TL;DR
An AI infrastructure tag does not separate suppliers from buyers or establish diversification. The October 10, 2026 screen showed NVDA and both Alphabet share classes among its first rows, representing two issuers rather than three independent businesses. NVIDIA's FY2025 Data Center revenue represented 88.27% of company revenue; Alphabet both purchases infrastructure and supplies cloud services. Compare business exposure and dated financial statements, deduplicate share classes when counting companies, and state any added profitability filter explicitly. These figures are not separately labeled AI only revenue.
See the screen in NexusTrade
The captured product view uses industry=aiInfrastructure, Market Cap and Descending. On October 10, 2026 it displayed 24 matches. That is the number shown by this view, not a claim that it covers every listed company.
The image records the interface and company matches at capture time. Prices and ratios are stored observations; the capture date is not their market date. Open the current company profile and check its observation dates before using those figures.
Can this AI-infrastructure list separate suppliers from buyers?
The capture displays NVDA, GOOGL and GOOG. That is two issuers in the first three security rows. NVIDIA sells infrastructure; Alphabet both buys it and supplies cloud services.
Test the exposure with reported financials
Not plotted because no numeric value was recorded: NVDA · 2023-01-29.
Operating margin = operating income ÷ revenue. Not returned means missing, never zero. Source FCF definitions require the reconciliation below.
Show the table · 6 rows, 5 columns
Scroll sideways to compare all columns. Select a heading to sort.
| NVDA · 2023-01-29 | $26.974B | $4.224B / 15.66% | $4.368B | Not returned |
| NVDA · 2024-01-28 | $60.922B | $32.972B / 54.12% | $29.760B | $27.021B |
| NVDA · 2025-01-26 | $130.497B | $81.453B / 62.42% | $72.880B | $60.853B |
| GOOGL · 2023-12-31 | $307.394B | $84.293B / 27.42% | $73.795B | $69.495B |
| GOOGL · 2024-12-31 | $350.018B | $112.390B / 32.11% | $100.118B | $72.764B |
| GOOGL · 2025-12-31 | $402.836B | $129.039B / 32.03% | $132.170B | $73.266B |
No matching rows. Clear the filter to see all records.
Operating margin = operating income ÷ revenue. Not returned means missing, never zero. Source FCF definitions require the reconciliation below.
Read-only NexusTrade sec_edgar fundamentals retrieved October 12, 2026 and checked against the original annual statements. Amounts below are USD billions; the retained raw response uses USD. These are historical fiscal periods, not a live quote or a forecast.
Apply the condition and explain the result
Reported inputs
Deduplicate GOOG and GOOGL before counting businesses. Preserve security-level listings for any later portfolio decision.
Calculated comparison
Alphabet FY2025 PPE purchases were $91.447B against $164.713B CFO. NVIDIA's Data Center sales were $115.186B against $130.497B company revenue, a share of 88.27%.
What the industry tag cannot establish
Neither company separately labels all these figures as AI-only. Correlated spending and revenue can concentrate the same investment cycle even when company names differ.
Reproduce this screen and comparison
Open the actual filter, check its current result dates, then reproduce the financial calculation. An industry-only URL does not silently implement an extra profitability or cash-flow rule. Record any added condition explicitly.
Check fiscal periods and public availability
Inspect every input period, publication date and source
Select FY rows by periodEnd instead of assuming the array is latest first. Source statements may present comparative years in one filing. Their later publication does not prove those exact restated values were available at the earlier historical date.
Scroll sideways to compare all columns. Select a heading to sort.
| NVDA | 2023 | 2023-01-29 | 2023-02-24 | Annual FY, USD |
| NVDA | 2024 | 2024-01-28 | 2024-02-21 | Annual FY, USD |
| NVDA | 2025 | 2025-01-26 | 2025-02-26 | Annual FY, USD |
| GOOGL | 2023 | 2023-12-31 | 2024-01-31 | Annual FY, USD |
| GOOGL | 2024 | 2024-12-31 | 2025-02-05 | Annual FY, USD |
| GOOGL | 2025 | 2025-12-31 | 2026-02-05 | Annual FY, USD |
No matching rows. Clear the filter to see all records.
Inspect the business exposure
Inspect the captured screen selection and company links
Investigate the business exposure
The first cards included NVIDIA and both Alphabet share classes. GOOG and GOOGL represent the same company, so counting both as independent AI businesses would overstate your diversification. Start by grouping share classes before comparing suppliers.
Make the selection explicit
Inspect the captured screen selection and company links
Check the filter Aurora resolves from your request. Confirm the resolved classification before treating a result as a match. Asking for profitable companies adds a financial condition; this industry-only screen does not silently claim to implement that condition.
Scroll sideways to compare all columns. Select a heading to sort.
| AI infrastructure stocks | industry=aiInfrastructure | Published revenue/product classification |
| Publicly listed universe | Supported company classification catalog | Check listing status on the company profile |
| Review company fundamentals | Company profile and dated daily snapshot | A stored snapshot is not a live quote |
No matching rows. Clear the filter to see all records.
No comments yet.