Ukrainian Tech Data Center (AI Picks and Shovels) Stocks

Shanghai Biren Technology

Market Cap: HK$113.7b

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

Technoprobe

Market Cap: €11.8b

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

Rambus

Market Cap: US$12.1b

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

Tongfu MicroelectronicsLtd

Market Cap: CN¥78.6b

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

Nutanix

Market Cap: US$11.3b

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

Ruijie Networks

Market Cap: CN¥73.9b

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

SenseTime Group

Market Cap: HK$83.6b

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

Semtech

Market Cap: US$10.0b

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

Fiberhome Telecommunication Technologies

Market Cap: CN¥63.4b

Fiberhome Telecommunication Technologies Co., Ltd.

Jiangsu Etern

Market Cap: CN¥62.0b

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

Henan Shijia Photons Technology

Market Cap: CN¥59.6b

Henan Shijia Photons Technology Co., Ltd.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥59.3b

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

Hut 8

Market Cap: US$8.5b

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.

CIG Shanghai

Market Cap: CN¥56.4b

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

Silicon Motion Technology

Market Cap: US$8.0b

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.

LandMark Optoelectronics

Market Cap: NT$244.3b

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

InnoScience (Suzhou) Technology Holding

Market Cap: HK$58.6b

InnoScience (Suzhou) Technology Holding Co., Ltd.

Riot Platforms

Market Cap: US$7.0b

Operates as a Bitcoin mining company in the United States.

Cipher Digital

Market Cap: US$6.9b

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

SICC

Market Cap: CN¥46.0b

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

AXT

Market Cap: US$6.1b

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

Yonyou Network TechnologyLtd

Market Cap: CN¥39.9b

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

Rigetti Computing

Market Cap: US$5.8b

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.

Ondas

Market Cap: US$5.0b

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

Navitas Semiconductor

Market Cap: US$4.0b

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

CleanSpark

Market Cap: US$3.1b

Operates as a bitcoin mining company in the Americas.

ITI

Market Cap: ₹287.1b

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

Qi An Xin Technology Group

Market Cap: CN¥20.5b

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

Extreme Networks

Market Cap: US$3.0b

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

Browave

Market Cap: NT$92.2b

Engages in the design, manufacture, and sale of optical fiber communication components in Taiwan and internationally.

BOE HC SemiTek

Market Cap: CN¥19.6b

A semiconductor technology company, researches, develops, produces, and sells light emitting diode (LED) substrate wafers, epitaxial wafers, and chips in China and internationally.

Vistance Networks

Market Cap: US$2.7b

Provides infrastructure solutions for communications, data center, and entertainment networks in the United States, Europe, the Middle East, Africa, the Asia Pacific, Caribbean, and Latin America.

NextNav

Market Cap: US$2.6b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥17.4b

Provides network communication solutions in China and internationally.

Wuxi NCE PowerLtd

Market Cap: CN¥16.9b

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