The Atlas

The interactive map: 174 companies across seven layers joined by 1,181 value-chain links. Open any company for its segment revenue, derived AI exposure, placement reasoning and quarterly history.

Companies on the map

• NVIDIA (NVDA)
• Advanced Micro Devices (AMD)
• Arm Holdings (ARM)
• Broadcom (AVGO)
• Qualcomm (QCOM)
• Marvell Technology (MRVL)
• Intel (INTC)
• Texas Instruments (TXN)
• Analog Devices (ADI)
• Monolithic Power Systems (MPWR)
• Microchip Technology (MCHP)
• ON Semiconductor (ON)
• NXP Semiconductors (NXPI)
• Lattice Semiconductor (LSCC)
• Micron Technology (MU)
• SK Hynix (SKHY)
• Samsung Electronics (SSNLF)
• Sandisk (SNDK)
• Taiwan Semiconductor (TSM)
• GlobalFoundries (GFS)
• ASML Holding (ASML)
• Lam Research (LRCX)
• Applied Materials (AMAT)
• KLA Corporation (KLAC)
• Teradyne (TER)
• Vertiv Holdings (VRT)
• Eaton Corporation (ETN)
• Hubbell (HUBB)
• nVent Electric (NVT)
• Powell Industries (POWL)
• Cummins (CMI)
• Caterpillar (CAT)
• GE Vernova (GEV)
• Siemens Energy (ENR)
• Schneider Electric (SU)
• Carrier Global (CARR)
• Trane Technologies (TT)
• Modine Manufacturing (MOD)
• Quanta Services (PWR)
• EMCOR Group (EME)
• Comfort Systems USA (FIX)
• MYR Group (MYRG)
• Seagate Technology (STX)
• Western Digital (WDC)
• NetApp (NTAP)
• Everpure (fmr Pure Storage) (P)
• Dell Technologies (DELL)
• IBM (IBM)
• Equinix (EQIX)
• Digital Realty Trust (DLR)
• Iron Mountain (IRM)
• Arista Networks (ANET)
• Cisco Systems (CSCO)
• Ciena (CIEN)
• Ubiquiti (UI)
• Motorola Solutions (MSI)
• Coherent (COHR)
• Lumentum Holdings (LITE)
• Corning (GLW)
• Amphenol (APH)
• TE Connectivity (TEL)
• Bel Fuse (BELFB)
• Celestica (CLS)
• Flex (FLEX)
• Jabil (JBL)
• Fabrinet (FN)
• Dycom Industries (DY)
• Constellation Energy (CEG)
• Vistra (VST)
• NRG Energy (NRG)
• Talen Energy (TLN)
• NextEra Energy (NEE)
• Oklo (OKLO)
• NuScale Power (SMR)
• BWX Technologies (BWXT)
• Cameco (CCJ)
• Centrus Energy (LEU)
• Energy Fuels (UUUU)
• First Solar (FSLR)
• Brookfield Renewable (BEP)
• Freeport-McMoRan (FCX)
• MP Materials (MP)
• Synopsys (SNPS)
• Cadence Design Systems (CDNS)
• Autodesk (ADSK)
• PTC Inc. (PTC)
• Dassault Systèmes (DSY)
• Bentley Systems (BSY)
• ServiceNow (NOW)
• Salesforce (CRM)
• SAP SE (SAP)
• Workday (WDAY)
• Oracle (ORCL)
• Intuit (INTU)
• Pegasystems (PEGA)
• HubSpot (HUBS)
• Twilio (TWLO)
• UiPath (PATH)
• Palo Alto Networks (PANW)
• CrowdStrike (CRWD)
• Fortinet (FTNT)
• Zscaler (ZS)
• Akamai Technologies (AKAM)
• MongoDB (MDB)
• Cloudflare (NET)
• Snowflake (SNOW)
• Datadog (DDOG)
• Samsara (IOT)
• Trimble (TRMB)
• Microsoft (MSFT)
• Alphabet (GOOGL)
• Amazon (AMZN)
• Apple (AAPL)
• Meta Platforms (META)
• Palantir Technologies (PLTR)
• MACOM Technology (MTSI)
• Axon Enterprise (AXON)
• Rocket Lab (RKLB)
• AST SpaceMobile (ASTS)
• Intuitive Machines (LUNR)
• Symbotic (SYM)
• Tesla (TSLA)
• Intuitive Surgical (ISRG)
• GE HealthCare (GEHC)
• Veeva Systems (VEEV)
• IPG Photonics (IPGP)
• IonQ (IONQ)
• Quantum Computing Inc. (QUBT)
• D-Wave Quantum (QBTS)
• Amkor Technology (AMKR)
• Qorvo (QRVO)
• Keysight Technologies (KEYS)
• Viavi Solutions (VIAV)
• Anritsu (ANIRY)
• Hesai Technology (HSAI)
• Mirion Technologies (MIR)
• Johnson Controls (JCI)
• AAON (AAON)
• Teledyne Technologies (TDY)
• Nokia (NOK)
• Infineon Technologies (IFNNY)
• STMicroelectronics (STM)
• Renesas Electronics (RNECY)
• Astera Labs (ALAB)
• Credo Technology (CRDO)
• Rambus (RMBS)
• Hewlett Packard Enterprise (HPE)
• Super Micro Computer (SMCI)
• Hitachi (HTHIY)
• Mitsubishi Electric (MIELY)
• Adobe (ADBE)
• Accenture (ACN)
• Rockwell Automation (ROK)
• Emerson Electric (EMR)
• S&P Global (SPGI)
• Moody's (MCO)
• CoreWeave (CRWV)
• Siemens (SIEGY)
• Onto Innovation (ONTO)
• EPAM Systems (EPAM)
• Nextracker (NXT)
• SpaceX (SPCX)
• Southern Copper (SCCO)
• Lynas Rare Earths (LYC)
• USA Rare Earth (USAR)
• Albemarle (ALB)
• Alcoa (AA)
• Bloom Energy (BE)
• Ecolab (ECL)
• Kratos Defense (KTOS)
• Ultra Clean Holdings (UCTT)
• Nebius Group (NBIS)
• AXT, Inc. (AXTI)
• Tower Semiconductor (TSEM)

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