Behind every large language model and AI application is a vast infrastructure layer of chips, data centers, and networking hardware. NVIDIA's GPUs have become the essential currency of AI training, while Broadcom supplies custom AI accelerators and AMD competes in the accelerated compute market. Equinix and Vertiv Holdings represent the data center and power management side of this buildout, making AI infrastructure one of the most actively invested themes in the market.
1
5.0
NVIDIA
NVDA
$182.81
-2.21%
P/E: 32.5
Nvidia is the undisputed leader in AI computing, designing the GPU accelerator chips and software platforms that power virtually all major AI training and inference workloads worldwide.
2
4.7
Broadcom
AVGO
$325.17
-1.81%
P/E: 52.3
Broadcom designs critical networking and custom AI accelerator chips for hyperscale data centers, making it a core infrastructure supplier in the AI computing buildout.
3
4.6
Applied Materials
AMAT
$354.91
+8.08%
P/E: 49.8
Applied Materials is the world's largest semiconductor equipment supplier, providing the essential manufacturing tools that chipmakers need to produce advanced AI and computing chips.
4
4.5
Vertiv Holdings
VRT
$234.53
-0.84%
P/E: 49.6
Vertiv provides critical power management, thermal management, and IT infrastructure solutions that are essential for AI data centers operating at increasing power densities.
5
4.3
Equinix
EQIX
$956.19
-0.18%
P/E: 89.1
Equinix operates the world's largest network of 260+ data centers across six continents, providing essential interconnection and colocation infrastructure for AI and cloud computing workloads.
6
4.3
Marvell Technology
MRVL
$78.61
+0.49%
P/E: 23.6
Marvell designs custom AI accelerators, networking chips, and storage semiconductors for data center infrastructure, growing rapidly as a key supplier for cloud and AI computing buildouts.
7
4.0
AMD
AMD
$207.32
+0.67%
AMD designs high-performance GPUs and data center processors that are emerging as a competitive alternative to Nvidia in the rapidly growing AI infrastructure market.
8
3.2
Intel
INTC
$46.79
+0.67%
P/E: 20.8
Intel is investing heavily to regain semiconductor leadership with new foundry services and AI chip products, representing both a turnaround opportunity and a critical piece of US chip independence.
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