Artificial Intelligence

From chips to cloud, servers to software: the companies that AI spending flows through.

17 Companies

Theme Map

Tile size shows market cap, colour shows the day's move.

NVDANVIDIA Corp+ 0.89%Share of Theme 22.9%$5.25 T

MSFTMicrosoft Corporation+ 0.11%Share of Theme 17.3%$3.96 T

GOOGLAlphabet Inc.+ 1.59%Share of Theme 17.2%$3.94 T

AMZNAmazon.com Inc+ 1.80%Share of Theme 11.9%$2.74 T

AVGOBroadcom Inc+ 4.04%Share of Theme 7.1%$1.63 T

METAMeta Platforms, Inc.− 0.91%

MUMicron Technology Inc+ 2.99%

AMDAdvanced Micro Devices Inc+ 5.22%

PLTRPalantir Technologies Inc+ 0.75%ORCL+ 4.62%DELL+ 8.27%

ANET+ 6.35%

SNDK+ 4.38%NOW− 1.35%2 More

Too Small for the Map 2

NVDANVIDIA Corp+ 0.89%Share of Theme 22.9%$5.25 T

MSFTMicrosoft Corporation+ 0.11%Share of Theme 17.3%$3.96 T

GOOGLAlphabet Inc.+ 1.59%Share of Theme 17.2%$3.94 T

AMZNAmazon.com Inc+ 1.80%Share of Theme 11.9%$2.74 T

AVGOBroadcom Inc+ 4.04%

METAMeta Platforms, Inc.− 0.91%7 More

MUMicron Technology Inc+ 2.99%

AMD+ 5.22%

PLTR+ 0.75%

Too Small for the Map 7

Market Cap Not Comparable 1

TSMTaiwan Semiconductor Manufacturing Co Ltd+ 2.92%

The Theme Today

This Session

Today's Median

+ 2.99%

Advancers / Decliners

15/2

Strongest Member

ALABAstera Labs, Inc.

+ 9.67%

Weakest Member

NOWServiceNow, Inc.

− 1.35%

Over Time

Companies


NVDANVIDIA Corp	217.92	+ 0.89%	$5.25 T
MSFTMicrosoft Corporation	533.18	+ 0.11%	$3.96 T
GOOGLAlphabet Inc.	321.84	+ 1.59%	$3.94 T
AMZNAmazon.com Inc	253.58	+ 1.80%	$2.74 T
AVGOBroadcom Inc	342.47	+ 4.04%	$1.63 T
METAMeta Platforms, Inc.	624.81	− 0.91%	$1.60 T
MUMicron Technology Inc	930.74	+ 2.99%	$1.05 T
AMDAdvanced Micro Devices Inc	559.03	+ 5.22%	$913 B
PLTRPalantir Technologies Inc	200.33	+ 0.75%	$481 B
ORCLOracle Corporation	131.89	+ 4.62%	$400 B
DELLDell Technologies Inc	505.71	+ 8.27%	$322 B
ANETArista Networks, Inc.	188.49	+ 6.35%	$238 B
SNDKSanDisk Corporation	1,310.58	+ 4.38%	$189 B
NOWServiceNow, Inc.	156.04	− 1.35%	$161 B
ALABAstera Labs, Inc.	284.60	+ 9.67%	$49.4 B
SMCISuper Micro Computer Inc	35.07	+ 7.27%	$23.0 B
TSMTaiwan Semiconductor Manufacturing Co Ltd	436.75	+ 2.92%	–

NVDA · MSFT · GOOGL · AMZNCompare the Top Four

Theme Map

Tile size shows market cap, colour shows the day's move.

The Theme Today

Companies

Why These Companies

The list is drawn from the three links that AI spending flows through: the semiconductor makers of accelerators, memory and data-center storage (Nvidia, AMD, Broadcom, Micron, SanDisk, TSMC), the cloud providers that install and rent those chips (Microsoft, Alphabet, Amazon, Oracle, Meta), and the server, networking and software layer (Dell, Super Micro, Arista, Astera Labs, Palantir, ServiceNow). The links share the same demand but need not move together: a cloud company's capital budget is one link's revenue and another's expense.

The list is an editorial selection, not investment advice. It is sorted by market cap; companies whose primary listing is outside the US are left blank because their market cap is not comparable.