Market cap rankings ／ By theme

AI Compute Companies by Theme

244 companies · combined $20.84T · 16 themes ｜ Data date October 31, 2026

Companies

244

Total market cap

$20.84T

Themes

16

Segments

13

Browse AI compute companies by theme (click to enter the theme ranking)

GPU & AI Chips$8.66T

21 companies ｜ 41.6% of chain

HBM & Memory$3.26T

15 companies ｜ 15.7% of chain

Advanced Packaging$2.07T

14 companies ｜ 9.9% of chain

Foundry & OSAT$2.20T

17 companies ｜ 10.5% of chain

Semiconductor Equipment$2.11T

35 companies ｜ 10.1% of chain

EDA & IP$418.3B

7 companies ｜ 2.0% of chain

Networking & Switching$808.9B

12 companies ｜ 3.9% of chain

Optical Modules & Devices$389.1B

23 companies ｜ 1.9% of chain

PCB & CCL$420.6B

27 companies ｜ 2.0% of chain

Copper Interconnect & Cables$424.7B

16 companies ｜ 2.0% of chain

Servers & ODM$867.3B

24 companies ｜ 4.2% of chain

Power Supply$352.0B

12 companies ｜ 1.7% of chain

Liquid Cooling & Thermal$206.2B

16 companies ｜ 1.0% of chain

Data Centers & Cloud$715.6B

19 companies ｜ 3.4% of chain

6 companies ｜ 9.4% of chain

Domestic Substitution$489.0B

35 companies ｜ 2.3% of chain