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 Oct 20, 2026, 10:00 PM UTC
| # | Company | Capex | Market cap | Price | Day Δ | Capex / cap |
|---|---|---|---|---|---|---|
| 1 |  ASMLASML Holding N.V. | $1.6B | $629.9B | $1,630.84 | -1.0% | 0.2% |
| 2 |  ARMArm Holdings plc American Depositary Shares | $545M | $243.6B | $228.05 | +0.1% | 0.2% |
| 3 |  NBISNebius Group N.V. | $4.1B | $41.1B | $171.45 | +0.7% | 9.9% |
| 4 |  TSMTaiwan Semiconductor Manufacturing Company Limited | $45.0B | $2.20T | $425.08 | +1.2% | 2.0% |