Sectors · AI Infrastructure
AI Infrastructure Companies
Companies that build the hardware, chips, cloud, and compute that AI runs on. This page lists 13 companies: 10 scored public companies (scores 53–87) and 3 covered startups.
Scored public companies
| Company | Ticker | Score | Grade | Speed (A) | Moat (B) | Creative Destruction (C) |
|---|---|---|---|---|---|---|
| NVIDIA | NVDA | 87 | A | 23 | 52 | 15 |
| Arista Networks | ANET | 73 | B | 20 | 42 | 11 |
| Advanced Micro Devices | AMD | 62 | B | 19 | 36 | 10 |
| Broadcom | AVGO | 61 | B | 20 | 36 | 10 |
| IREN Limited | IREN | 59 | C | 18 | 36 | 11 |
| Nebius Group | NBIS | 59 | C | 20 | 36 | 11 |
| Marvell Technology | MRVL | 58 | C | 19 | 32 | 9 |
| Cerebras Systems | CBRS | 57 | C | 18 | 32 | 10 |
| Oracle | ORCL | 55 | C | 16 | 39 | 10 |
| CoreWeave | CRWV | 53 | C | 21 | 37 | 10 |
Sorted by Blitz Index score, highest first. Speed is out of 25, Moat out of 60, Creative Destruction out of 15.
Covered startups
| Company | Latest round | Amount | Date |
|---|---|---|---|
| EdgeCore | Asset-backed securitization (ABS) | $521M | October 28, 2026 |
| General Compute | Series A | $100M | October 27, 2026 |
| Hyperbolic | Series A1 | $30M | October 27, 2026 |
Amounts as reported in the linked articles (company-reported or press-reported, not audited). Contract and debt rows are labelled as such.
Scores measure blitzscaling strategy from public data; startups are shown for coverage, not scored.
Research only — not investment advice. Scores measure blitzscaling strategy (speed, moat, creative destruction) from public data. Not a recommendation to buy, sell, or hold any security.