Public markets / Revenue research

The AI ecosystem, ranked by company revenue.

One hundred public companies across the AI ecosystem. Start with the scale of the business, then examine its AI exposure and stock performance.

100 selected public companiesRevenue research: October 6, 2026USD · fiscal periods shown
Total company revenueAI revenue disclosures
Total company revenue gives context for business scale.

The list ranks a selected 100-company AI ecosystem universe, including adjacent infrastructure and energy businesses. It is not an AI-only revenue ranking or an exhaustive global top 100. Every amount links to annual evidence and shows its fiscal-year end.

The revenue list

Stock price, change and one-day charts below are supplied by TradingView and may be delayed. Use each company’s Yahoo Finance link to open its stock tracker.

100 companies

RankCompanyAnnual revenue / periodStock price / daily change / 1D trend
Company research →Company research →
How This Coverage and Ranking Work

This is an editorial universe of 100 U.S.-listed companies spanning cloud platforms, semiconductor and server suppliers, electrical systems, data-center facilities, energy, software, cybersecurity and services. Infrastructure and energy companies are included as adjacent suppliers and operators. Inclusion does not establish an AI customer, AI revenue share, supplier order or attractive valuation.

The company-revenue list is ranked within this selected universe, not a claim to identify the world’s 100 largest AI companies. Companies and markets outside the universe, private firms, and non-U.S. listings can be absent. One equity listing is used for each company; Alphabet’s share classes are not double-counted. Revenue is company-wide, not an estimate of AI revenue.

Amounts use the latest eligible full-year USD revenue fact found in an SEC annual filing available by October 6, 2026. Recent earnings releases can be newer than the annual filing. Reporting periods differ and are shown beside each amount. We do not mix trailing twelve-month revenue with annual statements. TSMC uses its company-published 2025 USD annual-report translation rather than an older USD comparative in SEC facts. Values are rounded for display.

On the AI revenue page, only separately sourced annual AI-related revenue receives a numeric rank, and company category definitions still differ. Run rates, ARR, broader data-center segments, orders, bookings and capital expenditure are not substituted for recognized AI revenue. An unranked company is a research gap, not a zero. No complete, comparable 100-company AI-only revenue dataset is established by this edition.

Revenue is a dated research snapshot. Stock widgets update through TradingView when loaded and may show delayed data or be unavailable for an instrument. The daily view uses a one-day chart; longer-range charts are available through “Explore price trend.” Yahoo Finance links provide an external quote, not this site’s data feed. Private companies have no public share quote.

No revenue figures automatically refresh. This edition is not a stock recommendation. Company research pages provide additional context for selected companies; their financial updates are dated editorial snapshots.

All referenced public companies and tickers

131 public companies across the ecosystem, including 44 named project participants or public parents. The revenue ranking remains a separate 100-company financial comparison. A project relationship does not establish a purchase order, contract value or earnings contribution.

Microsoft · NASDAQ:MSFTNVIDIA · NASDAQ:NVDAAlphabet · NASDAQ:GOOGLAmazon · NASDAQ:AMZNMeta · NASDAQ:METAOracle · NYSE:ORCLDigital Realty · NYSE:DLREquinix · NASDAQ:EQIXAECOM · NYSE:ACMBerkshire Hathaway · NYSE:BRK.BBlackRock · NYSE:BLKBlackstone · NYSE:BXBloom Energy · NYSE:BEBrookfield Infrastructure · NYSE:BIPCapital Power · TSX:CPXEntergy · NYSE:ETRExelon · NASDAQ:EXCMUFG · NYSE:MUFGMegaport · ASX:MP1NextEra Energy · NYSE:NEESoftBank Group · TSE:9984Talen Energy · NASDAQ:TLNWEC Energy Group · NYSE:WECXcel Energy · NASDAQ:XELAMD · NASDAQ:AMDAccenture · NYSE:ACNAdobe · NASDAQ:ADBEAkamai · NASDAQ:AKAMAmerican Electric Power · NASDAQ:AEPAmerican Tower · NYSE:AMTAmplitude · NASDAQ:AMPLAnalog Devices · NASDAQ:ADIApple · NASDAQ:AAPLApplied Materials · NASDAQ:AMATArista Networks · NYSE:ANETArm · NASDAQ:ARMAutodesk · NASDAQ:ADSKBigBear.ai · NYSE:BBAIBroadcom · NASDAQ:AVGOC3.ai · NYSE:AICadence · NASDAQ:CDNSCarrier · NYSE:CARRCiena · NYSE:CIENCisco · NASDAQ:CSCOCloudflare · NYSE:NETCognizant · NASDAQ:CTSHCoherent · NYSE:COHRCommvault · NASDAQ:CVLTConstellation Energy · NASDAQ:CEGCrowdStrike · NASDAQ:CRWDDatadog · NASDAQ:DDOGDell Technologies · NYSE:DELLDigitalOcean · NYSE:DOCNDuke Energy · NYSE:DUKEPAM Systems · NYSE:EPAMEaton · NYSE:ETNElastic · NYSE:ESTCEmerson · NYSE:EMRFastly · NASDAQ:FSLYFortinet · NASDAQ:FTNTGE Vernova · NYSE:GEVGartner · NYSE:ITGlobant · NYSE:GLOBHP · NYSE:HPQHewlett Packard Enterprise · NYSE:HPEHubbell · NYSE:HUBBIBM · NYSE:IBMIntel · NASDAQ:INTCIntuit · NASDAQ:INTUIron Mountain · NYSE:IRMJohnson Controls · NYSE:JCIKLA · NASDAQ:KLACLam Research · NASDAQ:LRCXLumentum · NASDAQ:LITEMKS Instruments · NASDAQ:MKSIMarvell · NASDAQ:MRVLMicrochip Technology · NASDAQ:MCHPMicron · NASDAQ:MUMongoDB · NASDAQ:MDBMonolithic Power Systems · NASDAQ:MPWRNRG Energy · NYSE:NRGNXP Semiconductors · NASDAQ:NXPINutanix · NASDAQ:NTNXOkta · NASDAQ:OKTAPTC · NASDAQ:PTCPalantir · NASDAQ:PLTRPalo Alto Networks · NASDAQ:PANWQorvo · NASDAQ:QRVOQualcomm · NASDAQ:QCOMQuanta Services · NYSE:PWRRockwell Automation · NYSE:ROKRubrik · NYSE:RBRKSalesforce · NYSE:CRMSamsara · NYSE:IOTSentinelOne · NYSE:SServiceNow · NYSE:NOWSkyworks Solutions · NASDAQ:SWKSSnowflake · NYSE:SNOWSoundHound AI · NASDAQ:SOUNSouthern Company · NYSE:SOSuper Micro Computer · NASDAQ:SMCISynopsys · NASDAQ:SNPSTSMC · NYSE:TSMTeradyne · NASDAQ:TERTesla · NASDAQ:TSLATexas Instruments · NASDAQ:TXNTrane Technologies · NYSE:TTTyler Technologies · NYSE:TYLUiPath · NYSE:PATHVeritone · NASDAQ:VERIVertiv · NYSE:VRTVistra · NYSE:VSTZscaler · NASDAQ:ZSonsemi · NASDAQ:ONDTE Energy · NYSE:DTECoreWeave · NASDAQ:CRWVBlue Owl Capital · NYSE:OWLGoldman Sachs · NYSE:GSBlack Hills Corporation · NYSE:BKHIDACORP · NYSE:IDAFirstEnergy · NYSE:FEKKR · NYSE:KKRAllianz · XETR:ALVHOCHTIEF · XETR:HOTACS Group · BME:ACS

Applied Digital · NASDAQ:APLD · IREN · NASDAQ:IREN · Core Scientific · NASDAQ:CORZ · OGE Energy · NYSE:OGE

Dominion Energy · NYSE:D · Pinnacle West · NYSE:PNW

Newly covered public-parent relationships

Private names such as OpenAI, Anthropic, Crusoe, QTS, CyrusOne, Vantage and DataBank have no standalone listed stock in this directory. DigitalBridge is now a SoftBank-controlled platform; legacy DBRG is excluded. Acquisition source.

Pátria Investments / Omnia · Brazil infrastructure connection

ByteDance / TikTok · Brazil infrastructure connection

Casa dos Ventos · Brazil infrastructure connection

Voltalia · Brazil infrastructure connection

Scala Data Centers · Brazil infrastructure connection