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 |  DELLDell Technologies Inc. | $2.6B | $289.0B | $435.05 | -3.4% | 0.9% |
| 2 |  MRVLMarvell Technology, Inc. | $354M | $206.3B | $235.81 | -3.1% | 0.2% |
| 3 |  IBMInternational Business Machines Corporation | $1.6B | $270.3B | $287.56 | -2.6% | 0.6% |
| 4 |  INTCIntel Corp. | $14.6B | $552.1B | $109.84 | -2.4% | 2.7% |
| 5 |  VRTVertiv Holdings Co | $220M | $122.5B | $318.86 | -1.6% | 0.2% |
| 6 |  MUMicron Technology, Inc. | $15.9B | $1.11T | $979.30 | -1.2% | 1.4% |
| 7 |  HPEHewlett Packard Enterprise Company | $2.3B | $64.2B | $48.50 | -1.2% | 3.6% |
| 8 |  NOWServiceNow, Inc. | $868M | $111.1B | $107.71 | -1.0% | 0.8% |
| 9 |  CRWVCoreWeave, Inc. Class A Common Stock | $20.0B | $48.5B | $88.88 | -0.9% | 41.2% |
| 10 |  LRCXLam Research Corporation | $759M | $438.1B | $350.33 | -0.8% | 0.2% |
| 11 |  AMZNAmazon.com, Inc. | $130.0B | $2.64T | $245.34 | -0.7% | 4.9% |
| 12 |  GOOGLAlphabet Inc. | $185.0B | $4.32T | $357.18 | -0.5% | 4.3% |
| 13 |  VZVerizon Communications Inc. | $17.0B | $175.9B | $42.12 | -0.3% | 9.7% |
| 14 |  NRGNRG Energy, Inc. | $1.1B | $29.6B | $140.42 | -0.0% | 3.9% |
| 15 |  MSFTMicrosoft Corporation | $110.0B | $2.86T | $385.10 | +0.2% | 3.8% |
| 16 |  SMCISuper Micro Computer, Inc. | $127M | $18.3B | $28.31 | +0.2% | 0.7% |
| 17 |  CEGConstellation Energy Corporation | $2.9B | $90.3B | $251.38 | +0.3% | 3.3% |
| 18 |  TSLATesla, Inc. | $8.5B | $1.53T | $407.76 | +0.3% | 0.6% |
| 19 |  TAT&T Inc. | $20.8B | $146.8B | $21.13 | +0.4% | 14.2% |
| 20 |  CRMSalesforce, Inc. | $594M | $133.8B | $163.32 | +0.5% | 0.4% |
| 21 |  VSTVistra Corp. | $3.9B | $53.6B | $158.86 | +0.6% | 7.4% |
| 22 |  TMUST-Mobile US, Inc. | $10.0B | $196.4B | $181.48 | +0.7% | 5.1% |
| 23 |  KLACKLA Corporation | $340M | $302.4B | $231.52 | +0.9% | 0.1% |
| 24 |  AAPLApple Inc. | $20.0B | $4.64T | $316.22 | +0.9% | 0.4% |
| 25 |  DDominion Energy, Inc. | $12.6B | $61.6B | $70.08 | +0.9% | 20.5% |
| 26 |  ETREntergy Corporation | $7.9B | $52.7B | $115.05 | +1.0% | 15.1% |
| 27 |  ANETArista Networks, Inc. | $120M | $235.4B | $186.96 | +1.2% | 0.1% |
| 28 |  GEVGE Vernova Inc. | $1.3B | $293.3B | $1,091.57 | +1.5% | 0.4% |
| 29 |  EQIXEquinix, Inc. | $4.3B | $103.7B | $1,051.21 | +1.6% | 4.2% |
| 30 |  DLRDigital Realty Trust, Inc. | — | $64.1B | $179.33 | +1.7% | 0.0% |
| 31 |  AMDAdvanced Micro Devices, Inc. | $974M | $909.7B | $557.89 | +2.0% | 0.1% |
| 32 |  AMATApplied Materials, Inc. | $2.3B | $478.4B | $602.50 | +2.4% | 0.5% |
| 33 |  CSCOCisco Systems, Inc. | $905M | $478.1B | $121.31 | +2.5% | 0.2% |
| 34 |  ORCLOracle Corporation | $55.7B | $415.6B | $144.27 | +2.7% | 13.4% |
| 35 |  AVGOBroadcom Inc. | $623M | $1.91T | $401.11 | +3.2% | 0.0% |
| 36 |  NVDANVIDIA Corporation | $6.0B | $5.11T | $210.96 | +4.0% | 0.1% |
| 37 |  METAMeta Platforms, Inc. | $80.0B | $1.70T | $669.21 | +6.0% | 4.7% |