blackstone. major · USA · Data Center Operators (Colo)
  • STACK Infrastructure — Global hyperscale data-center platform (IPI Partners). major · USA · Data Center Operators (Colo)
  • Switch — US hyperscale data-center operator (DigitalBridge/IFM owned). major · USA · Data Center Operators (Colo)
  • Vantage Data Centers — Global hyperscale data-center developer and operator. major · USA · Data Center Operators (Colo)
  • xAI — Elon Musk's AI lab (Grok); operates the Colossus GPU supercluster. major · USA · AI Labs / Model Builders
  • Nebius Group — AI-focused GPU cloud spun out of Yandex; full-stack neocloud. challenger · NASDAQ:NBIS · $530M · Netherlands · GPU Clouds (Neoclouds)
  • IREN — Builds and operates data centers for AI compute and bitcoin mining. challenger · NASDAQ:IREN · $501M · Australia · Data Center Operators (Colo), GPU Clouds (Neoclouds)
  • Applied Digital — AI data-center developer and GPU cloud (HPC hosting) provider. challenger · NASDAQ:APLD · $144M · USA · Data Center Operators (Colo), GPU Clouds (Neoclouds)
  • Crusoe Energy — Energy-first AI cloud building power-colocated GPU data centers. challenger · USA · GPU Clouds (Neoclouds), Power & Cooling
  • Lambda — GPU cloud and AI workstation provider for training and inference. challenger · USA · GPU Clouds (Neoclouds)
  • Mistral AI — European AI lab building open-weight foundation models. challenger · France · AI Labs / Model Builders
  • VAST Data — AI data platform and storage software for large GPU clusters. challenger · USA · Networking & Systems
  • Microsoft — Designs Maia AI accelerators and Cobalt server CPUs for Azure. niche · NASDAQ:MSFT · $281.7B · USA · Custom Silicon Designers, Hyperscalers
  • Meta Platforms — Designs MTIA inference accelerators for its own data centers. niche · NASDAQ:META · $201.0B · USA · Custom Silicon Designers, Hyperscalers
  • TeraWulf — Operator of data centers for AI/HPC hosting and bitcoin mining. niche · NASDAQ:WULF · $168M · USA · Data Center Operators (Colo)
  • Hut 8 — Energy-infrastructure and data-center operator for AI/HPC and bitcoin. niche · NASDAQ:HUT · $235M · USA · Data Center Operators (Colo)
  • Galaxy Digital — Crypto financial firm developing the Helios AI data-center campus. niche · NASDAQ:GLXY · $60.4B · USA · Data Center Operators (Colo)
  • Cipher Mining — Data-center developer for HPC/AI and bitcoin mining. niche · NASDAQ:CIFR · $224M · USA · Data Center Operators (Colo)
  • Bitdeer Technologies — Data-center operator and ASIC maker for AI/HPC and bitcoin mining. niche · NASDAQ:BTDR · $350M · Singapore · Data Center Operators (Colo)
  • Keppel DC REIT — Asia-Pacific data-center REIT. niche · SGX:AJBU · Singapore · Data Center Operators (Colo), Data Center REITs
  • Munters Group — Air treatment and data-center cooling systems. niche · STO:MTRS · Sweden · Power & Cooling
  • 21Vianet — Chinese carrier-neutral data-center and cloud operator. niche · NASDAQ:VNET · $544M · China · Data Center Operators (Colo)
  • HIVE Digital Technologies — Data-center operator for AI/HPC (Buzz HPC) and bitcoin mining. niche · NASDAQ:HIVE · $298M · Canada · Data Center Operators (Colo), GPU Clouds (Neoclouds)
  • Sify Technologies — Indian data-center, network, and cloud-services operator. niche · NASDAQ:SIFY · $466M · India · Data Center Operators (Colo)
  • Bit Digital — GPU cloud (WhiteFiber) and digital-asset infrastructure operator. niche · NASDAQ:BTBT · $114M · USA · GPU Clouds (Neoclouds)
  • Soluna Holdings — Green data centers co-located with renewable power for AI/HPC. niche · NASDAQ:SLNH · $30M · USA · Data Center Operators (Colo), Power & Cooling
  • AI21 Labs — Israeli AI lab building enterprise language models. niche · Israel · AI Labs / Model Builders
  • Asetek — Liquid-cooling technology for high-performance computing. niche · OSE:ASTK · Denmark · Power & Cooling
  • Cohere — Enterprise large-language-model developer. niche · Canada · AI Labs / Model Builders
  • Cologix — North American interconnection and colocation operator. niche · USA · Data Center Operators (Colo)
  • Colt Data Centre Services — Hyperscale data-center operator across Europe and Asia. niche · United Kingdom · Data Center Operators (Colo)
  • DataBank — US enterprise colocation and edge data-center operator. niche · USA · Data Center Operators (Colo)
  • Flexential — US colocation and hybrid-IT data-center operator. niche · USA · Data Center Operators (Colo)
  • Fluidstack — GPU cloud aggregator for large-scale AI training. niche · United Kingdom · GPU Clouds (Neoclouds)
  • Global Switch — Large carrier-neutral data-center operator in Europe and Asia-Pacific. niche · United Kingdom · Data Center Operators (Colo)
  • Hugging Face — Open-source AI model hub and machine-learning platform. niche · $10M · USA · AI Labs / Model Builders
  • Nscale — AI GPU cloud and data-center operator. niche · United Kingdom · GPU Clouds (Neoclouds), Data Center Operators (Colo)
  • Perplexity AI — AI-powered answer engine and search company. niche · USA · AI Labs / Model Builders
  • Sabey Data Centers — US hyperscale and enterprise data-center developer and operator. niche · USA · Data Center Operators (Colo)
  • Scale AI — Data-labeling and AI infrastructure for model training. niche · USA · AI Labs / Model Builders
  • Together AI — GPU cloud and inference platform for open models. niche · USA · GPU Clouds (Neoclouds), AI Labs / Model Builders
  • Voltage Park — GPU cloud provider for AI training and inference. niche · USA · GPU Clouds (Neoclouds)
  • Yondr — Global hyperscale data-center developer and operator. niche · United Kingdom · Data Center Operators (Colo)

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