The AI 100's debt over its shareholders' equity: how much of the build is borrowed.
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84 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Debt | Equity | Its own figure | Share of market cap |
|---|---|---|---|---|
| NVIDIANVDA | $38.35B | $228.98B | 0.2× | 13.6% |
| AlphabetGOOGL | $112.76B | $640.48B | 0.2× | 11.8% |
| AppleAAPL | $84.34B | $107.52B | 0.8× | 11.3% |
| MicrosoftMSFT | $56.83B | $442.39B | 0.1× | 7.5% |
| AmazonAMZN | $223.23B | $551.62B | 0.4× | 7.0% |
| SpaceXSPCX | $39.36B | $127.22B | 0.3× | 6.1% |
| BroadcomAVGO | $64.91B | $87.69B | 0.7× | 5.4% |
| TeslaTSLA | $9.34B | $86.86B | 0.1× | 4.3% |
| Meta PlatformsMETA | $112.32B | $261.22B | 0.4× | 3.9% |
| MicronMU | $6.38B | $100.72B | 0.1× | 2.8% |
| AMDAMD | $4.28B | $67.22B | 0.1× | 2.3% |
| OracleORCL | $156.19B | $42.51B | 3.7× | 1.8% |
| IntelINTC | $50.54B | $87.54B | 0.6× | 1.8% |
| Lam ResearchLRCX | $3.73B | $12.47B | 0.3× | 1.3% |
| Cisco SystemsCSCO | $29.53B | $50.28B | 0.6× | 1.2% |
| Applied MaterialsAMAT | $6.54B | $25.63B | 0.3× | 1.2% |
| KLAKLAC | $5.89B | $6.35B | 0.9× | 1.1% |
| GE VernovaGEV | $2.79B | $11.96B | 0.2× | 0.9% |
| Palantir TechnologiesPLTR | $211.4M | $9.77B | 0.0× | 0.8% |
| Palo Alto NetworksPANW | $2.50B | $27.49B | 0.1× | 0.7% |
| Dell TechnologiesDELL | $34.47B | −$1.43B | n/m | 0.7% |
| SanDiskSNDK | $0.00 | $15.74B | 0.0× | 0.7% |
| AmphenolAPH | $18.81B | $15.49B | 1.2× | 0.6% |
| Arista NetworksANET | $0.00 | $14.80B | 0.0× | 0.6% |
| QualcommQCOM | $15.27B | $27.66B | 0.6× | 0.5% |
| CrowdStrikeCRWD | $820.2M | $5.10B | 0.2× | 0.5% |
| SeagateSTX | $3.56B | $2.17B | 1.6× | 0.5% |
| AppLovinAPP | $3.52B | $3.16B | 1.1× | 0.5% |
| EatonETN | $21.33B | $20.25B | 1.1× | 0.5% |
| MarvellMRVL | $4.96B | $18.53B | 0.3× | 0.4% |
| Uber TechnologiesUBER | $14.73B | $27.32B | 0.5× | 0.4% |
| Intuitive SurgicalISRG | $0.00 | $18.17B | 0.0× | 0.4% |
| VertivVRT | $3.26B | $4.76B | 0.7× | 0.4% |
| Quanta ServicesPWR | $6.60B | $9.64B | 0.7× | 0.3% |
| CadenceCDNS | $2.48B | $6.86B | 0.4× | 0.3% |
| EquinixEQIX | $23.36B | $14.38B | 1.6× | 0.3% |
| SnowflakeSNOW | $2.76B | $2.15B | 1.3× | 0.3% |
| CumminsCMI | $7.70B | $12.85B | 0.6× | 0.3% |
| DatadogDDOG | $1.28B | $4.37B | 0.3× | 0.3% |
| Constellation EnergyCEG | $24.70B | $31.94B | 0.8× | 0.2% |
| CloudflareNET | $3.53B | $1.62B | 2.2× | 0.2% |
| Bloom EnergyBE | $2.81B | $1.61B | 1.7× | 0.2% |
| Astera LabsALAB | $0.00 | $1.73B | 0.0× | 0.2% |
| CoherentCOHR | $3.54B | $10.90B | 0.3× | 0.2% |
| SynopsysSNPS | $10.84B | $31.15B | 0.3× | 0.2% |
| Nebius GroupNBIS | $10.06B | $10.34B | 1.0× | 0.2% |
| Comfort SystemsFIX | $328.0M | $3.22B | 0.1× | 0.2% |
| TeradyneTER | $100.1M | $3.44B | 0.0× | 0.2% |
| Monolithic PowerMPWR | $0.00 | $3.90B | 0.0× | 0.2% |
| LumentumLITE | $1.67B | $4.64B | 0.4× | 0.2% |
| Hewlett Packard EnterpriseHPE | $20.24B | $26.51B | 0.8× | 0.2% |
| Digital RealtyDLR | $19.84B | $27.43B | 0.7× | 0.2% |
| Rockwell AutomationROK | $3.53B | $3.49B | 1.0× | 0.1% |
| KeysightKEYS | $2.75B | $6.57B | 0.4× | 0.1% |
| CoreWeaveCRWV | $51.61B | $5.02B | 10.3× | 0.1% |
| FlexFLEX | $5.93B | $5.50B | 1.1× | 0.1% |
| VistraVST | $20.33B | $5.48B | 3.7× | 0.1% |
| CienaCIEN | $3.28B | $3.06B | 1.1× | 0.1% |
| Cerebras SystemsCBRS | $1.49B | $9.15B | 0.2× | 0.1% |
| GlobalFoundriesGFS | $1.18B | $11.82B | 0.1× | 0.1% |
| Axon EnterpriseAXON | $1.83B | $3.67B | 0.5× | 0.1% |
| Credo TechnologyCRDO | $20.7M | $2.73B | 0.0× | 0.1% |
| NRG EnergyNRG | $23.47B | $4.86B | 4.8× | 0.1% |
| HubbellHUBB | $5.37B | $3.91B | 1.4× | 0.1% |
| Symbotic IncSYM | $0.00 | $708.8M | 0.0× | 0.1% |
| ZscalerZS | $1.86B | $2.60B | 0.7× | 0.1% |
| Onto InnovationONTO | $0.00 | $1.92B | 0.0× | 0.1% |
| FabrinetFN | $90.0M | $2.45B | 0.0× | 0.1% |
| BWX TechnologiesBWXT | $2.02B | $1.33B | 1.5× | 0.0% |
| Super Micro ComputerSMCI | $8.72B | $14.48B | 0.6× | 0.0% |
| Talen EnergyTLN | $9.57B | $1.62B | 5.9× | 0.0% |
| GeneracGNRC | $1.50B | $2.88B | 0.5× | 0.0% |
| AlcoaAA | $2.23B | $7.30B | 0.3× | 0.0% |
| Applied DigitalAPLD | $5.10B | $1.72B | 3.0× | 0.0% |
| TrimbleTRMB | $1.46B | $5.11B | 0.3× | 0.0% |
| CognexCGNX | $72.5M | $1.63B | 0.0× | 0.0% |
| Globus MedicalGMED | $111.2M | $4.77B | 0.0× | 0.0% |
| OkloOKLO | $4.0M | $3.27B | 0.0× | 0.0% |
| Kratos DefenseKTOS | $193.6M | $3.43B | 0.1× | 0.0% |
| AeroVironmentAVAV | $850.8M | $4.40B | 0.2× | 0.0% |
| AmbarellaAMBA | $12.6M | $620.3M | 0.0× | 0.0% |
| NuScale PowerSMR | $0.00 | $2.06B | 0.0× | 0.0% |
| Fluence EnergyFLNC | $392.2M | $373.2M | 1.1× | 0.0% |
| Centrus EnergyLEU | $1.18B | $845.4M | 1.4× | 0.0% |