Kenyan Telecom Data Center (AI Picks and Shovels) Stocks

SiTime

Market Cap: US$16.2b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

Ruijie Networks

Market Cap: CN¥107.0b

Engages in the design, research, and sale of network equipment, network security products, and cloud desktop solutions in China and internationally.

Tongfu MicroelectronicsLtd

Market Cap: CN¥103.7b

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

Nutanix

Market Cap: US$14.8b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

IREN

Market Cap: US$13.7b

Operates in the vertically integrated data center business in Australia and Canada.

Semtech

Market Cap: US$12.6b

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

Hut 8

Market Cap: US$11.6b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

Shanghai Biren Technology

Market Cap: HK$87.3b

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

Rambus

Market Cap: US$11.1b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

Silicon Motion Technology

Market Cap: US$9.9b

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

Allegro MicroSystems

Market Cap: US$9.3b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥59.5b

Designs, manufactures, and sells passive optical components and modulators in China and internationally.

Applied Optoelectronics

Market Cap: US$8.8b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Jiangsu Etern

Market Cap: CN¥58.6b

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

CIG Shanghai

Market Cap: CN¥55.3b

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

Cipher Digital

Market Cap: US$8.1b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

Fiberhome Telecommunication Technologies

Market Cap: CN¥53.8b

Fiberhome Telecommunication Technologies Co., Ltd.

Henan Shijia Photons Technology

Market Cap: CN¥53.3b

Henan Shijia Photons Technology Co., Ltd.

Riot Platforms

Market Cap: US$7.6b

Operates as a Bitcoin mining company in the United States.

SICC

Market Cap: CN¥47.9b

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

SenseTime Group

Market Cap: HK$54.5b

An investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.

Rigetti Computing

Market Cap: US$5.1b

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

InnoScience (Suzhou) Technology Holding

Market Cap: HK$38.6b

InnoScience (Suzhou) Technology Holding Co., Ltd.

LandMark Optoelectronics

Market Cap: NT$150.6b

Engages in the manufacture and sale of optoelectronic semiconductors in Taiwan, China, the United States, and internationally.

Octave Intelligence

Market Cap: US$4.6b

Provides various software solutions.

Yonyou Network TechnologyLtd

Market Cap: CN¥30.1b

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

Keppel DC REIT

Market Cap: S$5.7b

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

Extreme Networks

Market Cap: US$4.0b

Develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Ondas

Market Cap: US$3.8b

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

Penguin Solutions

Market Cap: US$3.7b

Designs, builds, deploys and manages enterprise solutions worldwide.

Soitec

Market Cap: €3.2b

Develops and manufactures semiconductor materials in Asia, Europe, and the United States.

CleanSpark

Market Cap: US$3.6b

Operates as a bitcoin mining company in the Americas.

AXT

Market Cap: US$3.4b

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

Wuxi NCE PowerLtd

Market Cap: CN¥22.3b

Engages in the research, design, development, and sale of semiconductor chips and power devices in China and internationally.

Freshworks

Market Cap: US$2.9b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Navitas Semiconductor

Market Cap: US$2.9b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.