What the AI 100 pays its people in shares, as a share of its revenue.
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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 | Stock compensation | Revenue | Its own figure | Share of market cap |
|---|---|---|---|---|
| NVIDIANVDA | $7.24B | $302.97B | 2.4% | 14.5% |
| AlphabetGOOGL | $28.15B | $445.87B | 6.3% | 12.6% |
| AppleAAPL | $13.71B | $466.82B | 2.9% | 12.1% |
| MicrosoftMSFT | $12.40B | $331.84B | 3.7% | 8.0% |
| AmazonAMZN | $19.31B | $775.68B | 2.5% | 7.4% |
| BroadcomAVGO | $8.79B | $75.47B | 11.6% | 5.8% |
| TeslaTSLA | $3.80B | $103.62B | 3.7% | 4.6% |
| Meta PlatformsMETA | $25.14B | $228.25B | 11.0% | 4.2% |
| MicronMU | $1.20B | $90.27B | 1.3% | 3.0% |
| AMDAMD | $1.90B | $41.30B | 4.6% | 2.5% |
| OracleORCL | $4.81B | $67.36B | 7.1% | 1.9% |
| IntelINTC | $2.39B | $57.03B | 4.2% | 1.9% |
| Lam ResearchLRCX | $386.4M | $23.23B | 1.7% | 1.4% |
| Cisco SystemsCSCO | $3.83B | $63.33B | 6.0% | 1.3% |
| Applied MaterialsAMAT | $701.0M | $30.84B | 2.3% | 1.2% |
| KLAKLAC | $310.2M | $13.58B | 2.3% | 1.1% |
| GE VernovaGEV | $0.00 | $41.37B | 0.0% | 0.9% |
| Palantir TechnologiesPLTR | $835.5M | $6.16B | 13.6% | 0.8% |
| Palo Alto NetworksPANW | $1.77B | $11.48B | 15.5% | 0.8% |
| Dell TechnologiesDELL | $727.0M | $151.20B | 0.5% | 0.8% |
| SanDiskSNDK | $232.0M | $20.25B | 1.1% | 0.8% |
| AmphenolAPH | $157.1M | $29.01B | 0.5% | 0.6% |
| Arista NetworksANET | $502.3M | $10.54B | 4.8% | 0.6% |
| QualcommQCOM | $3.24B | $44.07B | 7.4% | 0.6% |
| CrowdStrikeCRWD | $1.23B | $5.40B | 22.8% | 0.6% |
| SeagateSTX | $213.0M | $12.20B | 1.7% | 0.5% |
| AppLovinAPP | $282.4M | $6.83B | 4.1% | 0.5% |
| EatonETN | $0.00 | $30.02B | 0.0% | 0.5% |
| MarvellMRVL | $828.9M | $9.45B | 8.8% | 0.5% |
| Uber TechnologiesUBER | $1.94B | $55.23B | 3.5% | 0.4% |
| Intuitive SurgicalISRG | $826.2M | $11.03B | 7.5% | 0.4% |
| VertivVRT | $52.2M | $11.48B | 0.5% | 0.4% |
| Quanta ServicesPWR | $225.7M | $32.91B | 0.7% | 0.3% |
| CadenceCDNS | $514.3M | $5.84B | 8.8% | 0.3% |
| EquinixEQIX | $531.0M | $9.80B | 5.4% | 0.3% |
| SnowflakeSNOW | $1.64B | $5.43B | 30.2% | 0.3% |
| CumminsCMI | $0.00 | $34.71B | 0.0% | 0.3% |
| DatadogDDOG | $823.0M | $3.97B | 20.7% | 0.3% |
| Constellation EnergyCEG | $0.00 | $31.27B | 0.0% | 0.3% |
| CloudflareNET | $507.7M | $2.51B | 20.2% | 0.3% |
| Bloom EnergyBE | $180.5M | $3.11B | 5.8% | 0.3% |
| Astera LabsALAB | $195.0M | $1.20B | 16.2% | 0.2% |
| CoherentCOHR | $186.5M | $7.12B | 2.6% | 0.2% |
| SynopsysSNPS | $950.0M | $9.42B | 10.1% | 0.2% |
| Nebius GroupNBIS | $188.9M | $1.36B | 13.9% | 0.2% |
| Comfort SystemsFIX | $38.2M | $11.23B | 0.3% | 0.2% |
| TeradyneTER | $73.9M | $4.46B | 1.7% | 0.2% |
| Monolithic PowerMPWR | $208.9M | $3.27B | 6.4% | 0.2% |
| LumentumLITE | $170.2M | $3.01B | 5.6% | 0.2% |
| Hewlett Packard EnterpriseHPE | $795.0M | $41.87B | 1.9% | 0.2% |
| Digital RealtyDLR | $102.2M | $6.77B | 1.5% | 0.2% |
| Rockwell AutomationROK | $89.0M | $8.97B | 1.0% | 0.2% |
| KeysightKEYS | $214.0M | $6.58B | 3.3% | 0.2% |
| CoreWeaveCRWV | $619.0M | $7.59B | 8.2% | 0.2% |
| FlexFLEX | $142.0M | $29.27B | 0.5% | 0.2% |
| VistraVST | $134.0M | $19.21B | 0.7% | 0.2% |
| CienaCIEN | $212.0M | $6.02B | 3.5% | 0.2% |
| GlobalFoundriesGFS | $234.0M | $6.94B | 3.4% | 0.1% |
| Axon EnterpriseAXON | $633.4M | $3.22B | 19.7% | 0.1% |
| Credo TechnologyCRDO | $235.2M | $1.59B | 14.8% | 0.1% |
| NRG EnergyNRG | $144.0M | $33.13B | 0.4% | 0.1% |
| HubbellHUBB | $34.2M | $6.22B | 0.5% | 0.1% |
| Symbotic IncSYM | $207.3M | $2.65B | 7.8% | 0.1% |
| ZscalerZS | $821.9M | $3.35B | 24.5% | 0.1% |
| Onto InnovationONTO | $31.2M | $1.12B | 2.8% | 0.1% |
| FabrinetFN | $34.6M | $4.64B | 0.7% | 0.1% |
| BWX TechnologiesBWXT | $32.5M | $3.51B | 0.9% | 0.1% |
| Super Micro ComputerSMCI | $412.1M | $39.06B | 1.1% | 0.1% |
| Talen EnergyTLN | $595.0M | $3.44B | 17.3% | 0.1% |
| GeneracGNRC | $47.1M | $4.44B | 1.1% | 0.1% |
| AlcoaAA | $48.0M | $13.60B | 0.4% | 0.0% |
| Applied DigitalAPLD | $220.1M | $611.3M | 36.0% | 0.0% |
| TrimbleTRMB | $155.3M | $3.78B | 4.1% | 0.0% |
| CognexCGNX | $49.4M | $1.09B | 4.5% | 0.0% |
| Globus MedicalGMED | $49.0M | $3.14B | 1.6% | 0.0% |
| OkloOKLO | $58.1M | $1.2M | 4798.6% | 0.0% |
| Kratos DefenseKTOS | $49.5M | $1.52B | 3.3% | 0.0% |
| AeroVironmentAVAV | $31.8M | $2.00B | 1.6% | 0.0% |
| AmbarellaAMBA | $91.3M | $417.8M | 21.9% | 0.0% |
| NuScale PowerSMR | $21.2M | $10.7M | 198.5% | 0.0% |
| Fluence EnergyFLNC | $18.2M | $2.63B | 0.7% | 0.0% |
| Centrus EnergyLEU | $19.2M | $473.9M | 4.1% | 0.0% |