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AI Compute Accelerators

GPUs, accelerators, and the AI-specific silicon stack that moves as one under capital flows.

0.426avg corr (252d)

0.24 / 0.63min / max

36pairs

9primary stocks

3etfs

Weak co-movement

Stocks

NVDANVIDIA Corporation
The AI compute monopoly.
$224.41
$71fib+216%
AMDAdvanced Micro Devices, Inc.
Primary challenger in accelerators.
$420.16
$253fib+66%
TSMTaiwan Semiconductor Manufacturing Co.
Actual foundry for everyone.
$402.90
$314fib+28%
ARMArm Holdings plc
Arm Holdings ??? IP licensing for every AI chip.
$206.40
$185fib+12%
AVGOBroadcom Inc.
Custom ASICs for hyperscalers.
$423.57
$336fib+26%
SMCISuper Micro Computer, Inc.
Super Micro ??? AI server OEM, NVDA channel partner.
$30.96
MRVLMarvell Technology, Inc.
AI networking + custom silicon.
$174.92
$126fib+39%
QCOMQUALCOMM Incorporated
Outlier vs AI-compute cluster (252d corr). Mobile/edge exposure dilutes the capex narrative.
$199.71
INTCIntel Corporation
Outlier vs AI-compute cluster (252d corr). Turnaround story, not capital-flow driven by AI narrative.
$106.90
$60fib+78%
Adjacent (secondary)
BABAAlibaba Group Holding Limited
Classifier 2026-05-07: extended tier, corr 0.31 to semiconductors centroid (29 obs, 2nd: quantum 0.292). is_primary_bubble=FALSE.
$132.40
LPTHLightPath Technologies, Inc.
Classifier 2026-05-07: extended tier, corr 0.46 to semiconductors centroid (29 obs, 2nd: networking-optical 0.380). is_primary_bubble=FALSE.
$11.50
POETPOET Technologies Inc.
Classifier 2026-05-07: extended tier, corr 0.46 to semiconductors centroid (29 obs, 2nd: networking-optical 0.368). is_primary_bubble=FALSE.
$15.85

Correlation matrix (252d)

	AMD	AVGO	MRVL	NVDA	TSM	INTC	QCOM	ARM	SMCI
AMD	·	0.37	0.40	0.48	0.54	0.35	0.37	0.51	0.63
AVGO	0.37	·	0.42	0.55	0.63	0.26	0.27	0.46	0.52
MRVL	0.40	0.42	·	0.37	0.42	0.30	0.30	0.44	0.40
NVDA	0.48	0.55	0.37	·	0.63	0.28	0.24	0.43	0.57
TSM	0.54	0.63	0.42	0.63	·	0.30	0.34	0.55	0.59
INTC	0.35	0.26	0.30	0.28	0.30	·	0.37	0.33	0.35
QCOM	0.37	0.27	0.30	0.24	0.34	0.37	·	0.48	0.34
ARM	0.51	0.46	0.44	0.43	0.55	0.33	0.48	·	0.53
SMCI	0.63	0.52	0.40	0.57	0.59	0.35	0.34	0.53	·

Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.

ETFs carrying the thesis

SMHPrimary
VanEck Semiconductor ETF
VanEck
—
AIS
VistaShares Artificial Intelligence Supercycle ETF
VistaShares
—
SOXX
iShares Semiconductor ETF
BlackRock
—

Sub-clusters

AMDAVGOMRVLNVDATSM
INTC
QCOM

Frequently asked questions

What are the top stocks in the AI Compute Accelerators bubble?: QuantAbundancia maps 9 primary stocks to the AI Compute Accelerators bubble: NVDA, AMD, TSM, ARM, AVGO, SMCI, MRVL, QCOM, INTC.
What ETFs carry the AI Compute Accelerators thesis?: 3 ETFs on QuantAbundancia carry the AI Compute Accelerators thesis: SMH (primary), AIS, SOXX.
How correlated are AI Compute Accelerators stocks?: The AI Compute Accelerators bubble's primary members co-move with a 252-day average correlation of 0.43 across 36 pairs — weak co-movement.