47 of the 100 companies on the AI Infra 100 are based in North America, 47% of the list, across 11 categories and 23 segments. The highest ranked is Broadcom, rank 1 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 |
|---|---|---|---|---|
| 1 | BroadcomBroadcom designs and supplies custom AI ASICs, TPUs, XPUs, networking silicon, and licensed chip components and IP for hyperscalers and AI companies. | Chips & accelerators / Custom silicon & IP | United States | 100 |
| 2 | NVIDIANVIDIA designs and sells GPUs and accelerator platforms including H100, RTX 5090, Blackwell Ultra, Vera Rubin and Jetson products for AI training, inference and edge computing. | Chips & accelerators / Accelerator design | United States | 100 |
| 5 | AlphabetGoogle develops and deploys the Gemini family of AI models, including agents for household coordination, Android actions, web tasks, coding, voice interaction, and security testing. | Compute demand & operators / Hyperscalers | United States | 100 |
| 9 | SynopsysSynopsys is a leading provider of electronic design automation software for chip design, verification, simulation, TCAD, process modeling, physical design and signoff. | Semiconductor equipment, materials & critical inputs / EDA & design tools | United States | 98 |
| 10 | CadenceCadence is a leading electronic design automation provider, offering tools for chip design, synthesis, implementation, verification, formal analysis, low-power analysis, and 3D-IC design. | Semiconductor equipment, materials & critical inputs / EDA & design tools | United States | 98 |
| 11 | Applied MaterialsApplied Materials supplies semiconductor manufacturing equipment, including wafer-processing systems, eBeam metrology and panel-scale tools used to make AI chips. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | United States | 98 |
| 15 | AmazonAWS is a global hyperscale cloud operator, with regional infrastructure, AI-zone capacity, and large-scale compute services for enterprises, startups, and model developers. | Compute demand & operators / Hyperscalers | United States | 96 |
| 16 | GE VernovaGE Vernova manufactures gas turbines and power-generation infrastructure, and works with NVIDIA and partners to supply power for AI data centers. | Power, cooling & thermal / Generation for data centers | United States | 96 |
| 17 | KLAKLA supplies semiconductor inspection, metrology and process-control equipment, including the Surfscan SP A2 system, to chip and wafer manufacturers. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | United States | 96 |
| 19 | CoherentCoherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks. | Networking & interconnect / Optical & photonic interconnect | United States | 96 |
| 20 | VertivVertiv supplies data-center cooling, including liquid cooling, chillers and cooling distribution units, for high-density AI and HPC data centers. | Power, cooling & thermal / Cooling & thermal | United States | 96 |
| 21 | Arista NetworksArista Networks builds Ethernet switching platforms for data centers and AI fabrics, including 800G and 1.6T AI networking platforms and data-center interconnects. | Networking & interconnect / Switching & NICs | United States | 96 |
| 23 | OpenAIOpenAI develops and launches frontier foundation models such as GPT-4o mini and GPT-5.1, alongside ChatGPT products focused on reasoning and problem-solving. | Compute demand & operators / Frontier labs as compute buyers | United States | 96 |
| 24 | Keysight TechnologiesKeysight sells electronic design automation and semiconductor modeling software, including PathWave ADS, RFPro Circuit and IC-CAP, for RF, mmWave, GaN and power-amplifier design. | Networking & interconnect / Test, measurement & validation | United States | 96 |
| 28 | CorningCorning manufactures optical fiber, hollow-core fiber, glass waveguides and co-packaged-optics technology for data-center interconnects, working with hyperscalers and NVIDIA. | Networking & interconnect / Optical & photonic interconnect | United States | 94 |
| 32 | Lam ResearchLam Research develops and supplies semiconductor manufacturing equipment, including atomic layer deposition, plasma processing, wafer recovery, and related process-control technologies used in high-volume fabs. | Semiconductor equipment, materials & critical inputs / Deposition, etch & metrology | United States | 93 |
| 38 | Dell TechnologiesDell supplies and integrates PowerEdge servers, AI systems, private-cloud stacks and related data-center infrastructure. | Data center build & operate / Servers, racks & system integration | United States | 92 |
| 39 | MicrosoftMicrosoft operates Azure, a hyperscale cloud platform, and is deploying large-scale AI infrastructure including 66,000 NVIDIA Rubin GPUs in Europe and more than 30,000 in Norway. | Compute demand & operators / Hyperscalers | United States | 92 |
| 43 | Scale AIScale AI provides AI data infrastructure and human-guided training capabilities, including tools used to train and evaluate AI systems. | Agents & tooling / Data platforms & labeling | United States | 91 |
| 45 | AmphenolAmphenol supplies high-speed electrical and fiber-optic connectors, cable assemblies and interconnect systems used in data-center, AI server and networking systems. | Networking & interconnect / Cables, connectors & PCB | United States | 90 |
| 46 | Digital RealtyDigital Realty owns and operates data centers worldwide and sells colocation, wholesale capacity and interconnection services, including leases to hyperscale customers. | Data center build & operate / Colocation & wholesale | United States | 90 |
| 47 | CelesticaCelestica provides system integration and manufacturing for AI compute systems, including Jalapeño systems, Google TPU systems, AMD's Helios rack-scale platform, and the Helma AI supercomputer. | Data center build & operate / Servers, racks & system integration | Canada | 90 |
| 49 | EquinixEquinix operates a global portfolio of IBX and xScale data centers that provide colocation, wholesale capacity and infrastructure for enterprise, cloud and AI workloads. | Data center build & operate / Colocation & wholesale | United States | 90 |
| 50 | MicronMicron designs and manufactures DRAM and high-bandwidth memory, including HBM4, HBM4E and server DDR5, used in AI and data-center systems. | Fabrication, memory & packaging / HBM & DRAM | United States | 90 |
| 51 | CiscoCisco's core business is building and selling enterprise, cloud-provider, carrier, and data-center networking equipment, including high-end routers, aggregation equipment, and modular switches. | Networking & interconnect / Switching & NICs | United States | 90 |
| 54 | Bloom EnergyBloom Energy designs and deploys fuel-cell power systems and microgrids for onsite power at AI data centers, with customers including Oracle and CoreWeave. | Power, cooling & thermal / Generation for data centers | United States | 90 |
| 57 | Aligned Data CentersAligned sells its Build-to-Scale data center platform, developing and operating hyperscale infrastructure for cloud, enterprise, and AI customers. | Data center build & operate / Hyperscale developers | United States | 89 |
| 59 | AnthropicAnthropic develops and sells Claude, a closed-weight frontier AI model and assistant for enterprises, developers, and consumers. | Compute demand & operators / Frontier labs as compute buyers | United States | 89 |
| 69 | QTSQTS Data Centers develops and operates large-scale data centers that provide colocation, wholesale capacity, and related infrastructure services to enterprise and hyperscale customers. | Data center build & operate / Colocation & wholesale | United States | 87 |
| 71 | CienaCiena supplies coherent optical networking systems, pluggable optical engines and WaveLogic technology that provide high-capacity interconnect for data centres and AI workloads. | Networking & interconnect / Optical & photonic interconnect | United States | 87 |
| 73 | AMDAMD designs and supplies data-center CPUs, AI GPUs, adaptive SoCs and specialized accelerators, including the Instinct, MI400, EPYC and Threadripper product lines. | Chips & accelerators / Accelerator design | United States | 87 |
| 77 | SupermicroSupermicro designs and sells AI servers, rack-scale systems and AI data-center infrastructure, including Blackwell Ultra systems and SquadRack designs. | Data center build & operate / Servers, racks & system integration | United States | 86 |
| 79 | Vantage Data CentersVantage develops and operates hyperscale data center campuses, providing wholesale colocation and capacity to cloud providers, AI companies, and large enterprises. | Data center build & operate / Colocation & wholesale | United States | 86 |
| 81 | Hugging FaceHugging Face operates a major open-model ecosystem, publishing, hosting, distributing, and deploying open-weight models across language, vision, video, and robotics use cases. | Models & applications / Open-weight labs | United States | 86 |
| 82 | Analog DevicesAnalog Devices supplies power-management components for data-center servers and racks, including µModule regulators with PMBus telemetry for real-time power control. | Power, cooling & thermal / Rack & server power delivery | United States | 86 |
| 83 | CarrierCarrier supplies data-center thermal infrastructure, including QuantumLeap and interoperable single- and two-phase direct-to-chip liquid cooling integrated with traditional HVAC through intelligent controls. | Power, cooling & thermal / Cooling & thermal | United States | 86 |
| 84 | Stack InfrastructureSTACK Infrastructure develops and operates large data center campuses and leases wholesale colocation capacity, and partners with Amazon. | Data center build & operate / Colocation & wholesale | United States | 85 |
| 85 | LumentumLumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks. | Networking & interconnect / Optical & photonic interconnect | United States | 85 |
| 89 | MetaMeta develops AI models, including Llama 4, and Muse, a personal AI agent that can use apps and websites, send emails and make payments. | Compute demand & operators / Hyperscalers | United States | 85 |
| 92 | CerebrasCerebras designs and sells wafer-scale AI accelerators for training and inference to AI labs, cloud providers, and enterprise customers. | Chips & accelerators / Inference-specialist chips | United States | 84.5 |
| 94 | BasetenBaseten provides hosted infrastructure for deploying and serving AI models, including open-weight large language models and NVIDIA-optimized inference workloads. | Compute software / Inference & serving clouds | United States | 80 |
| 95 | Fireworks AIFireworks AI runs a hosted platform for deploying and serving foundation models such as Mistral and Kimi K2, selling inference infrastructure and APIs. | Compute software / Inference & serving clouds | United States | 80 |
| 96 | OpenRouterOpenRouter operates a model gateway that provides API access to more than 400 AI models and processes over 10 trillion tokens per day. It monetizes this inference access through prepaid credits and usage charges. | Compute software / Inference & serving clouds | United States | 76 |
| 97 | AndurilAnduril sells Lattice, an AI-enabled command-and-control platform that coordinates autonomous systems and processes battlefield data for defense customers. | Agents & tooling / Agent platforms | United States | 70.5 |
| 98 | Safe SuperintelligenceSafe Superintelligence develops methods for controlling rogue AGI, directly qualifying as AI safety and alignment work. | Compute demand & operators / Frontier labs as compute buyers | United States | 69 |
| 99 | ExaforceExaforce builds an AI-native security operations platform that automates SOC analyst work, supports natural-language threat investigation, and is deployed by enterprise customers including Replit and Guardant Health. | Safety & security / Security | United States | 66 |
| 100 | CrowdStrikeCrowdStrike sells the Falcon cybersecurity platform, which uses AI and machine learning to detect and respond to threats across endpoints, cloud workloads and enterprise AI. | Safety & security / Security | United States | 50.5 |
Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →
47 of the 100 companies on the AI Infra 100 are based in North America: Broadcom, NVIDIA, Alphabet, Synopsys and Cadence and 42 more. Broadcom ranks highest (rank 1 of 100, score 100). Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
Broadcom ranks highest (rank 1 of 100, score 100). Next: NVIDIA, Alphabet and Synopsys. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
47 of 100, 47% of the list. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
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