AI 인프라 구축 트레이드
테마 지수On-chain perpetuals for the infrastructure of the AI era — from frontier models down to the power that runs them. The AI stack on Trade[XYZ], indexed live by Hyperhub.
투자 논리
The AI buildout is a physical-infrastructure problem first and a software problem second. Every leg of it — frontier models, wafer-scale silicon, the clouds that rent it, high-bandwidth memory, optical interconnect, the electricity that powers them, and the robots that act on the world — is now actively constrained.
HIP-3 is the first venue where these constraints can be priced continuously, by anyone, without market-hour gates. Trade[XYZ] lists the full stack — from pre-IPO model labs to fab equipment to datacenter power. Hyperhub organizes it, layer by layer, so the thesis is legible from a single page.
This page is opinionated. The asset list reflects a thesis, not coverage of every HIP-3 stock perp. Names that don't map cleanly onto the buildout live on the broader markets directory.
스택 맵
The whole stack on one screen. Each bar is a layer's share of theme 24h volume — the shape shows where the liquidity actually sits. Select a layer to jump to its markets below.
전체 스택
SPCX
XYZFull-stackSpaceX — now holds xAI, Grok and Cursor after the 2026 mergers: a frontier model, its own Colossus supercluster, space-based data centers, and Starlink. The most vertically integrated AI name on-chain.
가격145.710024h-0.18%24h Vol$8.4MOI$173.0M펀딩 비율+0.0006%열기보기ZHIPU
XYZZhipu — full-stack Chinese LLM and agent company behind the GLM model family.
가격221.14524h+0.46%24h Vol$874.1KOI$3.9M펀딩 비율-0.0116%열기보기MINIMAX
XYZMiniMax — Chinese frontier multimodal model lab.
가격35.084024h-1.77%24h Vol$444.4KOI$4.3M펀딩 비율+0.0006%열기보기
CBRS
XYZCerebras Systems — wafer-scale AI silicon, the first IPOP on HIP-3.
가격213.220024h+1.34%24h Vol$1.0MOI$34.1M펀딩 비율+0.0057%열기보기NVDA
XYZNVIDIA — the central GPU, the clearest public-market gauge of AI capex.
가격211.96524h+1.01%24h Vol$8.8MOI$200.1M펀딩 비율+0.0006%열기보기AMD
XYZAMD — the credible alternative compute path, MI-series accelerators competing for AI share.
가격562.5324h-0.08%24h Vol$2.2MOI$13.0M펀딩 비율+0.0006%열기보기AVGO
XYZBroadcom — custom hyperscaler AI ASICs plus the networking silicon that stitches clusters together.
가격399.895024h+0.47%24h Vol$269.8KOI$4.5M펀딩 비율-0.0031%열기보기TSM
XYZTSMC — the foundry every AI chip eventually passes through. Upstream tax on the entire stack.
가격437.78024h-0.23%24h Vol$636.7KOI$8.0M펀딩 비율+0.0008%열기보기ARM
XYZArm — the instruction-set IP under nearly every AI edge and datacenter CPU.
가격326.245024h+0.50%24h Vol$303.5KOI$3.4M펀딩 비율-0.0016%열기보기QCOM
XYZQualcomm — wireless connectivity and on-device / edge AI platforms.
가격186.620024h-0.59%24h Vol$252.0KOI$5.7M펀딩 비율-0.0015%열기보기
ASML
XYZASML — EUV lithography monopoly, the upstream tax on every advanced node.
가격1,798.20024h-0.33%24h Vol$86.9KOI$1.4M펀딩 비율+0.0006%열기보기AMAT
XYZApplied Materials — materials-engineering equipment enabling advanced semiconductors.
가격604.16524h+0.14%24h Vol$324.6KOI$663.7K펀딩 비율-0.0022%열기보기IBIDEN
XYZIbiden — advanced package substrates and ceramics; CoWoS-class packaging is a real AI-compute bottleneck.
가격125.0824h0.00%24h Vol$0.00OI$0.00펀딩 비율0.0000%열기보기
SKHX
XYZSK Hynix — the HBM leader; high-bandwidth memory is the bottleneck of every AI cluster.
가격1,475.65024h+0.07%24h Vol$58.4MOI$492.0M펀딩 비율+0.0005%열기보기MU
XYZMicron — pure-play memory leverage with direct HBM exposure into the training cycle.
가격982.04524h-0.31%24h Vol$29.2MOI$202.2M펀딩 비율+0.0006%열기보기DRAM
XYZDRAM — direct basket exposure to the memory cycle behind AI servers, HBM demand, and datacenter capacity.
가격63.2155024h-0.06%24h Vol$27.3MOI$66.2M펀딩 비율+0.0006%열기보기SNDK
XYZSanDisk — NAND and storage for the AI data pipeline.
가격1,953.35024h+0.33%24h Vol$13.9MOI$80.7M펀딩 비율-0.0002%열기보기SMSN
XYZSamsung — memory and foundry conglomerate with deep HBM exposure.
가격190.74524h-0.15%24h Vol$4.0MOI$44.7M펀딩 비율+0.0005%열기보기KIOXIA
XYZKioxia — NAND flash and SSD technology powering AI, cloud, and data-driven devices.
가격489.12024h-2.07%24h Vol$208.1KOI$6.1M펀딩 비율+0.0021%열기보기
LITE
XYZLumentum — optical and photonic interconnects in every modern AI data center.
가격801.36524h+0.78%24h Vol$192.2KOI$3.1M펀딩 비율-0.0027%열기보기MRVL
XYZMarvell — custom hyperscaler silicon (AWS Trainium, Maia) and 800G/1.6T optical DSPs.
가격238.900024h+0.48%24h Vol$5.7MOI$45.3M펀딩 비율+0.0018%열기보기NOK
XYZNokia — AI-era network infrastructure for telecom, cloud, and mission-critical connectivity.
가격12.36324h+0.41%24h Vol$47.9KOI$1.9M펀딩 비율+0.0049%열기보기
BE
XYZBloom Energy — onsite fuel-cell power for AI data centers, the purest datacenter-power play.
가격238.940024h-0.65%24h Vol$719.7KOI$2.6M펀딩 비율+0.0051%열기보기XLE
XYZEnergy Select Sector SPDR — broad U.S. energy proxy. Power is the 2026 bottleneck; XLE is the wide lens.
가격55.907024h+1.62%24h Vol$271.9KOI$1.3M펀딩 비율-0.0013%열기보기URNM
XYZSprott Uranium Miners ETF — the nuclear fuel chain behind the datacenter power thesis.
가격53.628024h-0.04%24h Vol$39.1KOI$909.0K펀딩 비율+0.0030%열기보기
다음 주목 대상
The thesis is falsifiable. Here are the layers Hyperhub is watching for the next wave of HIP-3 listings — names traders should expect to appear if the AI Buildout Trade keeps shipping.
- Pure-Play Utilities
BE covers onsite fuel cells and URNM the fuel chain, but the stack still lacks individual utilities directly leveraged to datacenter power contracts.
Constellation EnergyVistraGE VernovaVertivEaton - Fab Equipment
ASML and AMAT are live; the rest of the lithography and metrology chain — the upstream tax on the whole stack — is not yet listed.
Lam ResearchKLATokyo Electron - Frontier Model Labs
xAI is now captured via SPCX and the Chinese frontier via ZHIPU / MINIMAX, but the two U.S. leaders still lack their own pre-IPO perp.
OpenAIAnthropic