AI Infrastructure Stocks
Public companies providing foundational AI compute, chips, semiconductors, data centers, and cloud infrastructure. These companies benefit when AI workloads require more computing power.
Signal Context for This Category
Infrastructure stocks tend to benefit from accelerating AI demand and value concentration at the downstack level. They may face pressure when capital flows diversify away from compute-heavy bets.
Current Environment
Key Value Drivers
GPU and AI chip demand from model training
Cloud infrastructure expansion
Data center buildout for AI workloads
Network equipment for AI clusters
Infrastructure Stocks
35 companies • 35 high alignment • 0 neutral • 0 misaligned
| Ticker | Company | Alignment | Demand | Narrative Risk | Why Included |
|---|---|---|---|---|---|
| ADI | Analog Devices Analog and mixed-signal semiconductors | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| AMAT | Applied Materials Semiconductor manufacturing equipment | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| AMD | Advanced Micro Devices CPU and GPU chips for AI workloads | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| AME | AMETEK Inc. Electronic instruments and electromechanical | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| ANET | Arista Networks Cloud networking for AI data centers | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| ARM | Arm Holdings CPU architecture licensing for AI devices | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| ASML | ASML Holding EUV lithography equipment for advanced chips | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| AVGO | Broadcom Inc. Networking chips and custom AI accelerators | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| CIEN | Ciena Corporation Network equipment and software | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| CSCO | Cisco Systems Networking infrastructure | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| DELL | Dell Technologies Enterprise AI servers and infrastructure | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| DLR | Digital Realty Data center infrastructure | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| EQIX | Equinix Data center REIT for AI workloads | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| GFS | GlobalFoundries Semiconductor foundry services | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| HPE | Hewlett Packard Enterprise Enterprise AI infrastructure | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| INTC | Intel Corporation CPUs and AI accelerator chips | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| JNPR | Juniper Networks AI-driven networking | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| KLAC | KLA Corporation Semiconductor process control equipment | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| LRCX | Lam Research Wafer fabrication equipment | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| MPWR | Monolithic Power Systems Power management for AI systems | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| MRVL | Marvell Technology Data infrastructure semiconductors | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| MU | Micron Technology Memory and storage for AI systems | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| NTAP | NetApp Cloud data services | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| NVDA | NVIDIA Corporation Leading AI GPU and accelerator chip maker | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| NXPI | NXP Semiconductors Automotive and edge AI chips | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| ON | ON Semiconductor Power management and sensing chips | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| PSTG | Pure Storage All-flash storage for AI | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| QCOM | Qualcomm Inc. Mobile AI chips and edge computing | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| SMCI | Super Micro Computer AI server and storage systems | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| STX | Seagate Technology Mass storage solutions | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| SWKS | Skyworks Solutions Analog semiconductors for connectivity | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| TSM | Taiwan Semiconductor Leading chip foundry for AI processors | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| TXN | Texas Instruments Analog chips and embedded processors | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| VRT | Vertiv Holdings Data center power and cooling | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
| WDC | Western Digital Data storage for AI systems | High | ↑ | Low | Strongly aligned with current AI market environment; positioned for downstack value concentration; low narrative risk. |
How We Classify Companies
Companies are classified based on their primary AI value chain position. We consider:
- Core business model and revenue drivers
- Product portfolio and AI exposure
- Position in the AI stack (infrastructure vs application)
- Correlation with upstream AI market signals
Classification is updated as companies evolve their AI strategy. A company may be reclassified if their primary AI exposure shifts significantly.
Other Categories
For informational purposes only. Not investment advice. Signal Alignment describes market environment fit, not expected performance.