Sector standings

Infrastructure and data centers

The networks, storage, servers, buildings, money and power that turn chips into AI capacity.

Infrastructure and data centers companies ranked by OVR. Change compares with the last recorded rating.
#	Company	Team	±	OVR	DOM	MOM	LEV	DUR	FIRE	HEAT
1	NvidiaStarter · Networking	Nvidia	–	93	96	97	90	80	95	70
2	BroadcomStarter · Networking	Google	–	90	92	98	88	78	–	–
3	GE VernovaStarter · Power and cooling	Independent	–	88	92	–	80	86	–	–
4	Foxconn, Quanta, WistronStarter · Servers and systems	Independent	–	80	90	–	64	76	–	–
5	CelesticaStarter · Networking	Independent	–	78	87	–	64	74	–	–
5	EquinixStarter · Data center landlords and financiers	Independent	–	78	84	80	64	80	–	–
5	VertivStarter · Power and cooling	Independent	–	78	82	90	60	80	–	–
8	EatonStarter · Power and cooling	Independent	–	77	80	92	60	82	–	–
9	QTSStarter · Data center landlords and financiers	Independent	–	76	82	88	50	86	–	–
10	DellStarter · Storage	Independent	–	75	84	76	50	82	–	–
11	LenovoSecond string · Servers and systems	Independent	–	73	88	58	50	76	–	–
11	MarvellSecond string · Networking	Independent	–	73	76	–	62	76	78	–
13	Arista NetworksStarter · Networking	Independent	–	72	78	80	50	78	–	–
13	CiscoSecond string · Networking	Independent	–	72	70	94	50	80	88	–
13	Digital RealtyStarter · Data center landlords and financiers	Independent	–	72	80	76	50	78	–	–
16	ApolloSecond string · Data center landlords and financiers	Independent	–	70	70	–	50	76	95	–
16	NetAppStarter · Storage	Independent	–	70	78	–	50	78	–	–
16	VAST DataSecond string · Storage	Nvidia	–	70	72	84	50	78	78	–
19	Bloom EnergySecond string · Power and cooling	Independent	–	69	68	96	50	74	–	–
19	Blue OwlSecond string · Data center landlords and financiers	Independent	–	69	70	–	50	70	95	–
19	ConstellationSecond string · Power and cooling	Microsoft and OpenAI	–	69	72	–	62	72	–	–
19	Everpure (Pure Storage)Starter · Storage	Independent	–	69	76	–	50	78	–	–
23	Super MicroSecond string · Servers and systems	Independent	–	67	76	–	50	68	–	–
24	DDNSecond string · Storage	Independent	–	66	70	–	50	74	68	–
25	HPESecond string · Servers and systems	Independent	–	61	62	–	50	76	–	–
26	CrusoePractice squad · Data center landlords and financiers	Independent	–	60	56	–	50	68	80	–
26	WEKASecond string · Storage	Independent	–	60	64	–	50	66	–	–
28	Ayar LabsPractice squad · Networking	Independent	–	54	50	–	50	56	70	–
29	X-energyPractice squad · Power and cooling	Amazon and Anthropic	–	53	46	–	50	52	76	–
30	Valar AtomicsPractice squad · Power and cooling	Independent	–	52	44	–	50	48	76	–
31	TerraPowerPractice squad · Power and cooling	Meta	–	50	48	–	50	56	–	–
32	OkloPractice squad · Power and cooling	Meta	–	49	46	–	50	54	–	–

See Infrastructure and data centers on the map →