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 |  TSMTaiwan Semiconductor Manufacturing Company Limited | $45.0B | $2.38T | $457.99 | -3.0% | 1.9% |
| 2 |  NBISNebius Group N.V. | $4.1B | $52.7B | $219.71 | -7.4% | 7.7% |
| 3 |  ASMLASML Holding N.V. | $1.6B | $682.1B | $1,769.79 | -1.9% | 0.2% |
| 4 |  ARMArm Holdings plc American Depositary Shares | $545M | $294.0B | $275.29 | -6.5% | 0.2% |