TOP 250 COMPANIES

Data Centre Leader: Jeremy Werner Industry: Semiconductors

Micron Technology is one of three suppliers producing high-bandwidth memory at scale, placing it at the centre of AI infrastructure economics. Its HBM3E stacks ship inside GPU accelerators built by Nvidia and AMD, while DDR5 server DRAM and data centre SSDs underpin conventional workloads. This makes memory supply a constraint on how quickly operators expand.

Data Centre Leader: Scott Strazik Industry: Power & Energy

GE Vernova supplies the generation centre expansion depends on, from heavy-duty and aeroderivative gas turbines to transformers, switchgear and HVDC systems. Its turbine order book is committed through 2029, with hyperscalers including Microsoft and xAI securing capacity, making turbine availability a key dynamic in AI build-outs.

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