21 of the 100 companies on the AI Infra 100 are based in Europe, 21% of the list, across 7 categories and 11 segments. The highest ranked is ASML, rank 3 of 100 with a score of 100. Ranking and scores from the November 2026 edition, the assessment by Frontier Tech Intelligence of the AI infrastructure landscape.
| Rank | Company | Category / segment | Country | Score |
|---|---|---|---|---|
| 3 | ASMLASML designs and sells advanced semiconductor lithography systems, including EUV and High-NA EUV machines used by leading-edge logic and memory manufacturers. | Semiconductor equipment, materials & critical inputs / Lithography | Netherlands | 100 |
| 7 | ArmArm develops and licenses CPU, GPU, neural-acceleration and compute-subsystem IP, including Cortex/C2, Mali G2-Ultra NX, Neoverse CSS N4 and the Arm AGI CPU platform for AI-capable silicon. | Chips & accelerators / Custom silicon & IP | United Kingdom | 100 |
| 12 | Hitachi EnergyHitachi Energy supplies transformers and other grid and power equipment, and develops power infrastructure for AI data centers, including on-site energy parks and 800 V DC systems. | Power, cooling & thermal / Grid & power equipment | Switzerland | 98 |
| 18 | Siemens EnergySiemens Energy supplies power-generation, transmission and grid equipment, and partners on modular data centers with integrated on-site generation. | Power, cooling & thermal / Grid & power equipment | Germany | 96 |
| 36 | TrumpfTRUMPF supplies high-energy EUV laser systems to ASML for next-generation semiconductor lithography, following its established role providing CO2 laser amplifiers for ASML EUV systems. | Semiconductor equipment, materials & critical inputs / Lithography | Germany | 93 |
| 41 | ASM InternationalASM International supplies wafer-processing equipment, mainly atomic layer deposition (ALD) and epitaxy systems, for advanced logic and memory manufacturing. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | Netherlands | 91 |
| 44 | AixtronAixtron supplies MOCVD and CVD epitaxy systems, including the G10, G5+C and CCS platforms, used to make GaN, SiC, GaAs and InP compound-semiconductor devices. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | Germany | 90.5 |
| 52 | BesiBesi sells semiconductor assembly and advanced-packaging equipment, including the Datacon 8800 CHAMEO ultra plus hybrid-bonding system for die-to-wafer bonding. | Fabrication, memory & packaging / Advanced packaging | Netherlands | 90 |
| 53 | Schneider ElectricSchneider Electric sells 800 VDC data center cooling architecture for AI workloads to data center operators and infrastructure customers. | Power, cooling & thermal / Cooling & thermal | France | 90 |
| 56 | PrysmianPrysmian manufactures optical-fiber and submarine cables, including high-density microduct cable, for telecom and data connectivity. | Networking & interconnect / Optical & photonic interconnect | Italy | 89.5 |
| 58 | Maschinenfabrik ReinhausenMaschinenfabrik Reinhausen supplies transformer equipment, including tap changers and bushings, for high-voltage grid and power systems. | Power, cooling & thermal / Grid & power equipment | Germany | 89 |
| 60 | SiemensSiemens supplies chip design and verification software, including Calibre, Questa and mPower, used for semiconductor and silicon photonics design. | Semiconductor equipment, materials & critical inputs / EDA & design tools | Germany | 89 |
| 61 | Trane TechnologiesTrane Technologies supplies HVAC and thermal-management systems for data centers, with liquid-cooling capability added through the Stellar Energy and LiquidStack acquisitions. | Power, cooling & thermal / Cooling & thermal | Ireland | 89 |
| 62 | Alfa LavalAlfa Laval sells FreeWaterLoop cooling systems and brazed plate heat exchangers to data center operators and cooling-system manufacturers serving AI infrastructure. | Power, cooling & thermal / Cooling & thermal | Sweden | 89 |
| 63 | LegrandLegrand supplies power infrastructure for high-density data centers, including busways, power shelves and rack power systems. | Power, cooling & thermal / Rack & server power delivery | France | 89 |
| 66 | Johnson ControlsJohnson Controls supplies YORK chillers, absorption chillers, cooling distribution units and high-temperature heat pumps, including products designed for high-density AI data centers and industrial electrification. | Power, cooling & thermal / Cooling & thermal | Ireland | 88 |
| 67 | ABBThrough Sevensense, ABB provides visual AI navigation for robotic systems, representing specialized AI models applied to industrial mobility and automation. | Power, cooling & thermal / Grid & power equipment | Switzerland | 88 |
| 72 | EatonEaton supplies data-center power equipment, including UPS systems, busbars and an 800 VDC AI data-center design, plus thermal management through Boyd Thermal. | Power, cooling & thermal / Rack & server power delivery | Ireland | 87 |
| 76 | CorintisCorintis makes microfluidic cold plates and chip-specific cooling systems for AI data-center chips, plus custom cooling design services. | Power, cooling & thermal / Cooling & thermal | Switzerland | 87 |
| 90 | Pure Data Centres GroupPure Data Centres Group develops and operates AI-ready data center campuses, selling wholesale capacity to hyperscalers such as Microsoft. | Data center build & operate / Colocation & wholesale | United Kingdom | 85 |
| 93 | SynthesiaSynthesia provides an enterprise AI video platform for creating, translating and dubbing avatar-based videos, built on its own video-generation models. | Models & applications / Generative media | United Kingdom | 84 |
Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →
21 of the 100 companies on the AI Infra 100 are based in Europe: ASML, Arm, Hitachi Energy, Siemens Energy and Trumpf and 16 more. ASML ranks highest (rank 3 of 100, score 100). Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
ASML ranks highest (rank 3 of 100, score 100). Next: Arm, Hitachi Energy and Siemens Energy. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
21 of 100, 21% of the list. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
Every company here has a file: the signals that name it, the facts with sources, the scores and the peers. Members read all of it, ask questions across 100,000+ signals and get the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →