AI infrastructure rankings
Rank the AI build-out by capital expenditure, market cap, share price or today's move. Reported actuals are solid; forward guidance is dashed.
Prices updated Jul 10, 2026, 10:00 PM UTC
| # | Company | Capex | Market cap | Price | Day Δ | Capex / cap |
|---|---|---|---|---|---|---|
| 1 |  ARMArm Holdings plc American Depositary Shares | $545M | $348.9B | $327.87 | +9.2% | 0.2% |
| 2 |  NBISNebius Group N.V. | $4.1B | $52.7B | $219.65 | +1.6% | 7.7% |
| 3 |  ASMLASML Holding N.V. | $1.5B | $692.7B | $1,797.32 | -0.4% | 0.2% |
| 4 |  TSMTaiwan Semiconductor Manufacturing Company Limited | $45.0B | $2.25T | $434.11 | -0.7% | 2.0% |