Top European AI Stocks of 2026: Surging Beyond Silicon Valley
Beyond Nvidia: Europe's best-performing AI stocks of 2026
Image: Euronews
In 2026, European companies specializing in AI infrastructure have outperformed traditional tech giants like Nvidia. Stocks from firms such as Sivers Semiconductors and Soitec have seen remarkable gains, driven by increasing demand for AI data center hardware. This trend reflects a growing ecosystem supporting AI's rapid expansion.
- 01Sivers Semiconductors has become Europe's best-performing AI stock, soaring by 2,245.93%.
- 02Soitec's shares increased by 559.98%, driven by demand for photonics materials for AI data centers.
- 032CRSi reported a 410.03% rise, fueled by large contracts for energy-efficient AI servers.
- 04AT&S saw a 366.46% increase, capitalizing on the need for high-end printed circuit boards.
- 05Nokia's stock rose 159.51% after securing a significant partnership with Nvidia, highlighting its role in AI networking.
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In 2026, a number of European companies have emerged as significant players in the AI infrastructure market, achieving remarkable stock performance. Notably, Sivers Semiconductors leads with an astounding 2,245.93% increase, producing laser arrays for AI data centers. Other key players include Soitec, which has surged 559.98% thanks to its engineered semiconductor wafers, and 2CRSi, which rose 410.03% by securing large contracts for energy-efficient servers. The growth of these companies reflects a broader trend in Europe, where firms are not directly competing with major AI developers like Nvidia or Microsoft but are instead providing essential components and technology for AI operations. As AI infrastructure spending continues to rise, these stocks have attracted investor attention, although many remain unprofitable, relying on future demand rather than current earnings. This highlights the evolving landscape of AI investment opportunities beyond traditional tech giants.
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The surge in these stocks indicates a robust growth in the European AI infrastructure sector, potentially leading to increased job creation and investment in technology.
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