AI relationship map

23 stakes between AI and semiconductor companies, 16 warrant or rights holdings, and 183 people sitting on the boards or management of several of them — every link from an SEC filing (13F, Schedule 13D/G, Forms 3, 4 and 5, 8-K and 6-K).

Companies holding stakes in other companies

NVIDIA holds 8.8% of Nebius (13G, Jul 13, 2026)
NVIDIA holds 8.6% of CoreWeave (13F, Jun 30, 2026)
Alphabet holds 8.2% of TeraWulf (13G, Sep 11, 2026)
Intel holds 6.1% of Mobileye (13F, Jun 30, 2026)
NVIDIA holds 4.3% of Intel (13F, Jun 30, 2026)
Alphabet holds 4.2% of SpaceX (13F, Jun 30, 2026)
NVIDIA holds 4.0% of Coherent (13F, Jun 30, 2026)
NVIDIA holds 2.5% of Synopsys (13F, Jun 30, 2026)
AMD holds 2.1% of Sanmina (13F, Jun 30, 2026)
Alphabet holds 1.6% of GitLab (13F, Jun 30, 2026)
Alphabet holds 1.3% of UiPath (13F, Jun 30, 2026)
NVIDIA holds 0.93% of SpaceX (13F, Jun 30, 2026)
Alphabet holds 0.86% of Tempus AI (13F, Jun 30, 2026)
AMD holds 0.33% of Cerebras Systems (13F, Jun 30, 2026)
Cisco holds 0.19% of CoreWeave (13F, Sep 30, 2026)
Alphabet holds 0.18% of Arm Holdings (13F, Jun 30, 2026)
Amazon holds 0.16% of Astera Labs (13F, Jun 30, 2026)
Amazon holds 0.05% of Marvell (13F, Jun 30, 2026)
AMD holds 0.03% of SpaceX (13F, Jun 30, 2026)
Cisco holds 0.00% of SpaceX (13F, Sep 30, 2026)
Galaxy Digital holds 0.00% of Marvell (13F, Jun 30, 2026)
Galaxy Digital holds 0.00% of Amazon (13F, Jun 30, 2026)
Galaxy Digital holds 0.00% of NVIDIA (13F, Jun 30, 2026)

Warrants, convertibles and preferred shares

Anthropic holds warrants or rights on 387,051 shares of Akamai (8-K, Sep 24, 2026)
Amazon holds warrants or rights on 1.7M shares of Generac (8-K, Sep 16, 2026)
Alphabet holds warrants or rights on 41.0M shares of TeraWulf (13G, Sep 11, 2026)
Amazon holds warrants or rights on 25.0M shares of Qualcomm (8-K, Sep 8, 2026)
Alphabet holds warrants or rights on 59.0M shares of Marvell (8-K, Aug 19, 2026)
AMD holds warrants or rights on 30.0M shares of Core Scientific (8-K, Jul 28, 2026)
SK Telecom Co., Ltd. holds warrants or rights on 6.1M shares of Penguin Solutions (13D, Jul 27, 2026)
NVIDIA holds warrants or rights on 21.1M shares of Nebius (pre-funded) (13G, Jul 13, 2026)
D. E. Shaw holds warrants or rights on 1.1M shares of CleanSpark (13G, Jul 10, 2026)
Elon R. Musk holds warrants or rights on 350.0M shares of SpaceX (13G, Jun 30, 2026)
Sunrise Partners Limited Partnership holds warrants or rights on 18.1M shares of Bitdeer (13G, May 28, 2026)
MMCAP International Inc. SPC holds warrants or rights on 19.0M shares of POET Technologies (6-K, May 18, 2026)
NVIDIA holds warrants or rights on 18.0M shares of Corning (pre-funded) (8-K, May 6, 2026)
YA II PN, Ltd. holds warrants or rights on 2.4M shares of Soluna (8-K, Apr 17, 2026)
Generate Strategic Credit Master Fund I-B, L.P. holds warrants or rights on 2.7M shares of Soluna (pre-funded) (8-K, Apr 3, 2026)
Meta Platforms holds warrants or rights on 160.0M shares of AMD (8-K, Feb 24, 2026)

People on several boards

Mary G. Puma: Penguin Solutions (Director); Allegro MicroSystems (Director); Ciena (Director); Entegris (Director)
Necip Sayiner: Axcelis Technologies (Director); Rambus (Director); Sandisk (Director); Teradyne (Director)
Rick Clemmer: Seagate (Director); Skyworks (Director); HP Inc. (Director); Qorvo (Director)
Abhijit Y. Talwalkar: Lam Research (Director); TE Connectivity (Director); AMD (Director)
Bethany Mayer: Astera Labs (Director); Hewlett Packard Enterprise (Director); Lam Research (Director)
Chris Koopmans: Marvell (President and COO); Skyworks (Director); Qorvo (Director)
David Jeffrey Richardson: Ambarella (Director); Kulicke & Soffa (Director); Lattice Semiconductor (Director)
Jorge Titinger: Ichor (Director); Axcelis Technologies (Director); FormFactor (Director)
Judy Bruner: Seagate (Director); Applied Materials (Director); Qorvo (Director)
Karen Blasing: GitLab (Director); Zscaler (Director); Autodesk (Director)
Karen Marie Rapp: Plexus (Director); Microchip (Director); Cohu (Director)
Mark Adams: Core Scientific (Director); Cadence (Director); Seagate (Director)
Mercedes Johnson: Teradyne (Director); Synopsys (Director); Analog Devices (Director)
Michael E. Hurlston: Lumentum (President and CEO · Director); Astera Labs (Director); Flex (Director)
Moshe Gavrielov: NXP Semiconductors (Director); Cadence (Director); TSMC (Director)
Robert A. Bruggeworth: Skyworks (Director); Entegris (Director); Qorvo (President and CEO · Director)
Steve Sanghi: Microchip (President, CEO and Chair of Bd · Director); Impinj (Director); Intel (Director)
Thomas St Dennis: Veeco (Director); Axcelis Technologies (Director); FormFactor (Director)
Thomas T. Edman: TTM Technologies (Director); Ultra Clean (Director); Jabil (Director)
Victor Peng: KLA (Director); Rambus (Director); Microchip (Director)
Aart de Geus: Synopsys (EXECUTIVE CHAIR · Director); Applied Materials (Director)
Akash J. Palkhiwala: Qualcomm (EVP, CFO & COO); Applied Materials (Director)
Alan S. Lowe: Modine (Director); Qorvo (Director)
Alex Gorsky: IBM (Director); Apple (Director)
Alexander M. Davern: Cirrus Logic (Director); Ultra Clean (Director)
Amie Thuener O'Toole: Broadcom (Chief Financial Officer); Alphabet (VP, Chief Accounting Officer)
Andrea Goldsmith: Crown Castle (Director); Intel (Director)
Andreas W. Mattes: Wolfspeed (Director); Cohu (Director)
Anirudh Devgan: Cadence (President and CEO · Director); Lam Research (Director)
Ann Livermore: Hewlett Packard Enterprise (Director); Qualcomm (Director)
Anna C. Simons: Autodesk (Director); Micron (Director)
Annette Clayton: NXP Semiconductors (Director); Duke Energy (Director)
Anthony Guzzi: EMCOR (Chairman, President and CEO · Director); Hubbell (Director)
Aparna Bawa: Palo Alto Networks (Director); Intel (EVP, CLO & CPO)
Arnold W. Donald: Salesforce (Director); GE Vernova (Director)
Bill McDermott: ServiceNow (Chairman & CEO · Director); Intuit (Director)
Boise April Miller: Intel (EVP and Chief Legal Officer); Trane (Director)
Brian C. White: FormFactor (Director); Allegro MicroSystems (Director)
Bruce E. Kiddoo: onsemi (Director); Western Digital (Director)
Bruce R. Chizen: Synopsys (Director); Oracle (Director)
Chantelle Yvette Breithaupt: Ambarella (Director); Arista Networks (Senior Vice President, CFO)
Charles H. Giancarlo: Zscaler (Director); Arista Networks (Director)
Charles J. Meyers: Equinix (Director · Executive Chairman); American Electric Power (Director)
Christine Y. Yan: Modine (Director); onsemi (Director)
Christopher B. Paisley: Ambarella (Director); Equinix (Director)
Craig H. Barratt: Astera Labs (Director); Intel (Director)
Cristiano Amon: Qualcomm (President & CEO · Director); Adobe (Director)
Dale E. Klein: NuScale (Director); Southern Company (Director)
Daniel JL Liao: Photronics (Director); Amkor (Director)
Daniel P. Huttenlocher: Corning (Director); Amazon (Director)
Darryl L. Wilson: NextEra Energy (Director); Eaton (Director)
David Grain: Dell (Director); Southern Company (Director)
David Reeder: Entegris (President & CEO · Director); Celestica (Director)
Deborah L. Stahlkopf: Cisco (EVP and Chief Legal Officer); NextEra Energy (Director)
Derek T. Kan: Fortinet (Director); Oklo (Director)
Dev Ittycheria: MongoDB (Interim President and CEO · Director); Datadog (Director)
Devinder Kumar: Ciena (Director); Sandisk (Director)
Douglas R. Bettinger: Lam Research (Chief Financial Officer & EVP); Lattice Semiconductor (Director)
Edward H. Baine: Dominion Energy (EVP - Util. Ops and Pres - DEV); Hubbell (Director)
Edward H. Frank: SiTime (Director); Analog Devices (Director)
Edward H. Kennedy: Extreme Networks (Director); Lightwave Logic (Director)
Elizabeth M. Schwarting: Ambarella (Director); Lattice Semiconductor (Director)
Eric Meurice: IPG Photonics (Director); Intel (Director)
Eric S. Musser: Wolfspeed (Director); Corning (Retired President)
Eric S. Yuan: ServiceNow (Director); Intuit (Director)
Ernest E. Maddock: Ultra Clean (Director); Teradyne (Director)
Fariba Danesh: Aehr Test Systems (Director); Credo (Director)
Fidelma Russo: Equinix (Director); Hewlett Packard Enterprise (EVP, GM, Hybrid Cloud & CTO)
Forrest Eugene Norrod: AMD (EVP & GM DSG); Intuit (Director)
Frank D. Yeary: Mobileye (Director); Intel (Director)
Ganesh Moorthy: SiTime (Director); GlobalFoundries (Director)
Gerald Johnson: Caterpillar (Director); Eaton (Director)
Godfrey Sullivan: GitLab (Director); CrowdStrike (Director)
Greg Dougherty: IPG Photonics (Director); MaxLinear (Director)
Gregg A. Lowe: Silicon Labs (Director); Power Integrations (Director)
Gregory Michael Fischer: Semtech (Director); Navitas (Director)
Herman E. Bulls: Fluence (Director); Comfort Systems USA (Director)
Hock E. Tan: Broadcom (President and CEO · Director); Meta Platforms (Director)
Hong Q. Hou: Semtech (President and CEO · Director); Wolfspeed (Director)
Ita M. Brennan: Cadence (Director); Lam Research (Director)

Holders · Who owns the AI companies? · All tracked companies