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Chips & Compute

GPUs, accelerators, CPUs, foundries

The processors that train and run AI models, and the factories that make them. Demand for AI compute starts here; everything else in the stack exists to feed, connect, power and house these chips.

Company	Ticker	AI connection
NVIDIA Chips Networking Designs the GPUs and systems most AI models are trained and run on.	NVDA	Designs the GPUs and systems most AI models are trained and run on.
Advanced Micro Devices Chips Instinct accelerators and EPYC server CPUs; the main GPU alternative to NVIDIA.	AMD	Instinct accelerators and EPYC server CPUs; the main GPU alternative to NVIDIA.
Broadcom Chips Networking Custom AI accelerators for hyperscalers and the Ethernet switch silicon that connects them.	AVGO	Custom AI accelerators for hyperscalers and the Ethernet switch silicon that connects them.
Taiwan Semiconductor (ADR) Chips Manufactures nearly all leading-edge AI chips and does the advanced packaging (CoWoS) they need.	TSM	Manufactures nearly all leading-edge AI chips and does the advanced packaging (CoWoS) they need.
Arm Holdings (ADR) Chips Licenses the CPU architecture used in many AI servers and every smartphone.	ARM	Licenses the CPU architecture used in many AI servers and every smartphone.
Marvell Technology Chips Networking Custom silicon for cloud customers and the optical/interconnect chips inside AI data centers.	MRVL	Custom silicon for cloud customers and the optical/interconnect chips inside AI data centers.
Intel Chips Xeon server CPUs, Gaudi accelerators, and a foundry business seeking AI customers.	INTC	Xeon server CPUs, Gaudi accelerators, and a foundry business seeking AI customers.
Qualcomm Chips On-device AI in phones and PCs through Snapdragon processors.	QCOM	On-device AI in phones and PCs through Snapdragon processors.
Microsoft Hyperscalers Software Chips Primary: Hyperscalers & Cloud Azure AI infrastructure, the OpenAI partnership, and Copilot across its software.	MSFT	Azure AI infrastructure, the OpenAI partnership, and Copilot across its software.
Amazon Hyperscalers Chips Primary: Hyperscalers & Cloud AWS rents AI compute and builds its own Trainium and Inferentia chips.	AMZN	AWS rents AI compute and builds its own Trainium and Inferentia chips.
Alphabet Hyperscalers Chips Software Primary: Hyperscalers & Cloud Gemini models, Google Cloud AI services, and in-house TPU accelerators.	GOOGL	Gemini models, Google Cloud AI services, and in-house TPU accelerators.
Meta Platforms Hyperscalers Chips Primary: Hyperscalers & Cloud Among the largest AI capital spenders; trains Llama models for its own products.	META	Among the largest AI capital spenders; trains Llama models for its own products.
Super Micro Computer Data centers Chips Primary: Data Centers Builds GPU servers and racks, including liquid-cooled systems.	SMCI	Builds GPU servers and racks, including liquid-cooled systems.

Companies whose primary category is elsewhere but that also belong here are listed with their primary tag.

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Latest 10-K, 10-Q and 8-K filings in Chips & Compute

Source: SEC EDGAR

AVGO10-QQuarterly report2026-09-10document folder
QCOM8-KCurrent report · items 3.022026-09-08document folder
NVDA8-KCurrent report · items 8.012026-09-03document folder
AVGO8-KEarnings release · items 2.02,8.01,9.012026-09-02document folder
MRVL10-QQuarterly report2026-08-28document folder
MRVL8-KEarnings release · items 2.02,9.012026-08-27document folder
NVDA8-KEarnings release · items 2.02,9.012026-08-26document folder
NVDA10-QQuarterly report2026-08-26document folder
MRVL8-KCurrent report · items 1.01,3.02,9.012026-08-19document folder
AMD8-KCurrent report · items 5.02,9.012026-08-19document folder
AMD8-KCurrent report · items 1.01,2.03,9.012026-08-17document folder
NVDA8-KCurrent report · items 1.01,2.03,7.012026-08-17document folder
INTC8-KCurrent report · items 7.01,8.01,9.012026-08-12document folder
AMD10-QQuarterly report2026-08-05document folder
AMD8-KEarnings release · items 2.02,7.01,9.012026-08-04document folder