What the AI 100 keeps of each dollar of revenue after the direct cost of making what it sells.
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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 | Gross profit | Revenue | Its own figure | Share of market cap |
|---|---|---|---|---|
| NVIDIANVDA | $226.24B | $302.97B | 74.7% | 14.5% |
| AlphabetGOOGL | $271.52B | $445.87B | 60.9% | 12.6% |
| AppleAAPL | $227.12B | $466.82B | 48.7% | 12.1% |
| MicrosoftMSFT | $225.47B | $331.84B | 67.9% | 8.0% |
| AmazonAMZN | $393.81B | $775.68B | 50.8% | 7.4% |
| BroadcomAVGO | $51.52B | $75.47B | 68.3% | 5.8% |
| TeslaTSLA | $19.53B | $103.62B | 18.9% | 4.6% |
| Meta PlatformsMETA | $186.59B | $228.25B | 81.7% | 4.2% |
| MicronMU | $65.51B | $90.27B | 72.6% | 3.0% |
| AMDAMD | $21.98B | $41.30B | 53.2% | 2.5% |
| OracleORCL | $44.34B | $67.36B | 65.8% | 1.9% |
| IntelINTC | $22.02B | $57.03B | 38.6% | 1.9% |
| Lam ResearchLRCX | $11.73B | $23.23B | 50.5% | 1.4% |
| Cisco SystemsCSCO | $40.86B | $63.33B | 64.5% | 1.3% |
| Applied MaterialsAMAT | $15.23B | $30.84B | 49.4% | 1.2% |
| KLAKLAC | $8.32B | $13.58B | 61.3% | 1.1% |
| GE VernovaGEV | $8.36B | $41.37B | 20.2% | 0.9% |
| Palantir TechnologiesPLTR | $5.22B | $6.16B | 84.8% | 0.8% |
| Palo Alto NetworksPANW | $8.08B | $11.48B | 70.4% | 0.8% |
| Dell TechnologiesDELL | $29.93B | $151.20B | 19.8% | 0.8% |
| SanDiskSNDK | $14.47B | $20.25B | 71.5% | 0.8% |
| AmphenolAPH | $11.17B | $29.01B | 38.5% | 0.6% |
| Arista NetworksANET | $6.64B | $10.54B | 63.0% | 0.6% |
| QualcommQCOM | $23.90B | $44.07B | 54.2% | 0.6% |
| CrowdStrikeCRWD | $4.06B | $5.40B | 75.2% | 0.6% |
| SeagateSTX | $5.56B | $12.20B | 45.6% | 0.5% |
| AppLovinAPP | $6.04B | $6.83B | 88.5% | 0.5% |
| EatonETN | $10.78B | $30.02B | 35.9% | 0.5% |
| MarvellMRVL | $4.93B | $9.45B | 52.2% | 0.5% |
| Uber TechnologiesUBER | $23.36B | $55.23B | 42.3% | 0.4% |
| Intuitive SurgicalISRG | $7.36B | $11.03B | 66.7% | 0.4% |
| VertivVRT | $4.37B | $11.48B | 38.0% | 0.4% |
| Quanta ServicesPWR | $5.09B | $32.91B | 15.5% | 0.3% |
| CadenceCDNS | $5.01B | $5.84B | 85.9% | 0.3% |
| EquinixEQIX | $5.05B | $9.80B | 51.5% | 0.3% |
| SnowflakeSNOW | $3.64B | $5.43B | 67.0% | 0.3% |
| CumminsCMI | $8.79B | $34.71B | 25.3% | 0.3% |
| DatadogDDOG | $3.15B | $3.97B | 79.5% | 0.3% |
| Constellation EnergyCEG | $5.95B | $31.27B | 19.0% | 0.3% |
| CloudflareNET | $1.82B | $2.51B | 72.6% | 0.3% |
| Bloom EnergyBE | $972.7M | $3.11B | 31.2% | 0.3% |
| Astera LabsALAB | $903.0M | $1.20B | 75.1% | 0.2% |
| CoherentCOHR | $2.67B | $7.12B | 37.5% | 0.2% |
| SynopsysSNPS | $6.82B | $9.42B | 72.4% | 0.2% |
| Nebius GroupNBIS | $1.01B | $1.36B | 74.3% | 0.2% |
| Comfort SystemsFIX | $2.88B | $11.23B | 25.7% | 0.2% |
| TeradyneTER | $2.64B | $4.46B | 59.2% | 0.2% |
| Monolithic PowerMPWR | $1.81B | $3.27B | 55.2% | 0.2% |
| LumentumLITE | $1.26B | $3.01B | 41.7% | 0.2% |
| Hewlett Packard EnterpriseHPE | $15.86B | $41.87B | 37.9% | 0.2% |
| Digital RealtyDLR | $4.10B | $6.77B | 60.5% | 0.2% |
| Rockwell AutomationROK | $4.89B | $8.97B | 54.5% | 0.2% |
| KeysightKEYS | $4.26B | $6.58B | 64.7% | 0.2% |
| CoreWeaveCRWV | $5.12B | $7.59B | 67.4% | 0.2% |
| FlexFLEX | $2.74B | $29.27B | 9.4% | 0.2% |
| VistraVST | $10.23B | $19.21B | 53.2% | 0.2% |
| CienaCIEN | $2.65B | $6.02B | 44.1% | 0.2% |
| GlobalFoundriesGFS | $1.88B | $6.94B | 27.1% | 0.1% |
| Axon EnterpriseAXON | $1.91B | $3.22B | 59.4% | 0.1% |
| Credo TechnologyCRDO | $1.07B | $1.59B | 67.1% | 0.1% |
| NRG EnergyNRG | $6.23B | $33.13B | 18.8% | 0.1% |
| HubbellHUBB | $2.19B | $6.22B | 35.2% | 0.1% |
| Symbotic IncSYM | $571.4M | $2.65B | 21.6% | 0.1% |
| ZscalerZS | $2.57B | $3.35B | 76.8% | 0.1% |
| Onto InnovationONTO | $564.1M | $1.12B | 50.4% | 0.1% |
| FabrinetFN | $556.5M | $4.64B | 12.0% | 0.1% |
| BWX TechnologiesBWXT | $775.9M | $3.51B | 22.1% | 0.1% |
| Super Micro ComputerSMCI | $4.23B | $39.06B | 10.8% | 0.1% |
| Talen EnergyTLN | $1.19B | $3.44B | 34.7% | 0.1% |
| GeneracGNRC | $1.76B | $4.44B | 39.5% | 0.1% |
| AlcoaAA | $2.56B | $13.60B | 18.8% | 0.0% |
| Applied DigitalAPLD | $157.7M | $611.3M | 25.8% | 0.0% |
| TrimbleTRMB | $2.64B | $3.78B | 69.8% | 0.0% |
| CognexCGNX | $749.9M | $1.09B | 68.9% | 0.0% |
| Globus MedicalGMED | $2.16B | $3.14B | 68.5% | 0.0% |
| OkloOKLO | $489,000 | $1.2M | 40.4% | 0.0% |
| Kratos DefenseKTOS | $350.2M | $1.52B | 23.0% | 0.0% |
| AeroVironmentAVAV | $530.1M | $2.00B | 26.5% | 0.0% |
| AmbarellaAMBA | $244.5M | $417.8M | 58.5% | 0.0% |
| NuScale PowerSMR | $2.5M | $10.7M | 23.5% | 0.0% |
| Fluence EnergyFLNC | $245.8M | $2.63B | 9.3% | 0.0% |
| Centrus EnergyLEU | $112.1M | $473.9M | 23.7% | 0.0% |