AI data centers
This theme covers companies that run, equip or own data centers used for AI computing. It does not include the chip designers, which sit in AI chips, or the power producers, which sit in Power for AI. Members were chosen because data centers are a main part of what the company does or sells.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Operators and AI clouds7 companies
- Equipment and systems5 companies
- Diversified1 company
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when data centers for AI computing are a main part of its operations, equipment or assets, or, for the diversified tier, a large disclosed part of them. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026First list published with 13 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to the large amount of computing capacity that training and running AI models requires.
- The case usually made is that sites with secured power and cooling take years to build and are hard to replicate.
- Supporters argue that the group spans operators, equipment and landlords, so it touches several parts of the same buildout.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that spending on AI capacity depends on a small number of very large customers.
- Risks often raised include power availability, construction delays and the high cost of financing new sites.
- Critics note that capacity added quickly could outrun the demand for it.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- DTCRGlobal X Data Center & Digital Infrastructure ETF
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.