Companies exposed to GPU

The AI stocks the model maps to GPU — part of the chips layer, ranked by how strongly each name is exposed.

108 companies · ranked by exposure

What is GPU?

The main chip that does the heavy math for training and running AI models.

Full explainer: what GPU is & who makes it →

GPUs are the unit of AI compute, but their scarcity reveals deeper bottlenecks below them. When GPU 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 GPU

Frequently asked

What are the top GPU stocks?

By modeled exposure to GPU: CoreWeave, Inc., NVIDIA, Nebius Group N.V., Biren Technology, MetaX Integrated Circuits, Microsoft. The full ranked list of 108 names is below.

Which companies make GPU?

The names the model tags as producers or suppliers of GPU: NVIDIA, Biren Technology, MetaX Integrated Circuits, Monolithic Power Systems, Advantest Corporation, Huawei.

What is GPU?

The main chip that does the heavy math for training and running AI models.

What happens if GPU runs short?

Allocation shortfalls stall training and inference capacity across the industry.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0

All companies What is GPU? →