Companies exposed to AI factory
The AI stocks the model maps to AI factory — part of the infrastructure layer, ranked by how strongly each name is exposed.
72 companies · ranked by exposure
A whole data center designed and run as one big AI machine.
Full explainer: what AI factory is & who makes it →It is the integration point where all stack constraints converge. When AI factory tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to AI factory
- 1
CoreWeave, Inc.CRWVProducer95 - 2CRCrusoeProducer95
- 3
Nebius Group N.V.NBISProducer95 - 4FLFluidstackProducer90
- 5
Oklo Inc.OKLOSupplier88 - 6
Oracle CorporationORCLProducer88 - 7APLDApplied DigitalAPLDSupplier85
- 8
Celestica Inc.CLSProducer85 - 9
Comfort Systems USAFIXSupplier85 - 10
Wistron Corporation3231.TWProducer85 - 11
Hewlett Packard EnterpriseHPEProducer82 - 12
Foxconn Industrial Internet (FII)601138.SSProducer80 - 13IRENIREN LimitedIRENProducer80
- 14
Jabil Inc.JBLProducer80 - 15LALambdaSupplier80
- 16ZSZT SystemsProducer80
- 17MODModine Manufacturing CompanyMODSupplier75
- 18
Wiwynn6669.TWServices75 - 19ADAligned Data CentersSupplier70
- 20AAOIApplied Optoelectronics, Inc.AAOISupplier70
- 210728.HKChina Telecom0728.HKProducer70
- 22
Foxconn (Hon Hai Precision)2317.TWProducer70 - 23
Kioxia Holdings Corporation285A.TSupplier70 - 24MTRS.STMunters Group ABMTRS.STSupplier70
- 25PENGPenguin Solutions, Inc.PENGSupplier70
- 26
Vantage Data CentersSupplier70 - 27
Vistra CorpVSTSupplier70 - 28
SupermicroSMCIProducer68 - 29CIFRCipher MiningCIFRSupplier65
- 30
NRG Energy, Inc.NRGServices65 - 31
NscaleProducer65 - 32
SoftBank Group9984Services65 - 33WULFTeraWulfWULFSupplier65
- 34
VAST DataSupplier65 - 35
QTS RealtySupplier60 - 36
STACK InfrastructureSupplier60 - 37CDCompass DatacentersSupplier55
- 38
CyrusOneSupplier55 - 39
DataDirect Networks (DDN)Supplier55 - 40
GIGABYTE Technology2376.TWServices55 - 41
Inventec2356.TWServices55 - 42NGNTT Global Data CentersSupplier55
- 43
Quanta Computer2382.TWSupplier55 - 44
Seagate TechnologySTXSupplier55 - 45
SwitchSupplier55 - 46WEWEKASupplier55
- 47
Western DigitalWDCSupplier55 - 48
Dell TechnologiesDELLProducer52 - 495274.TWASPEED Technology5274.TWSupplier50
- 50
Eli Lilly and CompanyLLYIntegrator50 - 51
Flex Ltd.FLEXSupplier50 - 52
Hyundai Motor Company005380.KSIntegrator50 - 53
Lenovo Group Limited0992.HKProducer50 - 54YGYondr GroupSupplier50
- 55
Atos SE (Eviden)ATO.PASupplier45 - 56
Hut 8HUTSupplier45 - 57
Pegatron4938.TWProducer45 - 58
Unimicron Technology Corp.3037.TWSupplier45 - 59
ASUSTeK Computer2357.TWServices40 - 60
Winbond Electronics Corporation2344.TWSupplier40 - 61
Linde plcLINServices35 - 622408.TWNanya Technology Corporation2408.TWSupplier35
- 63
SanDiskSNDKSupplier35 - 642059.TWKing Slide Works Co., Ltd.2059.TWSupplier30
- 65NVONovo Nordisk A/SNVOIntegrator30
- 66300442.SZRange Intelligent Computing Technology Group300442.SZProducer30
- 67Y(YMTC (Yangtze Memory Technologies)Supplier30
- 68
ZTE Corporation000063.SZProducer30 - 69BTBitmain TechnologiesServices25
- 70M(MicroBT (Shenzhen MicroBT Electronics)Services25
- 71
MP Materials Corp.MPSupplier20 - 72
Centrus Energy CorpLEUSupplier15
Frequently asked
What are the top AI factory stocks?
By modeled exposure to AI factory: CoreWeave, Inc., Crusoe, Nebius Group N.V., Fluidstack, Oklo Inc., Oracle Corporation. The full ranked list of 72 names is below.
Which companies make AI factory?
The names the model tags as producers or suppliers of AI factory: CoreWeave, Inc., Crusoe, Nebius Group N.V., Fluidstack, Oklo Inc., Oracle Corporation.
What is AI factory?
A whole data center designed and run as one big AI machine.
What happens if AI factory runs short?
Imbalance — any single constrained layer — derates the whole factory.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.