Nama Insights

AI Chip Stocks

The 18 US-listed companies whose business best matches “chips for training AI models”, closest first.

Ticker Company Market cap P/E FCF yield
NVDA NVIDIA $4.51T 26.6 2.1%
CBRS Cerebras Systems $21.30B — -2.1%
AMD Advanced Micro Devices $736.46B 67.5 0.9%
INTC Intel $299.13B 40.8 -1.9%
QCOM QualcommMatched on Chips $176.99B 15.7 7.0%
AVGO Broadcom $1.40T 36.1 1.9%
NBIS Nebius GroupMatched on AI cloud $35.20B 3237.2 -11.2%
CHRN ChronoScale $1.57B — 0.8%
SMCI Super Micro Computer $18.89B 5.7 -34.8%
APLD Applied DigitalMatched on HPC Hosting $4.70B 172.8 -64.9%
MARA MARA HoldingsMatched on AI compute $2.45B — —
DOCN DigitalOceanMatched on AI/ML $8.55B 40.7 0.5%
PENG Penguin Solutions $2.14B 14.7 -6.7%
XPEV XPengMatched on Robotics and AI $9.81B — 7.6%
AMBQ Ambiq MicroMatched on Chips $1.00B — -8.2%
AMBA Ambarella $2.58B 84.9 2.3%
MCHP Microchip Technology $31.68B 21.3 2.7%
SYNA SynapticsMatched on Enterprise and Automotive $4.63B 24.4 2.2%

Matched by what each company does, read from its own business description, so a company can appear for one of its businesses. Updated daily. Not investment advice.

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