AI infrastructure stocks, ranked by AI-chain exposure
The data-center, networking, cooling and server companies that turn chips into working AI capacity.
207 companies · ranked by chain-weight
- 1002281.SZAccelink Technologies Co., Ltd.002281.SZvia Transceivers79chain wt
- 2300502.SZEoptolink Technology Inc., Ltd.300502.SZvia 800G optics75chain wt
- 3MODModine Manufacturing CompanyMODvia Liquid cooling75chain wt
- 4POETPOET Technologies Inc.POETvia Optical interconnect75chain wt
- 5PWRQuanta ServicesPWRvia Grid capacity74chain wt
- 6
Nebius Group N.V.NBISvia AI factory74chain wt - 7
CoreWeave, Inc.CRWVvia GPU74chain wt - 8CRCrusoevia AI factory74chain wt
- 9
Nokia CorporationNOKvia Optical interconnect72chain wt - 10
Oracle CorporationORCLvia AI factory70chain wt - 11CSCoolIT Systemsvia Liquid cooling70chain wt
- 12MTRS.STMunters Group ABMTRS.STvia Air cooling68chain wt
- 13
Celestica Inc.CLSvia AI factory67chain wt - 14
Wistron Corporation3231.TWvia AI factory66chain wt - 15
Hewlett Packard EnterpriseHPEvia AI factory65chain wt - 16TATogether AIvia Inference serving65chain wt
- 17
Jabil Inc.JBLvia AI factory64chain wt - 18FLFluidstackvia AI factory64chain wt
- 19
Arista NetworksANETvia Scale-out fabric63chain wt - 20IRENIREN LimitedIRENvia GPU63chain wt
- 21BOBoydvia Liquid cooling63chain wt
- 22
Foxconn Industrial Internet (FII)601138.SSvia High-density racks61chain wt - 23
EquinixEQIXvia Data-center construction61chain wt - 24
Digital RealtyDLRvia Data-center construction61chain wt - 25AAOIApplied Optoelectronics, Inc.AAOIvia Optical interconnect61chain wt
- 26
MarvellMRVLvia ASIC59chain wt - 27
Delta Electronics2308.TWvia Power delivery chain59chain wt - 28
Wiwynn6669.TWvia High-density racks59chain wt - 29LALambdavia AI factory59chain wt
- 30
Comfort Systems USAFIXvia AI factory58chain wt - 31ZSZT Systemsvia AI factory57chain wt
- 32
BroadcomAVGOvia Switch ASIC56chain wt - 33
CiscoCSCOvia Switch ASIC56chain wt - 34
CienaCIENvia Optical interconnect56chain wt - 35002837.SZShenzhen Envicool Technology002837.SZvia Liquid cooling56chain wt
- 36SPSource Photonicsvia Transceivers56chain wt
- 370728.HKChina Telecom0728.HKvia Sovereign compute programs55chain wt
- 38
Astera LabsALABvia GPU53chain wt - 39
Huagong Technology Co., Ltd.000988.SZvia Transceivers53chain wt - 40
Accton Technology2345.TWvia Spine-leaf network52chain wt - 41300476.SZVictory Giant Technology Co., Ltd.300476.SZvia Host compute (server CPUs)52chain wt
- 42APLDApplied DigitalAPLDvia AI factory52chain wt
- 43
NEXTDC LimitedNXT.AXvia Data-center construction52chain wt - 44
GDS Holdings LimitedGDSvia Data-center construction52chain wt - 45AOAirTrunk Operating Pty Ltdvia Data-center construction52chain wt
- 46DDDayOne Data Centersvia Data-center construction52chain wt
- 47300394.SZSuzhou TFC Optical Communication300394.SZvia Photonic components50chain wt
- 48
SupermicroSMCIvia AI factory50chain wt - 493017.TWAsia Vital Components Co., Ltd.3017.TWvia Liquid cooling49chain wt
- 50EDEdgeConneXvia Data-center construction49chain wt
- 51688195.SSOptowide Technologies688195.SSvia Photonic components48chain wt
- 52
Seagate TechnologySTXvia NAND & AI storage47chain wt - 53
Western DigitalWDCvia NAND & AI storage47chain wt - 54
Dell TechnologiesDELLvia Host compute (server CPUs)46chain wt - 55
Quanta Computer2382.TWvia High-density racks46chain wt - 563653.TWJentech Precision Industrial Co., Ltd.3653.TWvia GPU46chain wt
- 57
Core Scientific, Inc.CORZvia Data-center construction46chain wt - 583324.TWAuras Technology Co., Ltd.3324.TWvia Liquid cooling46chain wt
- 59VNETVNET Group, Inc.VNETvia Data-center construction46chain wt
- 60
Basetenvia Inference serving46chain wt - 61FAFireworks AIvia Inference serving46chain wt
- 62WULFTeraWulfWULFvia Grid capacity45chain wt
- 63CIFRCipher MiningCIFRvia Grid capacity45chain wt
- 64
Vantage Data Centersvia AI factory45chain wt - 65CDCompass Datacentersvia Data-center construction45chain wt
- 66
Lite-On Technology2301.TWvia Power delivery chain44chain wt - 67
GIGABYTE Technology2376.TWvia High-density racks44chain wt - 68
Lumen TechnologiesLUMNvia Optical interconnect44chain wt - 69
LegrandLR.PAvia Power delivery chain43chain wt - 70
Inventec2356.TWvia High-density racks43chain wt - 71ADAligned Data Centersvia AI factory43chain wt
- 72GSGlobal Switch Holdingsvia Data-center construction43chain wt
- 73DHDataBank Holdingsvia Data-center construction43chain wt
- 74LILiquidStackvia Liquid cooling43chain wt
- 75
EMCOR Group, Inc.EMEvia Data-center construction42chain wt - 76
QTS Realtyvia AI factory42chain wt - 77
Nscalevia AI factory42chain wt - 78
Amphenol CorporationAPHvia High-density racks41chain wt - 79YGYondr Groupvia Data-center construction41chain wt
- 80HBHisense Broadband Multimedia Technologiesvia Transceivers41chain wt
- 81
Carrier Global CorporationCARRvia Liquid cooling40chain wt - 825803.TFujikura Ltd.5803.Tvia Optical interconnect40chain wt
- 83
Goodman GroupGMG.AXvia AI buildout risk40chain wt - 84
Daikin Industries, Ltd.6367.Tvia Liquid cooling40chain wt - 85
MasTec, Inc.MTZvia Grid capacity40chain wt - 86600522.SHJiangsu Zhongtian Technology (ZTT)600522.SHvia Subsea bandwidth40chain wt
- 87FCFlexential Corp.via Data-center construction40chain wt
- 88
CredoCRDOvia SerDes39chain wt - 89
HOCHTIEF AGHOT.DEvia AI buildout risk39chain wt - 90
SanminaSANMvia High-density racks39chain wt - 91PENGPenguin Solutions, Inc.PENGvia AI factory39chain wt
- 92MLModal Labsvia Inference serving39chain wt
- 93FAfal.aivia Inference serving39chain wt
- 94
G42via Sovereign compute programs39chain wt - 952368.TWGold Circuit Electronics Ltd.2368.TWvia Host compute (server CPUs)38chain wt
- 96
Hut 8HUTvia Grid capacity38chain wt - 97
STACK Infrastructurevia AI factory38chain wt - 98600487.SHHengtong Optic-Electric Co., Ltd.600487.SHvia Optical interconnect37chain wt
- 99
Sterling Infrastructure, Inc.STRLvia Data-center construction37chain wt - 100
Guangdong Shenling Environmental Systems Co., Ltd.301018.SZvia Liquid cooling37chain wt - 1018996.TWKaori Heat Treatment Co., Ltd.8996.TWvia Liquid cooling37chain wt
- 102
CommScope Holding CompanyCOMMvia Structured cabling plant37chain wt - 1032059.TWKing Slide Works Co., Ltd.2059.TWvia High-density racks36chain wt
- 104
Sakura Internet3778via Sovereign compute programs36chain wt - 105
RunPodvia Inference serving36chain wt - 106
VAST Datavia AI factory36chain wt - 107
Cloudflare, Inc.NETvia GPU35chain wt - 108002463.SZWUS Printed Circuit (Kunshan)002463.SZvia Spine-leaf network35chain wt
- 109NGNTT Global Data Centersvia AI factory35chain wt
- 110
Switchvia AI factory35chain wt - 111
TE Connectivity plcTELvia Scale-up fabric34chain wt - 112
IEIT Systems Co., Ltd. (Inspur)000977.SZvia Host compute (server CPUs)34chain wt - 113300548.SZBroadex Technologies Co., Ltd.300548.SZvia Photonic components34chain wt
- 114
Keppel DC REITAJBU.SIvia Data-center construction34chain wt - 115
HUMAINvia Sovereign compute programs34chain wt - 116
Yangtze Optical Fibre and Cable (YOFC)601869.SHvia Structured cabling plant33chain wt - 117
Chenbro Micom Co., Ltd.8210.TWvia High-density racks33chain wt - 118HPS-A.TOHammond Power Solutions Inc.HPS-A.TOvia Transformer availability32chain wt
- 119SLSubCom, LLCvia Subsea bandwidth32chain wt
- 1203665.TWBizLink Holding Inc.3665.TWvia Scale-up fabric31chain wt
- 121GLXYGalaxy Digital Inc.GLXYvia Data-center construction31chain wt
- 122E2EE2E NetworksE2Evia Sovereign compute programs31chain wt
- 123
Vast.aivia GPU31chain wt - 124
Trane Technologies plcTTvia Air cooling30chain wt - 125
Johnson Controls International plcJCIvia Air cooling30chain wt - 126300442.SZRange Intelligent Computing Technology Group300442.SZvia AI buildout risk30chain wt
- 127
Dawning Information Industry Co., Ltd. (Sugon)603019.SSvia Host compute (server CPUs)30chain wt - 128
Furukawa Electric Co., Ltd.5801.Tvia Indium phosphide30chain wt - 129NETWEB.NSNetweb Technologies India Ltd.NETWEB.NSvia Host compute (server CPUs)30chain wt
- 130
CyrusOnevia AI factory30chain wt - 131WEWEKAvia AI factory30chain wt
- 132
DataDirect Networks (DDN)via AI factory30chain wt - 133XDxFusion Digital Technologiesvia Host compute (server CPUs)30chain wt
- 134
Iron Mountain IncorporatedIRMvia AI buildout risk29chain wt - 135
ASUSTeK Computer2357.TWvia High-density racks29chain wt - 136DCDPR Constructionvia Data-center construction29chain wt
- 137RERosendin Electricvia Data-center construction29chain wt
- 138
DigitalOcean HoldingsDOCNvia Inference serving28chain wt - 139300570.SZT&S Communications Co., Ltd.300570.SZvia Optical interconnect28chain wt
- 140DBRGDigitalBridge Group, Inc.DBRGvia Data-center construction28chain wt
- 141
Scalewayvia Sovereign compute programs28chain wt - 142
American Tower CorporationAMTvia AI buildout risk27chain wt - 143300620.SZAdvanced Fiber Resources (Zhuhai)300620.SZvia Photonic components27chain wt
- 1440877.HKO-Net Technologies (Group) Limited0877.HKvia Photonic components27chain wt
- 145
Zhejiang Sanhua Intelligent Controls Co., Ltd.002050.SZvia Liquid cooling26chain wt - 146002851.SZShenzhen Megmeet Electrical Co., Ltd.002851.SZvia Power delivery chain26chain wt
- 147600498.SHFiberHome Telecommunication Technologies600498.SHvia Optical interconnect26chain wt
- 1486088.HKFIT Hon Teng Limited6088.HKvia Scale-up fabric26chain wt
- 1496282.TWAcBel Polytech Inc.6282.TWvia Power delivery chain26chain wt
- 150
Molex LLCvia Scale-up fabric26chain wt - 151SISamtec, Inc.via Scale-up fabric26chain wt
- 152301165.SZRuijie Networks Co., Ltd.301165.SZvia Spine-leaf network25chain wt
- 153VPVoltage Parkvia GPU25chain wt
- 154
IES Holdings, Inc.IESCvia Power delivery chain24chain wt - 155RIOTRiot Platforms, Inc.RIOTvia Data-center construction24chain wt
- 156002335.SZKehua Data Co., Ltd.002335.SZvia Power delivery chain24chain wt
- 157
MiTAC Holdings Corporation3706.TWvia Host compute (server CPUs)24chain wt - 158
Volex plcVLX.Lvia Scale-out fabric24chain wt - 1596412.TWChicony Power Technology Co., Ltd.6412.TWvia Power delivery chain24chain wt
- 160CGChindata Groupvia Data-center construction24chain wt
- 161WWWorld Wide Technologyvia High-density racks24chain wt
- 162
Alfa Laval ABALFA.STvia Liquid cooling23chain wt - 163603083.SSCIG Shanghai (Cambridge Industries Group)603083.SSvia 800G optics23chain wt
- 164300679.SZShenzhen Electric Connector Technology (ECT)300679.SZvia Scale-up fabric23chain wt
- 165KCKingsoft Cloud HoldingsKCvia GPU23chain wt
- 166NB2Northern Data AGNB2via GPU23chain wt
- 1676368.TOrgano Corporation6368.Tvia Water availability22chain wt
- 168
ASRock Incorporation3515.TWvia Host compute (server CPUs)22chain wt - 169
Akamai TechnologiesAKAMvia Inference serving21chain wt - 170
WESCO International, Inc.WCCvia Power delivery chain21chain wt - 171
Unisplendour Corporation (UNIS)000938.SZvia Spine-leaf network21chain wt - 172
Kurita Water Industries Ltd.6370.Tvia Water availability21chain wt - 1731729.HKTime Interconnect Technology Holdings1729.HKvia Scale-out fabric21chain wt
- 174V(Vultr (The Constant Company)via GPU21chain wt
- 175
Primoris Services CorporationPRIMvia Grid capacity20chain wt - 176603296.SSHuaqin Technology Co., Ltd.603296.SSvia Host compute (server CPUs)19chain wt
- 177POWLPowell Industries, Inc.POWLvia Power delivery chain19chain wt
- 178TETensorWavevia GPU19chain wt
- 179
TTM Technologies, Inc.TTMIvia Host compute (server CPUs)18chain wt - 180300990.SZSanhe Tongfei Refrigeration300990.SZvia Liquid cooling18chain wt
- 1813023.TWSinbon Electronics Co., Ltd.3023.TWvia Scale-out fabric18chain wt
- 182SMOP.OLSmartoptics Group ASSMOP.OLvia Optical interconnect18chain wt
- 183
Danfoss A/Svia Liquid cooling18chain wt - 184
Compal Electronics, Inc.2324.TWvia Host compute (server CPUs)17chain wt - 185
IONOS Group SEIOSvia Sovereign compute programs17chain wt - 186
OVHcloudOVHvia GPU17chain wt - 1872421.TWSunonwealth Electric Machine Industry (SUNON)2421.TWvia Air cooling17chain wt
- 1883533.TWLotes Co., Ltd.3533.TWvia Host compute (server CPUs)16chain wt
- 189
Anritsu Corporation6754.Tvia Test & burn-in capacity16chain wt - 190BCBechtel Corporationvia Data-center construction16chain wt
- 1912377.TWMicro-Star International (MSI)2377.TWvia Host compute (server CPUs)15chain wt
- 192300383.SZBeijing Sinnet Technology300383.SZvia Data-center construction15chain wt
- 193
Rexel S.A.RXL.PAvia Power delivery chain14chain wt - 194
Viavi Solutions Inc.VIAVvia Test & burn-in capacity14chain wt - 195MYRGMYR Group Inc.MYRGvia Power delivery chain14chain wt
- 196002518.SZShenzhen Kstar Science & Technology002518.SZvia Power delivery chain14chain wt
- 197002334.SZShenzhen INVT Electric002334.SZvia Power delivery chain14chain wt
- 198688183.SSShengyi Electronics688183.SSvia Host compute (server CPUs)13chain wt
- 199
Nutanix, Inc.NTNXvia Host compute (server CPUs)13chain wt - 200001389.SZGuangzhou Guanghe Technology (Delton)001389.SZvia Host compute (server CPUs)13chain wt
- 201000034.SZDigital China Group000034.SZvia Host compute (server CPUs)13chain wt
- 202
ebm-papst Groupvia Air cooling13chain wt - 203SPXCSPX Technologies, Inc.SPXCvia Air cooling11chain wt
- 204
Jacobs Solutions Inc.Jvia Data-center construction10chain wt - 205
AECOMACMvia Data-center construction10chain wt - 206002179.SZAVIC Jonhon Optronic Technology002179.SZvia Host compute (server CPUs)9chain wt
- 207
Fluor CorporationFLRvia Data-center construction8chain wt
Frequently asked
What are the top ai infrastructure stocks?
By modeled exposure to the AI value chain: Accelink Technologies Co., Ltd., Eoptolink Technology Inc., Ltd., Modine Manufacturing Company, POET Technologies Inc., Quanta Services, Nebius Group N.V.. The full ranked list of 207 names is below.
How are ai infrastructure stocks ranked here?
By chain-weight — each company's exposure to the parts of the AI chain, scaled by how central those parts are and the quality of its role (producer, supplier, consumer). It's a structural read, not a price target.
Which infrastructure company has the most AI-chain exposure?
Accelink Technologies Co., Ltd., most strongly through Transceivers, with a chain-weight of 79/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain — not investment advice.
as of 2026-07-17Medium confidence model v0.7.0