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  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

AI Model

Public companies with meaningful frontier-model or national AI model platform exposure.

5Companies2Segments4Shown
All AI Model4US2China2
Market capAll caps5> $10B5> $100B4
4 companiesSorted by market cap
  • GOOGLAlphabet Inc.US$4.45TNASDAQ·US›
  • METAMeta Platforms, Inc.US$1.47TNASDAQ·US›
  • 0700.HKTencent Holdings LimitedChina$507.1BHKSE·CN›
  • 9988.HKAlibaba Group Holding LimitedChina$256.9BHKSE·CN›
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