Stocks Endorsed by Huang Renxun: Complete List of Nvidia's AI Factory Ecosystem
2026.06.02 17:32:52
June 2 — At NVIDIA’s GTC Taipei 2026 conference keynote, NVIDIA CEO Jensen Huang unveiled the partner roster for the NVIDIA DSX AI Factory Ecosystem, widely deemed the most market-aligned "Fortune Cipher" ecosystem map to date. Tech and crypto outlet BlockBeats has curated the following list of publicly traded and secondary market tradable assets linked to NVIDIA’s AI Factory:
### NVIDIA Capital Movements (Priority Tracking)
CoreWeave (CRWV), Nebius (NBIS), Intel (INTC), Synopsys (SNPS), Coherent (COHR), Lumentum (LITE), Marvell Technology (MRVL), Nokia (NOK), IREN (IREN), Corning (GLW)
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### Listed Companies in the AI Factory Ecosystem
#### AI Cloud Infrastructure
CoreWeave (CRWV), Nebius (NBIS), IREN (IREN), Sharon AI (SHAZ), Indosat (ISAT.JK, Jakarta Stock Exchange), NAVER (035420.KS, Korea Exchange), SoftBank Corp (9434.T, Tokyo Stock Exchange), YTL Power (6742.KL, Bursa Malaysia), Amazon Web Services (AMZN), Microsoft Azure (MSFT), Google Cloud (GOOGL), Oracle Cloud Infrastructure (ORCL)
#### Software, Cybersecurity & DevOps
IBM (via Red Hat), Broadcom (AVGO, owner of VMware), Nutanix (NTNX), Elastic N.V. (ESTC), Dynatrace (DT), Splunk (subsidiary of Cisco, CSCO), CrowdStrike (CRWD), Trend Micro (4704.T, Tokyo Stock Exchange), JFrog (FROG)
#### Design, Engineering & Construction
Synopsys (SNPS), Cadence Design Systems (CDNS), Dassault Systèmes (DSY.PA, Euronext Paris), Jacobs Solutions (J), Procore Technologies (PCOR), PTC Inc. (PTC), Schneider Electric (including ETAP; SU.PA, Euronext Paris), Siemens (SIE.DE, Frankfurt Stock Exchange)
#### Energy, Cooling & Grid Infrastructure
Eaton Corporation (ETN), GE Vernova (GEV), Hitachi (6501.T, Tokyo Stock Exchange), Schneider Electric (SU.PA, Euronext Paris), Siemens Energy (ENR.DE, Frankfurt Stock Exchange), Trane Technologies (TT), Vertiv Holdings (VRT), AES Corporation, Constellation Energy (CEG), NextEra Energy (NEE), Vistra Corp (VST)
#### 800V Power Components
Analog Devices (ADI), Infineon Technologies (IFX.DE, Frankfurt Stock Exchange), Monolithic Power Systems (MPWR), Navitas Semiconductor (NVTS), onsemi (ON), Renesas Electronics (6723.T, Tokyo Stock Exchange), ROHM Co. Ltd. (6963.T, Tokyo Stock Exchange), STMicroelectronics (STM), Texas Instruments (TXN), Delta Electronics (2308.TW, Taiwan Stock Exchange), Flex Ltd. (FLEX), Lite-On Technology (2301.TW, Taiwan Stock Exchange)
#### Data Center Infrastructure & Hosting
Equinix (EQIX), Digital Realty Trust (DLR), Sify Technologies (SIFY), Fujitsu (6702.T, Tokyo Stock Exchange), IREN (IREN), American Tower (AMT), CoreSite (subsidiary of American Tower)
#### Compute Systems, OEM & ODM Providers
Dell Technologies (DELL), Hewlett Packard Enterprise (HPE), Lenovo Group (0992.HK, Hong Kong Stock Exchange), Supermicro Computer (SMCI), ASUSTeK Computer (2357.TW, Taiwan Stock Exchange), Compal Electronics (2324.TW, Taiwan Stock Exchange), Hon Hai Precision Industry (Foxconn, 2317.TW, Taiwan Stock Exchange), GIGABYTE Technology (2376.TW, Taiwan Stock Exchange), Pegatron Corporation (4938.TW, Taiwan Stock Exchange), Quanta Computer (2382.TW, Taiwan Stock Exchange), Wistron Corporation (3231.TW, Taiwan Stock Exchange), Wiwynn Corporation (6669.TW, Taiwan Stock Exchange), Inventec Corporation (2356.TW, Taiwan Stock Exchange), ASRock Industrial (3515.TW, Taiwan Stock Exchange), Micro-Star International (MSI, 2377.TW, Taiwan Stock Exchange), MiTAC Holdings (3706.TW, Taiwan Stock Exchange), Hyve Solutions (SNX), Cisco Systems (CSCO)
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