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Curated stock screen

AI infrastructure stocks: company screen

Companies classified as supplying infrastructure used in artificial intelligence workloads, rather than every business that mentions AI.

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Applied Optoelectronics, Inc. (AAOI): inspect an actual classification match

The aiInfrastructure=true classification read returned ticker AAOI with symbol AAOI. That symbol joins to the active public listing below. This explains why it appears; its separate profile industry is not the classification filter.

The sample is ordered by ticker. Being first does not mean the company has the highest revenue, lowest valuation or best expected return. This response shows current classification membership, not a historical membership date.

Show the table · 6 rows, 2 columns
Returned evidenceValue
Classification queryaiInfrastructure=true
Returned classification tickerAAOI
Returned classification symbolAAOI
CompanyApplied Optoelectronics, Inc.
ExchangeXNAS
Separately reported profile industryCommunication Equipment

What this screen selects

Companies classified as supplying infrastructure used in artificial intelligence workloads, rather than every business that mentions AI.

The screen uses NexusTrade's revenue and product classifications. Companies may belong to multiple industries. This screen does not assert profitability, undervaluation or future returns.

Show the table · 3 rows, 2 columns
RuleValue
Industry classificationaiInfrastructure
Listing statusActive
Displayed sampleUp to 100 companies, alphabetical by ticker

Matching public companies

Show the table · 55 rows, 4 columns

Scroll sideways to compare all columns. Select a heading to sort.

AAOIApplied Optoelectronics, Inc.XNASCommunication Equipment
ADIAnalog Devices, Inc.XNASSemiconductors
AEISAdvanced Energy Industries IncXNASElectrical Equipment & Parts
AIC3.ai, Inc.XNYSSoftware - Infrastructure
AIPArteris, Inc. Common StockXNASSemiconductors
AISPAirship AI Holdings, Inc. Class A Common StockXNASSoftware - Infrastructure
AKAMAkamai Technologies IncXNASSoftware - Infrastructure
ALABAstera Labs, Inc. Common StockXNASSemiconductors
AMBAAmbarella, Inc. Ordinary SharesXNASSemiconductor Equipment & Materials
AMBQAmbiq Micro, Inc.XNYSSemiconductors
AMDAdvanced Micro DevicesXNASSemiconductors
AMTAmerican Tower CorporationXNYSREIT - Specialty
ANETArista NetworksXNYSComputer Hardware
AOSLAlpha and Omega Semiconductor LimitedXNASSemiconductors
APHAmphenol CorporationXNYSElectronic Components
APIAgora, Inc. American Depositary SharesXNASSoftware - Application
ARBBARB IOT Group Limited Ordinary SharesXNASInformation Technology Services
ARMArm Holdings plc American Depositary SharesXNASSemiconductors
AVGOBroadcom Inc. Common StockXNASSemiconductors
BABAAlibaba Group Holding Limited American Depositary Shares, each represents eight Ordinary SharesXNYSInternet Retail
BCEBCE, Inc.XNYSTelecom Services
BIDUBaidu, Inc.XNASInternet Content & Information
BIPBrookfield Infrastructure Partners L.P. Limited Partnership UnitsXNYSUtilities - Diversified
BNBrookfield CorporationXNYSAsset Management
BTBTBit Digital, Inc. Ordinary SharesXNASCapital Markets
BUUUBUUU Group Limited Class A Ordinary ShareXNASSpecialty Business Services
BZAIBlaize Holdings, Inc. Common StockXNASSoftware - Application
CDChaince Digital Holdings Inc. Ordinary SharesXNASCapital Markets
CEVACEVA Inc.XNASSemiconductors
CHOWChowChow Cloud International Holdings LimitedXASENot reported
CHTCHUNGHWA TELECOM CO., LTDXNYSTelecom Services
CIENCiena CorporationXNYSCommunication Equipment
CLSCelestica, Inc.XNYSElectronic Components
COHRCoherent Corp.XNYSScientific & Technical Instruments
CORZCore Scientific, Inc. Common StockXNASSoftware - Infrastructure
CRDOCredo Technology Group Holding Ltd Ordinary SharesXNASSemiconductors
CRWVCoreWeave, Inc. Class A Common StockXNASSoftware - Infrastructure
CSCOCisco Systems, Inc. Common Stock (DE)XNASCommunication Equipment
DELLDell Technologies Inc.XNYSComputer Hardware
DIODDiodes IncXNASSemiconductors
DOCNDigitalOcean Holdings, Inc.XNYSSoftware - Infrastructure
DTSSDatasea Intelligent Technology Ltd. Class A Ordinary SharesXNASSoftware - Infrastructure
DUOTDuos Technologies Group, Inc. Common StockXNASSoftware - Application
EFOIEnergy Focus, Inc.XNASFurnishings, Fixtures & Appliances
EQIXEquinix, Inc. Common Stock REITXNASREIT - Specialty
ESTCElastic N.V.XNYSSoftware - Application
FFIVF5, Inc. Common StockXNASSoftware - Infrastructure
FLEXFlex Ltd. Ordinary SharesXNASElectronic Components
FUSEFusemachines Inc. Common stockXNASShell Companies
GDSGDS Holdings Limited ADSXNASInformation Technology Services
GLOOGloo Holdings, Inc. Class A Common StockXNASSoftware - Application
GLWCorning IncorporatedXNYSElectronic Components
GLXYGalaxy Digital Inc. Class A Common StockXNASCapital Markets
GOOGAlphabet Inc. Class C Capital StockXNASInternet Content & Information
GOOGLAlphabet Inc. Class A Common StockXNASInternet Content & Information

How to narrow the research

To narrow the list, compare dated financial figures and the research checks above. The table shows a sample from the classification; its order does not rank investment merit.

  1. Research check

    Identify the part of the compute stack each company supplies.

  2. Research check

    Distinguish existing product revenue from announced investment.

  3. Research check

    Compare capital requirements before comparing valuation multiples.

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