Infrastructure IndexLive
AI Infrastructure
GPU compute, AI accelerators, hyperscale data centers, and the physical stack powering the AI revolution.
1 Month
-4.2%
3 Month
+0.1%
1 Year
+26.8%
YTD
+21.8%
AI Infrastructure Index
278.4+178.4%
Indexed to 100 · Jan 2024
Public Companies
AI Infrastructure Comps
Live7 companies
Company | Price | Mkt Cap | EV | LTM Rev | Rev Gr. | Gross Mgn | EBITDA Mgn | EV/Rev | EV/EBITDA | 1M | 3M | 1Y | 52W High |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVIDIANVDA | $218.29 | $3.3T | $3.3T | $102.8B | +122.4% | 73.0% | 70.1% | 32.0x | 45.6x | -2.6% | +6.6% | +88.4% | -7.4% |
Arista NetworksANET | $199.59 | $121.4B | $116.8B | $6.6B | +19.6% | 62.4% | 37.6% | 17.7x | 47.1x | -5.2% | +27.6% | +38.6% | -5.2% |
Marvell TechnologyMRVL | $236.10 | $62.4B | $65.2B | $6.3B | +3.8% | 50.8% | 20.0% | 10.3x | 51.7x | +8.8% | -15.9% | +48.2% | -25.4% |
CoreWeaveCRWV | $88.99 | $26.4B | $28.8B | $1.9B | +736.0% | 57.8% | 4.7% | 15.0x | 320x | -17.4% | -7.1% | 0.0% | -37.8% |
Super Micro ComputerSMCI | $40.10 | $24.6B | $26.8B | $21.8B | +78.4% | 14.6% | 9.0% | 1.2x | 13.7x | +6.6% | +25.4% | -42.6% | -31.7% |
Applied DigitalAPLD | $26.42 | $2.1B | $2.4B | $320M | +248.0% | 22.4% | -12.5% | 7.5x | — | -15.2% | -36.3% | +28.4% | -46.8% |
Iris EnergyIRIE | — | $820M | $940M | $210M | +188.0% | 62.4% | 28.6% | 4.5x | 15.7x | +22.4% | +48.6% | +12.4% | -62.4% |
Mkt Cap / EV — $BLTM Rev — last twelve months revenue, $BRev Gr. — year-over-yearEV/Rev · EV/EBITDA — valuation multiples on LTM1M · 3M · 1Y — total return periods52W High — % below 52-week high
Live Coverage
AI Infrastructure Market PulseLive feed
- 01Exclusive | Pentagon in Talks to Get Into AI Infrastructure Funding With a $5 Billion Loan - WSJWSJ· 1d ago
- 02Google to Invest $15 Billion in AI Infrastructure in Finland - WSJWSJ· 2d ago
- 03AI Infrastructure Will Cost Trillions More - WSJWSJ· 3d ago
- 04Google to invest $15 billion in AI infrastructure and buy nuclear power in Finland - ReutersReuters· 3d ago
- 05Google to Invest $15 Billion in Data Centers and Infrastructure in Finland - WSJWSJ· 3d ago
Founders & Investors
AI Infrastructure EpisodesLive feed
- 01Leading AI Infrastructure Investor: SIP's Co-Founder and CEO Brian BarlowGrowth Investor with GrowthCap‘s RJ Lumba· 26 min· Jun 10
- 02Leopold Sold, Ferrari Undefeated, Martin Shkreli Joins | Guillaume Verdon, Lulu Meservey, Michael Kim, Joon Sung Park, Karan Kunjur, Vlad TenevTBPN· 2h 56m· Jul 30
- 03SaaStr 481: Cloud-first Clarity: Evolving Infrastructure for Enterprise with Asana's Head of Engineering, Prashant PandeyThe Official SaaStr Podcast: SaaS | Founders | Investors· 23 min· Sep 13
- 04Director of INPP and Amber Infrastructure co-founder Giles Frost and IFM Investor's Gregg McClymont discuss UK greenfield investmentCrossroads: The Infrastructure Podcast· 42 min· Mar 18
Methodology: Index performance is an equal-weighted basket of tracked companies, indexed to 100 at January 2024. Price and return figures refresh from live public market data roughly every minute; when the feed is unreachable, the last-known figures are shown instead. Fundamentals (revenue, margins, valuation multiples) reflect the most recent public filings. Not investment advice.