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NVIDIA

Designs the GPUs and the CUDA software stack most large AI models are trained on.

Advanced Micro Devices

Builds CPUs and the Instinct line of AI accelerators.

Broadcom

Supplies custom AI accelerators and the networking silicon that links them.

Taiwan Semiconductor Manufacturing

Contract manufacturer that fabricates most leading-edge AI chips.

Intel

Designs and fabricates CPUs and AI accelerators.

Micron Technology

Makes the high-bandwidth memory that sits next to AI accelerators.

Arm Holdings

Licenses the CPU architecture used in most mobile and many data-centre chips.

Qualcomm

Designs mobile chipsets with on-device AI acceleration.

ASML Holding

Builds the extreme-ultraviolet lithography machines used to print leading-edge chips.

Applied Materials

Supplies deposition, etch and inspection equipment used in chip fabrication.

Lam Research

Makes the etch and deposition tools used to manufacture memory and logic.

KLA

Makes the process-control and defect-inspection systems used in chip fabs.

Marvell Technology

Designs custom silicon and networking chips for data-centre systems.

Astera Labs

Designs connectivity chips that link processors, memory and accelerators.

Credo Technology Group

Supplies high-speed cabling and connectivity silicon for data-centre interconnects.

Microsoft

Runs the Azure cloud and ships AI features across its software portfolio.

Alphabet

Operates Google Cloud, designs TPUs, and develops the Gemini models.

Amazon

Runs AWS and designs the Trainium and Inferentia accelerators.

Oracle

Provides cloud infrastructure rented for large-scale model training.

CoreWeave

Rents GPU capacity as a cloud service.

Nebius Group

Operates GPU cloud infrastructure aimed at AI workloads.

Dell Technologies

Builds and integrates the server hardware data centres are filled with.

Super Micro Computer

Assembles high-density GPU server systems.

Hewlett Packard Enterprise

Builds servers, storage and high-performance computing systems.

Celestica

Manufactures data-centre hardware and networking systems for other brands.

Arista Networks

Supplies the high-speed switching that connects accelerator clusters.

Cisco Systems

Supplies networking and data-centre switching hardware.

Cloudflare

Operates a global edge network that also runs inference close to users.

Vertiv Holdings

Makes the power and cooling systems data centres depend on.

Applied Digital

Develops and operates data centres built for high-density compute.

IREN Limited

Operates data centres, including GPU capacity leased to customers.

Constellation Energy

Operates nuclear and other generation and sells power under long-term supply agreements.

Vistra

Operates power generation plants and a retail electricity business.

GE Vernova

Makes turbines, grid equipment and other electricity generation hardware.

Quanta Services

Builds and maintains electric power transmission and distribution infrastructure.

Oklo

Developing compact fission reactors; not yet generating power commercially.

NuScale Power

Developing small modular reactor technology for electricity generation.

Nano Nuclear Energy

Developing microreactor designs; not yet generating power commercially.

Meta Platforms

Develops the Llama model family and runs AI-driven recommendation systems.

Salesforce

Ships AI agent tooling inside its customer-relationship software.

ServiceNow

Embeds AI automation in enterprise workflow software.

Adobe

Develops the Firefly generative models inside its creative tools.

AppLovin

Runs an advertising and app-monetisation platform built on machine learning.

UiPath

Builds robotic process automation and AI agent software for enterprises.

SoundHound AI

Develops voice recognition and conversational AI products.

Atlassian

Ships collaboration and issue-tracking software with AI assistance features.

Intuit

Adds AI assistance to its tax, accounting and small-business software.

Workday

Embeds machine learning in human resources and finance software.

Palantir Technologies

Builds data integration and analysis platforms for government and industry.

Snowflake

Operates a cloud data warehouse used to prepare and serve model data.

MongoDB

Provides a document database with vector search for retrieval workloads.

Datadog

Monitors cloud infrastructure and application performance.

Tempus AI

Builds a clinical and molecular data platform used in diagnostics.

Fair Isaac

Builds credit scoring and automated decisioning software.

Apple

Ships on-device machine learning across its hardware line.

Tesla

Develops driver-assistance systems and humanoid robotics.

Axon Enterprise

Makes law-enforcement hardware and software, including automated report drafting.

Aurora Innovation

Develops self-driving software for freight trucking.

Ouster

Makes lidar sensors used in autonomy and robotics.

AeroVironment

Makes uncrewed aircraft and autonomous systems.

Shopify

Adds AI merchandising and support tools to commerce software.

Netflix

Runs recommendation and encoding models across its catalogue.

The Trade Desk

Runs a demand-side advertising platform with automated bidding.

Roblox

Operates a user-generated gaming platform with AI moderation and creation tools.

Reddit

Operates a discussion platform and licenses its archive for model training.

CrowdStrike Holdings

Runs an endpoint security platform that uses machine learning for threat detection.

Palo Alto Networks

Provides network and cloud security products with machine-learning detection.

Hims & Hers Health

Operates a direct-to-consumer telehealth and pharmacy platform with automated intake.