The AI Investment Stack

The most valuable AI companies, represented using Jensen Huang's 5-layer cake

Tracking 244 public and private AI companies across the five layers of the value chain — with financials and sentiment updated daily.

app application
usApple usTesla usMeta (Facebook) usSpaceX usAmazon usAlphabet (Google) usMicrosoft usPalantir usAnthropic usCrowdStrike usSalesforce usServiceNow usDatabricks usIBM usUber usFortinet, Inc. usPalo Alto Networks usShopify usOracle deSAP usOpenAI cnBYD Company Limited +27 more →
models models
usAlphabet (Google) usOpenAI usAnthropic usMeta (Facebook) usSpaceX +7 more →
infra infrastructure
usAlphabet (Google) usMicrosoft usAmazon usSpaceX usMicron cnTencent Holdings usOracle usCisco cnAlibaba Group usDell Technologies usArista Networks usCorning Inc. frSchneider Electric ieSeagate Technology usIBM usWestern Digital usVertiv Holdings usEquinix cnHuawei usFortinet, Inc. dkNovo Nordisk usDatabricks usBroadcom usSanDisk krSamsung Electronics Co. krSK Hynix usEaton Corporation usTrane Technologies +59 more →
chips chips
usNVIDIA twTSMC usBroadcom krSamsung Electronics Co. usAMD nlASML usIntel usMicron usApplied Materials usLam Research gbArm Holdings usAmazon usAlphabet (Google) jpTokyo Electron usQualcomm usMarvell usTexas Instruments Incorporated usCadence Design Systems, Inc. cnHuawei usKLA Corporation usLinde plc jpKioxia Holdings Corporation +52 more →
energy energy
usChevron usNextEra Energy gbShell plc esIberdrola, S.A. frTotalEnergies usSouthern Company itEnel gbBP p.l.c. usConocoPhillips usEaton Corporation usExxonMobil usGE Vernova deSiemens Energy AG +48 more →

A company may appear in multiple layers.

Browse AI Companies 244 public & private companies — daily market cap, revenue, P/E ratios, price history, and AI-generated sentiment. Explore companies → Learn AI Terminology 300 terms explained — from Attention Mechanism to Zero-shot Learning, with key points, analogies, and real-world examples. Explore terminology →