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 8, 2026, 10:00 PM UTC
| # | Company | Capex | Market cap | Price | Day Δ | Capex / cap |
|---|---|---|---|---|---|---|
| 1 |  MUMicron Technology, Inc. | $30.7B | $1.17T | $1,035.84 | -4.8% | 2.6% |
| 2 |  EQIXEquinix, Inc. | $4.3B | $99.8B | $1,011.16 | -2.0% | 4.3% |
| 3 |  GEVGE Vernova Inc. | $1.3B | $266.2B | $999.35 | +0.2% | 0.5% |
| 4 |  METAMeta Platforms, Inc. | $80.0B | $1.84T | $720.89 | -0.1% | 4.4% |
| 5 |  AMDAdvanced Micro Devices, Inc. | $974M | $1.01T | $620.68 | -3.9% | 0.1% |
| 6 |  DELLDell Technologies Inc. | $2.6B | $381.8B | $574.74 | -0.7% | 0.7% |
| 7 |  MSFTMicrosoft Corporation | $115.9B | $3.88T | $522.61 | -1.3% | 3.0% |
| 8 |  AMATApplied Materials, Inc. | $2.3B | $404.6B | $509.57 | -2.1% | 0.6% |
| 9 |  TSLATesla, Inc. | $8.5B | $1.48T | $375.00 | -0.7% | 0.6% |
| 10 |  AVGOBroadcom Inc. | $623M | $1.71T | $360.14 | -4.3% | 0.0% |
| 11 |  GOOGLAlphabet Inc. | $185.0B | $4.22T | $348.29 | -0.6% | 4.4% |
| 12 |  AAPLApple Inc. | $20.0B | $5.00T | $340.42 | +1.1% | 0.4% |
| 13 |  LRCXLam Research Corporation | $966M | $400.9B | $320.59 | -2.7% | 0.2% |
| 14 |  CEGConstellation Energy Corporation | $2.9B | $102.4B | $285.07 | -4.8% | 2.9% |
| 15 |  MRVLMarvell Technology, Inc. | $354M | $240.5B | $274.66 | -3.5% | 0.1% |
| 16 |  AMZNAmazon.com, Inc. | $130.0B | $2.73T | $254.06 | -2.3% | 4.8% |
| 17 |  VRTVertiv Holdings Co | $226M | $93.8B | $243.73 | -1.1% | 0.2% |
| 18 |  NVDANVIDIA Corporation | $6.0B | $5.58T | $230.48 | -2.9% | 0.1% |
| 19 |  CRMSalesforce, Inc. | $594M | $186.6B | $227.80 | +1.4% | 0.3% |
| 20 |  IBMInternational Business Machines Corporation | $1.1B | $213.5B | $226.61 | +2.8% | 0.5% |
| 21 |  ANETArista Networks, Inc. | $120M | $265.6B | $210.97 | -2.3% | 0.0% |
| 22 |  KLACKLA Corporation | $376M | $257.0B | $196.72 | -0.1% | 0.1% |
| 23 |  DLRDigital Realty Trust, Inc. | — | $65.1B | $176.07 | -2.4% | 0.0% |
| 24 |  TMUST-Mobile US, Inc. | $10.0B | $183.8B | $171.31 | +2.2% | 5.4% |
| 25 |  VSTVistra Corp. | $3.9B | $52.6B | $156.14 | -6.3% | 7.5% |
| 26 |  NOWServiceNow, Inc. | $868M | $144.5B | $139.75 | +1.4% | 0.6% |
| 27 |  ORCLOracle Corporation | $55.7B | $390.5B | $135.56 | -5.6% | 14.3% |
| 28 |  CSCOCisco Systems, Inc. | $1.4B | $452.8B | $114.89 | -2.1% | 0.3% |
| 29 |  INTCIntel Corp. | $14.6B | $540.1B | $107.08 | -5.3% | 2.7% |
| 30 |  NRGNRG Energy, Inc. | $1.1B | $22.4B | $106.32 | -2.1% | 5.1% |
| 31 |  ETREntergy Corporation | $7.9B | $47.8B | $102.49 | -0.3% | 16.6% |
| 32 |  CRWVCoreWeave, Inc. Class A Common Stock | $20.0B | $44.5B | $81.58 | -7.8% | 44.9% |
| 33 |  HPEHewlett Packard Enterprise Company | $2.3B | $94.0B | $70.99 | -1.5% | 2.4% |
| 34 |  DDominion Energy, Inc. | $12.6B | $54.3B | $61.75 | +0.4% | 23.3% |
| 35 |  VZVerizon Communications Inc. | $17.0B | $193.5B | $46.35 | +1.3% | 8.8% |
| 36 |  SMCISuper Micro Computer, Inc. | $162M | $27.7B | $42.77 | -4.8% | 0.6% |
| 37 |  TAT&T Inc. | $20.8B | $170.5B | $24.89 | +1.7% | 12.2% |