$194B data center revenue
NvidiaLong
Nvidia data center $194B
Source: HeyGoTrade
$3-4T by 2030 AI capex
Hyperscaler CapexLong
AI data center capex $3-4T by 2030 (Nvidia)
Source: Fool
$300B+ incremental 2026
Hyperscaler CapexLong
$300B+ incremental capex from 2025 to 2026
Source: Fool
$41.1B data center Q2 FY26
NvidiaLong
Nvidia $41.1B data center rev Q2 FY26
Source: Fool
$46.7B total Q2 FY26
NvidiaLong
Nvidia $46.7B total revenue Q2 FY26
Source: Fool
2025 guidance +15% YoY
ASMLLong
ASML 2025 guidance +15% YoY
Source: Fool
2026 +30% growth consensus
TSMCLong
TSMC 2026 +30% consensus
Source: HeyGoTrade
2nm preorders strong
TSMCLong
TSMC 2nm strong preorder demand
Source: USNews
3nm flagship
TSMCLong
TSMC 3nm flagship process
Source: HeyGoTrade
40% CAGR over 5 years
Hyperscaler CapexLong
40% CAGR AI capex over 5 years
Source: Fool
66 lithography Q3 2025
ASMLLong
ASML sold 66 lithography machines Q3 2025
Source: Fool
AI accelerator 54-56% CAGR
TSMCLong
AI accelerator rev 54-56% CAGR through 2029
Source: Fool
AMD MI300X MI350
Other ChipsLong
AMD MI300X MI350 AI accelerator
Source: encyclopedia
ASML +53% in 2025
ASMLLong
ASML stock +53% in 2025
Source: Fool
ASML monopoly EUV
ASMLLong
ASML monopoly extreme ultraviolet lithography
Source: Fool
Advanced nodes 74% revenue
TSMCLong
Advanced 3nm 5nm 7nm = 74% wafer revenue
Source: HeyGoTrade
Alphabet GOOGL AI capex
Hyperscaler CapexLong
Alphabet AI capex
Source: Fool
Amazon AWS AI capex
Hyperscaler CapexLong
Amazon AWS AI capex leader
Source: Fool
Applied Materials AMAT
EquipmentLong
Applied Materials AMAT equipment
Source: encyclopedia
Arista Networks ANET
NetworkingLong
Arista Networks ANET data center networking
Source: encyclopedia
Arm Holdings ARM IP
Other ChipsLong
Arm Holdings ARM IP licensing
Source: encyclopedia
Astera Labs ALAB
Other ChipsLong
Astera Labs ALAB AI connectivity
Source: encyclopedia
Blackwell GB200 chip
NvidiaMulti
Blackwell GB200 systems
Source: encyclopedia
Broadcom AVGO custom ASIC
Other ChipsLong
Broadcom custom AI ASICs
Source: USNews
CUDA software moat
NvidiaLong
CUDA platform moat
Source: encyclopedia
Caterpillar CAT generators
PowerLong
Caterpillar CAT generators data center
Source: encyclopedia
Cisco CSCO networking
NetworkingMulti
Cisco CSCO networking
Source: encyclopedia
Coherent Corp COHR optical
NetworkingLong
Coherent COHR optical components
Source: encyclopedia
Compass Datacenters private
Data CenterMulti
Compass Datacenters private $5B Brookfield
Source: encyclopedia
Constellation Energy CEG
PowerLong
Constellation Energy CEG nuclear
Source: encyclopedia
CoreWeave CRWV neocloud
NeocloudLong
CoreWeave CRWV public neocloud GPU rental
Source: Fool
Credo Technology CRDO connect
Other ChipsLong
Credo +1700% since IPO 2022
Source: USNews
Crusoe Energy AI compute
NeocloudMulti
Crusoe Energy stranded gas AI
Source: encyclopedia
Cummins CMI generators
PowerLong
Cummins CMI backup generators
Source: encyclopedia
DC Datacenter ETF
Data Center REITLong
Pacer DTCR data center ETF
Source: encyclopedia
Data center +56% YoY
NvidiaLong
Nvidia data center +56% YoY
Source: Fool
Dell DELL servers
NetworkingLong
Dell DELL AI server systems
Source: encyclopedia
Digital Realty DLR
Data Center REITLong
Digital Realty DLR data center REIT
Source: encyclopedia
Eaton ETN data center power
PowerLong
Eaton ETN power management data center
Source: encyclopedia
Entegris ENTG materials
EquipmentLong
Entegris ENTG semi materials
Source: encyclopedia
Equinix EQIX largest
Data Center REITLong
Equinix EQIX largest data center REIT
Source: encyclopedia
Eversource ES grid
PowerLong
Eversource ES grid utility
Source: encyclopedia
FY26 +65% YoY revenue
NvidiaLong
Nvidia FY26 +65% YoY revenue
Source: HeyGoTrade
Fabrinet FN packaging
NetworkingLong
Fabrinet FN optical packaging
Source: encyclopedia
GE Vernova GEV
PowerLong
GE Vernova GEV power equipment
Source: encyclopedia
GEV powerplants gas peakers
PowerLong
GE Vernova gas peaker plants
Source: encyclopedia
GTC DC quantum partnership
NvidiaLong
Nvidia GTC DC quantum partnerships announced
Source: Fool
Generac GNRC backup
PowerLong
Generac GNRC backup power
Source: encyclopedia
Geopolitical Taiwan risk
TSMCShort
Geopolitical Taiwan risk for TSMC
Source: HeyGoTrade
H100 H200 B200 series
NvidiaMulti
H100 H200 B200 GPU lineup
Source: encyclopedia
HPE Hewlett Packard
NetworkingMulti
HPE Hewlett Packard Enterprise
Source: encyclopedia
High-NA EUV next-gen
ASMLLong
High-NA EUV 2nm + nodes
Source: LevelFields
Hyperscalers $700B 2026
Hyperscaler CapexLong
Top 4 hyperscalers $700B AI capex 2026
Source: Fool
IBM AI hybrid cloud
NetworkingMulti
IBM AI hybrid cloud + Watsonx
Source: encyclopedia
IRM Iron Mountain data
Data Center REITLong
Iron Mountain IRM data + storage
Source: encyclopedia
Intel INTC foundry struggling
Other ChipsMulti
Intel INTC foundry struggling
Source: encyclopedia
Juniper JNPR HPE acquired
NetworkingMulti
Juniper JNPR HPE acquired
Source: encyclopedia
KLA Corp KLAC inspection
EquipmentLong
KLA Corp KLAC inspection
Source: encyclopedia
Lam Research LRCX
EquipmentLong
Lam Research LRCX equipment
Source: encyclopedia
Lambda Labs private
NeocloudMulti
Lambda Labs GPU cloud
Source: encyclopedia
Liquid cooling shift
CoolingLong
Liquid cooling shift for AI servers
Source: encyclopedia
Lumentum LITE optical
NetworkingLong
Lumentum LITE optical
Source: encyclopedia
Marvell MRVL custom silicon
Other ChipsLong
Marvell MRVL custom silicon
Source: encyclopedia
Meta META AI capex
Hyperscaler CapexLong
Meta Platforms META AI capex
Source: Fool
Micron MU HBM memory
MemoryLong
Micron MU HBM memory for AI
Source: encyclopedia
Microsoft AI capex
Hyperscaler CapexLong
MSFT major AI capex spender
Source: Fool
Modine MOD cooling
CoolingLong
Modine MOD HVAC + cooling
Source: encyclopedia
NVDA $4T+ market cap 2025
NvidiaLong
Nvidia $4T+ market cap reached 2025
Source: encyclopedia
Nebius Group NBIS
NeocloudLong
Nebius NBIS Yandex spinout
Source: Fool
NextEra NEE renewables
PowerLong
NextEra NEE renewables data center
Source: encyclopedia
Nvidia 92% high-end GPU share
NvidiaLong
Nvidia 92% market share high-end data center GPUs
Source: Fool
Oracle ORCL AI capex
Hyperscaler CapexLong
Oracle ORCL AI capex
Source: encyclopedia
Palantir PLTR AI software
NetworkingLong
Palantir PLTR AI software
Source: encyclopedia
Picks-and-shovels diversified
StrategyLong
Diversified picks-and-shovels AI infra
Source: encyclopedia
Pure Storage PSTG flash
NetworkingLong
Pure Storage PSTG flash data
Source: encyclopedia
Q3 +51% earnings +42% sales
TSMCLong
TSMC Q3 +51% earnings +42% sales
Source: USNews
QTS Realty Blackstone
Data CenterMulti
QTS Realty owned by Blackstone
Source: encyclopedia
Qualcomm QCOM mobile
Other ChipsLong
Qualcomm QCOM mobile + edge
Source: LevelFields
Quanta Services PWR
PowerLong
Quanta Services PWR transmission build
Source: encyclopedia
SK Hynix HBM leader
MemoryLong
SK Hynix HBM leader
Source: encyclopedia
SMH VanEck semis ETF
EquipmentLong
VanEck SMH semiconductor ETF
Source: encyclopedia
SOXX iShares semis ETF
EquipmentLong
iShares Semiconductor SOXX ETF
Source: encyclopedia
Samsung HBM3E
MemoryLong
Samsung HBM3E memory
Source: encyclopedia
Samsung memory + foundry
Other ChipsLong
Samsung memory + foundry
Source: LevelFields
Schneider Electric
PowerLong
Schneider Electric power data center
Source: encyclopedia
Schneider liquid cool
CoolingLong
Schneider liquid cooling solutions
Source: encyclopedia
Snowflake SNOW data
NetworkingLong
Snowflake SNOW data cloud
Source: encyclopedia
SuperMicro SMCI
NetworkingLong
Super Micro SMCI servers
Source: encyclopedia
Switch Inc DigitalBridge
Data CenterMulti
Switch Inc DigitalBridge
Source: encyclopedia
TSMC 2025 rev +31.6% $122.9B
TSMCLong
TSMC 2025 rev $122.9B +31.6% YoY
Source: HeyGoTrade
TSMC stock +42% in 2025
TSMCLong
TSMC stock +42% in 2025
Source: USNews
Talen Energy TLN
PowerLong
Talen Energy TLN nuclear data center
Source: encyclopedia
Together AI inference
NeocloudMulti
Together AI inference platform
Source: encyclopedia
Tokyo Electron Japan
EquipmentLong
Tokyo Electron equipment
Source: encyclopedia
Vantage Data Centers
Data CenterMulti
Vantage Data Centers DigitalBridge
Source: encyclopedia
Vertiv VRT power data center
PowerLong
Vertiv VRT data center power
Source: encyclopedia
Vertiv liquid cooling
CoolingLong
Vertiv liquid cooling solutions
Source: encyclopedia
Vistra VST data center power
PowerLong
Vistra VST data center power supply
Source: encyclopedia
~24x forward earnings
TSMCMulti
TSMC ~24x forward earnings - cheaper than NVDA
Source: HeyGoTrade
€7.5B Q3 net sales
ASMLLong
ASML €7.5B Q3 net sales
Source: Fool
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.