This ranking highlights the financial scale of the companies powering the backbone of artificial intelligence — from GPUs and chips to cloud platforms and enterprise AI. NVIDIA ($4.45T) leads by a wide margin, cementing its role as the compute engine of the AI era. Microsoft ($3.8T), Apple ($3.6T), and Alphabet ($2.9T) follow as hyperscale cloud and platform leaders, while Amazon ($2.3T) and Meta ($1.8T) continue to expand their AI infrastructure footprints.

Beyond the U.S. giants, Tencent ($757B), Alibaba ($355B), Samsung ($430B), and Cambricon ($73B) showcase Asia’s growing role in AI infrastructure. Palantir ($416B) stands out as a specialized AI platform player, while AMD ($349B), Intel ($173B), and Qualcomm ($165B) remain critical in the chip race.

Takeaway: AI infrastructure is now dominated by a handful of trillion‑dollar U.S. firms, but regional champions in China and South Korea are scaling fast, ensuring the race for AI supremacy is global.

Analysis:

NVIDIA’s dominance: Its $4.45T valuation reflects unmatched demand for GPUs in training and inference.
Cloud + AI convergence: Microsoft, Alphabet, Amazon, and Oracle are embedding AI deeply into enterprise and government systems.
Specialized platforms: Palantir’s rise shows the market rewards applied AI infrastructure, not just raw compute.
Chip diversification: AMD, Intel, Qualcomm, and Samsung are critical to balancing NVIDIA’s dominance.
China’s push: Tencent, Alibaba, and Cambricon highlight Beijing’s strategic bet on AI sovereignty.
Emerging infra clouds: CoreWeave ($72B) signals how GPU‑native cloud providers are carving out space alongside hyperscalers.

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AI Infrastructure Titans by Market Cap - From GPUs to cloud giants, a snapshot of the top companies