Infrastructure IndexLive
AI Infrastructure
GPU compute, AI accelerators, hyperscale data centers, and the physical stack powering the AI revolution.
1 Month
-17.9%
3 Month
-28.7%
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 | $166.19 | $3.3T | $3.3T | $102.8B | +122.4% | 73.0% | 70.1% | 32.0x | 45.6x | -24.9% | -26.2% | +88.4% | -30.5% |
Arista NetworksANET | $206.63 | $121.4B | $116.8B | $6.6B | +19.6% | 62.4% | 37.6% | 17.7x | 47.1x | +5.7% | +3.9% | +38.6% | -4.7% |
Marvell TechnologyMRVL | $164.45 | $62.4B | $65.2B | $6.3B | +3.8% | 50.8% | 20.0% | 10.3x | 51.7x | -33.0% | -25.9% | +48.2% | -48.0% |
CoreWeaveCRWV | $56.60 | $26.4B | $28.8B | $1.9B | +736.0% | 57.8% | 4.7% | 15.0x | 320x | -14.0% | -46.2% | 0.0% | -59.0% |
Super Micro ComputerSMCI | $26.99 | $24.6B | $26.8B | $21.8B | +78.4% | 14.6% | 9.0% | 1.2x | 13.7x | -24.6% | -32.3% | -42.6% | -46.2% |
Applied DigitalAPLD | $16.95 | $2.1B | $2.4B | $320M | +248.0% | 22.4% | -12.5% | 7.5x | — | -16.6% | -45.7% | +28.4% | -65.9% |
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
- 01Wells Fargo upgrades US AI infrastructure view after chip selloff - ReutersReuters· 2d ago
- 02CoreWeave sparks AI cloud stock rally, lifts Nvidia as results ease bubble fears - ReutersReuters· 1d ago
- 03Venture Global raises profit forecast, expands push into AI data center market - ReutersReuters· 2d ago
- 04CoreWeave Has a Sentiment Problem Even Strong Earnings Can’t Fix - Bloomberg.comBloomberg.com· 2d ago
- 05Stocks end higher as CoreWeave results ease AI spending worries - ReutersReuters· 2d 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
- 02Snippet (from Episode 95)- Vishnu Acharya, ex-Head of Network Infrastructure EMEA at Uber Warns Founders Are Rebranding Around AI Just To Attract InvestorsTechnologist of the Month· 1 min· 2d ago
- 03Snippet (from Episode 248)- Vishnu Acharya, ex-Head of Network Infrastructure EMEA at Uber Warns Founders Are Rebranding Around AI Just To Attract InvestorsMarketer of the Month· 1 min· 2d ago
- 04SaaStr 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
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.