Empresas de la IA y las megatendenciasAI & megatrend companies
36 fichas · de los chips a los hiperescaladores, capa a capa36 profiles · from chips to hyperscalers, layer by layer
Las empresas clave de la inteligencia artificial y los megatemas conectados, organizadas por capa de la cadena de valor: desde quien diseña y fabrica los chips hasta los hiperescaladores que los compran, la energía que los alimenta y las megatendencias vecinas. Cada ficha conecta con sus competidores, proveedores, clientes, tecnologías y ETFs.The key companies of AI and the connected megatrends, organised by value-chain layer: from those who design and make the chips to the hyperscalers that buy them, the energy that powers them and the neighbouring megatrends. Each profile connects to its competitors, suppliers, customers, technologies and ETFs.
Diseño de chips de IA (GPU y ASIC)AI chip design (GPU & ASIC)
Quien diseña los cerebros de la IA.Who designs the brains of AI.
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Nvidia NVDA
Nvidia es la empresa que diseña las GPU que entrenan y ejecutan la mayor parte d…Nvidia designs the GPUs that train and run most of the world's artificial intelligence, and is the most…
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Broadcom AVGO
Broadcom es el gran diseñador de chips a medida (ASIC) para los hiperescaladores…Broadcom is the leading designer of custom chips (ASICs) for hyperscalers and a key player in AI data-center…
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AMD AMD
AMD es el principal rival de Nvidia en GPU para IA y de Intel en procesadores, c…AMD is Nvidia's main rival in AI GPUs and Intel's in processors, with its Instinct MI accelerators gaining…
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Marvell MRVL
Marvell es, junto a Broadcom, el otro gran diseñador de chips a medida (ASIC) pa…Marvell is, alongside Broadcom, the other major designer of custom chips (ASICs) for AI data centers, with a…
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Arm ARM
Arm diseña la arquitectura sobre la que se construyen casi todos los chips móvil…Arm designs the architecture on which almost every mobile chip in the world is built, charging a royalty on…
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Intel INTC
Intel diseña, fabrica y empaqueta chips. Intenta volver a la primera línea con s…Intel designs, makes and packages chips. It is trying to return to the front line with its foundry division…
Fabricación, equipos y memoriaManufacturing, equipment & memory
Quien fabrica físicamente los chips y la memoria que los alimenta.Who physically makes the chips and the memory that feeds them.
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TSMC TSM
TSMC es la mayor fábrica de chips del mundo: produce los semiconductores que dis…TSMC is the world's largest chip factory: it makes the semiconductors designed by Nvidia, Apple, AMD and…
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ASML ASML
ASML es la única empresa del mundo que fabrica las máquinas de litografía EUV, i…ASML is the only company in the world that makes EUV lithography machines, essential to produce the most…
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Samsung SSNLF
Samsung es uno de los tres fabricantes de memoria HBM del mundo y la segunda may…Samsung is one of the world's three HBM memory makers and the second-largest foundry, a giant present across…
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SK Hynix 000660
SK Hynix es el líder mundial de la memoria HBM, el componente escaso que aliment…SK Hynix makes DRAM, NAND and above all HBM, where it was first to mass-produce the advanced generations. It…
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Micron MU
Micron es uno de los tres únicos fabricantes de memoria HBM del mundo, el compon…Micron makes DRAM and NAND memory, and above all HBM: the 3D-stacked memory attached to AI GPUs. It is one of…
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Applied Materials AMAT
Applied Materials es el mayor fabricante de equipos para producir semiconductore…Applied makes the deposition, etch and materials-engineering machines with which TSMC, Samsung, Intel or…
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Lam Research LRCX
Lam Research es un fabricante clave de equipos de grabado y deposición, impresci…Lam makes the etch and deposition equipment used to build the 3D structures of modern chips: NAND with…
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KLA KLAC
KLA domina la inspección y la metrología: sin sus máquinas de control de procesos, los chips avanzados no…KLA makes the equipment that inspects and measures chips during manufacturing to catch defects at nanometre…
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Synopsys SNPS
Synopsys es una de las dos empresas cuyo software (EDA) permite diseñar los chip…Synopsys is one of the two companies whose software (EDA) makes it possible to design modern chips. Without…
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Cadence CDNS
Cadence es la otra mitad del duopolio del software de diseño de chips (EDA), jun…Cadence is the other half of the chip-design software (EDA) duopoly, alongside Synopsys.
Hiperescaladores · la demandaHyperscalers · the demand
Los gigantes que compran la infraestructura y ponen el dinero.The giants that buy the infrastructure and put up the money.
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Microsoft MSFT
Microsoft es uno de los mayores hiperescaladores del mundo y, con Azure y su ali…Microsoft is one of the world's largest hyperscalers and, with Azure and its OpenAI alliance, one of the big…
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Alphabet GOOGL
Alphabet (Google) combina el mayor negocio de publicidad del mundo con Google Cl…Alphabet (Google) combines the world's largest advertising business with Google Cloud and its own AI chips…
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Amazon AMZN
Amazon es líder mundial en la nube con AWS, el mayor proveedor del mercado, y un…Amazon is the world leader in the cloud with AWS, the largest provider, and a central piece of AI…
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Meta META
Meta (Facebook, Instagram) usa la IA para su negocio publicitario y construye un…Meta (Facebook, Instagram) uses AI for its advertising business and is building one of the world's largest…
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Oracle ORCL
Oracle se ha reinventado como "casero del cómputo" de la IA: su nube (OCI) y una…Oracle has reinvented itself as an AI compute landlord: its cloud (OCI) and a record backlog have turned it…
Energía e infraestructuraEnergy & infrastructure
La electricidad, la red y el hardware que sostienen los centros de datos.The power, grid and hardware that sustain data centers.
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Arista ANET
Arista Networks fabrica los conmutadores Ethernet de alta velocidad que conectan…Arista Networks makes the high-speed Ethernet switches that connect thousands of GPUs inside an AI data center.
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Vertiv VRT
Vertiv fabrica los sistemas de alimentación y refrigeración que hacen funcionar …Vertiv makes the power and cooling systems that keep AI data centers —ever denser and hotter— running.
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Schneider Electric SU
Schneider Electric es un gigante europeo de la gestión de la energía y la automa…Schneider Electric is a European giant of energy management and automation, key to the electrification of AI…
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Constellation CEG
Constellation Energy opera la mayor flota de centrales nucleares de EE. UU. y se…Constellation Energy operates the largest US nuclear fleet and has become a reference supplier for AI data…
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Vistra VST
Vistra es uno de los mayores productores independientes de electricidad de EE. U…Vistra is one of the largest independent power producers in the US, with a fleet including nuclear and gas to…
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Cameco CCJ
Cameco es uno de los mayores productores de uranio del mundo, el combustible de …Cameco is one of the world's largest uranium producers, the fuel of the nuclear power that AI is putting back…
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GE Vernova GEV
GE Vernova fabrica las turbinas y los equipos de red eléctrica necesarios para l…GE Vernova makes the turbines and grid equipment needed to bring power to AI data centers.
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Siemens Energy ENR
Siemens Energy fabrica turbinas y, sobre todo, la tecnología de red eléctrica qu…Siemens Energy makes turbines and, above all, the grid technology that Europe and the world need to connect…
CiberseguridadCybersecurity
Quien protege esa infraestructura.Who protects that infrastructure.
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Palo Alto PANW
Palo Alto Networks es el mayor grupo de ciberseguridad del mundo por ingresos, y…Palo Alto Networks is the world's largest cybersecurity group by revenue, and AI is accelerating demand for…
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CrowdStrike CRWD
CrowdStrike es líder en ciberseguridad nativa de la nube con su plataforma Falco…CrowdStrike is a leader in cloud-native cybersecurity with its Falcon platform, protecting endpoints, cloud…
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Zscaler ZS
Zscaler es especialista en seguridad "zero trust" en la nube: conecta de forma s…Zscaler specialises in cloud zero trust security: it securely connects users to applications without exposing…
Software, defensa, salud y aguaSoftware, defense, health & water
Otras megatendencias conectadas a la IA.Other megatrends connected to AI.
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Palantir PLTR
Palantir es una de las empresas de software que aplica la IA a datos del mundo r…Palantir is one of the software companies applying AI to real-world data, with a strong presence in defense…
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Rheinmetall RHM
Rheinmetall es el mayor fabricante de defensa de Alemania y uno de los grandes b…Rheinmetall is Germany's largest defense manufacturer and one of the big winners of European rearmament, with…
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Eli Lilly LLY
Eli Lilly es la farmacéutica líder de los fármacos GLP-1 contra la obesidad y la…Eli Lilly is the pharma leader in GLP-1 drugs for obesity and diabetes, one of the biggest markets in health…
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Novo Nordisk NVO
Novo Nordisk es la farmacéutica danesa pionera de los GLP-1 (Ozempic, Wegovy) y …Novo Nordisk is the Danish pharma that pioneered GLP-1 (Ozempic, Wegovy) and Eli Lilly's great rival in the…
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Xylem XYL
Xylem es una de las mayores empresas de tecnología del agua del mundo: bombas, t…Xylem is one of the world's largest water-technology companies: pumps, treatment and smart management of the…