AI Stocks List 2026: 60+ Public AI Companies

Through AWS, Amazon is a leading AI cloud provider, offering managed models via Amazon Bedrock and SageMaker plus its own Trainium training chips. Its deepening partnership with Anthropic, whose Claude models run on AWS and Trainium silicon, anchors a multi-year commitment to large-scale AI compute capacity.

Micron makes the high-bandwidth memory and storage that AI accelerators depend on. Its HBM stacks ship alongside leading data-center GPUs, and the company has said HBM capacity for 2026 is largely committed. Data-center memory now drives a large and growing share of revenue, tying Micron's results closely to AI hardware demand.

Palantir builds data-analytics and operating platforms (Gotham, Foundry) for governments and enterprises. Its AI Platform, AIP, lets organizations deploy large language models against their own operational data to support decisions. AI software now drives the bulk of Palantir's accelerating revenue across both commercial and public-sector customers.

Marvell designs custom AI chips for hyperscaler data centers and supplies the optical interconnect and switching silicon that moves data between AI accelerators. Hyperscaler custom-silicon programs have moved into volume production, placing Marvell in both AI compute and AI networking supply chains as data-center revenue becomes its largest segment.

Arista Networks builds the high-speed Ethernet switches that connect thousands of GPUs inside AI data centers. Its 800-gigabit platforms target the back-end networks that large AI clusters require, and the company has raised its AI-networking revenue target for 2026. Major cloud operators are among its largest customers.

Vertiv provides the power management and liquid-cooling systems that AI data centers need to run dense GPU racks. Its order backlog has surged on AI-driven demand, and management says new high-density facilities are liquid-cooled by default. Vertiv is one of a limited set of suppliers qualified for large hyperscaler power and cooling projects.

Super Micro Computer builds AI and high-performance server systems, including liquid-cooled rack-scale clusters built around NVIDIA Blackwell GPUs. Its direct-liquid-cooling technology and modular data-center building blocks target large hyperscale AI deployments, and it is a front-line NVIDIA partner for shipping GPU server systems at volume.

SoundHound AI develops voice and conversational AI, including its Houndify speech platform and Amelia enterprise agents. Its technology powers in-car assistants, restaurant phone and drive-thru ordering, and customer-service automation. In 2026 it introduced agentic voice tools that let users order, reserve, and pay by speaking, expanding deployments across automakers and retailers.

Broadcom designs custom AI accelerator chips for hyperscalers such as Google, Meta, and OpenAI, and supplies the high-speed Ethernet switching and networking silicon that connects large AI clusters. It also sells enterprise networking, broadband, and infrastructure software, making AI a major and growing part of a diversified business.

Taiwan Semiconductor is the world's largest contract chipmaker and manufactures the advanced-node processors and packaging used in most leading AI accelerators, including chips for NVIDIA, AMD, and hyperscaler custom silicon. High-performance computing tied to AI is now its largest revenue segment, alongside smartphone, automotive, and other chips.

Develops the open-weight Llama models and runs Meta Superintelligence Labs, applying AI to power ad ranking and content recommendation across Facebook, Instagram, and WhatsApp, plus consumer assistants and smart glasses. Meta is investing heavily in data centers and custom silicon, with AI central to both its products and its advertising engine.

AMD designs Instinct data-center GPUs (the MI350 and MI400 families) and Helios rack-scale systems that compete with NVIDIA for AI training and inference, alongside EPYC server processors. It has supply partnerships with large AI customers including OpenAI and Meta, while also selling consumer CPUs, graphics, and embedded chips.

ASML is the sole supplier of the extreme-ultraviolet lithography machines required to manufacture leading-edge AI chips. Every advanced processor from companies such as NVIDIA and TSMC depends on its equipment. Upstream and indispensable to AI silicon, ASML is tied to the capacity expansion behind AI chip manufacturing.

Oracle Cloud Infrastructure has grown into a major AI training and inference cloud, and Oracle is a central partner in large-scale AI data-center buildouts including the Stargate project. Its Autonomous Database and OCI AI services embed machine learning across the stack, turning a legacy database leader into a growing AI infrastructure provider.

Arm licenses the processor architecture and IP behind most smartphones and a growing share of data-center, automotive, and edge chips, increasingly tuned for AI. Its Compute Subsystems help customers build custom AI silicon faster, and in 2026 it began shipping its own data-center CPU for AI workloads with Meta as lead partner.

IBM provides enterprise AI through its watsonx platform and open Granite models, the latest being the Granite 4.1 family, paired with a large consulting practice that helps organizations deploy generative and agentic AI. Recent acquisitions of Confluent and HashiCorp strengthen the data and infrastructure foundation for running enterprise AI at scale.

Dell builds and integrates AI-optimized servers and infrastructure for enterprises and cloud operators, largely based on NVIDIA accelerators. The company exited fiscal 2026 with a record AI-server backlog and sharply higher AI-server revenue, making it a primary channel for deploying AI hardware at scale across data centers.

AppLovin runs a mobile advertising and marketing platform whose AXON engine uses machine learning to match and bid on ads in real time. AI is central to how the platform targets campaigns, making it an AI-applied-to-advertising business rather than an infrastructure supplier.

A customer relationship management platform that embeds AI through its Agentforce platform, deploying autonomous agents for sales, service, and marketing grounded in Data Cloud. Its reasoning engine supports multiple AI models, and agent-based products have become a growing part of Salesforce's recurring revenue.

ServiceNow's platform automates IT, HR, customer service, and security workflows, with AI delivered through its Now Assist generative features and a growing roster of AI agents. The company positions itself as a control tower for orchestrating enterprise AI agents, and AI-driven contracts have become a growing share of its subscription business.

A global consulting and technology-services firm that helps enterprises design and deploy AI across strategy, operations, and software. Accenture has reorganized around AI-led reinvention work, expanded its trained AI and data workforce, and partners with major model providers, making generative AI a growing part of its bookings.

Adobe builds the Firefly family of generative AI models for images, video, and design, integrated across Creative Cloud and its GenStudio marketing suite, alongside AI assistants in Acrobat and Experience Cloud. Its AI-first applications are a growing part of the business as Adobe extends generative tools to creators and enterprise marketers.

Snowflake runs a cloud data platform that lets enterprises store, query, and analyze large datasets, and increasingly build AI on top of them. Its Cortex AI and Snowflake Intelligence tools bring large language models to customer data, making it a leading way for businesses to turn proprietary data into AI applications.

Coherent makes lasers, optical transceivers, and photonics components used in high-speed AI data-center networks. A 2026 NVIDIA optics partnership and its co-packaged-optics roadmap support the optical interconnect that links large GPU clusters.

Lumentum makes optical components and high-speed transceivers, including 1.6T datacom modules, used to move data inside AI and cloud data centers. Its photonics products are part of the optical interconnect layer that links GPU clusters as AI networks scale.

Nebius is an AI cloud provider that rents NVIDIA GPU capacity for training and inference workloads. A 2026 NVIDIA partnership and investment support larger AI-factory buildouts, placing Nebius alongside CoreWeave as a focused AI neocloud platform.

Astera Labs designs connectivity silicon (PCIe switches, fabric switches, and smart cable modules) that links GPUs, CPUs, and memory inside AI servers and racks. Its products address the scale-up and scale-out interconnect bottlenecks of large AI systems, focusing the company on AI data-center connectivity.

CoreWeave is a cloud provider built specifically to rent NVIDIA GPU capacity for AI training and inference. Public since 2025, it has signed large multi-year capacity commitments with major AI companies and received investment from NVIDIA, making its business closely tied to AI compute demand.

Celestica provides design, manufacturing, and supply-chain services for data-center hardware. Its AI relevance comes from hyperscaler infrastructure programs, 800G and 1.6T networking, and rack-scale AI platform work, making it a hardware-enablement company rather than an AI software vendor.

Credo Technology makes high-speed connectivity products, including active electrical cables and optical components, that move data efficiently inside AI data centers. As AI clusters scale, its power-efficient interconnects are tied to AI infrastructure spending.

Tower Semiconductor is a specialty analog foundry that makes RF, power, sensor, and silicon-photonics chips. Its AI relevance is silicon photonics: it fabricates the optical-engine silicon used in the high-speed interconnects that link AI data-center clusters, and has signed large multi-year photonics supply contracts tied to that demand.

Lattice Semiconductor makes small, low-power FPGAs used for system control, security, power management, and sensor processing. In AI servers its chips handle management and security functions around the main accelerators, and its low-power devices target edge-AI inference in robotics, industrial, and automotive systems, a growing source of demand.

Navitas Semiconductor develops gallium-nitride and silicon-carbide power chips that enable smaller, more efficient power conversion. Its AI relevance is data-center power delivery: NVIDIA selected Navitas to help develop an 800-volt power architecture for high-density AI GPU racks, and the company is building US GaN manufacturing capacity for that demand.

BigBear.ai provides AI-driven decision-intelligence and analytics software, mainly for defense, intelligence, national security, and border and travel agencies. Its tools support predictive analysis, logistics, and biometric identity work for government customers, and the company has been steadily expanding its contract backlog.

Absci is a generative-AI drug-discovery company. It pairs deep-learning protein and antibody design with laboratory testing to create and optimize candidate medicines and shorten discovery timelines. Its AI-designed pipeline spans early clinical programs for hair loss, endometriosis, and inflammatory bowel disease.

Perfect Corp builds AI and augmented-reality beauty and fashion technology. Its consumer YouCam apps offer virtual makeup and AI photo and video editing, while its enterprise tools give brands and retailers virtual try-on, AI skin analysis, and generative-AI product APIs. In 2026 it launched a conversational AI beauty agent and new fashion try-on APIs.

Brings AI to consumers through Apple Intelligence across iPhone, iPad, Mac, and Vision Pro, combining on-device processing with private cloud computing. Apple is rebuilding Siri using a custom model from a partnership with Google's Gemini and is opening Siri to third-party assistants, positioning AI as a core feature of its hardware ecosystem.

Tesla applies AI to autonomous driving through its Full Self-Driving software and the data from its vehicle fleet, and to robotics through its Optimus humanoid program. It began piloting a robotaxi service in 2025. AI and autonomy are central to Tesla's product roadmap, though vehicle and energy sales remain its current revenue base.

Applied Materials makes the equipment and process technology used to manufacture advanced semiconductors. Its AI relevance is upstream: chipmakers building AI processors and memory rely on its deposition, etch, and inspection systems, tying its demand to AI-driven semiconductor investment.

Qualcomm designs the processors and on-device AI engines used in most premium smartphones and a growing range of AI PCs. It is entering the data-center inference market with its AI200 and AI250 accelerators, though that effort is early and AI is one part of a mobile-centric chip business.

Palo Alto Networks is a cybersecurity vendor building AI throughout its platform, including agentic AI for security operations and tools to secure enterprise AI use. AI is a meaningful product layer across its network, cloud, and security-operations business.

CrowdStrike provides cloud-delivered cybersecurity through its Falcon platform, using AI and machine learning to detect threats and increasingly deploying autonomous agents for security operations. AI is central to how its detection works and a growing part of its product roadmap.

Cadence makes electronic design automation (EDA) software, chip IP, and system-design tools used to create advanced semiconductors. AI-assisted design features and AI-silicon customers connect Cadence to the design phase of the AI hardware supply chain.

Synopsys makes electronic design automation (EDA) software and chip IP used to design advanced semiconductors. Its AI relevance is twofold: AI-assisted design tools that speed chip development, and AI-chip customers across the industry that rely on its software to build their processors.

Cloudflare operates a global network for connectivity, security, and performance, and runs AI at the edge through Workers AI and its agent platform. Its AI relevance is inference and developer infrastructure delivered across that network, within a broader security and connectivity business.

Datadog provides cloud monitoring and observability software, and has added AI-focused products that monitor large language models and AI applications. As enterprises deploy AI, demand for observing and troubleshooting those systems is a growing contributor to its business.

NXP makes processors, microcontrollers, connectivity, and security chips for automotive, industrial, and IoT markets. Its AI relevance is at the edge: software-defined-vehicle and ADAS processors plus on-device neural processing, strengthened by its 2025 acquisition of edge-AI chip maker Kinara and a new edge agentic-AI software framework.

Workday provides cloud software for human resources and finance, embedding AI agents that automate recruiting, expense, and finance workflows. Following its acquisition of Sana, Workday now delivers enterprise AI search, agents, and a no-code agent builder under the Sana from Workday brand, extending automation across its core business applications.

GE HealthCare makes medical imaging systems (MRI, CT, ultrasound), patient monitoring, and diagnostics. It embeds AI in its scanners and radiology software to speed imaging, automate measurements, and aid interpretation. In 2026 it won FDA clearances for AI-enabled MRI and CT systems and cloud-based diagnostic-viewing software.

Upstart runs an AI lending marketplace that uses machine-learning credit models to evaluate borrowers and match them with bank and credit-union partners for personal, auto, and home loans. Its AI underwriting is the core of the business. Loan volume and revenue depend heavily on interest rates, credit conditions, and funding availability.

Alpha and Omega Semiconductor makes power semiconductors, including MOSFETs, silicon-carbide and gallium-nitride devices, and power-management modules. Its AI relevance is power delivery for AI servers and GPUs, with products designed for the high-current and 800-volt data-center power architectures used in modern AI accelerator racks.

PROCEPT BioRobotics makes surgical robots for urology. Its AquaBeam and newer HYDROS systems deliver Aquablation therapy to treat enlarged prostate. The HYDROS platform uses FirstAssist AI, image-recognition software that maps prostate anatomy on ultrasound and suggests a treatment plan, so AI supports surgical planning within a robotics-driven business.

indie Semiconductor designs automotive mixed-signal chips for driver-assistance and autonomy, including radar, LiDAR, vision processors, and connectivity. Its AI relevance is the sensing and perception silicon that feeds automotive ADAS and autonomous-driving systems, with growing programs in radar and camera processing and adjacent robotics applications.

One Stop Systems builds ruggedized, GPU-accelerated edge-computing systems for demanding defense and commercial environments. Its AI relevance is deployable edge AI: hardware that runs AI inference and real-time sensor processing in vehicles, aircraft, and ships rather than in data centers, with growing US defense orders driving recent revenue.

Lantern Pharma is a clinical-stage oncology company that uses its RADR machine-learning platform to analyze genomic and biological data, identify biomarker signatures, and guide development of targeted cancer drugs. AI drives which therapies it prioritizes, including its LP-300, LP-184, and LP-284 programs and central-nervous-system cancer work.

Intel designs x86 processors for PCs and servers, including AI-PC chips, and runs a contract chip-manufacturing foundry. Under CEO Lip-Bu Tan it is rebuilding its AI accelerator effort after cancelling Falcon Shores, with an inference-focused data-center GPU, Crescent Island, slated for customer sampling in late 2026.

Valens Semiconductor makes high-performance connectivity chipsets for long-distance, high-bandwidth data links, underpinning the HDBaseT and MIPI A-PHY standards. It serves automotive ADAS sensor connectivity and audio-video, industrial machine-vision, and medical markets. Its AI relevance is peripheral, carrying the sensor and video data that vision and driver-assistance systems rely on.

Information Services Group (ISG) is a technology research and advisory firm. It helps enterprises with sourcing, cloud, data analytics, and AI adoption, and publishes research on technology service providers. ISG advises clients on using AI rather than building AI software itself, so its exposure to the theme is through consulting demand.