Norwegian Insurance Data Center (AI Picks and Shovels) Stocks

NVIDIA

Market Cap: US$4.3t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Broadcom

Market Cap: US$1.6t

Designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.

Palantir Technologies

Market Cap: US$421.3b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

Cisco Systems

Market Cap: US$265.7b

Designs, developes, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.

Advanced Micro Devices

Market Cap: US$258.8b

Operates as a semiconductor company worldwide.

Salesforce

Market Cap: US$231.7b

Provides customer relationship management (CRM) technology that connects companies and customers together worldwide.

Arista Networks

Market Cap: US$179.1b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Micron Technology

Market Cap: US$176.0b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally.

Intel

Market Cap: US$165.8b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

Hygon Information Technology

Market Cap: CN¥593.6b

Engages in the research and development of computing chip products and systems in China.

Equinix

Market Cap: US$77.3b

Equinix, Inc. (Nasdaq: EQIX) shortens the path to boundless connectivity anywhere in the world.

Marvell Technology

Market Cap: US$71.7b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Fortinet

Market Cap: US$64.6b

Provides cybersecurity and convergence of networking and security solutions worldwide.

VMware

Market Cap: US$61.5b

VMware, Inc. provides software solutions in the areas of modern applications, cloud management and infrastructure, networking, security, and workspaces in the United States and internationally.

Digital Realty Trust

Market Cap: US$59.6b

Digital Realty Trust, Inc. (“Digital Realty” or the “company”) owns, acquires, develops, and operates data centers through its operating partnership subsidiary, Digital Realty Trust, L.P.

Infineon Technologies

Market Cap: €42.4b

Engages in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions worldwide.

Monolithic Power Systems

Market Cap: US$42.5b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

Nebius Group

Market Cap: US$26.9b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Nokia Oyj

Market Cap: €21.5b

Provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, rest of the Asia Pacific, Europe, the Middle East, and Africa.

Montage Technology

Market Cap: CN¥163.0b

An integrated circuits design company, provides IC solutions for cloud computing and data center markets in the People’s Republic of China.

Check Point Software Technologies

Market Cap: US$22.0b

Develops, markets, and supports a range of products and services for IT security worldwide.

Samsara

Market Cap: US$21.8b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

Nutanix

Market Cap: US$20.7b

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

Suzhou TFC Optical Communication

Market Cap: CN¥136.9b

Provides optical communication devices in Mainland China and internationally.

Accton Technology

Market Cap: NT$550.0b

Researches and develops, manufactures, and sells network communication equipment in Taiwan, America, rest of Asia, Europe, and internationally.

Kioxia Holdings

Market Cap: JP¥2.5t

Engages in the development, production and sale of flash memory and solid state drives (SSDs) in Japan and internationally.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥98.8b

Provides platform-based custom silicon and semiconductor IP licensing services in China and internationally.

SenseTime Group

Market Cap: HK$106.0b

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

BYD Electronic (International)

Market Cap: HK$89.7b

An investment holding company, primarily engages in the design, manufacture, assembly, and sale of mobile handset components, modules, and other products in the People’s Republic of China and internationally.

IREN

Market Cap: US$11.4b

Operates in the vertically integrated data center business.

Lumentum Holdings

Market Cap: US$11.2b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Rambus

Market Cap: US$11.0b

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

Rigetti Computing

Market Cap: US$10.1b

Through its subsidiaries, builds 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$77.7b

InnoScience (Suzhou) Technology Holding Co., Ltd.

Ruijie Networks

Market Cap: CN¥71.1b

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

MACOM Technology Solutions Holdings

Market Cap: US$9.6b

Provides analog semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum.