Revenue growth across investment themes
This chart compares revenue growth across three investment themes: hyperscalers, semiconductors, and data-center infrastructure. It uses the median constituent’s trailing-12-month SEC revenue index so the largest companies do not dominate; the fixed baskets are editorial groupings, not investable indices or pure-play revenue measures.
What does it show?
Semiconductor revenue has grown fastest among the three AI-infrastructure investment themes.
Methodology
Equal-weight comparison of the Hyperscalers, Semiconductors, and Data-center infrastructure baskets shown in the companion charts. Each constituent's trailing-12-month whole-company revenue is independently rebased to 100 at the shared starting quarter; each theme line is the median constituent index in every quarter. Medians prevent the largest companies from dominating. These fixed editorial baskets are not investable indices or pure-play revenue measures; Nuclear and Power is excluded because its operators and fuel supplier are not economically comparable enough for the same basket statistic.
Sources
- SEC EDGAR companyfacts API documentation ↗
- Amazon SEC company facts ↗
- Microsoft SEC company facts ↗
- Alphabet SEC company facts ↗
- Meta SEC company facts ↗
- Oracle SEC company facts ↗
- NVIDIA SEC company facts ↗
- AMD SEC company facts ↗
- Broadcom SEC company facts ↗
- Intel SEC company facts ↗
- Micron SEC company facts ↗
- Marvell SEC company facts ↗
- Qualcomm SEC company facts ↗
- Eaton SEC company facts ↗
- Vertiv SEC company facts ↗
- Hubbell SEC company facts ↗
- nVent SEC company facts ↗
- Arista Networks SEC company facts ↗