The inventory AI hardware makers hold, as a share of a year's revenue.
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33 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Revenue | Average inventory | Its own figure | Share of market cap |
|---|---|---|---|---|
| NVIDIANVDA | $302.97B | $31.57B | 10.4% | 36.4% |
| BroadcomAVGO | $75.47B | $4.33B | 5.7% | 14.5% |
| MicronMU | $90.27B | $8.57B | 9.5% | 7.6% |
| AMDAMD | $41.30B | $8.47B | 20.5% | 6.2% |
| IntelINTC | $57.03B | $12.49B | 21.9% | 4.7% |
| Lam ResearchLRCX | $23.23B | $4.28B | 18.4% | 3.4% |
| Cisco SystemsCSCO | $63.33B | $5.69B | 9.0% | 3.3% |
| Applied MaterialsAMAT | $30.84B | $6.56B | 21.3% | 3.1% |
| KLAKLAC | $13.58B | $3.65B | 26.9% | 2.9% |
| Dell TechnologiesDELL | $151.20B | $21.29B | 14.1% | 1.9% |
| SanDiskSNDK | $20.25B | $2.70B | 13.3% | 1.9% |
| AmphenolAPH | $29.01B | $4.55B | 15.7% | 1.6% |
| Arista NetworksANET | $10.54B | $2.54B | 24.1% | 1.6% |
| QualcommQCOM | $44.07B | $8.38B | 19.0% | 1.5% |
| SeagateSTX | $12.20B | $1.57B | 12.9% | 1.3% |
| MarvellMRVL | $9.45B | $1.36B | 14.4% | 1.2% |
| VertivVRT | $11.48B | $2.52B | 22.0% | 0.9% |
| CadenceCDNS | $5.84B | $390.4M | 6.7% | 0.8% |
| Astera LabsALAB | $1.20B | $113.8M | 9.5% | 0.6% |
| CoherentCOHR | $7.12B | $2.58B | 36.3% | 0.6% |
| SynopsysSNPS | $9.42B | $479.1M | 5.1% | 0.5% |
| Monolithic PowerMPWR | $3.27B | $675.8M | 20.6% | 0.5% |
| LumentumLITE | $3.01B | $691.6M | 22.9% | 0.5% |
| Hewlett Packard EnterpriseHPE | $41.87B | $11.82B | 28.2% | 0.5% |
| KeysightKEYS | $6.58B | $1.05B | 15.9% | 0.4% |
| FlexFLEX | $29.27B | $6.45B | 22.0% | 0.4% |
| CienaCIEN | $6.02B | $872.0M | 14.5% | 0.4% |
| GlobalFoundriesGFS | $6.94B | $1.62B | 23.4% | 0.3% |
| Credo TechnologyCRDO | $1.59B | $313.1M | 19.7% | 0.3% |
| Onto InnovationONTO | $1.12B | $379.2M | 33.9% | 0.1% |
| FabrinetFN | $4.64B | $1.02B | 22.0% | 0.1% |
| Super Micro ComputerSMCI | $39.06B | $12.90B | 33.0% | 0.1% |
| AmbarellaAMBA | $417.8M | $76.9M | 18.4% | 0.0% |