Follow 100 companies. Compare the annual AI-related revenue figures we can source, and see where annualized metrics, broader segments or disclosure gaps limit the comparison.
This edition contains three sourced annual AI-related revenue figures and three other relevant financial signals. The other 94 entries are unranked research gaps. Annual revenue, ARR, run rates, bookings and investment spending are different measures.
We interpret “AI revenue” as revenue earned from AI products or services. It is separate from money invested in AI. Company-defined categories and fiscal periods still differ, so the numeric ranks are directional comparisons.
AI-optimized server revenue
FY2026 · ended January 30, 2026
Recognized revenue from Dell’s AI-optimized server category. Orders and backlog are excluded. The company’s investor deck reports FY2026 AI server revenue of $24.7 billion.
Primary disclosure ↗AI semiconductor revenue
FY2025 · ended November 2, 2025
Broadcom’s disclosed AI semiconductor category. This excludes its other semiconductor and infrastructure-software revenue.
Primary disclosure ↗Generative and agentic AI revenue
FY2025 · ended August 31, 2025
A historical disclosure, not a FY2026 figure. Accenture excludes classical AI, data work and AI used in service delivery from this measure. Its $5.9 billion bookings figure is not revenue.
Primary disclosure ↗AI business annual revenue run rate
As disclosed April 29, 2026
A point-in-time annualized measure. It is not Microsoft’s recognized full-year AI revenue and is excluded from the annual ranking.
Primary disclosure ↗Agentforce and Data 360 ARR
As disclosed August 26, 2026
Combined annual recurring revenue includes data-platform products. ARR is not recognized annual revenue. It is excluded from the annual ranking.
Primary disclosure ↗Data Center revenue
FY2026 · ended January 25, 2026
NVIDIA’s Data Center segment includes accelerated computing and networking. The entire segment is not classified here as AI-only revenue.
Primary disclosure ↗Stock price, change and one-day charts below are supplied by TradingView and may be delayed. Use each company’s Yahoo Finance link to open its stock tracker.
100 companies
AI-optimized server revenue
FY2026 · ended January 30, 2026
Recognized revenue from Dell’s AI-optimized server category. Orders and backlog are excluded. The company’s investor deck reports FY2026 AI server revenue of $24.7 billion.
Read primary disclosure ↗AI semiconductor revenue
FY2025 · ended November 2, 2025
Broadcom’s disclosed AI semiconductor category. This excludes its other semiconductor and infrastructure-software revenue.
Read primary disclosure ↗Generative and agentic AI revenue
FY2025 · ended August 31, 2025
A historical disclosure, not a FY2026 figure. Accenture excludes classical AI, data work and AI used in service delivery from this measure. Its $5.9 billion bookings figure is not revenue.
Read primary disclosure ↗Data Center revenue
FY2026 · ended January 25, 2026
Broader segment proxy · not separately reported AI-only revenue
Read primary disclosure ↗AI business annual revenue run rate
As disclosed April 29, 2026
Run rate · separate from annual recognized revenue
Read primary disclosure ↗Agentforce and Data 360 ARR
As disclosed August 26, 2026
Combined product ARR · not an AI-only measure
Read primary disclosure ↗No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No numeric AI revenue rank assigned. This does not mean the company earns zero AI revenue or has made no disclosure.
No companies match those filters. Try a company name, ticker or a different segment.
This is an editorial universe of 100 U.S.-listed companies spanning cloud platforms, semiconductor and server suppliers, electrical systems, data-center facilities, energy, software, cybersecurity and services. Infrastructure and energy companies are included as adjacent suppliers and operators. Inclusion does not establish an AI customer, AI revenue share, supplier order or attractive valuation.
The company-revenue list is ranked within this selected universe, not a claim to identify the world’s 100 largest AI companies. Companies and markets outside the universe, private firms, and non-U.S. listings can be absent. One equity listing is used for each company; Alphabet’s share classes are not double-counted. Revenue is company-wide, not an estimate of AI revenue.
Amounts use the latest eligible full-year USD revenue fact found in an SEC annual filing available by October 6, 2026. Recent earnings releases can be newer than the annual filing. Reporting periods differ and are shown beside each amount. We do not mix trailing twelve-month revenue with annual statements. TSMC uses its company-published 2025 USD annual-report translation rather than an older USD comparative in SEC facts. Values are rounded for display.
On the AI revenue page, only separately sourced annual AI-related revenue receives a numeric rank, and company category definitions still differ. Run rates, ARR, broader data-center segments, orders, bookings and capital expenditure are not substituted for recognized AI revenue. An unranked company is a research gap, not a zero. No complete, comparable 100-company AI-only revenue dataset is established by this edition.
Revenue is a dated research snapshot. Stock widgets update through TradingView when loaded and may show delayed data or be unavailable for an instrument. The daily view uses a one-day chart; longer-range charts are available through “Explore price trend.” Yahoo Finance links provide an external quote, not this site’s data feed. Private companies have no public share quote.
No revenue figures automatically refresh. This edition is not a stock recommendation. Company research pages provide additional context for selected companies; their financial updates are dated editorial snapshots.