WALL STREET & SILICON VALLEY • AI CAPITAL RADAR

AI Investing, Stocks & Venture Capital Radar

Track the public equities supplying the chips and clouds, liquid thematic ETFs, and premier venture capital funds backing the next trillion-dollar generation.

📊 $7T+ Combined Public & Private AUM💎 Chips, Cloud, Enterprise & DefenseSubmit Startup for VC Coverage ➔
Public StockTier-1 Anchor

Nvidia Corporation

NASDAQ: NVDA

Market Cap / AUM: $3.5+ Trillion

The primary pick-and-shovel provider for generative AI. Supplies 90%+ of data center accelerators worldwide with unmatched CUDA developer moats.

Blackwell GPUs, AI Accelerators & CUDA EcosystemInvestor Portal
Public StockCloud Giant

Microsoft Corporation

NASDAQ: MSFT

Market Cap / AUM: $3.1+ Trillion

Monetizing AI across enterprise enterprise software, GitHub Copilot, and Azure Cloud infrastructure powering OpenAI inference.

Azure AI Cloud, Copilot & OpenAI Exclusive PartnershipInvestor Portal
Public StockEnterprise Defense

Palantir Technologies

NYSE: PLTR

Market Cap / AUM: $100+ Billion

Dominates operational AI for US defense, intelligence agencies, and Fortune 500 manufacturing through ontology-driven AIP software.

Artificial Intelligence Platform (AIP) & Defense AIInvestor Portal
Public StockFab Monopoly

Taiwan Semiconductor (TSMC)

NYSE: TSM

Market Cap / AUM: $1+ Trillion

Exclusive pure-play foundry manufacturing cutting-edge AI silicon for Nvidia, Apple, AMD, Qualcomm, and custom hyperscaler ASICs.

3nm / 2nm Semiconductor Fabrication & CoWoS PackagingInvestor Portal
Venture CapitalTop VC Fund

Andreessen Horowitz (a16z AI)

Market Cap / AUM: $35B+ Total AUM

Top venture capital firm with major stakes in Mistral, Cursor, Ideogram, LlamaIndex, ElevenLabs, and decentralized AI compute.

Seed to Growth: Open-Source Models, Dev Tools, SuperintelligenceInvestor Portal
Venture CapitalLegacy Leader

Sequoia Capital (AI Ascent)

Market Cap / AUM: $50B+ Total AUM

Early backers of OpenAI, Harvey, Linear, Glean, and Dust, leading global thought leadership on generative AI revenue sustainability.

Agentic Systems, Enterprise Workflows, Cognitive ArchitecturesInvestor Portal
AI ETFTop AI ETF

Global X Robotics & AI ETF

NASDAQ: BOTZ

Market Cap / AUM: $2.5B+ AUM

Liquid ETF holding Nvidia, Intuitive Surgical, Keyence, and Fanuc for broad institutional exposure to robotics and automation.

Industrial Robotics, Autonomous Systems & AI ChipsInvestor Portal
AI ETFPure-Play ETF

Roundhill Generative AI ETF

NYSE: CHAT

Market Cap / AUM: $150M+ AUM

The first actively managed ETF focused purely on generative AI creators, cloud enablers, and semiconductor accelerators.

Pure-Play Generative AI Software & InfrastructureInvestor Portal
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