Database section · 165 companies
Companies
Every layer of the ecosystem — designers, foundries, memory, equipment, servers, networking, power, cooling, data centers, clouds, labs and the capital behind them.
Field notes
One hundred sixty-five companies, and almost every one is a chokepoint somebody worries about. Browse by layer and notice how often the answer to 'who else makes this?' is nobody — that concentration is the single most important fact about this industry.
Start with these three
TSMC
Where nearly everything on this site is physically made.
ASML
A literal monopoly at the very bottom of the stack.
NVIDIA
The company the whole build-out is denominated in.
Servers & Hardware
9
CE
CelesticaThe Canadian EMS firm riding hyperscaler networking and AI systems.
Dell TechnologiesThe enterprise heavyweight whose XE9680 line became an AI-server franchise.
Foxconn (Hon Hai)The iPhone assembler that quietly became the largest AI-server builder.
Hewlett Packard EnterpriseSupercomputing pedigree (Cray) plus the Juniper networking acquisition.
JA
JabilUS manufacturing scale for servers, photonics and liquid-cooling hardware.
LenovoThe global #3 server maker with a strong liquid-cooling line (Neptune).
QC
Quanta ComputerThe hyperscalers' original ODM — racks straight to Meta, Google and AWS.
SU
SupermicroThe fastest mover in GPU servers — first to market with each NVIDIA generation.
WI
WiwynnThe pure-play hyperscale ODM spun out of Wistron.
Dell TechnologiesThe enterprise heavyweight whose XE9680 line became an AI-server franchise.
Foxconn (Hon Hai)The iPhone assembler that quietly became the largest AI-server builder.
Hewlett Packard EnterpriseSupercomputing pedigree (Cray) plus the Juniper networking acquisition.
JA
JabilUS manufacturing scale for servers, photonics and liquid-cooling hardware.
LenovoThe global #3 server maker with a strong liquid-cooling line (Neptune).
QC
Quanta ComputerThe hyperscalers' original ODM — racks straight to Meta, Google and AWS.
SU
SupermicroThe fastest mover in GPU servers — first to market with each NVIDIA generation.
WI
WiwynnThe pure-play hyperscale ODM spun out of Wistron.
Public companies link through to the Stocks page. Download: companies.csv