AI Infrastructure Stocks

The eight layers that build and run AI systems, from power generation and silicon through data centers and cloud to the applications on top.

Layers

• Energy — Power generation & grid infra
• Data Center — Physical DC facilities, cooling
• Semiconductor — Semiconductors — GPU, memory, fab
• Networking — AI servers, storage, switches, optics, interconnect
• Cloud — AWS, Azure, GCP hyperscalers
• Data & Analytics — Data warehousing, databases, pipelines & monitoring
• AI Models — Foundation models, inference & AI middleware
• AI Applications — AI-native apps — SaaS, security, vertical AI

Other maps: AI Devices · Biotech & Pharma