How much faster the AI 100's unpaid invoices grow than its revenue, in percentage points.
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82 companies counted for Q2 2026. Dollar figures are the trailing twelve months, or at the period end for balance-sheet items.
| Company | Receivables | Quarter's revenue | Receivables a year earlier | Same quarter a year earlier | Its own figure | Share of market cap |
|---|---|---|---|---|---|---|
| NVIDIANVDA | $63.06B | $96.22B | $27.81B | $46.74B | +20.9 pp | 14.5% |
| AlphabetGOOGL | $69.17B | $119.80B | $55.05B | $96.43B | +1.4 pp | 12.6% |
| AppleAAPL | $58.91B | $109.42B | $46.84B | $94.04B | +9.4 pp | 12.1% |
| MicrosoftMSFT | $80.88B | $90.01B | $69.91B | $76.44B | -2.1 pp | 8.0% |
| AmazonAMZN | $88.09B | $200.61B | $57.41B | $167.70B | +33.8 pp | 7.4% |
| BroadcomAVGO | $10.83B | $22.19B | $5.56B | $15.00B | +46.8 pp | 5.8% |
| TeslaTSLA | $4.09B | $28.24B | $3.84B | $22.50B | -19.0 pp | 4.6% |
| Meta PlatformsMETA | $21.75B | $60.80B | $16.56B | $47.52B | +3.4 pp | 4.2% |
| MicronMU | $31.02B | $41.46B | $7.44B | $9.30B | -28.5 pp | 3.0% |
| AMDAMD | $7.28B | $11.54B | $5.12B | $7.68B | -7.8 pp | 2.5% |
| OracleORCL | $10.38B | $19.18B | $8.56B | $15.90B | +0.7 pp | 1.9% |
| IntelINTC | $4.03B | $16.13B | $2.36B | $12.86B | +45.5 pp | 1.9% |
| Lam ResearchLRCX | $5.34B | $6.72B | $3.38B | $5.17B | +28.1 pp | 1.4% |
| Cisco SystemsCSCO | $7.47B | $17.25B | $6.70B | $14.67B | -6.1 pp | 1.3% |
| Applied MaterialsAMAT | $7.69B | $9.12B | $5.77B | $7.30B | +8.4 pp | 1.2% |
| KLAKLAC | $2.89B | $3.66B | $2.26B | $3.17B | +12.4 pp | 1.1% |
| GE VernovaGEV | $21.07B | $11.10B | $16.93B | $9.11B | +2.6 pp | 0.9% |
| Palantir TechnologiesPLTR | $1.49B | $1.94B | $747.5M | $1.00B | +5.9 pp | 0.8% |
| Palo Alto NetworksPANW | $3.63B | $3.41B | $2.96B | $2.54B | -12.1 pp | 0.8% |
| Dell TechnologiesDELL | $22.92B | $46.97B | $15.02B | $29.78B | -5.2 pp | 0.8% |
| SanDiskSNDK | $4.71B | $8.96B | $1.07B | $1.90B | -30.8 pp | 0.8% |
| AmphenolAPH | $6.79B | $8.76B | $4.27B | $5.65B | +4.0 pp | 0.6% |
| Arista NetworksANET | $2.27B | $3.04B | $1.62B | $2.20B | +1.9 pp | 0.6% |
| QualcommQCOM | $4.67B | $9.95B | $3.41B | $10.37B | +40.9 pp | 0.6% |
| CrowdStrikeCRWD | $1.04B | $1.47B | $886.6M | $1.17B | -8.7 pp | 0.6% |
| SeagateSTX | $1.53B | $3.63B | $959.0M | $2.44B | +11.5 pp | 0.5% |
| AppLovinAPP | $2.17B | $1.92B | $1.58B | $1.26B | -15.6 pp | 0.5% |
| EatonETN | $6.67B | $8.53B | $5.49B | $7.03B | +0.3 pp | 0.5% |
| MarvellMRVL | $2.22B | $2.74B | $1.45B | $2.01B | +16.3 pp | 0.5% |
| Uber TechnologiesUBER | $4.30B | $14.19B | $3.77B | $12.65B | +1.9 pp | 0.4% |
| Intuitive SurgicalISRG | $1.67B | $2.89B | $1.27B | $2.44B | +13.3 pp | 0.4% |
| VertivVRT | $3.75B | $3.27B | $2.83B | $2.64B | +8.4 pp | 0.4% |
| Quanta ServicesPWR | $8.53B | $9.56B | $5.39B | $6.77B | +17.3 pp | 0.3% |
| CadenceCDNS | $1.07B | $1.58B | $670.2M | $1.28B | +34.7 pp | 0.3% |
| EquinixEQIX | $1.26B | $2.63B | $1.14B | $2.26B | -5.9 pp | 0.3% |
| SnowflakeSNOW | $718.5M | $1.55B | $646.7M | $1.14B | -24.0 pp | 0.3% |
| CumminsCMI | $6.58B | $9.46B | $5.87B | $8.64B | +2.7 pp | 0.3% |
| DatadogDDOG | $827.3M | $1.12B | $604.2M | $826.8M | +1.3 pp | 0.3% |
| Constellation EnergyCEG | $4.64B | $7.50B | $3.50B | $6.10B | +9.5 pp | 0.3% |
| CloudflareNET | $422.9M | $696.1M | $307.5M | $512.3M | +1.7 pp | 0.3% |
| Bloom EnergyBE | $458.1M | $1.07B | $467.0M | $401.2M | -167.4 pp | 0.3% |
| Astera LabsALAB | $192.5M | $392.4M | $24.3M | $191.9M | +587.0 pp | 0.2% |
| CoherentCOHR | $1.34B | $2.05B | $964.1M | $1.53B | +5.6 pp | 0.2% |
| SynopsysSNPS | $1.32B | $2.48B | $1.39B | $1.74B | -47.7 pp | 0.2% |
| Nebius GroupNBIS | $288.6M | $582.3M | $54.7M | $105.1M | -26.4 pp | 0.2% |
| Comfort SystemsFIX | $3.68B | $3.27B | $2.60B | $2.17B | -8.8 pp | 0.2% |
| TeradyneTER | $1.17B | $1.33B | $473.4M | $651.8M | +43.8 pp | 0.2% |
| Monolithic PowerMPWR | $343.6M | $980.6M | $194.8M | $664.6M | +28.8 pp | 0.2% |
| LumentumLITE | $520.3M | $1.01B | $250.0M | $480.7M | -1.2 pp | 0.2% |
| Hewlett Packard EnterpriseHPE | $6.18B | $12.21B | $5.66B | $9.14B | -24.3 pp | 0.2% |
| Digital RealtyDLR | $1.56B | $1.92B | $1.59B | $1.49B | -30.2 pp | 0.2% |
| Rockwell AutomationROK | $1.94B | $2.31B | $1.87B | $2.14B | -4.1 pp | 0.2% |
| KeysightKEYS | $1.07B | $1.85B | $692.0M | $1.35B | +17.7 pp | 0.2% |
| CoreWeaveCRWV | $2.54B | $2.58B | $1.93B | $1.21B | -81.1 pp | 0.2% |
| FlexFLEX | $5.04B | $7.93B | $3.92B | $6.58B | +7.8 pp | 0.2% |
| VistraVST | $2.29B | $4.02B | $2.23B | $4.25B | +8.4 pp | 0.2% |
| CienaCIEN | $1.23B | $1.67B | $1.03B | $1.22B | -16.8 pp | 0.2% |
| GlobalFoundriesGFS | $2.11B | $1.79B | $2.02B | $1.69B | -1.1 pp | 0.1% |
| Axon EnterpriseAXON | $768.6M | $904.4M | $628.0M | $668.5M | -12.9 pp | 0.1% |
| Credo TechnologyCRDO | $288.8M | $479.0M | $181.2M | $223.1M | -55.4 pp | 0.1% |
| NRG EnergyNRG | $3.53B | $7.48B | $3.42B | $6.74B | -7.7 pp | 0.1% |
| HubbellHUBB | $1.15B | $1.71B | $899.7M | $1.48B | +12.6 pp | 0.1% |
| Symbotic IncSYM | $748.4M | $720.8M | $372.7M | $592.1M | +79.1 pp | 0.1% |
| ZscalerZS | $1.15B | $898.2M | $992.2M | $719.2M | -9.1 pp | 0.1% |
| Onto InnovationONTO | $337.4M | $343.1M | $285.3M | $253.6M | -17.1 pp | 0.1% |
| FabrinetFN | $1.02B | $1.32B | $758.9M | $909.7M | -10.5 pp | 0.1% |
| BWX TechnologiesBWXT | $939.2M | $901.6M | $812.9M | $764.0M | -2.5 pp | 0.1% |
| Super Micro ComputerSMCI | $6.13B | $11.12B | $2.20B | $5.76B | +84.8 pp | 0.1% |
| Talen EnergyTLN | $294.0M | $747.0M | $226.0M | $630.0M | +11.5 pp | 0.1% |
| GeneracGNRC | $669.2M | $1.17B | $648.7M | $1.06B | -7.4 pp | 0.1% |
| AlcoaAA | $1.71B | $3.97B | $1.20B | $3.02B | +10.9 pp | 0.0% |
| Applied DigitalAPLD | $56.3M | $258.7M | $6.8M | $51.1M | +317.8 pp | 0.0% |
| TrimbleTRMB | $598.1M | $972.0M | $856.0M | $875.7M | -41.1 pp | 0.0% |
| CognexCGNX | $228.9M | $291.3M | $186.1M | $249.1M | +6.1 pp | 0.0% |
| Globus MedicalGMED | $692.2M | $789.6M | $611.6M | $745.3M | +7.2 pp | 0.0% |
| OkloOKLO | $2.0M | $1.2M | $0.00 | $0.00 | n/m | 0.0% |
| Kratos DefenseKTOS | $576.7M | $458.8M | $398.8M | $351.5M | +14.1 pp | 0.0% |
| AeroVironmentAVAV | $821.0M | $480.5M | $662.2M | $454.7M | +18.3 pp | 0.0% |
| AmbarellaAMBA | $37.4M | $108.1M | $42.9M | $95.5M | -25.9 pp | 0.0% |
| NuScale PowerSMR | $13.2M | $75,000 | $12.8M | $8.1M | +102.1 pp | 0.0% |
| Fluence EnergyFLNC | $1.01B | $649.8M | $676.3M | $602.5M | +42.0 pp | 0.0% |
| Centrus EnergyLEU | $25.6M | $176.1M | $31.3M | $154.5M | -32.2 pp | 0.0% |