AI Infrastructure Stocks — The Listed Universe

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Tag/Woche/YTD sind prozentuale Kursveränderungen über die jeweiligen Zeiträume. Die Marktkapitalisierung ergibt sich aus Aktienkurs multipliziert mit der Anzahl ausstehender Aktien. Die Gruppierung folgt dem Stack: Ein Unternehmen erscheint in der Schicht, in der seine KI-Exposition liegt.

Chip-Designer & Halbleiter

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
NVIDIAThe company the AI build-out is denominated in: GPUs, systems…	NVDA	$228.52	0.97%	-5.40%	19.84%	$5.51T
BroadcomThe quiet giant of custom AI silicon and the switch chips inside…	AVGO	$357.31	0.73%	-5.61%	2.05%	$1.70T
AMDThe credible second source: Instinct GPUs, EPYC CPUs and the ROCm…	AMD	$605.53	1.90%	-8.50%	165.91%	$987.38B
IntelThe fallen incumbent betting everything on its 18A process and…	INTC	$102.81	1.44%	-9.91%	157.36%	$518.57B
MarvellCustom AI silicon and the electro-optics that carry data between…	MRVL	$268.73	1.08%	-7.37%	197.42%	$235.34B
QualcommThe mobile-silicon giant re-entering the data center for inference.	QCOM	$176.86	1.39%	-3.65%	0.84%	$185.70B

Foundry & Packaging

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
TSMCThe indispensable factory: nearly every leading AI chip is made here.	TSM	$445.12	0.17%	-7.87%	39.03%	$2.31T
ASE TechnologyThe world's largest packaging and test house (OSAT).	ASX	$47.60	0.15%	1.60%	181.91%	$104.66B
GlobalFoundriesThe trailing-edge specialist that still fabricates Groq's LPU.	GFS	$46.70	-3.39%	-0.60%	31.11%	$25.62B
Amkor TechnologyThe US-headquartered OSAT building advanced packaging in Arizona.	AMKR	$47.61	-1.04%	-9.89%	12.09%	$11.83B

Arbeitsspeicher

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
Samsung ElectronicsMemory giant and foundry challenger, fighting back for HBM share.	005930.KS	238,250 KRW	2.69%	-15.53%	78.79%	1,564.48T KRW
SK hynixThe HBM leader — NVIDIA's primary memory supplier through the boom.	000660.KS	1,470,000 KRW	1.87%	-19.18%	111.67%	1,043.49T KRW
Micron TechnologyAmerica's memory maker, sold out of HBM generations in advance.	MU	$953.19	-3.62%	-5.41%	213.56%	$1.08T

Halbleiterausrüstung

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
Tokyo ElectronJapan's equipment giant — coaters, etchers and bonders in every fab.	8035.T	11,645 JPY	0.78%	-9.22%	57.39%	26.45T JPY
DISCO CorporationThe company that cuts and grinds nearly every advanced chip.	6146.T	59,620 JPY	1.78%	-10.72%	14.44%	6.47T JPY
ASMLThe only maker of EUV lithography machines — a literal monopoly at…	ASML	$1,717.8	-1.86%	-4.57%	50.39%	$662.06B
Lam ResearchEtch and deposition leader — critical to HBM's through-silicon vias.	LRCX	$301.11	-2.73%	-7.29%	67.28%	$376.56B
Applied MaterialsThe broadest toolmaker: deposition, etch, implant — and packaging…	AMAT	$464.24	-6.69%	-6.17%	85.04%	$368.59B
KLAProcess control: the inspection tools that make advanced yields…	KLAC	$184.00	-3.22%	-3.72%	49.17%	$240.36B
BE Semiconductor (Besi)The hybrid-bonding specialist for the 3D-stacking era.	BESI.AS	172.50 EUR	-1.77%	-8.57%	17.77%	13.66B EUR

EDA & IP

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
ArmThe instruction set of the AI data center's CPUs — licensed, not…	ARM	$255.39	0.06%	-15.64%	122.47%	$272.76B
SynopsysThe largest chip-design software company — every AI chip is designed…	SNPS	$494.51	-1.59%	-0.53%	4.60%	$94.69B
Cadence Design SystemsThe other EDA duopolist — and a growing seller of AI-accelerated…	CDNS	$334.20	-4.08%	-3.10%	12.25%	$92.04B

Server & Hardware

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
Foxconn (Hon Hai)The iPhone assembler that quietly became the largest AI-server…	2317.TW	244.00 TWD	1.67%	-5.86%	3.88%	3.42T TWD
Quanta ComputerThe hyperscalers' original ODM — racks straight to Meta, Google and…	2382.TW	323.00 TWD	—	-3.00%	16.79%	1.25T TWD
WiwynnThe pure-play hyperscale ODM spun out of Wistron.	6669.TW	2,195.0 TWD	—	-4.37%	45.87%	1.22T TWD
LenovoThe global #3 server maker with a strong liquid-cooling line…	0992.HK	31.56 HKD	1.48%	-10.28%	232.57%	391.49B HKD
Dell TechnologiesThe enterprise heavyweight whose XE9680 line became an AI-server…	DELL	$572.63	-0.72%	0.38%	350.83%	$380.37B
Hewlett Packard EnterpriseSupercomputing pedigree (Cray) plus the Juniper networking…	HPE	$68.80	-2.18%	-0.26%	190.86%	$91.11B
CelesticaThe Canadian EMS firm riding hyperscaler networking and AI systems.	CLS	$357.44	2.86%	-10.49%	14.91%	$41.10B
JabilUS manufacturing scale for servers, photonics and liquid-cooling…	JBL	$317.86	1.87%	0.91%	29.79%	$33.31B
SupermicroThe fastest mover in GPU servers — first to market with each NVIDIA…	SMCI	$39.07	-2.28%	-8.01%	29.13%	$25.27B

Netzwerk

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
CiscoThe networking incumbent pushing its own silicon into AI fabrics.	CSCO	$115.07	-0.23%	-2.20%	51.68%	$453.54B
Arista NetworksThe Ethernet switch leader of the AI back-end network.	ANET	$204.52	-3.02%	-2.08%	57.84%	$257.53B
AmphenolConnectors and cable assemblies in every server, switch and rack.	APH	$85.89	-0.35%	-2.74%	23.38%	$211.80B
CorningThe fiber-optic cable itself — glass demand doubled by AI campuses.	GLW	$148.52	0.85%	-12.85%	62.40%	$127.94B
LumentumLasers and photonics for the optical layer of AI networks.	LITE	$987.99	-0.75%	-12.17%	157.80%	$76.87B
TE ConnectivityThe other connector giant wiring AI racks and power paths.	TEL	$215.92	-0.63%	-1.02%	-6.83%	$62.60B
CoherentOne of the largest makers of the optical transceivers AI clusters…	COHR	$289.98	0.68%	-14.88%	48.21%	$56.73B
CienaCoherent optics linking AI data centers across cities and oceans.	CIEN	$400.40	-1.14%	-8.71%	64.60%	$56.68B
Astera LabsPCIe retimers and CXL connectivity inside nearly every AI server.	ALAB	$325.41	0.40%	-16.85%	80.50%	$55.78B
NokiaOptical transport and data-center routing — with NVIDIA as a 2025…	NOK	$9.86	-0.40%	-9.75%	52.07%	$53.25B
Credo TechnologyActive electrical cables — the copper that wires racks together.	CRDO	$198.31	-1.26%	-9.05%	40.23%	$36.98B
FabrinetThe contract manufacturer behind NVIDIA's optical transceivers.	FN	$427.82	-6.26%	-6.70%	-4.80%	$15.33B

Strom & Elektrik

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
Hitachi EnergyThe world's largest transformer maker — the grid's longest lead-time…	6501.T	5,850.0 JPY	1.49%	1.20%	13.02%	26.23T JPY
Mitsubishi Heavy IndustriesThe third member of the gas-turbine oligopoly feeding AI campuses.	7011.T	3,716.0 JPY	-0.13%	-2.43%	-11.22%	12.49T JPY
Delta ElectronicsPower supplies and cooling for a huge share of the world's AI racks.	2308.TW	1,805.0 TWD	1.69%	-13.17%	78.89%	4.69T TWD
CaterpillarGensets and gas engines — plus the machines digging the sites.	CAT	$772.78	-3.33%	-7.42%	33.58%	$355.97B
GE VernovaAmerica's turbine and grid champion — sold out of gas turbines into…	GEV	$1,004.0	0.73%	-3.15%	46.69%	$267.41B
ABBSwiss electrification giant supplying medium-voltage gear to…	ABBNY	$96.34	0.85%	-3.55%	29.29%	$174.87B
EatonSwitchgear, UPS and busway — the electrical spine of every data hall.	ETN	$428.31	0.38%	-4.13%	30.36%	$166.31B
Schneider ElectricPower distribution plus cooling (Motivair) — a full data-center…	SU.PA	264.40 EUR	-0.36%	1.86%	11.94%	149.04B EUR
Siemens EnergyGas turbines and grid equipment — order books stretched by AI power…	ENR.DE	143.06 EUR	-2.53%	-0.45%	19.38%	122.37B EUR
Rolls-RoyceBackup power today, small modular reactors tomorrow.	RR.L	1,345.6 GBp	-3.58%	-2.96%	16.59%	111.20B GBp
Bloom EnergyFuel cells as bridge power for grid-constrained AI sites.	BE	$263.45	0.45%	-11.33%	165.76%	$77.59B
CumminsBackup generators — every hall's insurance policy.	CMI	$529.35	0.28%	-1.39%	1.12%	$73.04B
InfineonPower semiconductors from grid to GPU — partner on NVIDIA's 800V…	IFX.DE	56.00 EUR	-2.13%	-11.53%	49.05%	72.92B EUR
Monolithic Power SystemsThe voltage regulators feeding each GPU its thousand amps.	MPWR	$1,319.5	0.02%	-10.48%	40.90%	$64.83B
onsemiSilicon-carbide and power chips pushing into data-center supply units.	ON	$76.69	0.91%	-11.95%	34.04%	$29.86B
Navitas SemiconductorGaN power chips named into NVIDIA's next-gen power designs.	NVTS	$10.45	4.60%	-16.54%	19.21%	$2.73B

Kühlung & Thermik

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung	★
VertivThe pure-play data-center infrastructure leader: cooling, UPS, busway.	VRT	$237.29	-0.86%	-5.44%	36.30%	$91.35B

Rechenzentrumsbetreiber

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
NTT Global Data CentersJapan's giant with one of the world's largest colocation footprints.	9432.T	172.20 JPY	-0.63%	2.12%	8.90%	14.02T JPY
EquinixThe interconnection king: 270+ data centers where networks meet.	EQIX	$1,019.4	-1.28%	-1.41%	35.14%	$100.59B
Digital RealtyWholesale data-center REIT with 300+ facilities on six continents.	DLR	$178.14	-1.12%	-2.43%	16.21%	$65.91B
Iron MountainThe records giant that built a fast-growing data-center arm.	IRM	$114.60	-0.43%	-1.20%	38.27%	$34.10B
GDS HoldingsChina's leading carrier-neutral data-center developer.	GDS	$29.60	-2.60%	-2.06%	-20.74%	$5.77B

Versorgungsunternehmen & Stromerzeugung

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
NextEra EnergyThe renewables superpower selling speed-to-power to data centers.	NEE	$78.22	-0.37%	0.81%	-2.99%	$163.17B
Constellation EnergyAmerica's largest nuclear fleet — restarting Three Mile Island for…	CEG	$295.79	0.65%	-2.17%	-19.76%	$106.22B
Southern CompanyOwner of Vogtle — America's newest big reactors — amid Georgia's…	SO	$88.11	1.23%	1.87%	-0.16%	$101.36B
Duke EnergySoutheast utility signing AI campuses across the Carolinas.	DUK	$118.19	0.42%	1.76%	0.21%	$92.14B
American Electric PowerOhio's transmission giant handling the New Albany AI corridor.	AEP	$125.65	1.14%	2.10%	7.27%	$68.40B
Dominion EnergyThe utility of Data Center Alley — more AI load than anywhere on…	D	$62.30	-0.24%	0.73%	5.42%	$54.79B
VistraTexas's merchant power giant — nuclear, gas and batteries into ERCOT.	VST	$162.36	2.68%	-1.48%	-4.30%	$54.74B
Sempra (Oncor)Owner of Oncor, the Texas wires company fielding a 100+ GW…	SRE	$82.37	0.60%	2.39%	-8.73%	$53.85B
EntergyLouisiana's utility powering Meta's Hyperion with new gas turbines.	ETR	$104.99	0.96%	0.72%	10.79%	$48.99B
NRG EnergyTexas retail-and-generation player building gas plants with GE…	NRG	$107.18	0.76%	2.67%	-35.98%	$22.61B
Talen EnergySusquehanna nuclear next to an AWS campus — the original co-location…	TLN	$382.14	0.62%	1.78%	-4.27%	$17.35B
BWX TechnologiesThe nuclear component manufacturer every reactor program runs through.	BWXT	$138.86	-0.76%	-3.97%	-23.06%	$12.72B
OkloFast-reactor startup, long chaired by Sam Altman, targeting…	OKLO	$31.78	-1.33%	-16.45%	-58.60%	$5.53B
NuScale PowerThe only SMR design with US NRC approval — still awaiting its first…	SMR	$6.50	-2.99%	-16.46%	-58.92%	$1.94B

Cloud & Hyperscale

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
Google (Alphabet)The only company vertically integrated from TPU silicon to frontier…	GOOGL	$353.78	0.30%	1.45%	11.92%	$4.28T
MicrosoftAzure, the OpenAI alliance, Copilot — and Fairwater-class AI…	MSFT	$543.45	0.43%	2.24%	14.42%	$4.04T
TencentWeChat's owner: Hunyuan models and China's other hyperscale cloud.	0700.HK	423.80 HKD	-0.33%	-1.45%	-32.26%	3.82T HKD
Amazon Web ServicesThe largest cloud, building custom silicon and gigawatt campuses for…	AMZN	$258.58	-0.37%	1.26%	14.58%	$2.78T
OracleThe late-arriving cloud that bet the company on OpenAI and Stargate.	ORCL	$143.22	4.24%	-5.09%	-29.80%	$412.54B
AlibabaChina's biggest cloud and the maker of Qwen — the world's most-forked…	BABA	$110.87	0.08%	1.42%	-28.85%	$265.74B
IBMEnterprise AI (watsonx, Granite) plus the quantum roadmap.	IBM	$230.78	1.66%	2.59%	-22.12%	$217.43B

KI-Cloud

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
NebiusThe ex-Yandex AI cloud with a reported $17B+ Microsoft contract.	NBIS	$206.86	-1.52%	-15.93%	133.53%	$56.25B
CoreWeaveThe crypto-miner turned $20B-contract AI hyperscaler — the defining…	CRWV	$77.81	-3.05%	-12.49%	1.19%	$42.45B
IRENBitcoin miner turned AI cloud with a reported $9.7B Microsoft GPU…	IREN	$34.80	—	-15.70%	-18.50%	$12.42B
Applied DigitalNorth Dakota mega-campuses leased to CoreWeave — miner-to-AI…	APLD	$22.44	-3.48%	-8.25%	-17.29%	$6.46B

KI-Labs & Software

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
MetaOpen-weights standard-bearer turned superintelligence spender.	META	$762.50	2.63%	0.55%	14.23%	$1.94T
TeslaReal-world AI at automotive scale: FSD, Optimus, and the AI5 chip…	TSLA	$375.23	-0.74%	-0.70%	-13.71%	$1.48T
PalantirOntology-driven AI deployment for governments and industry.	PLTR	$208.67	-0.16%	8.81%	24.51%	$479.12B
BaiduChina's search giant: ERNIE models, Apollo Go robotaxis, Kunlun chips.	BIDU	$83.74	-0.66%	-3.16%	-43.91%	$28.48B

Kapital & Investoren

Unternehmen	Ticker	Kurs	Tag	Woche	YTD	Marktkapitalisierung
SoftBank GroupMasayoshi Son's everything-bet on AI: Arm, OpenAI, Stargate, Ampere…	9984.T	5,424.0 JPY	2.15%	-15.52%	15.23%	30.91T JPY
BlackstoneThe largest private-capital owner of data centers (QTS) and their…	BX	$109.98	-4.18%	1.25%	-27.72%	$132.86B
BrookfieldOwner of Westinghouse and a global data-center + renewables platform.	BN	$36.67	-1.03%	-0.64%	-20.54%	$81.91B
KKRCyrusOne's owner and half of a $50B AI-infrastructure alliance.	KKR	$87.16	-4.75%	0.93%	-29.01%	$78.26B

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