This reddit post has stats from a recent major machine learning conference. This graph is probably the most valuable. This post is on a different conference but points to a similar set of companies. Note that despite their low number of papers, Apple may still be a good investment; my understanding is that they prefer to keep their research secret.
I looked through the portfolios of a number of different AI-focused ETFs. From what I could tell, they are all more weighted towards random vaguely AI-adjacent tech companies like Spotify, Nvidia, and Shopify than Google—who knows why. This is the best ETF I could find approximating ML conference publications after a casual search (also accounting for the fact that FAANG do more research than just what is published):
This reddit post has stats from a recent major machine learning conference. This graph is probably the most valuable. This post is on a different conference but points to a similar set of companies. Note that despite their low number of papers, Apple may still be a good investment; my understanding is that they prefer to keep their research secret.
I looked through the portfolios of a number of different AI-focused ETFs. From what I could tell, they are all more weighted towards random vaguely AI-adjacent tech companies like Spotify, Nvidia, and Shopify than Google—who knows why. This is the best ETF I could find approximating ML conference publications after a casual search (also accounting for the fact that FAANG do more research than just what is published):
https://etfdb.com/etf/IGM/#holdings