Dashboard

18 AI infrastructure tickers across compute, power, and third-order plays.

Tracking 58 companies across AI compute, semiconductors, power, big tech, software, and diversified plays. Updated regularly from official filings. How this works → | Catalyst Calendar →

Tier 1 — Compute, Semis, Equipment & Connectivity (24)

Direct AI compute, semiconductor, wafer fab equipment, networking, storage, and connectivity.

NVDA● Active
Nvidia
Training dominance. CUDA moat. Inference share erosion watch.
AMD● Active
Advanced Micro Devices
MI series inference challenger. ROCm vs CUDA.
AVGO● Active
Broadcom
Custom AI chip revenue trajectory + VMware retention. Watching: rack mix shift, margin trend, OpenAI commitment strength.
MRVL● Active
Marvell Technology
Custom silicon + electro-optics. AVGO alternative.
INTC● Active
Intel
Foundry turnaround. TSMC alternative. CHIPS Act.
TSM● Active
Taiwan Semiconductor
Q1 rev $35.9B, +58% profit. Capacity booked through 2028.
ANET● Active
Arista Networks
AI datacenter Ethernet switching. Ethernet vs InfiniBand.
MU● Active
Micron Technology
HBM memory for AI accelerators. Samsung catching up.
SMCI● Active
Super Micro Computer
AI server manufacturer. Nvidia Blackwell/Rubin systems. Catalyst-sensitive.
ASML● Active
ASML Holding
Sole-source EUV lithography. Every advanced AI chip requires ASML tools.
TXN● Monitoring
Texas Instruments
Analog semis. Power management in every GPU board.
DIOD● Monitoring
Diodes Inc
Discrete semis in every server board.
LFUS● Monitoring
Littelfuse
Circuit protection in every power path.
CSCO● Monitoring
Cisco Systems
Enterprise networking. Splunk AI observability.
NTAP● Monitoring
NetApp
Enterprise storage for AI training pipelines.
STX● Monitoring
Seagate
HDD mass storage. 2026 sold out. HAMR tech.
WDC● Monitoring
Western Digital
Pure-play HDD. 89% cloud. 2026 sold out. Earnings Apr 30.
DELL● Monitoring
Dell Technologies
AI servers. $14B+ backlog. SMCI hedge.
AMAT● Monitoring
Applied Materials
WFE #2. Deposition, etch, CoWoS packaging.
LRCX● Monitoring
Lam Research
Etch specialist. HBM manufacturing tools.
ALAB● Monitoring
Astera Labs
AI datacenter connectivity. PCIe/CXL retimers.
CRDO● Monitoring
Credo Technology
AEC cables, optical DSPs. 800G/1.6T design wins.
COHR● Monitoring
Coherent
Optical transceivers for AI cluster networking.
CLS● Monitoring
Celestica
EMS — AI server manufacturing for hyperscalers.

Tier 2 — Power & Cooling (6)

The infrastructure that keeps AI running.

Tier 3 — Infrastructure (8)

Utilities, construction, fuel cells, and infrastructure capital.

Tier 4 — Big Tech / Hyperscalers (7)

The companies building and deploying AI at scale.

Tier 5 — AI Software & Platforms (6)

Application and infrastructure-as-a-service layer.

Tier 6 — Non-Tech / Diversified (7)

Portfolio diversification, thematic thesis testing, and income.

Revenue Drivers (Pre-IPO)

The companies the infrastructure is being built for. Not publicly traded.

OpenAI● Pre-IPO
$24B ARR · $852B valuation
ChatGPT + GPT models. 900M+ weekly users. Enterprise API.
Partners: Microsoft (Azure), Oracle (Stargate), AWS, Broadcom (custom chip)
Watching: IPO timeline. Revenue growth. Stargate commitment status.
Anthropic● Pre-IPO
$30B ARR · $380B valuation
Claude models + Claude Code. 80% enterprise. 8 of 10 Fortune 10.
Partners: Amazon (AWS, $8B, Trainium), Google ($3B, TPU via Broadcom)
Watching: IPO timeline (Oct 2026). Revenue sustainability. Dual-cloud strategy.

Engine Status: Monitoring 6 predictions across the AI infrastructure chain. Near-term catalyst: AAPL Q2 FY2026 earnings Apr 30 AMC (gross margin guide watch). Primary catalyst window: ORCL Q4 FY2026 earnings June 16, 2026. See Catalyst Calendar →

14 Active | 44 Monitoring | 58 total | T1: 24 | T2: 6 | T3: 8 | T4: 7 | T5: 6 | T6: 7 | Last updated: April 29, 2026