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 cooling72chain wt
- 2PWRQuanta ServicesPWRvia Grid capacity71chain wt
- 3
Nebius Group N.V.NBISvia AI factory71chain wt - 4
CoreWeave, Inc.CRWVvia GPU71chain wt - 5002281.SZAccelink Technologies Co., Ltd.002281.SZvia Transceivers71chain wt
- 6POETPOET Technologies Inc.POETvia Optical interconnect71chain wt
- 7CRCrusoevia AI factory70chain wt
- 8
Nokia CorporationNOKvia Optical interconnect69chain wt - 9
Oracle CorporationORCLvia AI factory67chain wt - 10300502.SZEoptolink Technology Inc., Ltd.300502.SZvia 800G optics67chain wt
- 11CSCoolIT Systemsvia Liquid cooling67chain wt
- 12MTRS.STMunters Group ABMTRS.STvia Air cooling65chain wt
- 13
Celestica Inc.CLSvia AI factory64chain wt - 14
Hewlett Packard EnterpriseHPEvia AI factory63chain wt - 15
Wistron Corporation3231.TWvia AI factory63chain wt - 16
Jabil Inc.JBLvia AI factory61chain wt - 17TATogether AIvia Inference serving61chain wt
- 18FLFluidstackvia AI factory61chain wt
- 19IRENIREN LimitedIRENvia GPU60chain wt
- 20
Arista NetworksANETvia Scale-out fabric59chain wt - 21BOBoydvia Liquid cooling59chain wt
- 22
Foxconn Industrial Internet (FII)601138.SSvia High-density racks58chain wt - 23
EquinixEQIXvia Data-center construction57chain wt - 24
Digital RealtyDLRvia Data-center construction57chain wt - 25
MarvellMRVLvia ASIC56chain wt - 26
Delta Electronics2308.TWvia Power delivery chain56chain wt - 27
Comfort Systems USAFIXvia AI factory56chain wt - 28
Wiwynn6669.TWvia High-density racks56chain wt - 29AAOIApplied Optoelectronics, Inc.AAOIvia Optical interconnect55chain wt
- 30LALambdavia AI factory55chain wt
- 31ZSZT Systemsvia AI factory54chain wt
- 32
BroadcomAVGOvia Switch ASIC53chain wt - 33
CiscoCSCOvia Switch ASIC53chain wt - 34
CienaCIENvia Optical interconnect53chain wt - 35002837.SZShenzhen Envicool Technology002837.SZvia Liquid cooling53chain wt
- 360728.HKChina Telecom0728.HKvia Sovereign compute programs52chain wt
- 37
Astera LabsALABvia GPU51chain wt - 38300476.SZVictory Giant Technology Co., Ltd.300476.SZvia Host compute (server CPUs)50chain wt
- 39APLDApplied DigitalAPLDvia AI factory50chain wt
- 40SPSource Photonicsvia Transceivers50chain wt
- 41
Accton Technology2345.TWvia Spine-leaf network49chain wt - 42
NEXTDC LimitedNXT.AXvia Data-center construction48chain wt - 43
GDS Holdings LimitedGDSvia Data-center construction48chain wt - 44AOAirTrunk Operating Pty Ltdvia Data-center construction48chain wt
- 45DDDayOne Data Centersvia Data-center construction48chain wt
- 46300394.SZSuzhou TFC Optical Communication300394.SZvia Photonic components47chain wt
- 47
Huagong Technology Co., Ltd.000988.SZvia Transceivers47chain wt - 48
SupermicroSMCIvia AI factory47chain wt - 493017.TWAsia Vital Components Co., Ltd.3017.TWvia Liquid cooling46chain 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 GPU43chain wt
- 57WULFTeraWulfWULFvia Grid capacity43chain wt
- 58CIFRCipher MiningCIFRvia Grid capacity43chain wt
- 59
Core Scientific, Inc.CORZvia Data-center construction43chain wt - 603324.TWAuras Technology Co., Ltd.3324.TWvia Liquid cooling43chain wt
- 61VNETVNET Group, Inc.VNETvia Data-center construction43chain wt
- 62
Vantage Data Centersvia AI factory43chain wt - 63
Basetenvia Inference serving43chain wt - 64FAFireworks AIvia Inference serving43chain wt
- 65
LegrandLR.PAvia Power delivery chain42chain wt - 66
Lite-On Technology2301.TWvia Power delivery chain42chain wt - 67
Inventec2356.TWvia High-density racks42chain wt - 68
GIGABYTE Technology2376.TWvia High-density racks42chain wt - 69
Lumen TechnologiesLUMNvia Optical interconnect42chain wt - 70CDCompass Datacentersvia Data-center construction42chain wt
- 71ADAligned Data Centersvia AI factory41chain wt
- 72
EMCOR Group, Inc.EMEvia Data-center construction40chain wt - 73
Nscalevia AI factory40chain wt - 74GSGlobal Switch Holdingsvia Data-center construction40chain wt
- 75DHDataBank Holdingsvia Data-center construction40chain wt
- 76LILiquidStackvia Liquid cooling40chain wt
- 77
Amphenol CorporationAPHvia High-density racks39chain wt - 78
QTS Realtyvia AI factory39chain wt - 79YGYondr Groupvia Data-center construction39chain wt
- 80
Carrier Global CorporationCARRvia Liquid cooling38chain wt - 815803.TFujikura Ltd.5803.Tvia Optical interconnect38chain wt
- 82
CredoCRDOvia SerDes38chain wt - 83
Daikin Industries, Ltd.6367.Tvia Liquid cooling38chain wt - 84
MasTec, Inc.MTZvia Grid capacity38chain wt - 85600522.SHJiangsu Zhongtian Technology (ZTT)600522.SHvia Subsea bandwidth38chain wt
- 86
SanminaSANMvia High-density racks38chain wt - 87
Goodman GroupGMG.AXvia AI buildout risk37chain wt - 882368.TWGold Circuit Electronics Ltd.2368.TWvia Host compute (server CPUs)37chain wt
- 89PENGPenguin Solutions, Inc.PENGvia AI factory37chain wt
- 90FCFlexential Corp.via Data-center construction37chain wt
- 91HBHisense Broadband Multimedia Technologiesvia Transceivers37chain wt
- 92
HOCHTIEF AGHOT.DEvia AI buildout risk36chain wt - 93
Hut 8HUTvia Grid capacity36chain wt - 94
STACK Infrastructurevia AI factory36chain wt - 95MLModal Labsvia Inference serving36chain wt
- 96FAfal.aivia Inference serving36chain 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
Sakura Internet3778via Sovereign compute programs34chain wt - 105NGNTT Global Data Centersvia AI factory34chain wt
- 106
Switchvia AI factory34chain wt - 107
VAST Datavia AI factory34chain wt - 108
TE Connectivity plcTELvia Scale-up fabric33chain wt - 109002463.SZWUS Printed Circuit (Kunshan)002463.SZvia Spine-leaf network33chain wt
- 110
IEIT Systems Co., Ltd. (Inspur)000977.SZvia Host compute (server CPUs)33chain wt - 111
RunPodvia Inference serving33chain wt - 112
Cloudflare, Inc.NETvia GPU32chain wt - 113
Chenbro Micom Co., Ltd.8210.TWvia High-density racks32chain wt - 114
Keppel DC REITAJBU.SIvia Data-center construction32chain wt - 115
Yangtze Optical Fibre and Cable (YOFC)601869.SHvia Structured cabling plant31chain 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
- 120300442.SZRange Intelligent Computing Technology Group300442.SZvia AI buildout risk29chain wt
- 121
Dawning Information Industry Co., Ltd. (Sugon)603019.SSvia Host compute (server CPUs)29chain wt - 122GLXYGalaxy Digital Inc.GLXYvia Data-center construction29chain wt
- 123NETWEB.NSNetweb Technologies India Ltd.NETWEB.NSvia Host compute (server CPUs)29chain wt
- 124E2EE2E NetworksE2Evia Sovereign compute programs29chain wt
- 125
CyrusOnevia AI factory29chain wt - 126
Vast.aivia GPU29chain wt - 127WEWEKAvia AI factory29chain wt
- 128
DataDirect Networks (DDN)via AI factory29chain wt - 129SLSubCom, LLCvia Subsea bandwidth29chain 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
ASUSTeK Computer2357.TWvia High-density racks28chain wt - 134
Iron Mountain IncorporatedIRMvia AI buildout risk27chain wt - 135DCDPR Constructionvia Data-center construction27chain wt
- 136RERosendin Electricvia Data-center construction27chain wt
- 137
DigitalOcean HoldingsDOCNvia Inference serving26chain wt - 138300620.SZAdvanced Fiber Resources (Zhuhai)300620.SZvia Photonic components26chain wt
- 139300570.SZT&S Communications Co., Ltd.300570.SZvia Optical interconnect26chain wt
- 140DBRGDigitalBridge Group, Inc.DBRGvia Data-center construction26chain wt
- 1410877.HKO-Net Technologies (Group) Limited0877.HKvia Photonic components26chain wt
- 142
Scalewayvia Sovereign compute programs26chain wt - 143
American Tower CorporationAMTvia AI buildout risk25chain 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
- 1466282.TWAcBel Polytech Inc.6282.TWvia Power delivery chain25chain wt
- 147
Furukawa Electric Co., Ltd.5801.Tvia Indium phosphide24chain wt - 148301165.SZRuijie Networks Co., Ltd.301165.SZvia Spine-leaf network24chain wt
- 149600498.SHFiberHome Telecommunication Technologies600498.SHvia Optical interconnect24chain 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 - 1586412.TWChicony Power Technology Co., Ltd.6412.TWvia Power delivery chain23chain wt
- 159CGChindata Groupvia Data-center construction23chain wt
- 160WWWorld Wide Technologyvia High-density racks23chain wt
- 161
Alfa Laval ABALFA.STvia Liquid cooling22chain wt - 162300679.SZShenzhen Electric Connector Technology (ECT)300679.SZvia Scale-up fabric22chain wt
- 163KCKingsoft Cloud HoldingsKCvia GPU22chain wt
- 164
Volex plcVLX.Lvia Scale-out fabric22chain wt - 165NB2Northern Data AGNB2via GPU22chain wt
- 166
WESCO International, Inc.WCCvia Power delivery chain21chain wt - 167603083.SSCIG Shanghai (Cambridge Industries Group)603083.SSvia 800G optics21chain 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 - 1731729.HKTime Interconnect Technology Holdings1729.HKvia Scale-out fabric20chain wt
- 174V(Vultr (The Constant Company)via GPU20chain wt
- 175
Primoris Services CorporationPRIMvia Grid capacity19chain wt - 176603296.SSHuaqin Technology Co., Ltd.603296.SSvia Host compute (server CPUs)18chain wt
- 177POWLPowell Industries, Inc.POWLvia Power delivery chain18chain wt
- 178TETensorWavevia GPU18chain wt
- 179
TTM Technologies, Inc.TTMIvia Host compute (server CPUs)17chain wt - 180300990.SZSanhe Tongfei Refrigeration300990.SZvia Liquid cooling17chain wt
- 1813023.TWSinbon Electronics Co., Ltd.3023.TWvia Scale-out fabric17chain wt
- 182SMOP.OLSmartoptics Group ASSMOP.OLvia Optical interconnect17chain wt
- 183
Danfoss A/Svia Liquid cooling17chain 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
- 189
Anritsu Corporation6754.Tvia Test & burn-in capacity15chain wt - 190BCBechtel Corporationvia Data-center construction15chain wt
- 191
Rexel S.A.RXL.PAvia Power delivery chain14chain wt - 192MYRGMYR Group Inc.MYRGvia Power delivery chain14chain wt
- 193002518.SZShenzhen Kstar Science & Technology002518.SZvia Power delivery chain14chain wt
- 1942377.TWMicro-Star International (MSI)2377.TWvia Host compute (server CPUs)14chain wt
- 195300383.SZBeijing Sinnet Technology300383.SZvia Data-center construction14chain 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 72/100.
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