Curated stock screen

AI infrastructure stocks: company screen

Companies classified as supplying infrastructure used in artificial intelligence workloads, rather than every business that mentions AI.

What this screen selects

Companies classified as supplying infrastructure used in artificial intelligence workloads, rather than every business that mentions AI.

The screen uses NexusTrade's revenue and product classifications. Companies may belong to multiple industries. This screen does not assert profitability, undervaluation or future returns.

Industry classificationaiInfrastructure
Listing statusActive
Displayed sampleUp to 100 companies, alphabetical by ticker

Matching public companies

ALABAstera Labs, Inc. Common StockXNASSemiconductors
AMDAdvanced Micro DevicesXNASSemiconductors
AMSTAmesite Inc.XNASSoftware - Application
AMZNAmazon.Com IncXNASInternet Retail
ANETArista NetworksXNYSComputer Hardware
BTBTBit Digital, Inc. Ordinary SharesXNASCapital Markets
CDChaince Digital Holdings Inc. Ordinary SharesXNASCapital Markets
CRWVCoreWeave, Inc. Class A Common StockXNASSoftware - Infrastructure
CURRCurrenc Group Inc. Ordinary SharesXNASSoftware - Application
DOCNDigitalOcean Holdings, Inc.XNYSSoftware - Infrastructure
GLXYGalaxy Digital Inc. Class A Common StockXNASCapital Markets
GOOGAlphabet Inc. Class C Capital StockXNASInternet Content & Information
GOOGLAlphabet Inc. Class A Common StockXNASInternet Content & Information
LITELumentum Holdings Inc. Common StockXNASCommunication Equipment
MSFTMicrosoft CorpXNASSoftware - Infrastructure
NBISNebius Group N.V. Class A Ordinary SharesXNASInternet Content & Information
NETCloudflare, Inc. Class A common stock, par value $0.001 per shareXNYSSoftware - Infrastructure
NVDANvidia CorpXNASSemiconductors
PENGPenguin Solutions, Inc. Ordinary SharesXNASInformation Technology Services
SLNHSoluna Holdings, Inc. Common StockXNASCapital Markets
SLNHPSoluna Holdings, Inc 9.0% Series A Cumulative Perpetual Preferred StockXNASCapital Markets
SMCISuper Micro Computer, Inc. Common StockXNASComputer Hardware
SPCXSpace Exploration Technologies Corp. Class A Common StockXNAS
TUYATuya Inc. American Depositary Shares, each representing one Class A Ordinary ShareXNYSSoftware - Infrastructure
VERIVeritone, Inc. Common StockXNASSoftware - Infrastructure
WYFIWhiteFiber, Inc. Ordinary SharesXNASSoftware - Application

How to narrow the research

To narrow the list, compare dated financial figures and the research checks above. The table shows a sample from the classification; its order does not rank investment merit.

  1. Research check

    Identify the part of the compute stack each company supplies.

  2. Research check

    Distinguish existing product revenue from announced investment.

  3. Research check

    Compare capital requirements before comparing valuation multiples.

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