This theme focuses on the essential hardware companies powering the artificial intelligence revolution. It includes manufacturers of semiconductors, data center components, and specialized processing units crucial for AI development and deployment.
Published on September 28
We're still in the early stages of AI adoption across industries. These hardware companies are positioned to benefit from years of sustained demand growth as AI becomes mainstream.
Every AI application needs powerful hardware to run. These companies provide the critical foundation that makes artificial intelligence possible at scale.
This group includes industry leaders and innovative companies at the forefront of AI hardware development, from chip giants to specialised infrastructure providers.
The AI revolution requires massive computing power, creating unprecedented demand for specialised hardware. We've identified companies across the entire value chain - from chip designers to data centre infrastructure providers - that form the essential backbone of artificial intelligence development and deployment.
This group spans the complete AI hardware ecosystem, including GPU manufacturers, semiconductor foundries, and data centre component makers. These companies benefit from the structural shift towards AI adoption across industries, offering exposure to long-term growth rather than short-term trends.
Each company was selected for its critical role in the AI infrastructure stack. From NVIDIA's dominant GPU position to Taiwan Semiconductor's advanced chip manufacturing, these firms provide the physical foundation that makes AI applications possible at scale.
Summary and investor takeaways for the basket 'The Hardware Powering Artificial Intelligence' based on provided market capitalization breakdown.
NVDA: $4.33T
TSM: $1.10T
INTC: $165.79B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
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BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+11.86%
On average, analysts expect assets in this group to grow 11.86% over the next year.
12 of 17 assets in this group are rated Buy by professional analysts.
