themes / ai-infrastructure · horizon 3-7 years · 73 companies

AI Infrastructure

Build-out of accelerated compute datacenters for training and inference.

Trend vs pricing

Trend (reality)

company trend 66 · related-ETF flow 33 · growth 71

Market pricing

Expectations gap-4

Human needs

productivityknowledgetime

Related ETFs

SMHGRIDXLU

Constraint chain

Trend → Constraint → Required solution

Trend

Model capability scales with compute

→

Constraint

GPU supply, power availability, cooling, network bandwidth

→

Required solution

Accelerators, optical/electrical interconnect, HBM memory, liquid cooling, on-site power

Attention

Wikipedia, App Store, GitHub, YouTube and search autocomplete · 0 of 4 sources contributing

Attention

blend of per-source scores · breadth 0

Per-source scores

Wikipedia 53App Store —GitHub —YouTube —

Rising queries

ai data centersai data centers las vegasai data center near meai data center las vegasai data center los angelesai data centers water usageai data center mapai data centers in nevadaai data center boulder cityai data center stocksnvidia stocknvidia stock price

Wikipedia · 6 articles

7d avg pageviews32801

vs 28d-15.3%

vs 1y+11.2%

z vs own history+0.63

NvidiaData centerArtificial intelligenceGraphics processing unitHigh Bandwidth MemoryOpenAI

Apps · GitHub · YouTube

ChatGPT#3

Claude#9

Gemini#12

Grok#34

Copilot#62

Perplexitynot in top-100

GitHub repos162655

YouTube videos / day53.8

Measured over50 videos · 22.3 h

YouTube vs 28d— (12 of 21 days of history)

Newest YouTube uploads for this theme

· Adani Enterprises, Jabil Sign MoU For AI, Data Centre Hardware Manufacturing Joint Venture
· Sydney Gruters is with the AI Data Center Developers
· AHY soroti data center AI di Jatiluhur #dedimulyadi #kdm #ahy #datacenter
· AI Data Centers का काला सच 😱 | AI चलाने में कितनी बिजली लगती है?
· Why AI data centres drink water #shorts

Sub-themes

9 children

Sub-theme	Trend	Pricing	Gap	Growth	Cos.	Members
Acceleratorsai-gpus	77	70	+7	83	4	NVDA, MRVL, AMD, AVGO
Networking & Interconnectai-networking	67	67	0	72	6	CRDO, ALAB, ANET, COHR, CIEN, AVGO
★Memoryai-memory	93	45	+48	99	1	MU
Thermal Managementai-cooling	66	59	+8	74	4	VRT, MOD, NVT, FIX
Electrical Equipmentai-electrical	64	65	-1	72	4	ETN, GEV, PWR, HUBB
Power Generationai-power-generation	47	47	0	55	4	VST, CEG, NRG, GEV
Datacenter Real Estateai-datacenter-real-estate	57	66	-9	63	2	DLR, EQIX
Semiconductor Equipmentai-semicap	64	65	-1	61	4	AMAT, LRCX, KLAC, TER
Hyperscalersai-hyperscalers	62	57	+5	65	5	ORCL, MSFT, GOOGL, AMZN, META

Member companies

Sorted by effective exposure (weight × order decay)

Ticker	Name	Weight	Order	Reality	Pricing	Gap	Growth	Quality	Value
NVDA	NVIDIA	90%	1	90	61	+29	94	80	54
CRDO	Credo Technology	90%	1	65	59	+6	74	70	33
ALAB	Astera Labs	90%	1	62	75	-13	62	73	8
VRT	Vertiv	90%	1	62	52	+10	70	69	28
ANET	Arista Networks	80%	1	74	83	-9	75	83	22
SMCI	Supermicro	70%	1	70	43	+27	77	43	74
MRVL	Marvell Technology	70%	1	49	85	-36	54	40	15
MU	Micron Technology	70%	1	93	45	+48	99	79	80
LITE	Lumentum	60%	1	73	89	-16	74	47	8
MPWR	Monolithic Power Systems	60%	1	66	66	0	57	62	24
AMD	Advanced Micro Devices	60%	1	79	86	-7	91	55	15
AVGO	Broadcom	60%	1	87	48	+39	91	71	44
COHR	Coherent	60%	1	58	62	-4	64	21	23
HPE	Hewlett Packard Enterprise	50%	1	73	67	+6	90	38	57
SNDK	Sandisk	50%	1	93	39	+54	99	78	72
STX	Seagate Technology	50%	1	84	60	+24	92	67	36
CIEN	Ciena	50%	1	72	57	+15	82	55	28
MOD	Modine Manufacturing	50%	1	57	47	+10	60	37	30
NVT	nVent Electric	50%	1	71	81	-10	81	43	16
ORCL	Oracle	50%	1	71	32	+39	82	48	63
DLR	Digital Realty	70%	2	63	62	+1	69	46	36
CSCO	Cisco	40%	1	64	66	-2	59	63	43
DELL	Dell Technologies	40%	1	80	68	+12	93	53	56
INTC	Intel	40%	1	55	74	-19	63	18	17
ETN	Eaton	40%	1	56	72	-16	62	42	26
GEV	GE Vernova	40%	1	74	59	+15	81	66	42
MSFT	Microsoft	40%	1	57	66	-9	54	67	51
VST	Vistra	60%	2	28	46	-18	28	40	54
EQIX	Equinix	60%	2	51	71	-20	55	21	25
APH	Amphenol	50%	2	64	67	-3	75	51	47
DOV	Dover Corporation	30%	1	60	37	+23	60	48	68
FIX	Comfort Systems USA	50%	2	86	60	+26	94	70	36
CEG	Constellation Energy	50%	2	53	55	-2	71	21	43
AMAT	Applied Materials	50%	2	61	63	-2	56	66	28
LRCX	Lam Research	50%	2	60	65	-5	57	71	27
KLAC	KLA	50%	2	52	63	-11	44	71	21
GOOGL	Alphabet	30%	1	66	68	-2	67	61	33
AMZN	Amazon	30%	1	55	65	-10	59	42	41
META	Meta Platforms	30%	1	57	68	-11	54	68	39
EME	EMCOR Group, Inc.	40%	2	56	46	+10	59	53	63
JBL	Jabil	40%	2	51	49	+2	58	54	60
PWR	Quanta Services	40%	2	67	75	-8	84	34	26
NRG	NRG Energy	40%	2	49	29	+20	58	19	54
TER	Teradyne	40%	2	87	71	+16	93	70	27
TEL	TE Connectivity	35%	2	58	39	+19	64	55	77
WDC	Western Digital	35%	2	66	41	+25	62	64	53
ADI	Analog Devices	30%	2	78	71	+7	85	61	35
AME	Ametek	30%	2	59	76	-17	60	55	26
BE	Bloom Energy Corp	30%	2	71	86	-15	78	43	5
CARR	CARRIER GLOBAL Corp	30%	2	41	42	-1	43	37	46
CDNS	Cadence Design Systems	30%	2	50	63	-13	45	72	32
CDW	CDW Corporation	30%	2	36	40	-4	34	36	81
FFIV	F5, Inc.	30%	2	53	70	-17	43	81	47
FLEX	Flex Ltd.	30%	2	54	59	-5	56	38	41
GLW	Corning Inc.	30%	2	57	47	+10	71	44	35
IRM	Iron Mountain	30%	2	56	62	-6	78	15	35
KEYS	Keysight Technologies	30%	2	77	77	0	79	65	33
MCHP	Microchip Technology	30%	2	75	56	+19	86	42	30
NTAP	NetApp	30%	2	78	74	+4	67	84	45
Q	Qnity Electronics	30%	2	42	46	-4	—	42	54
SNPS	Synopsys	30%	2	63	70	-7	76	44	38
TLN	Talen Energy Corp	30%	2	35	59	-24	45	30	41
TT	Trane Technologies	30%	2	50	64	-14	47	63	38
HUBB	Hubbell	30%	2	57	51	+6	56	49	50
CMI	Cummins	25%	2	48	36	+12	48	46	60
AES	AES Corporation	20%	2	59	42	+17	72	40	75
CBRE	CBRE Group	20%	2	43	43	0	49	33	56
CCI	Crown Castle	20%	2	55	59	-4	36	58	33
ECL	Ecolab	20%	2	47	70	-23	49	43	28
ETR	Entergy Corp /De/	20%	2	45	62	-17	66	9	26
IESC	IES Holdings, Inc.	20%	2	73	53	+20	82	52	48
STRL	Sterling Infrastructure, Inc.	20%	2	79	49	+30	84	58	36
XYL	Xylem Inc.	15%	2	35	24	+11	31	40	73