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
- 1MODModine Manufacturing CompanyMODvia Liquid cooling73chain wt
- 2PWRQuanta ServicesPWRvia Grid capacity72chain wt
- 3
Nebius Group N.V.NBISvia AI factory72chain wt - 4
CoreWeave, Inc.CRWVvia GPU72chain wt - 5002281.SZAccelink Technologies Co., Ltd.002281.SZvia Transceivers72chain wt
- 6POETPOET Technologies Inc.POETvia Optical interconnect72chain wt
- 7CRCrusoevia AI factory72chain wt
- 8
Nokia CorporationNOKvia Optical interconnect70chain wt - 9
Oracle CorporationORCLvia AI factory68chain wt - 10300502.SZEoptolink Technology Inc., Ltd.300502.SZvia 800G optics68chain wt
- 11CSCoolIT Systemsvia Liquid cooling67chain wt
- 12MTRS.STMunters Group ABMTRS.STvia Air cooling66chain wt
- 13
Celestica Inc.CLSvia AI factory65chain wt - 14
Wistron Corporation3231.TWvia AI factory64chain wt - 15
Hewlett Packard EnterpriseHPEvia AI factory63chain wt - 16
Jabil Inc.JBLvia AI factory62chain wt - 17FLFluidstackvia AI factory62chain wt
- 18IRENIREN LimitedIRENvia GPU61chain wt
- 19TATogether AIvia Inference serving61chain wt
- 20
Arista NetworksANETvia Scale-out fabric60chain wt - 21BOBoydvia Liquid cooling60chain wt
- 22
Foxconn Industrial Internet (FII)601138.SSvia High-density racks59chain wt - 23
EquinixEQIXvia Data-center construction58chain wt - 24
Digital RealtyDLRvia Data-center construction58chain wt - 25
MarvellMRVLvia ASIC57chain wt - 26
Comfort Systems USAFIXvia AI factory57chain wt - 27
Delta Electronics2308.TWvia Power delivery chain56chain wt - 28
Wiwynn6669.TWvia High-density racks56chain wt - 29LALambdavia AI factory56chain wt
- 30AAOIApplied Optoelectronics, Inc.AAOIvia Optical interconnect55chain wt
- 31ZSZT Systemsvia AI factory55chain wt
- 32
BroadcomAVGOvia Switch ASIC54chain wt - 33
CiscoCSCOvia Switch ASIC54chain wt - 34002837.SZShenzhen Envicool Technology002837.SZvia Liquid cooling54chain wt
- 350728.HKChina Telecom0728.HKvia Sovereign compute programs53chain wt
- 36
CienaCIENvia Optical interconnect53chain wt - 37
Astera LabsALABvia GPU51chain wt - 38APLDApplied DigitalAPLDvia AI factory51chain wt
- 39SPSource Photonicsvia Transceivers51chain wt
- 40
Accton Technology2345.TWvia Spine-leaf network50chain wt - 41300476.SZVictory Giant Technology Co., Ltd.300476.SZvia Host compute (server CPUs)50chain wt
- 42
NEXTDC LimitedNXT.AXvia Data-center construction49chain wt - 43
GDS Holdings LimitedGDSvia Data-center construction49chain wt - 44AOAirTrunk Operating Pty Ltdvia Data-center construction49chain wt
- 45DDDayOne Data Centersvia Data-center construction49chain wt
- 46
Huagong Technology Co., Ltd.000988.SZvia Transceivers48chain wt - 47
SupermicroSMCIvia AI factory48chain wt - 48300394.SZSuzhou TFC Optical Communication300394.SZvia Photonic components47chain wt
- 493017.TWAsia Vital Components Co., Ltd.3017.TWvia Liquid cooling47chain wt
- 50EDEdgeConneXvia Data-center construction46chain wt
- 51
Dell TechnologiesDELLvia Host compute (server CPUs)45chain wt - 52688195.SSOptowide Technologies688195.SSvia Photonic components45chain wt
- 53
Seagate TechnologySTXvia NAND & AI storage44chain wt - 54
Western DigitalWDCvia NAND & AI storage44chain wt - 55
Quanta Computer2382.TWvia High-density racks44chain wt - 563653.TWJentech Precision Industrial Co., Ltd.3653.TWvia GPU44chain wt
- 57
Core Scientific, Inc.CORZvia Data-center construction44chain wt - 583324.TWAuras Technology Co., Ltd.3324.TWvia Liquid cooling44chain wt
- 59VNETVNET Group, Inc.VNETvia Data-center construction44chain wt
- 60
Basetenvia Inference serving44chain wt - 61FAFireworks AIvia Inference serving44chain wt
- 62WULFTeraWulfWULFvia Grid capacity43chain wt
- 63CIFRCipher MiningCIFRvia Grid capacity43chain wt
- 64
Vantage Data Centersvia AI factory43chain wt - 65CDCompass Datacentersvia Data-center construction43chain wt
- 66
LegrandLR.PAvia Power delivery chain42chain wt - 67
Lite-On Technology2301.TWvia Power delivery chain42chain wt - 68
Inventec2356.TWvia High-density racks42chain wt - 69
GIGABYTE Technology2376.TWvia High-density racks42chain wt - 70
Lumen TechnologiesLUMNvia Optical interconnect42chain wt - 71ADAligned Data Centersvia AI factory42chain wt
- 72
Nscalevia AI factory41chain wt - 73GSGlobal Switch Holdingsvia Data-center construction41chain wt
- 74DHDataBank Holdingsvia Data-center construction41chain wt
- 75LILiquidStackvia Liquid cooling41chain wt
- 76
EMCOR Group, Inc.EMEvia Data-center construction40chain wt - 77
QTS Realtyvia AI factory40chain wt - 78
Amphenol CorporationAPHvia High-density racks39chain wt - 795803.TFujikura Ltd.5803.Tvia Optical interconnect39chain wt
- 80600522.SHJiangsu Zhongtian Technology (ZTT)600522.SHvia Subsea bandwidth39chain wt
- 81YGYondr Groupvia Data-center construction39chain wt
- 82
Carrier Global CorporationCARRvia Liquid cooling38chain wt - 83
CredoCRDOvia SerDes38chain wt - 84
Goodman GroupGMG.AXvia AI buildout risk38chain wt - 85
Daikin Industries, Ltd.6367.Tvia Liquid cooling38chain wt - 86
MasTec, Inc.MTZvia Grid capacity38chain wt - 87
SanminaSANMvia High-density racks38chain wt - 88FCFlexential Corp.via Data-center construction38chain wt
- 89
HOCHTIEF AGHOT.DEvia AI buildout risk37chain wt - 902368.TWGold Circuit Electronics Ltd.2368.TWvia Host compute (server CPUs)37chain wt
- 91
Hut 8HUTvia Grid capacity37chain wt - 92PENGPenguin Solutions, Inc.PENGvia AI factory37chain wt
- 93MLModal Labsvia Inference serving37chain wt
- 94FAfal.aivia Inference serving37chain wt
- 95HBHisense Broadband Multimedia Technologiesvia Transceivers37chain wt
- 96
STACK Infrastructurevia AI factory36chain wt - 97
G42via Sovereign compute programs36chain wt - 98600487.SHHengtong Optic-Electric Co., Ltd.600487.SHvia Optical interconnect35chain wt
- 992059.TWKing Slide Works Co., Ltd.2059.TWvia High-density racks35chain wt
- 100
Sterling Infrastructure, Inc.STRLvia Data-center construction35chain wt - 101
Guangdong Shenling Environmental Systems Co., Ltd.301018.SZvia Liquid cooling35chain wt - 1028996.TWKaori Heat Treatment Co., Ltd.8996.TWvia Liquid cooling35chain wt
- 103
CommScope Holding CompanyCOMMvia Structured cabling plant35chain wt - 104
VAST Datavia AI factory35chain wt - 105002463.SZWUS Printed Circuit (Kunshan)002463.SZvia Spine-leaf network34chain wt
- 106
Sakura Internet3778via Sovereign compute programs34chain wt - 107NGNTT Global Data Centersvia AI factory34chain wt
- 108
Switchvia AI factory34chain wt - 109
RunPodvia Inference serving34chain wt - 110
Cloudflare, Inc.NETvia GPU33chain wt - 111
TE Connectivity plcTELvia Scale-up fabric33chain wt - 112
IEIT Systems Co., Ltd. (Inspur)000977.SZvia Host compute (server CPUs)33chain wt - 113
Yangtze Optical Fibre and Cable (YOFC)601869.SHvia Structured cabling plant32chain wt - 114
Chenbro Micom Co., Ltd.8210.TWvia High-density racks32chain wt - 115
Keppel DC REITAJBU.SIvia Data-center construction32chain wt - 116300548.SZBroadex Technologies Co., Ltd.300548.SZvia Photonic components31chain wt
- 117
HUMAINvia Sovereign compute programs31chain wt - 1183665.TWBizLink Holding Inc.3665.TWvia Scale-up fabric30chain wt
- 119HPS-A.TOHammond Power Solutions Inc.HPS-A.TOvia Transformer availability30chain wt
- 120
Vast.aivia GPU30chain wt - 121SLSubCom, LLCvia Subsea bandwidth30chain wt
- 122300442.SZRange Intelligent Computing Technology Group300442.SZvia AI buildout risk29chain wt
- 123
Dawning Information Industry Co., Ltd. (Sugon)603019.SSvia Host compute (server CPUs)29chain wt - 124GLXYGalaxy Digital Inc.GLXYvia Data-center construction29chain wt
- 125NETWEB.NSNetweb Technologies India Ltd.NETWEB.NSvia Host compute (server CPUs)29chain wt
- 126E2EE2E NetworksE2Evia Sovereign compute programs29chain wt
- 127
CyrusOnevia AI factory29chain wt - 128WEWEKAvia AI factory29chain wt
- 129
DataDirect Networks (DDN)via AI factory29chain wt - 130XDxFusion Digital Technologiesvia Host compute (server CPUs)29chain wt
- 131
Trane Technologies plcTTvia Air cooling28chain wt - 132
Johnson Controls International plcJCIvia Air cooling28chain wt - 133
Iron Mountain IncorporatedIRMvia AI buildout risk28chain wt - 134
ASUSTeK Computer2357.TWvia High-density racks28chain wt - 135
DigitalOcean HoldingsDOCNvia Inference serving27chain wt - 136300570.SZT&S Communications Co., Ltd.300570.SZvia Optical interconnect27chain wt
- 137DCDPR Constructionvia Data-center construction27chain wt
- 138RERosendin Electricvia Data-center construction27chain wt
- 139
American Tower CorporationAMTvia AI buildout risk26chain wt - 140300620.SZAdvanced Fiber Resources (Zhuhai)300620.SZvia Photonic components26chain wt
- 141DBRGDigitalBridge Group, Inc.DBRGvia Data-center construction26chain wt
- 1420877.HKO-Net Technologies (Group) Limited0877.HKvia Photonic components26chain wt
- 143
Scalewayvia Sovereign compute programs26chain wt - 144
Zhejiang Sanhua Intelligent Controls Co., Ltd.002050.SZvia Liquid cooling25chain wt - 145002851.SZShenzhen Megmeet Electrical Co., Ltd.002851.SZvia Power delivery chain25chain wt
- 146600498.SHFiberHome Telecommunication Technologies600498.SHvia Optical interconnect25chain wt
- 1476282.TWAcBel Polytech Inc.6282.TWvia Power delivery chain25chain wt
- 148
Furukawa Electric Co., Ltd.5801.Tvia Indium phosphide24chain wt - 149301165.SZRuijie Networks Co., Ltd.301165.SZvia Spine-leaf network24chain wt
- 1506088.HKFIT Hon Teng Limited6088.HKvia Scale-up fabric24chain wt
- 151VPVoltage Parkvia GPU24chain wt
- 152
Molex LLCvia Scale-up fabric24chain wt - 153SISamtec, Inc.via Scale-up fabric24chain wt
- 154
IES Holdings, Inc.IESCvia Power delivery chain23chain wt - 155RIOTRiot Platforms, Inc.RIOTvia Data-center construction23chain wt
- 156002335.SZKehua Data Co., Ltd.002335.SZvia Power delivery chain23chain wt
- 157
MiTAC Holdings Corporation3706.TWvia Host compute (server CPUs)23chain wt - 158
Volex plcVLX.Lvia Scale-out fabric23chain wt - 1596412.TWChicony Power Technology Co., Ltd.6412.TWvia Power delivery chain23chain wt
- 160CGChindata Groupvia Data-center construction23chain wt
- 161WWWorld Wide Technologyvia High-density racks23chain wt
- 162
Alfa Laval ABALFA.STvia Liquid cooling22chain wt - 163603083.SSCIG Shanghai (Cambridge Industries Group)603083.SSvia 800G optics22chain wt
- 164300679.SZShenzhen Electric Connector Technology (ECT)300679.SZvia Scale-up fabric22chain wt
- 165KCKingsoft Cloud HoldingsKCvia GPU22chain wt
- 166NB2Northern Data AGNB2via GPU22chain wt
- 167
WESCO International, Inc.WCCvia Power delivery chain21chain wt - 1686368.TOrgano Corporation6368.Tvia Water availability21chain wt
- 169
ASRock Incorporation3515.TWvia Host compute (server CPUs)21chain wt - 170
Akamai TechnologiesAKAMvia Inference serving20chain wt - 171
Unisplendour Corporation (UNIS)000938.SZvia Spine-leaf network20chain wt - 172
Kurita Water Industries Ltd.6370.Tvia Water availability20chain wt - 173
Primoris Services CorporationPRIMvia Grid capacity20chain wt - 1741729.HKTime Interconnect Technology Holdings1729.HKvia Scale-out fabric20chain wt
- 175V(Vultr (The Constant Company)via GPU20chain wt
- 176603296.SSHuaqin Technology Co., Ltd.603296.SSvia Host compute (server CPUs)18chain wt
- 177POWLPowell Industries, Inc.POWLvia Power delivery chain18chain wt
- 178SMOP.OLSmartoptics Group ASSMOP.OLvia Optical interconnect18chain wt
- 179TETensorWavevia GPU18chain wt
- 180
Danfoss A/Svia Liquid cooling18chain wt - 181
TTM Technologies, Inc.TTMIvia Host compute (server CPUs)17chain wt - 182300990.SZSanhe Tongfei Refrigeration300990.SZvia Liquid cooling17chain wt
- 1833023.TWSinbon Electronics Co., Ltd.3023.TWvia Scale-out fabric17chain wt
- 1843533.TWLotes Co., Ltd.3533.TWvia Host compute (server CPUs)16chain wt
- 185
Compal Electronics, Inc.2324.TWvia Host compute (server CPUs)16chain wt - 186
IONOS Group SEIOSvia Sovereign compute programs16chain wt - 187
OVHcloudOVHvia GPU16chain wt - 1882421.TWSunonwealth Electric Machine Industry (SUNON)2421.TWvia Air cooling16chain wt
- 189300383.SZBeijing Sinnet Technology300383.SZvia Data-center construction15chain wt
- 190
Anritsu Corporation6754.Tvia Test & burn-in capacity15chain wt - 191BCBechtel Corporationvia Data-center construction15chain wt
- 192
Rexel S.A.RXL.PAvia Power delivery chain14chain wt - 193MYRGMYR Group Inc.MYRGvia Power delivery chain14chain wt
- 194002518.SZShenzhen Kstar Science & Technology002518.SZvia Power delivery chain14chain wt
- 1952377.TWMicro-Star International (MSI)2377.TWvia Host compute (server CPUs)14chain wt
- 196002334.SZShenzhen INVT Electric002334.SZvia Power delivery chain14chain wt
- 197
Viavi Solutions Inc.VIAVvia Test & burn-in capacity13chain wt - 198688183.SSShengyi Electronics688183.SSvia Host compute (server CPUs)12chain wt
- 199
Nutanix, Inc.NTNXvia Host compute (server CPUs)12chain wt - 200001389.SZGuangzhou Guanghe Technology (Delton)001389.SZvia Host compute (server CPUs)12chain wt
- 201000034.SZDigital China Group000034.SZvia Host compute (server CPUs)12chain wt
- 202
ebm-papst Groupvia Air cooling12chain wt - 203
Jacobs Solutions Inc.Jvia Data-center construction10chain wt - 204SPXCSPX Technologies, Inc.SPXCvia Air cooling10chain wt
- 205
AECOMACMvia Data-center construction10chain wt - 206002179.SZAVIC Jonhon Optronic Technology002179.SZvia Host compute (server CPUs)9chain wt
- 207
Fluor CorporationFLRvia Data-center construction7chain wt
Frequently asked
What are the top ai infrastructure stocks?
By modeled exposure to the AI value chain: Modine Manufacturing Company, Quanta Services, Nebius Group N.V., CoreWeave, Inc., Accelink Technologies Co., Ltd., POET Technologies Inc.. 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?
Modine Manufacturing Company, most strongly through Liquid cooling, with a chain-weight of 73/100.
Chain-weight is an illustrative, order-of-magnitude read from our model of the AI value chain - not investment advice.
as of 2026-08-23Medium confidence model v2.8