Romanian Consumer Durables Data Center (AI Picks and Shovels) Stocks

NVIDIA

Market Cap: US$4.4t

Tech Mahindra Limited provides information technology services and solutions in the Americas, Europe, India, and internationally.

Broadcom

Market Cap: US$1.5t

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

Micron Technology

Market Cap: US$427.3b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally.

Palantir Technologies

Market Cap: US$366.4b

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$319.4b

Designs, develops, 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$311.3b

Operates as a semiconductor company internationally.

Intel

Market Cap: US$215.3b

Designs, develops, manufactures, markets, sells, and services computing and related end products and services in the United States, Ireland, Israel, and internationally.

Arista Networks

Market Cap: US$156.6b

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.

QUALCOMM

Market Cap: US$147.4b

Engages in the development and commercialization of foundational technologies for the wireless industry worldwide.

Equinix

Market Cap: US$95.5b

Equinix, Inc. shortens the path to boundless connectivity anywhere in the world.

Hygon Information Technology

Market Cap: CN¥563.8b

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

Kioxia Holdings

Market Cap: JP¥11.1t

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

Marvell Technology

Market Cap: US$68.0b

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

Infineon Technologies

Market Cap: €57.2b

Develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas.

Digital Realty Trust

Market Cap: US$62.3b

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.

Fortinet

Market Cap: US$60.0b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Monolithic Power Systems

Market Cap: US$52.8b

Provides semiconductor-based power electronics solutions in China, Taiwan, South Korea, Southeast Asia, Europe, the United States, Japan, and internationally.

Lumentum Holdings

Market Cap: US$49.6b

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

Nokia Oyj

Market Cap: €39.4b

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.

Moore Threads Technology

Market Cap: CN¥272.6b

Engages in the development of GPU chips and related products.

Suzhou TFC Optical Communication

Market Cap: CN¥260.3b

Provides optical communication devices in Mainland China and internationally.

MetaX Integrated Circuits (Shanghai)

Market Cap: CN¥215.0b

MetaX Integrated Circuits (Shanghai) Co., Ltd.

Montage Technology

Market Cap: CN¥185.0b

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

ON Semiconductor

Market Cap: US$25.0b

Provides intelligent sensing and power solutions in Hong Kong, Singapore, the United Kingdom, the United States, and internationally.

Accton Technology

Market Cap: NT$793.6b

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan, the United States, the Asian-Pacific, Europe, and internationally.

Nebius Group

Market Cap: US$22.0b

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

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$164.6b

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

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥126.8b

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

MACOM Technology Solutions Holdings

Market Cap: US$18.1b

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

Check Point Software Technologies

Market Cap: US$17.1b

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

Samsara

Market Cap: US$16.7b

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

IREN

Market Cap: US$12.9b

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

Technoprobe

Market Cap: €10.6b

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

Phison Electronics

Market Cap: NT$374.6b

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

SenseTime Group

Market Cap: HK$91.4b

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

Nutanix

Market Cap: US$10.8b

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