Companies that build the physical layer of computing infrastructure — computers, servers, storage, and networking gear. Cloud and AI have expanded demand for high-performance data-center servers and network equipment. Government and defense procurement is significant, tying the sector to the security of the IT supply chain.
Featured companies (with cross-source profile)
Read this site's cross-source profile, joining federal contracts (USAspending), SEC filings (EDGAR), and vulnerabilities (CISA KEV).
Apple Inc. AAPLDell Technologies Inc. DELLINTERNATIONAL BUSINESS MACHINES CORP IBMSuper Micro Computer, Inc. SMCI
Public companies in this industry
| Company | Ticker | Exchange | Industry (SIC) |
|---|---|---|---|
| Apple Inc. Explained | AAPL | Nasdaq | Electronic Computers |
| Dell Technologies Inc. Explained | DELL | NYSE | Electronic Computers |
| INTERNATIONAL BUSINESS MACHINES CORP Explained | IBM | NYSE | Computer & office Equipment |
| Super Micro Computer, Inc. Explained | SMCI | Nasdaq | Electronic Computers |
| 10x Genomics, Inc. | TXG | Nasdaq | Laboratory Analytical Instruments |
| A10 Networks, Inc. | ATEN | NYSE | Computer Communications Equipment |
| ACTELIS NETWORKS INC | ASNS | OTC | Communications Equipment, NEC |
| ADTRAN Holdings, Inc. | ADTN | Nasdaq | Telephone & Telegraph Apparatus |
| AEHR TEST SYSTEMS | AEHR | Nasdaq | Instruments For Meas & Testing of... |
| AGILENT TECHNOLOGIES, INC. | A | NYSE | Laboratory Analytical Instruments |
| Ainos, Inc. | AIMD | Nasdaq | Computer Peripheral Equipment, NEC |
| AIRGAIN INC | AIRG | Nasdaq | Radio & Tv Broadcasting & Communic... |
| Alamar Biosciences, Inc. | ALMR | Nasdaq | Laboratory Analytical Instruments |
| ALLIENT INC | ALNT | Nasdaq | Instruments For Meas & Testing of... |
| Allot Ltd. | ALLT | Nasdaq | Computer Communications Equipment |
| AmpliTech Group, Inc. | AMPG | Nasdaq | Communications Equipment, NEC |
| Arista Networks, Inc. | ANET | NYSE | Computer Communications Equipment |
| AstroNova, Inc. | ALOT | Nasdaq | Computer Peripheral Equipment, NEC |
| ASTROTECH Corp | ASTC | Nasdaq | Laboratory Analytical Instruments |
| AUDIOCODES LTD | AUDC | Nasdaq | Telephone & Telegraph Apparatus |
| Avantor, Inc. | AVTR | NYSE | Laboratory Analytical Instruments |
| AVIAT NETWORKS, INC. | AVNW | Nasdaq | Radio & Tv Broadcasting & Communic... |
| BIO-RAD LABORATORIES, INC. | BIO | NYSE | Laboratory Analytical Instruments |
| BIOFORCE NANOSCIENCES HOLDINGS, INC. | BFNH | OTC | Laboratory Analytical Instruments |
| Bionano Genomics, Inc. | BNGO | Nasdaq | Laboratory Analytical Instruments |
| BK Technologies Corp | BKTI | NYSE | Radio & Tv Broadcasting & Communic... |
| BlackSky Technology Inc. | BKSY | NYSE | Radio & Tv Broadcasting & Communic... |
| BOS BETTER ONLINE SOLUTIONS LTD | BOSC | Nasdaq | Computer Communications Equipment |
| BOUNDLESS GROUP | BLTG | — | Optical Instruments & Lenses |
| BRUKER CORP | BRKR | Nasdaq | Laboratory Analytical Instruments |
| Cambium Networks Corp | CMBMF | OTC | Radio & Tv Broadcasting & Communic... |
| CAMTEK LTD | CAMT | Nasdaq | Optical Instruments & Lenses |
| CareView Communications Inc | CRVW | OTC | Radio & Tv Broadcasting & Communic... |
| CERAGON NETWORKS LTD | CRNT | Nasdaq | Radio & Tv Broadcasting & Communic... |
| CIENA CORP | CIEN | NYSE | Telephone & Telegraph Apparatus |
| CISCO SYSTEMS, INC. | CSCO | Nasdaq | Computer Communications Equipment |
| Clearfield, Inc. | CLFD | Nasdaq | Telephone & Telegraph Apparatus |
| CLEARONE INC | CLRO | Nasdaq | Telephone & Telegraph Apparatus |
| COHERENT CORP. | COHR | NYSE | Optical Instruments & Lenses |
| COHU INC | COHU | Nasdaq | Instruments For Meas & Testing of... |
| COMTECH TELECOMMUNICATIONS CORP /DE/ | CMTL | Nasdaq | Radio & Tv Broadcasting & Communic... |
| CONECTISYS CORP | CONC | OTC | Radio & Tv Broadcasting & Communic... |
| Corsair Gaming, Inc. | CRSR | Nasdaq | Computer Peripheral Equipment, NEC |
| Cytek Biosciences, Inc. | CTKB | Nasdaq | Laboratory Analytical Instruments |
| DATA I/O CORP | DAIO | Nasdaq | Instruments For Meas & Testing of... |
| DIEBOLD NIXDORF, Inc | DBD | NYSE | Calculating & Accounting Machines... |
| DIGI INTERNATIONAL INC | DGII | Nasdaq | Computer Communications Equipment |
| DNA X, Inc. | SONM | Nasdaq | Telephone & Telegraph Apparatus |
| Energous Corp | WATT | Nasdaq | Radio & Tv Broadcasting & Communic... |
| ERICSSON LM TELEPHONE CO | ERIC | OTC | Radio & Tv Broadcasting & Communic... |
| ESCO TECHNOLOGIES INC | ESE | NYSE | Communications Equipment, NEC |
| Everpure, Inc. | P | NYSE | Computer Storage Devices |
| Evolv Technologies Holdings, Inc. | EVLV | Nasdaq | Computer Peripheral Equipment, NEC |
| EXTREME NETWORKS INC | EXTR | Nasdaq | Computer Communications Equipment |
| EyePoint, Inc. | EYPT | Nasdaq | Laboratory Analytical Instruments |
| F5, INC. | FFIV | Nasdaq | Computer Communications Equipment |
| Fabrinet | FN | NYSE | Telephone & Telegraph Apparatus |
| FiEE, Inc. | FIEE | Nasdaq | Telephone & Telegraph Apparatus |
| Fortinet, Inc. | FTNT | Nasdaq | Computer Peripheral Equipment, NEC |
| Foxx Development Holdings Inc. | FOXX | Nasdaq | Computer Communications Equipment |
FAQ
Which products grow with AI?
High-performance data-center servers, GPU servers, and fast networking gear, pulled by the expansion of cloud and AI training.
Which companies are representative?
HPE, Dell, Cisco, Arista, and Super Micro, among others.
How is it tied to government?
Defense and civilian IT-infrastructure procurement is large, and supply-chain security (trusted manufacturers) is a live issue.
Sources (primary)
Organized from the SEC's industry classification (SIC). Classification reflects the issuer's reported principal business and may differ from a company's actual mix.
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