AAOI
Needs reviewAAOI · US listed
United StatesConnectivityAI networking and interconnect광·CPOOptical Interconnects
구리는 2미터에서 멈추고, 빛은 쉬지 않는다
Memo-derived candidateSearch lead
Company explorer
Use this workspace when you want to narrow the dataset by conditions, compare participants, and open source-backed records.
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Private · United States
Reactor developer
Develops compact tokamak systems based on high-field superconducting magnets.
Startup · United States
Reactor developer
Pursues pulsed fusion systems with direct electricity conversion.
Private · United States
Reactor developer
Builds field-reversed configuration systems for advanced fusion research.
Startup · Japan
Fusion components
Supplies fusion plant subsystems including blankets, heating, and fuel handling.
Public · Japan
Industrial systems
Industrial manufacturer with heavy equipment and energy systems experience.
Public · United States
Power customer and operator
Large power operator relevant to grid integration and clean firm power procurement.
Research · France
International research program
Coordinates a major multinational tokamak research and engineering program.
Research · United States
Fusion research institution
Operates major inertial confinement research infrastructure.
Private · France
SMR program developer
Develops a French small modular pressurized-water reactor concept with EDF group and industrial partners.
Research · France
Nuclear research institution
French Alternative Energies and Atomic Energy Commission linked to reactor research and the Nuward partner set.
Private · France
Nuclear equipment supplier
French nuclear supplier connected to reactor components, services, fuel, and the Nuward partner ecosystem.
Private · France
Compact reactor engineering
French compact nuclear systems specialist connected to naval reactor engineering and the Nuward partner set.
Small-cap public · United States
SMR reactor developer
Develops light-water SMR designs, including the first SMR design certified by the U.S. NRC.
Private · United States
BWRX-300 developer
Develops boiling-water SMR technology with utility and industrial deployment partners.
Public · United States
Nuclear component supplier
Supplies nuclear components, fuel, and manufacturing capacity relevant to SMR supply chains.
Private · United Kingdom
SMR developer
Develops a UK small modular reactor design around standardized factory-built modules.
Private · Russia
Floating SMR operator
Operates Russia's floating nuclear power plant, an early commercial SMR reference point.
Research · Austria
International nuclear agency
Tracks SMR designs, safety work, regulatory coordination, and international deployment context.
Startup · United States
Enhanced geothermal developer
Applies horizontal drilling and fiber sensing to engineered geothermal reservoirs.
Private · Canada
Closed-loop geothermal developer
Develops closed-loop geothermal systems for continuous heat extraction.
Public · United States
Geothermal operator
Builds and operates geothermal power plants and related equipment.
Public · United States
Subsurface services
Provides drilling, reservoir, and subsurface technology relevant to geothermal scale-up.
Startup · United States
Deep drilling technology
Develops millimeter-wave drilling concepts for deep geothermal access.
Research · United States
Field research site
A dedicated enhanced geothermal systems test site.
Public · United States
Robot developer and internal operator
Develops humanoid robots alongside internal manufacturing and autonomy programs.
Startup · United States
Humanoid robot developer
Builds general-purpose humanoid robots for workplace tasks.
Private · United States
Warehouse robotics developer
Develops bipedal robots focused on logistics and repetitive material handling.
Private · China
Humanoid and legged robotics developer
Builds legged and humanoid robots that broaden the global hardware supply map.
Startup · United States
Humanoid robot developer
Builds humanoid platforms for industrial and service workflows.
Public · United States
Compute and simulation platform
Provides accelerated compute, simulation, and model tooling for robotics development.
Public · United States
Switch silicon and optical networking supplier
Supplies networking silicon and optical connectivity technology relevant to data-center photonics.
Startup · United States
Optical I/O chiplet developer
Develops optical I/O chiplets for high-bandwidth, low-power AI and HPC interconnects.
Public · United States
Coherent optics and optical transport vendor
Provides coherent optical technology and transport systems for high-capacity networks.
Public · Finland
Optical network equipment and research
Builds optical network systems and conducts Bell Labs research in photonics and optical communications.
Small-cap public · Sweden
Photonics laser source supplier
Provides DFB laser chips and laser arrays for AI, HPC, silicon photonics, and optical interconnect platforms.
Research · Belgium
Silicon photonics research platform
Runs silicon photonics and optical interconnect research programs on advanced semiconductor platforms.
Research · United States
Photonics research program
A U.S. research program focused on bringing high-performance lasers and amplifiers to manufacturable photonics platforms.
Private · Canada
Dexterous humanoid developer
Focuses on human-like manipulation and general-purpose workplace robots.
Research · United States
Robotics research lab
Researches robot learning, manipulation, autonomy, and human assistance.
Public · United States
Quantum systems and cloud platform
Develops superconducting quantum hardware, software, and cloud access.
Small-cap public · United States
Trapped-ion quantum hardware
Builds trapped-ion quantum systems available through cloud channels.
Small-cap public · United States
Superconducting quantum hardware
Develops superconducting quantum processors and quantum cloud access.
Private · United States
Photonic quantum hardware
Develops fault-tolerant photonic quantum computing systems.
Private · United Kingdom
Quantum hardware and software
Combines trapped-ion hardware with quantum software and security tools.
Private · France
Neutral-atom quantum hardware
Develops neutral-atom quantum processors and logical-qubit approaches for practical algorithms.
Private · United States
Neutral-atom quantum hardware
Builds neutral-atom quantum computers and cloud-accessible fault-tolerant systems with AWS.
Startup · Canada
Photonic quantum platform
Develops photonic quantum hardware and open-source quantum software.
Research · United States
Quantum research institution
Researches quantum devices, algorithms, and engineering methods.
Startup · United States
In-space manufacturing platform
Builds spacecraft and return capsules for microgravity production.
Small-cap public · United States
Space infrastructure supplier
Provides in-space infrastructure, payloads, and manufacturing-related systems.
Small-cap public · United States
Launch and spacecraft platform
Supports launch cadence and spacecraft systems for orbital missions.
Public · United States
Orbital servicing prime
Operates spacecraft programs relevant to servicing, docking, and logistics.
Startup · United Kingdom
Microgravity manufacturing developer
Develops reusable platforms for manufacturing materials in orbit.
Research · United States
Government space research
Runs programs that demonstrate servicing, manufacturing, and orbital operations.
Small-cap public · United States
Cell programming platform
Builds organism engineering workflows and biosecurity services.
Small-cap public · United States
DNA synthesis provider
Provides synthetic DNA products for research and development workflows.
Private · United States
Biotech R&D data platform
Provides cloud software, AI workflows, and data systems for biotechnology research and development.
Public · United States
Programmable medicine platform
Uses nucleic-acid design and manufacturing infrastructure for medicines.
Private · United States
Genome engineering tooling
Develops tools for genome-scale engineering and screening.
Small-cap public · United States
Gas fermentation platform
Uses microbes to convert waste carbon streams into fuels and chemicals.
Research · United States
Genomics research institution
Researches genomic tools, screening methods, and biological systems.
Broad company leads extracted from industry map memos. Review is required before they become full company pages.
Discovery leads only: use them to expand research, not as verified coverage or investment recommendations.
58
AI networking and interconnect
56
Data center power and facilities
53
Semiconductor manufacturing stack
22
Power generation and fuel
AAOI · US listed
구리는 2미터에서 멈추고, 빛은 쉬지 않는다
AAON · US listed
B200 한 랙이 헤어드라이어 100개만큼 뜨겁다 AI 데이터센터의 한계는 전기를 넣는 속도와 열을 빼는 속도 사이에
ABBN.SW · SIX Swiss Exchange
단 한 번의 깜빡임도 수백억을 태운다
AEHR · US listed
연결을 만드는 것만큼이나 중요한 연결의 증명 고속 신호의 무결성 검증 장비
AEP · US listed
수요가 안 늘어 지루하던 전력회사에 AI가 찾아왔다
5201.T · Tokyo Stock Exchange
칩 한 장의 출발점
AMD · US listed
AI 시대의 핵심 일꾼 엔비디아 한 회사의 로드맵이 업계 전체의 로드맵으로.
ARM · US listed
에이전트가 CPU를 다시 부른다, AI의 지휘자 에이전트와 추론 워크로드가 커질수록, GPU 옆의 지휘자도 다시 중요해진다.
3711.TW · Taiwan Stock Exchange
깎는 건 TSMC가, 포장은 남이, 분업의 뒷부분 (Outsourced Semiconductor Assembly and Test)
ASM.AS · Euronext Amsterdam
원자 한 겹을 쌓고, 한 겹을 깎는다
ASML · US listed
녹은 주석에 레이저를 초당 5만 번 때려 빛을 짜낸다 그걸 하는 곳은 하나뿐
0522.HK · Hong Kong Stock Exchange
옆으로 못 줄이자, 위로 쌓아 조립하는 다이들 HBM 적층
ATS.VI · Vienna Stock Exchange
칩이 커질 수록, 성능은 칩 아래에서 막힌다
3017.TW · Taiwan Stock Exchange
B200 한 랙이 헤어드라이어 100개만큼 뜨겁다 AI 데이터센터의 한계는 전기를 넣는 속도와 열을 빼는 속도 사이에
AXTI · US listed
구리는 2미터에서 멈추고, 빛은 쉬지 않는다
BESI · US listed
옆으로 못 줄이자, 위로 쌓아 조립하는 다이들 HBM 적층
BTDR · US listed
비트코인의 광부가 AI의 광부로
CIFR · US listed
비트코인의 광부가 AI의 광부로
GDS · US listed
좋은 AI 부동산은 전력이 가깝고 냉각이 쉬운 랙 공간이다.
GEV · US listed
칩은 한 달에 두 배, 전력망은 수년 500kV+ 변압기 리드타임 130~140주
3443.TW · Taiwan Stock Exchange
엔비디아에 다 주기 싫은 빅테크의 자작 칩 범용을 버리고 특출나게 잘하도록 설계된
7741.T · Tokyo Stock Exchange
칩 한 장의 출발점
HUT · US listed
비트코인의 광부가 AI의 광부로
IQE.L · London Stock Exchange
구리는 2미터에서 멈추고, 빛은 쉬지 않는다
6213.TW · Taiwan Stock Exchange
PCB의 살과 뼈, 더 빠른 신호를 견딜 소재가 모자라다 448G/M9 시대, 저손실 CCL을 위하여
600584.SS · Shanghai Stock Exchange
깎는 건 TSMC가, 포장은 남이, 분업의 뒷부분 (Outsourced Semiconductor Assembly and Test)
5016.T · Tokyo Stock Exchange
구리는 2미터에서 멈추고, 빛은 쉬지 않는다
KLAC · US listed
건축 중의 현장 감리사들 원자 몇 개짜리 흠을 놓치면 웨이퍼 한 장이 통째로 날아간다. 만드는 중 관측.
MTSI · US listed
구리는 2미터에서 멈추고, 빛은 쉬지 않는다
MARA · US listed
비트코인의 광부가 AI의 광부로
MTZ · US listed
누군가는 센터를 가서 짓고 전선을 직접 깔아야한다
MCHP · US listed
GPU/ASIC이 AI 연산의 주연이 되어도, 엣지/네트워크엔 남아 재구성 가능한 유연한 로직
NVT · US listed
B200 한 랙이 헤어드라이어 100개만큼 뜨겁다 AI 데이터센터의 한계는 전기를 넣는 속도와 열을 빼는 속도 사이에
ONTO · US listed
건축 중의 현장 감리사들 원자 몇 개짜리 흠을 놓치면 웨이퍼 한 장이 통째로 날아간다. 만드는 중 관측.
4966.TW · Taiwan Stock Exchange
초고속 신호를 랙 안에서 온전히
PEG · US listed
수요가 안 늘어 지루하던 전력회사에 AI가 찾아왔다