Compare businesses across the AI supply chain. AI Stocks are U.S.-listed companies with a central role in the AI supply chain — the chips and foundries that make the hardware, the clouds that train and serve models, and software firms whose core product is AI. This page ranks 12 of them by market capitalization. Together they are worth about $24.88T, roughly 24.76% of tracked market cap on MarketCapLens. Figures update daily; as of October 11, 2026.
+1,000.72%
11 of 12 names, Oct 2021–Oct 2026. Young listings are omitted from this aggregate, not from current combined cap.
| 1 | NVIDIA CorporationNVDA | $5.55T | 22.32% | $229.28 | -0.52% | +19.06% | +1,000.72% | +965.48% |
| 2 | Alphabet Inc.GOOG | $4.22T | 16.97% | $347.86 | +0.87% | +43.62% | +148.36% | +127.71% |
| 3 | Microsoft CorporationMSFT | $3.97T | 15.97% | $535.07 | +2.38% | +2.43% | +81.47% | +79.63% |
| 4 | Amazon.com, Inc.AMZN | $2.82T | 11.35% | $262.43 | +3.29% | +15.23% | +59.60% | +68.96% |
| 5 | Taiwan Semiconductor Manufacturing Company LimitedTSM | $2.35T | 9.45% | $453.31 | -1.02% | +51.16% | +311.95% | +311.98% |
| 6 | Meta Platforms, Inc.META | $1.83T | 7.36% | $718.67 | -0.31% | -2.02% | +117.75% | +97.97% |
| 7 | Broadcom Inc.AVGO | $1.72T | 6.91% | $361.54 | +0.39% | +4.79% | +633.50% | +746.38% |
| 8 | Advanced Micro Devices, Inc.AMD | $991.57B | 3.99% | $608.10 | -2.03% | +161.11% | +478.81% | +681.49% |
| 9 | Palantir Technologies Inc.PLTR | $479.99B | 1.93% | $209.05 | +5.17% | +12.71% | +789.57% | +959.86% |
| 10 | Oracle CorporationORCL | $407.67B | 1.64% | $141.53 | +4.69% | -52.38% | +49.80% | +64.93% |
| 11 | Arm Holdings plc American Depositary Shares†ARM | $284.39B | 1.14% | $266.28 | -3.27% | +56.03% | — | — |
| 12 | Marvell Technology, Inc.MRVL | $241.08B | 0.97% | $275.28 | +0.25% | +203.57% | +326.00% | +361.37% |
Click a column to sort. Returns are share-price changes (excluding dividends); 5-year cap growth is the change in market capitalization over the period. % of group is each company's share of this list's combined market cap. As of October 11, 2026. † Recently listed — too little price history yet, so these appear in the market-cap chart from their listing date and are omitted from the performance comparison.
How the group's combined market capitalization has grown, stacked by company so you can see each member's contribution to the total.
Each company's share price indexed to 100 at the start, so growth is directly comparable — a line at 300 means the stock tripled. Shows the largest members with a full five-year history.
A newer wave of specialized providers renting out GPU compute and building the data centers and power behind AI. They tend to be smaller than the mega-cap names above, and their prices can move more. Several only recently went public, so multi-year returns may not be available yet.
| 1 | Nebius Group N.V.NBIS | $53.06B | 45.27% | $221.07 | +0.62% | +66.67% | — | — |
| 2 | CoreWeave, Inc. Class A Common StockCRWV | $44.78B | 38.20% | $82.08 | +0.61% | -42.63% | — | — |
| 3 | IREN LimitedIREN | $12.56B | 10.71% | $35.19 | -1.46% | -44.89% | +43.93% | +883.79% |
| 4 | Applied Digital Corp.APLD | $6.82B | 5.82% | $23.68 | -0.71% | -19.15% | — | — |
Click a column to sort. Returns are share-price changes (excluding dividends). % of group is each company's share of this section's combined market cap. As of October 11, 2026.
Combined market capitalization of these companies, stacked so you can see each one's contribution. Members enter the chart from the date they first listed.
These names span semiconductors, cloud infrastructure, and software. Standard sector labels split them apart, so a market-cap view shows how concentrated this curated set has become across the stack.
Several of these companies are spending heavily on chips and data centers. That spending can rise or slow with the cycle, and results move with it.
A handful of these companies now make up a large share of the entire market. Expectations are high, valuations can be rich, and a setback at one large member can move the whole group.
AI Stocks are U.S.-listed companies with a central role in the AI supply chain — the chips and foundries that make the hardware, the clouds that train and serve models, and software firms whose core product is AI. This page tracks NVIDIA Corporation, Alphabet Inc., Microsoft Corporation, Amazon.com, Inc., Taiwan Semiconductor Manufacturing Company Limited, Meta Platforms, Inc., Broadcom Inc., Advanced Micro Devices, Inc., Palantir Technologies Inc., Oracle Corporation, Arm Holdings plc American Depositary Shares, and Marvell Technology, Inc.. Together they are worth about $24.88T, roughly 24.8% of tracked market cap on this site.
The list covers NVIDIA Corporation (NVDA), Alphabet Inc. (GOOG), Microsoft Corporation (MSFT), Amazon.com, Inc. (AMZN), Taiwan Semiconductor Manufacturing Company Limited (TSM), Meta Platforms, Inc. (META), Broadcom Inc. (AVGO), Advanced Micro Devices, Inc. (AMD), Palantir Technologies Inc. (PLTR), Oracle Corporation (ORCL), Arm Holdings plc American Depositary Shares (ARM), and Marvell Technology, Inc. (MRVL).
As of 2026-10-11, they have a combined market capitalization of about $24.88T — around 24.8% of tracked market cap here.
Led by NVIDIA Corporation (NVDA). Informational only; not investment advice. See our disclaimer.
Each company's share price indexed to 100 at March 2025, so growth is directly comparable regardless of price. This is a shorter window than the main groups above because several of these companies listed recently.
Over the past five years, NVIDIA Corporation (NVDA) has the largest share-price return on this list, about +1,000.72%. That is a dated price path, not a pick.
It uses 11 of 12 names present from Oct 2021 to Oct 2026. Newer listings stay in current combined cap and the stacked chart but are omitted from that aggregate.
They overlap but are not the same. The Magnificent 7 is a fixed group of seven mega-cap technology companies, while this AI stocks list also includes semiconductor and software specialists across the AI value chain — such as Taiwan Semiconductor Manufacturing Company Limited, Broadcom Inc., Advanced Micro Devices, Inc., Palantir Technologies Inc., Oracle Corporation, Arm Holdings plc American Depositary Shares, and Marvell Technology, Inc. — that are not part of the Magnificent 7.
No. This page ranks a curated supply-chain set by market cap. It is not a recommendation to buy, sell, or hold any name on it.
"Neocloud" refers to a newer wave of specialized cloud providers that rent out GPU compute for AI, along with the companies building the data centers and power behind them — names like CoreWeave, Nebius, Applied Digital, and IREN. They tend to be smaller than the mega-cap names on this list, and their prices can move more. Several only recently went public.