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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
Agent APISubscribe
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Pokedex

Browse public AI infrastructure companies by industry, segment, and market cap.

516Companies12Industries
IndustriesIndustry Map
FablessFoundryMemoryNetworkingOpticsSemicapMaterialsIntegrationDC InfraRoboticsAI CloudAI Model
Total market cap · $48.59T

Industry

20 co

AI Cloud

  • GOOGL · Alphabet Inc.
  • MSFT · Microsoft Corporation
  • AMZN · Amazon.com, Inc.
$12.15T25.0%

Industry

62 co

Fabless

  • NVDA · NVIDIA Corporation
  • AVGO · Broadcom Inc.
  • AMD · Advanced Micro Devices, Inc.
$10.14T20.9%

Industry

14 co

Memory

  • 005930.KS · Samsung Electronics Co., Ltd.
  • 000660.KS · SK hynix Inc.
  • MU · Micron Technology, Inc.
$5.40T11.1%

Industry

100 co

DC Infra & Power

  • CAT · Caterpillar Inc.
  • GEV · GE Vernova Inc.
  • SIE.DE · Siemens AG
$4.71T9.7%

Industry

61 co

Robotics

  • TSLA · Tesla, Inc.
  • TXN · Texas Instruments Incorporated
  • 300750.SZ · Contemporary Amperex Technology Co., Limited
$3.71T7.6%

Industry

61 co

Semicap

  • ASML.AS · ASML Holding N.V.
  • AMAT · Applied Materials, Inc.
  • LRCX · Lam Research Corporation
$3.17T6.5%

Industry

14 co

Foundry

  • 2330.TW · Taiwan Semiconductor Manufacturing Company Limited
  • INTC · Intel Corporation
  • 688981.SS · Semiconductor Manufacturing International Corporation
$2.99T6.2%

Industry

59 co

Integration

$1.50T3.1%

Industry

1 co

AI Model

$1.47T3.0%
Optics
Materials
Networking