Focused by design
Companies we cover
We do not pretend to watch the whole market. Each company earns a maintained timeline, a source registry and a list of questions that can change our read.
Euronext Growth Paris · AI servers & data-center systems
2CRSi
A French designer and manufacturer of high-performance servers and data-center systems.
NASDAQ · Search, advertising, cloud & AI platforms
Alphabet
A global platform company funding a large AI and cloud infrastructure program through search, advertising and subscriptions.
NASDAQ · Semiconductors & AI infrastructure
AMD
A CPU, GPU and adaptive-computing supplier challenging NVIDIA across data-center and AI workloads.
NASDAQ · Data-center infrastructure
Applied Digital
A data-center developer and operator pursuing high-density infrastructure for AI and other compute workloads.
NASDAQ · Optical transceivers & lasers
Applied Optoelectronics
A vertically integrated optical-components and transceiver supplier with data-center, telecom and broadband exposure.
NASDAQ · Satellite communications
AST SpaceMobile
A satellite operator building direct-to-device cellular broadband for standard smartphones.
NASDAQ · Connectivity semiconductors
Astera Labs
A connectivity semiconductor company supplying PCIe, CXL and fabric components for cloud and AI infrastructure.
NASDAQ · Semiconductors, networking & infrastructure software
Broadcom
A semiconductor and infrastructure-software supplier increasingly exposed to custom AI accelerators and networking.
NASDAQ · Photonics & engineered materials
Coherent
A photonics and engineered-materials company supplying optical components, lasers and systems across AI data centers and industrial markets.
NASDAQ · AI cloud infrastructure
CoreWeave
A specialized cloud provider focused on accelerated computing and GPU infrastructure for AI workloads.
NASDAQ · Connectivity semiconductors
Credo Technology
A connectivity semiconductor company developing active electrical cables, retimers and optical DSP solutions for high-speed data movement.
NYSE · Optical manufacturing
Fabrinet
A contract manufacturer assembling precision optical, photonic and electronic products for networking and other technology markets.
Euronext Growth Paris · Specialized processors & storage
Kalray
A French semiconductor company developing data-processing processors and storage solutions for edge, cloud and high-performance workloads.
NASDAQ · Optical components & AI infrastructure
Lumentum
An optical and photonic technology supplier serving AI data-center connectivity and communications networks.
NASDAQ · Data infrastructure semiconductors
Marvell Technology
A data-infrastructure semiconductor company focused on connectivity, storage and custom silicon.
NASDAQ · Digital platforms & advertising
Meta
The advertising engine funding one of the market's largest AI infrastructure programs.
NASDAQ · AI cloud infrastructure
Nebius Group
An AI infrastructure and cloud company building GPU capacity and services for model developers and enterprises.
NASDAQ · Semiconductors & AI infrastructure
NVIDIA
The compute platform at the center of the AI infrastructure cycle.
NASDAQ · Photonics & optical engines
POET Technologies
A photonics company developing optical engines and integrated solutions for AI and data-center connectivity.
NYSE · Digital communities, advertising & data licensing
A community platform monetizing advertising, user intent and access to conversation data.
NASDAQ · Launch services & space systems
Rocket Lab
An end-to-end space company spanning launch, spacecraft, components and national-security programs.
Nasdaq Stockholm · Photonics & connectivity
Sivers Semiconductors
A Swedish photonics company developing semiconductor and optical solutions for data-center, broadband and satellite communications.
NASDAQ / Nasdaq Texas · Space, connectivity & AI infrastructure
SpaceX
A public infrastructure company spanning launch, satellite connectivity and AI, listed under SPCX since June 2026.
NASDAQ · Specialty semiconductor foundry
Tower Semiconductor
A specialty foundry with exposure to analog, RF, power and silicon-photonics manufacturing.
NYSE · Data-center power and cooling infrastructure
Vertiv
A critical-infrastructure supplier for the power, cooling and availability requirements of data centers.