Amazon, Microsoft, Meta and Google will spend $330 billion this year building data center infrastructure.
Here are the top 20 companies shaping data center value chain:
1.
$NVDA -- Owner of the CUDA parallel programming platform and designer of the cutting edge GPUs.
2.
$AMD -- Leader in data CPUs, challenging NVIDIA's AI dominance through their MI300 accelerators and Infinity Architecture.
3.
$ARM -- Designer of energy-efficient processor architectures licensed by chip makers.
4.
$AVGO -- Leading supplier of custom networking chips, storage controllers, and specialized processors.
5.
$MRVL -- Provider of custom ARM-based server processors and data center networking solutions.
6.
$MU -- Supplier of DRAM and NAND products that serve as high-speed data buffer between compute and storage.
7.
$TSM -- Leading foundry manufacturing more than 90% of the most advanced chips in the world.
8.
$SMCI -- Server system integrator specializing in high-performance and high-density rack solutions
9.
$ANET -- Provider of high-speed ethernet switches and network operating systems.
10.
$ALAB -- Designer of specialized chips that maximize data throughput between CPUs, GPUs, and memory in AI server systems.
11.
$VRT -- Provider of critical power distribution and cooling infrastructure that enables data centers to reliably run high-density compute workloads.
12.
$ASML -- Monopoly provider of EUV lithography machines essential for manufacturing advanced chips.
13.
$AMAT -- Leading supplier of chip manufacturing equipment that creates and modifies the fundamental materials and structures in advanced semiconductors.
14.
$LRCX -- Critical provider of etching and deposition equipment used to create the complex layers in memory and logic chips.
15.
$KLAC -- Provider of inspection and metrology systems that ensure quality control in the manufacturing of advanced chips.
16.
$EQIX -- Global operator of carrier-neutral data center facilities.
17.
$TXN -- Provider of power management and analog chips that handle voltage regulation and signal processing.
18.
$AMZN -- Leading cloud infrastructure provider that designs custom chips (Trainium/Inferentia) and operates data centers.
19.
$MSFT -- Second largest cloud provider and developer of Copilot AI assistants.
20.
$GOOG -- Fastest growing cloud business and designer of custom TPU accelerators.