Layer 4
Hardware & Systems
Server manufacturers, networking equipment, and power/cooling infrastructure for AI data centers.
Companies
12
Total Market Cap
$2.52T
Revenue Multiple
2.5x
AI Fair Value
$764.6B
Avg AI Revenue
25%
Avg 24h
+2.2%
Avg 7d
+9.9%
Avg 30d
+1.7%
AI Fair Value
$764.6Bcurrent · 12 companies
Largest by Market Cap
AV
Broadcom
$1.49T
Highest AI Exposure
SM
Super Micro Computer
72.85% AI revenue
Top 30d Performer
DE
Dell Technologies
+21.3%
Worst 30d Performer
SM
Super Micro Computer
-29.1%
Market Cap Distribution
All Layers
All Companies in Hardware & Systems
| # | Company |
|---|
2 | |
12 11-13 | |
20 18-21 | |
27 27-28 | |
31 26-27 | |
33 32-36 | |
34 33-36 | |
39 37-44 | |
42 40-41 | |
43 42-43 | |
64 64-68 | |
75 80-81 |
| Source |
|---|
39% [24-55%] | -1.44 | $580.8B | Derived Med | +6.2% | $1.49T |
42% [28-58%] | +0.21 | $66.1B | Derived Med | +5.9% | $158.6B |
29% [19-41%] | +0.39 | $28.7B | Estimated Med | +1.4% | $99.0B |
6% [5-8%] | +0.59 | $19.4B | Estimated Med | +0.3% | $317.7B |
15% [11-19%] | -0.49 | $17.1B | Estimated V.Low | +2.6% | $112.6B |
16% [11-22%] | -1.62 | $12.1B | Estimated Med | +0.2% | $76.1B |
26% [21-31%] | +0.32 | $12.1B | Derived Low | +1.7% | $47.2B |
73% [68-77%] | +1.07 | $9.6B | Estimated V.Low | +2.8% | $13.2B |
22% [15-29%] | -0.26 | $7.1B | Derived V.Low | +0.2% | $32.6B |
5% [4-6%] | -0.21 | $6.9B | Estimated Med | +1.4% | $141.2B |
25% [15-37%] | +0.27 | $3.1B | Estimated Low | +2.2% | $12.5B |
8% [6-11%] | +1.00 | $1.6B | Estimated Med | +1.2% | $20.2B |
Showing 12 of 12 companies