AI stocks from chips to power
The whole chain in one list: chips, memory, cloud and power. Semis and AI power go deeper. 30 symbols, each with a line on what it is.
Artificial intelligence runs on a long supply chain, and this list follows it from one end to the other. It starts with chips: the companies that design AI processors, the foundry that manufactures most of them, and the maker of the machines chip factories depend on. Next come memory and networking, which move data to and from those chips. Then cloud and software: the companies that rent out computing or build AI models and put them to use. Last is power, the equipment makers and generators that keep data centres running. Each row has a short line on the company's part in the chain. The short version holds the best-known names at each step, and the full version adds more chip designers, memory and optical parts, a server maker, and more power equipment. The Semis and AI power lists go deeper.
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Chips
- Nvidia Leading maker of AI chips. NVDA · US
- Broadcom Custom AI chips and networking. AVGO · US
- TSMC Manufactures most advanced AI chips. TSM · US
- AMD Processors and AI chips. AMD · US
- ASML Makes the machines chip factories depend on. ASML.AS · Amsterdam
- Arm Chip designs licensed across the industry. ARM · US
- Marvell Custom and networking chips. MRVL · US
- Cerebras Wafer-sized AI chips. CBRS · US
Memory and networking
- Micron Memory chips, including AI memory. MU · US
- SK Hynix Memory chips, including AI memory. SKHY · US
- Arista Data centre network switches. ANET · US
- Samsung Electronics Memory chips and phones. 005930.KS · Seoul
- Coherent Optical components. COHR · US
Cloud and software
- Microsoft Azure cloud and Copilot. MSFT · US
- Alphabet Gemini, Google Cloud and its own AI chips. GOOGL · US
- Amazon AWS cloud and its own AI chips. AMZN · US
- Meta Builds AI models and uses them across its apps. META · US
- Oracle Rents out computing for AI. ORCL · US
- CoreWeave Rents out AI computing. CRWV · US
- Palantir Data analysis and AI software. PLTR · US
- Dell AI servers. DELL · US
- Nebius Rents out AI computing. NBIS · US
- ServiceNow Workflow software. NOW · US
Power
- Vertiv Power and cooling for data centres. VRT · US
- GE Vernova Gas turbines and grid equipment. GEV · US
- Eaton Electrical equipment. ETN · US
- Constellation The largest US nuclear plant operator. CEG · US
- Vistra US power generation. VST · US
- Quanta Services Builds power lines. PWR · US
- Bloom Energy Fuel cells for on-site power. BE · US
Related lists
- Semis From chip design to manufacturing and memory.
- AI power What data centres need beyond chips: electricity, cooling and floor space.
- Nuclear Uranium, fuel and reactor builders.
- US tech Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta and Tesla. Extensive adds the next tier of US large caps.
Reviewed by hand on 2026-11-01, when every symbol was checked against its listing. For information, not investment advice. About MChart