The companies building, powering, and profiting from artificial intelligence. From chipmakers to cloud platforms.
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| AI ETFs | AI Stocks | |
|---|---|---|
| Risk | Diversified across 30-100+ companies | Concentrated in individual names |
| Cost | Expense ratio (0.10-0.75%) | No ongoing fee |
| Effort | Buy once, rebalanced for you | Research + monitor each stock |
| Best for | "Set and forget" AI exposure | Conviction picks, active investors |
AI ETFs
AI Stocks
The picks and shovels of AI. These companies design and manufacture the GPUs and custom silicon that train and run every AI model. They profit regardless of which AI application wins.
NVDA, AMD, TSM, AVGO
Cloud infrastructure and AI model providers. They sell the compute, storage, and pre-built AI services that companies consume. Diversified revenue, lower risk than pure-play.
MSFT, GOOGL, META
Enterprise AI software. These companies build the tools that turn AI capabilities into business workflows and decisions. Higher risk, higher reward if their AI thesis plays out.
PLTR, CRM, SNOW
Every AI model starts with silicon. These 4 companies own the hardware layer.
NVIDIA Corporation
The undisputed king of AI chips. ~80% GPU market share for training.
34.1
$5.42T
+23.0%
Advanced Micro Devices, Inc.
NVIDIA's primary challenger. MI300 series gaining traction in data centres.
122.7
$788.2B
+180.6%
Taiwan Semiconductor Manufacturing Company Limited
Manufactures ALL cutting-edge AI chips. The invisible backbone.
27.5
$2.18T
+73.5%
Broadcom Inc.
Custom AI chips + networking for hyperscalers. VMware adds software.
69.1
$2.04T
+40.8%
The mega-caps building AI infrastructure at hyperscale.
Microsoft Corporation
Azure AI + OpenAI partnership. Copilot across everything.
27.8
$3.71T
-4.2%
Alphabet Inc.
Gemini, DeepMind, Google Cloud. AI-first across the board.
17.6
$4.29T
+76.3%
Meta Platforms, Inc.
LLaMA open-source models + AI-driven ad revenue machine.
22.0
$1.51T
-22.7%
Where AI meets business. Higher risk, higher growth potential.
We answer three simple questions for every stock, so you don't have to read financial reports.
Am I paying too much?
Is this a good business?
Will it keep me up at night?
NVDA is a great business but expensive and volatile. The gauges show you that instantly.
Want to know how we calculate this? Every gauge expands to show the exact formulas on the stock detail page.
See it in action on NVDA →One stock from each layer of the AI value chain: chipmakers, platforms, and applications.
Regulated platforms available in your country. Data from our broker comparison.
A UAE-born wealth app combining automated investing, self-directed US stock trading and a high-yield cash account — ADGM FSRA-regulated, built for first-time and passive investors.
A regulated multi-asset broker offering commission-free stocks and ETFs up to a monthly threshold, plus CFDs, via the award-winning xStation app — DFSA-regulated in the DIFC.
A Danish investment bank offering premium multi-asset access to global markets, served to UAE investors cross-border from its regulated European entity.
A global multi-asset platform known for social and copy trading, giving UAE investors access to real stocks, ETFs and crypto — regulated locally by the ADGM FSRA.
AI revenue exposure
Meaningful, quantifiable revenue from AI products, infrastructure, or services, not just an 'AI strategy' press release.
Market cap and liquidity
Large-cap stocks (>$50B) that investors in the Gulf can access through international brokers offering US-listed securities.
Value chain coverage
All three AI layers represented: chipmakers (NVDA, AMD, TSM, AVGO), platforms (MSFT, GOOGL, META), and applications (PLTR, CRM, SNOW).
Demonstrated growth
Proven AI revenue growth reflected in financial results, not speculative projections.
