Sector

Artificial Intelligence

Foundation models, AI chips, inference infrastructure, and the race to AGI.

🤖 AI is the largest technology investment cycle in history. This page tracks the stocks, companies, and milestones defining it.

Why This Sector Matters

Artificial Intelligence is no longer a research project — it is the primary driver of capital allocation across the entire technology sector. Data centre buildout, chip design, power infrastructure, and software monetisation all trace back to AI demand. The stocks in this sector span the full stack: from the chips that run inference, to the cloud platforms selling access, to the application layer building on top.

Key Sub-Themes

Foundation Models & LLMs — GPT, Gemini, Claude, Llama, Mistral. The race is moving from training to inference efficiency. Margin expansion depends on who can run models cheapest per token.

AI Chips & Accelerators — NVIDIA dominates with H100/H200/Blackwell. AMD gaining ground with MI300X. Custom silicon from Google (TPU), Amazon (Trainium), Microsoft (Maia) eroding Nvidia’s share at hyperscaler level.

AI Infrastructure — Power, cooling, networking. Data centre capex is the most reliable derivative play on AI. ANET, PWR, ETN, GEV are infrastructure beneficiaries.

AI Applications — Enterprise SaaS embedding AI (NOW, CRM, ADBE). AI-native startups going after vertical markets. Monetisation via seat pricing, usage pricing, and outcome-based models.

Stocks in This Sector

Key tickers: NVDA, MSFT, GOOGL, META, AMZN, AAPL, IBM, ORCL, PLTR, AI, PATH, SOUN, BBAI, SNOW

Filter AI stocks in full table →

  • Now–2028: Inference scaling, reasoning models, multimodal AI mainstream
  • 2028–2030: Autonomous AI agents deployed at scale, AGI debate intensifies
  • 2030+: Physical AI (robotics), brain-computer interfaces, AI-designed chips

View AI Roadmap →

Deep Dive Articles — Coming Soon

Detailed analysis, infographics, and stock breakdowns for the AI sector will appear here.