Italian Software Data Center (AI Picks and Shovels) Stocks

Phison Electronics

Market Cap: NT$301.8b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

Technoprobe

Market Cap: €7.9b

Produces and sells electronic circuits in Italy, Asia, the United States, and rest of Europe.

InnoScience (Suzhou) Technology Holding

Market Cap: HK$71.7b

InnoScience (Suzhou) Technology Holding Co., Ltd.

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$70.0b

Engages in the production and sale of optical fiber preforms rods, optical fiber, and optical fiber cables in China and internationally.

Tongfu MicroelectronicsLtd

Market Cap: CN¥57.2b

Provides integrated circuit (IC) encapsulation test services in China and internationally.

Yuanjie Semiconductor Technology

Market Cap: CN¥54.9b

Yuanjie Semiconductor Technology Co., Ltd.

Shenzhen Techwinsemi Technology

Market Cap: CN¥52.6b

Develops, manufactures, and sells storage control chips and modules in China and internationally.

QuantumCTek

Market Cap: CN¥51.8b

Engages in the research, development, production, and sale of quantum communication, computing, and precision measurement products in China.

Rigetti Computing

Market Cap: US$7.3b

Through its subsidiaries, builds quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Semtech

Market Cap: US$6.8b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Shanghai Biren Technology

Market Cap: CN¥47.0b

Operates as a graphics processing unit (GPU) developer that researches and develops general computing systems.

Yonyou Network TechnologyLtd

Market Cap: CN¥45.3b

Provides digital software and services to enterprises and public organizations in China and internationally.

CIG Shanghai

Market Cap: CN¥43.5b

Engages in the research and development, production, and sale of edge computing, industrial interconnection, and high-speed optical module products in China and internationally.

EverProX Technologies

Market Cap: CN¥41.4b

Researches and develops, produces, and sells integrated optoelectronic devices in the field of optical communications in China and internationally.

SICC

Market Cap: CN¥40.9b

Engages in the research, development, production, and sale of silicon carbide substrate materials in China and internationally.

Cipher Mining

Market Cap: US$5.8b

Develops and operates industrial-scale data centers in the United States.

Henan Shijia Photons Technology

Market Cap: CN¥40.1b

Henan Shijia Photons Technology Co., Ltd.

Jiangsu Hoperun Software

Market Cap: CN¥39.1b

Engages in financial technology, intelligent Internet of Things, and smart energy businesses in China, Japan, the United States, Singapore, and internationally.

Jiangsu Etern

Market Cap: CN¥36.7b

Engages in the production and sales of optical cables and cables in China and internationally.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥36.6b

Engages in the research, design, development, production, and sale of fiber optic devices in China and internationally.

Hut 8

Market Cap: US$5.0b

Operates as a vertically integrated operator of energy infrastructure and Bitcoin miners in North America.

Fermi

Market Cap: US$4.9b

Fermi Inc., doing business as Fermi America, operates as an energy and hyperscaler development company purpose-built for artificial intelligence era.

Riot Platforms

Market Cap: US$4.7b

Operates as a Bitcoin mining company in the United States.

Core Scientific

Market Cap: US$4.5b

Provides digital asset mining services in the United States.

Keppel DC REIT

Market Cap: S$5.5b

Keppel DC REIT was listed on the Singapore Exchange on 12 December 2014 as the first pure-play data centre REIT in Asia.

CommScope Holding Company

Market Cap: US$4.0b

Provides infrastructure solutions for communications, data center, and entertainment networks.

Ondas Holdings

Market Cap: US$3.6b

Provides private wireless, drone, and automated data solutions in the United States and internationally.

Qi An Xin Technology Group

Market Cap: CN¥24.3b

A cybersecurity company, provides cybersecurity products and services for government, enterprises, and other institutions in China and internationally.

MARA Holdings

Market Cap: US$3.4b

Operates as a digital asset technology company in the United States and Europe.

ITI

Market Cap: ₹298.7b

Engages in the manufacture, sale, and servicing of telecommunication equipment and building communication network infrastructures in India.

Silicon Motion Technology

Market Cap: US$3.2b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

CleanSpark

Market Cap: US$2.6b

Operates as a bitcoin mining company in the Americas.

TRS Information Technology

Market Cap: CN¥17.4b

Provides artificial intelligence, big data, and data security products and services in China.

Southchip Semiconductor Technology(Shanghai)

Market Cap: CN¥17.3b

Engages in the research, design, development, and sale of analog and embedded chips in China and internationally.

Socionext

Market Cap: JP¥383.7b

Designs, develops, manufactures, and sells system-on-chip (SoC), and solutions/services centering on SoC worldwide.

Applied Optoelectronics

Market Cap: US$2.4b

Designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.