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Stocks Recommended by Huang Renxun: NVIDIA's AI Factory Full Industry Chain Stock Pool Overview
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BlockBeats News, June 2nd - During the keynote speech at NVIDIA GTC Taipei 2026, Huang Renxun revealed the partner list of the NVIDIA DSX AI Factory Ecosystem, undoubtedly the most watched "Fortune Code" ecosystem map in the market. BlockBeats organized the NVIDIA AI Factory listed and secondary market tradable asset pool as follows:

NVIDIA Capital-related Moves (Priority Tracking):

CoreWeave (CRWV); Nebius (NBIS); Intel (INTC); Synopsys (SNPS); Coherent (COHR); Lumentum (LITE); Marvell (MRVL); Nokia (NOK); IREN (IREN); Corning (GLW).

Listed Companies Pool in the AI Factory Ecosystem:

AI Cloud

CoreWeave (CRWV), Nebius (NBIS), IREN (IREN), Sharon AI (SHAZ), Indosat (ISAT.JK), NAVER (035420.KS), SoftBank Corp (9434.T), YTL Power (6742.KL), AWS (AMZN), Azure (MSFT), Google Cloud (GOOGL), OCI (ORCL)

Software/Security/Operations

IBM (Red Hat), AVGO (VMware / Broadcom), Nutanix (NTNX), Elastic (ESTC), Dynatrace (DT), Splunk (CSCO), CrowdStrike (CRWD), Trend Micro (4704.T), JFrog (FROG)

Design and Construction

Synopsys (SNPS), Cadence (CDNS), Dassault Systèmes (DSY.PA), Jacobs (J), Procore (PCOR), PTC (PTC), Schneider Electric / ETAP (SU.PA), Siemens (SIE.DE)

Energy/Cooling/Grid

Eaton (ETN), GE Vernova (GEV), Hitachi (6501.T), Schneider Electric (SU.PA), Siemens Energy (ENR.DE), Trane (TT), Vertiv (VRT), AES · Constellation (CEG) · NextEra Energy (NEE) · Vistra (VST)

800V Power Components

Analog Devices (ADI), Infineon (IFX.DE), Monolithic Power (MPWR), Navitas (NVTS), onsemi (ON), Renesas (6723.T), ROHM (6963.T), STMicroelectronics (STM) · Texas Instruments (TXN) · Delta (2308.TW), Flex (FLEX) · Lite-On (2301.TW)

Infrastructure/Hosting

Equinix (EQIX), Digital Realty (DLR), Sify (SIFY), Fujitsu (6702.T), IREN (IREN), AMT · CoreSite

Compute Systems/OEM/ODM

Dell Technologies (DELL), HPE (HPE), Lenovo (0992.HK), Supermicro (SMCI), ASUSTeK (2357.TW), Compal (2324.TW), Hon Hai / Foxconn (2317.TW), GIGABYTE (2376.TW), Pegatron (4938.TW), Quanta / QCT (2382.TW), Wistron (3231.TW), Wiwynn (6669.TW), Inventec (2356.TW), ASRock (3515.TW), MSI (2377.TW), MITAC Holdings (3706.TW), Hyve Solutions (SNX), Cisco (CSCO)

Fonte:BlockBeats

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