What are the key companies involved in the AI infrastructure sector?
7/3/2025 11:52am
The AI infrastructure sector involves companies that provide the necessary components and services to support the development and deployment of artificial intelligence (AI) systems. Key companies involved in this sector include:
1. **NVIDIA (NVDA)**: NVIDIA is a leading provider of GPUs and AI software, essential for training and running AI models.
2. **Advanced Energy Industries (AEIS)**: AEIS provides power management solutions critical for the efficiency of AI infrastructure.
3. **DigitalBridge Group (DBRG)**: DBRG is a digital infrastructure investment firm that partners with hyperscale data center operators to build AI-ready infrastructure.
4. **Vertiv Holdings (VRTX)**: Vertiv designs and manufactures thermal management, power, and modular infrastructure solutions for AI-driven data centers.
5. **Nebius Group (NBIS)**: NBIS offers full-stack AI solutions, including proprietary hardware and software, to support the development of complex AI systems.
6. **Intel (INTC)**: Intel is a major player in the CPU market, providing processors for AI workloads.
7. **Samsung Electronics (SSNLF)**: Samsung is a key manufacturer of AI chips and memory solutions.
8. **Microsoft Azure (MSFT)** and **AWS (AMZN)** and **Google Cloud (GOOGL)**: These cloud providers offer scalable computing resources and pre-built AI tools for model training and deployment.
9. **IBM (IBM)**: IBM offers AI consulting services and has developed AI-centric technologies like Watson.
10. **Dell Technologies (DELL)**: Dell provides IT infrastructure solutions that support AI adoption, including servers and storage.
These companies are integral to the AI infrastructure ecosystem, each playing a crucial role in powering, managing, and enabling the development of AI systems.