AI 100

Explore the scale and industry roles of global AI companies. Narrow the list by country, industry and listing status.

About this page

What this page covers

AI100 includes the 100 largest companies that meet the industry eligibility criteria. Sector rankings cover all companies in that segment for a broader comparison.

How to filter

Combine search with country, industry and listing status. Results update immediately; remove individual selected filters to broaden the list. Original ranks are retained. Open a sector ranking for its full company list.

Country / region definition

Filters use the countries or regions recorded in company profiles, rather than the stock exchange location. Companies associated with multiple countries appear under each of them.

How ranking works

After eligibility review, public companies are ranked by equity market capitalization in USD and private companies by the latest disclosed completed funding or transaction valuation. The main list takes the top 100; industry lists have no fixed limit.

Data boundaries

Group market capitalization includes non-AI businesses. Private transaction terms and public market liquidity differ. Company size does not rank technical capability, AI revenue or investment attractiveness.

RankCompanyIndustry roleShare priceMarket cap / valuationFinancials / fundingEvidence

01NVIDIANVDA / United States关键使能Chips and computeAI 加速芯片主导者GPU、CUDA 与高速互连共同定义训练和推理平台USD 227.98+8.74%2026-08-27 · Close$5.52T2026-08-27 · Market cap$303B Revenue32.2× P/E · 18.2× P/STTM financials · not liveFMP market capYahoo Finance

02AppleAAPL / United StatesAI 核心Models and cloud端侧 AI 最大设备入口自研芯片与软硬件生态把 AI 分发到海量终端USD 314.58+0.36%2026-08-27 · Close$4.62T2026-08-27 · Market cap$467B Revenue36.1× P/E · 9.9× P/STTM financials · not liveFMP market capYahoo Finance

03AlphabetGOOGL / United StatesAI 核心Models and cloud模型—云—流量全栈巨头Gemini、TPU、Google Cloud 与搜索构成完整闭环USD 340.65-0.39%2026-08-27 · Close$4.12T2026-08-27 · Market cap$446B Revenue17.1× P/E · 9.2× P/STTM financials · not liveFMP market capYahoo Finance

04MicrosoftMSFT / United StatesAI 核心Models and cloud企业 AI 分发主导者Azure 提供算力与模型，Copilot 把 AI 带进办公入口USD 505.06+1.75%2026-08-27 · Close$3.75T2026-08-27 · Market cap$332B Revenue27.6× P/E · 11.3× P/STTM financials · not liveFMP market capYahoo Finance

05AmazonAMZN / United StatesAI 核心Models and cloudAI 云基础设施核心平台AWS 提供 GPU 云、自研 AI 芯片与模型开发服务USD 256.26-1.54%2026-08-27 · Close$2.76T2026-08-27 · Market cap$776B Revenue20.9× P/E · 3.6× P/STTM financials · not liveFMP market capYahoo Finance

06台积电TSM / Taiwan, China关键使能Chips and compute先进 AI 芯片制造核心先进制程与 CoWoS 封装决定高端加速器产能USD 427.30+2.30%2026-08-27 · Close$2.22T2026-08-27 · Market cap$156B Revenue31.8× P/E · 14.2× P/STTM financials · not liveFMP market capYahoo Finance

07SpaceX / xAISPCX / United StatesAI 核心Models and cloudAI、太空与全球连接一体化平台Grok、X 与超大规模 AI 算力已并入 SpaceX，并与 Starlink 和发射基础设施按同一上市实体计量。USD 151.21+2.04%2026-09-11 · Close$1.98T2026-09-11 · Market cap$23.0B Revenue— P/E · 85.8× P/STTM financials · not liveFMP market capFMP

08BroadcomAVGO / United States关键使能Chips and compute定制 AI 芯片与网络龙头ASIC、交换芯片和光互连连接超大规模 AI 集群USD 371.54+4.49%2026-08-27 · Close$1.77T2026-08-27 · Market cap$75.5B Revenue61.7× P/E · 23.4× P/STTM financials · not liveFMP market capYahoo Finance

09Meta PlatformsMETA / United StatesAI 核心Models and cloud开放权重模型与消费级 AI 入口Llama 扩大开发生态，广告和社交产品承接应用USD 571.10-0.87%2026-08-27 · Close$1.45T2026-08-27 · Market cap$228B Revenue21.5× P/E · 6.4× P/STTM financials · not liveFMP market capYahoo Finance

10TeslaTSLA / United States关键使能Robotics and physical AI现实世界具身 AI 领跑者自动驾驶、车队数据、自研算力和人形机器人闭环USD 354.81+2.60%2026-08-27 · Close$1.40T2026-08-27 · Market cap$104B Revenue334.7× P/E · 13.5× P/STTM financials · not liveFMP market capYahoo Finance

11三星电子005930.KS / South Korea关键使能Chips and computeAI 存储与制造综合平台HBM、DRAM、NAND、晶圆代工和封装覆盖关键环节KRW 257,000-3.38%2026-08-28 · Close$1.23T2026-08-28 · Market cap$351B Revenue11.3× P/E · 3.5× P/STTM financials · not liveYahoo market capYahoo Finance

12Micron TechnologyMU / United States关键使能Chips and compute美国 HBM 与存储核心供应商HBM、DRAM 和数据中心 SSD 为 AI 服务器提供高速存储USD 935.39-0.32%2026-08-27 · Close$1.06T2026-08-27 · Market cap$90.3B Revenue21.1× P/E · 11.7× P/STTM financials · not liveFMP market capYahoo Finance

13AnthropicPrivate / United StatesAI 核心Models and cloud企业前沿模型与编码 AI 领导者Claude、Claude Code 与企业 API 把高能力模型嵌入知识工作。—No public share price$965B最新披露估值Series HFunding / transaction date · 2026-05-28Anthropic 官方公司披露 · View valuation evidence ↗

14SK 海力士000660.KS / South Korea关键使能Chips and computeHBM 领先供应商高带宽内存是 AI GPU 集群最关键的配套之一KRW 1,653,000-4.45%2026-08-28 · Close$853B2026-08-28 · Market cap$137B Revenue7.4× P/E · 6.2× P/STTM financials · not liveYahoo market capYahoo Finance

15OpenAIPrivate / United StatesAI 核心Models and cloud通用 AI 产品与开发平台领导者ChatGPT、API 与 Codex 连接消费者、开发者和企业工作流。—No public share price$852B最新披露估值最新融资Funding / transaction date · 2026-03-31OpenAI 官方公司披露 · View valuation evidence ↗

16AMDAMD / United States关键使能Chips and computeAI GPU 第二平台Instinct 与 ROCm 挑战英伟达，CPU 补齐服务器平台USD 476.67-0.89%2026-08-27 · Close$777B2026-08-27 · Market cap$41.3B Revenue121.9× P/E · 18.8× P/STTM financials · not liveFMP market capYahoo Finance

17ASMLASML / Netherlands关键使能Chips and compute先进芯片制造的光刻瓶颈EUV 光刻机是高端 AI 芯片制程的关键设备USD 1,735-0.61%2026-08-27 · Close$669B2026-08-27 · Market cap$41.2B Revenue58.5× P/E · 16.2× P/STTM financials · not liveFMP market capYahoo Finance

18长鑫科技688825.SS / China关键使能Chips and compute中国 DRAM 与 AI 存储核心平台大规模 DRAM 设计制造能力补齐 AI 服务器、终端和数据中心的关键存储供给。CNY 55.34-2.45%2026-09-11 · Close$560B2026-09-11 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP price × issuer sharesFMP company profile

19腾讯控股0700.HK / ChinaAI 核心Models and cloud中国消费级 AI 分发入口微信生态、腾讯云和内容业务连接模型与用户HKD 455.20+1.65%2026-08-28 · Close$523B2026-08-28 · Market cap$117B Revenue15.3× P/E · 4.5× P/STTM financials · not liveYahoo market capYahoo Finance

20IntelINTC / United States关键使能Chips and computeCPU 巨头与 AI 转型者服务器 CPU、晶圆代工和加速器共同争夺 AI 算力USD 92.09+4.36%2026-08-27 · Close$465B2026-08-27 · Market cap$57.0B Revenue— P/E · 8.1× P/STTM financials · not liveFMP market capYahoo Finance

21Cisco SystemsCSCO / United StatesAI 核心Models and cloud企业 AI 网络与安全平台交换、观测和安全产品承接企业 AI 基础设施升级USD 112.15-0.19%2026-08-27 · Close$442B2026-08-27 · Market cap$63.3B Revenue33.7× P/E · 7.0× P/STTM financials · not liveFMP market capYahoo Finance

22OracleORCL / United StatesAI 核心Models and cloud高性能 AI 云挑战者OCI 以 GPU 超级集群、数据库和企业客户切入 AIUSD 151.94+2.06%2026-08-27 · Close$438B2026-08-27 · Market cap$67.4B Revenue25.5× P/E · 6.5× P/STTM financials · not liveFMP market capYahoo Finance

23PalantirPLTR / United StatesAI 核心Data and software企业 AI 落地操作平台AIP 把模型接入企业数据、权限与真实业务流程USD 185.93+4.75%2026-08-27 · Close$427B2026-08-27 · Market cap$6.2B Revenue151.2× P/E · 69.3× P/STTM financials · not liveFMP market capYahoo Finance

24Lam ResearchLRCX / United States关键使能Chips and compute刻蚀与沉积设备核心供应商关键工艺设备支撑先进逻辑和高层数存储制造USD 318.58+1.82%2026-08-27 · Close$398B2026-08-27 · Market cap$23.2B Revenue54.4× P/E · 17.1× P/STTM financials · not liveFMP market capYahoo Finance

25Applied MaterialsAMAT / United States关键使能Chips and compute晶圆制造设备综合龙头材料工程设备服务先进逻辑、存储与先进封装USD 482.36+0.54%2026-08-27 · Close$383B2026-08-27 · Market cap$30.8B Revenue41.3× P/E · 12.4× P/STTM financials · not liveFMP market capYahoo Finance

26字节跳动Private / ChinaAI 核心Models and cloud消费级 AI 与内容分发巨头豆包、Seed 模型、TikTok 与抖音把模型能力分发到全球海量用户。—No public share price>$330B已宣布员工回购对应估值下限员工股份回购Funding / transaction date · 2025-08-27Reuters权威媒体报道 · View valuation evidence ↗

27Dell TechnologiesDELL / United States关键使能Chips and compute企业 AI 基础设施集成商服务器、存储和服务帮助企业部署本地 AI 集群USD 472.26+1.82%2026-08-27 · Close$313B2026-08-27 · Market cap$134B Revenue37.6× P/E · 2.3× P/STTM financials · not liveFMP market capYahoo Finance

28Palo Alto NetworksPANW / United StatesAI 核心AI security企业 AI 安全平台龙头统一云、网络与 CyberArk 身份安全，保护企业 AI 与 AgentUSD 382.85+12.83%2026-08-27 · Close$312B2026-08-27 · Market cap$10.6B Revenue294.5× P/E · 29.4× P/STTM financials · not liveFMP market capYahoo Finance

29AlibabaBABA / ChinaAI 核心Models and cloud中国 AI 云与模型主平台阿里云、通义模型和电商业务形成算力到应用闭环USD 116.31-2.94%2026-08-27 · Close$279B2026-08-27 · Market cap$155B Revenue27.2× P/E · 1.8× P/STTM financials · not liveFMP market capYahoo Finance

30Arm HoldingsARM / United Kingdom关键使能Chips and computeCPU 架构与端侧 AI 底座架构授权覆盖手机、边缘设备并向 AI 服务器延伸USD 255.21+1.65%2026-08-27 · Close$273B2026-08-27 · Market cap$5.2B Revenue255.2× P/E · 52.9× P/STTM financials · not liveFMP market capYahoo Finance

31SiemensSIE.DE / Germany关键使能Robotics and physical AI工业数字孪生与 AI 平台连接设计、工厂数据和自动化控制优化生产EUR 286.95-0.40%2026-08-27 · Close$261B2026-08-27 · Market cap$94.5B Revenue29.0× P/E · 2.8× P/STTM financials · not liveYahoo market capYahoo Finance

32SAPSAP / GermanyAI 核心Data and software企业核心数据的 AI 入口把 AI 助手嵌入财务、供应链和人力资源系统USD 221.17+4.48%2026-08-27 · Close$258B2026-08-27 · Market cap$44.9B Revenue28.3× P/E · 5.7× P/STTM financials · not liveFMP market capYahoo Finance

33GE VernovaGEV / United States关键使能Power and data centersAI 用电增长的发电电网供应商燃气轮机、电网设备和软件支撑新增数据中心负荷USD 953.83+0.08%2026-08-27 · Close$254B2026-08-27 · Market cap$41.4B Revenue27.3× P/E · 6.1× P/STTM financials · not liveFMP market capYahoo Finance

34Arista NetworksANET / United States关键使能Chips and computeAI 集群以太网交换龙头高速交换机把成千上万颗 GPU 连接为训练集群USD 201.09-0.57%2026-08-27 · Close$253B2026-08-27 · Market cap$10.5B Revenue63.6× P/E · 24.0× P/STTM financials · not liveFMP market capYahoo Finance

35Texas InstrumentsTXN / United States关键使能Chips and computeAI 系统模拟芯片底座电源、信号链和嵌入式芯片连接真实世界与算力USD 266.54+1.82%2026-08-27 · Close$243B2026-08-27 · Market cap$19.5B Revenue40.5× P/E · 12.5× P/STTM financials · not liveFMP market capYahoo Finance

36KLAKLAC / United States关键使能Chips and compute先进制程检测量测龙头缺陷检测与良率控制决定高端 AI 芯片可量产性USD 183.77-0.03%2026-08-27 · Close$240B2026-08-27 · Market cap$13.6B Revenue50.2× P/E · 17.7× P/STTM financials · not liveFMP market capYahoo Finance

37CrowdStrikeCRWD / United StatesAI 核心AI security终端安全与威胁数据平台海量终端遥测驱动检测、响应和安全 AgentUSD 227.96+20.50%2026-08-27 · Close$232B2026-08-27 · Market cap$5.4B Revenue4559.2× P/E · 43.0× P/STTM financials · not liveFMP market capYahoo Finance

38IBMIBM / United StatesAI 核心Models and cloud受监管企业 AI 服务商watsonx、Red Hat、Confluent 与咨询帮助企业治理和部署模型USD 238.79+3.88%2026-08-27 · Close$225B2026-08-27 · Market cap$69.1B Revenue20.4× P/E · 3.3× P/STTM financials · not liveFMP market capYahoo Finance

39SanDiskSNDK / United States关键使能Chips and computeAI 闪存与企业级 SSD 核心供应商NAND 与高性能 SSD 存放模型权重、训练数据和推理缓存。USD 1,485+0.00%2026-08-28 · Close$220B2026-08-28 · Market cap$20.2B Revenue19.1× P/E · 10.9× P/STTM financials · not liveFMP market capYahoo Finance

40Marvell TechnologyMRVL / United States关键使能Chips and compute定制 AI 芯片与互连供应商ASIC、光 DSP 和数据中心互连服务云厂商自研芯片USD 241.45-1.49%2026-08-27 · Close$211B2026-08-27 · Market cap$9.5B Revenue82.7× P/E · 22.4× P/STTM financials · not liveFMP market capYahoo Finance

41SalesforceCRM / United StatesAI 核心Data and softwareCRM 数据与销售 Agent 入口用客户数据驱动营销、销售和客服自动化USD 252.05+22.58%2026-08-27 · Close$206B2026-08-27 · Market cap$43.9B Revenue18.8× P/E · 4.7× P/STTM financials · not liveFMP market capYahoo Finance

42联发科2454.TW / Taiwan, China关键使能Chips and compute端侧 AI 芯片核心平台手机、汽车和边缘 SoC 把生成式 AI 推向数十亿台终端。TWD 3,985+3.10%2026-08-28 · Close$201B2026-08-28 · Market cap$18.8B Revenue65.7× P/E · 10.7× P/STTM financials · not liveYahoo market capYahoo Finance

43AmphenolAPH / United States关键使能Power and data centersAI 服务器高速互连龙头连接器与线缆负责芯片、服务器和网络间数据传输USD 161.38+0.02%2026-08-27 · Close$199B2026-08-27 · Market cap$29.0B Revenue40.3× P/E · 6.9× P/STTM financials · not liveFMP market capYahoo Finance

44Schneider ElectricSU.PA / France关键使能Power and data centersAI 数据中心能源管理平台配电、自动化和能效软件管理高密度算力设施EUR 297.55-0.55%2026-08-27 · Close$195B2026-08-27 · Market cap$49.0B Revenue35.6× P/E · 4.0× P/STTM financials · not liveYahoo market capYahoo Finance

45DatabricksPrivate / United StatesAI 核心Data and software企业 AI 数据底座Lakehouse、治理与 Agent 工具让企业在统一数据上训练和部署 AI。—No public share price$190B媒体报道估值最新融资Funding / transaction date · 2026-08-13TechCrunch权威媒体报道 · View valuation evidence ↗

46工业富联601138.SS / China关键使能Chips and compute全球 AI 服务器与网络设备制造龙头制造 AI 服务器、交换机和云基础设施，承接超大规模订单量产。CNY 64.04+0.28%2026-08-28 · Close$189B2026-08-28 · Market cap$164B Revenue27.0× P/E · 1.2× P/STTM financials · not liveYahoo market capYahoo Finance

47Seagate TechnologySTX / United States关键使能Chips and compute超大规模 AI 数据存储龙头高容量硬盘和存储系统支撑 AI 数据湖的低成本扩容。USD 829.76-2.06%2026-08-28 · Close$186B2026-08-28 · Market cap$12.2B Revenue57.1× P/E · 15.3× P/STTM financials · not liveFMP market capYahoo Finance

48Analog DevicesADI / United States关键使能Chips and compute智能边缘感知核心供应商传感、转换和连接芯片把物理信号送入 AI 系统USD 374.52+0.73%2026-08-27 · Close$182B2026-08-27 · Market cap$13.9B Revenue44.4× P/E · 13.1× P/STTM financials · not liveFMP market capYahoo Finance

49ABBABBN.SW / Switzerland关键使能Robotics and physical AI工业机器人规模化平台机器人、运动控制和软件把 AI 用于柔性制造CHF 79.28-0.53%2026-08-27 · Close$179B2026-08-27 · Market cap$35.8B Revenue36.7× P/E · 5.0× P/STTM financials · not liveYahoo market capYahoo Finance

50QualcommQCOM / United States关键使能Chips and compute端侧 AI 芯片领导者手机和 PC SoC 让模型在终端本地运行USD 164.78+0.65%2026-08-27 · Close$173B2026-08-27 · Market cap$44.1B Revenue18.8× P/E · 3.9× P/STTM financials · not liveFMP market capYahoo Finance

51铠侠285A.T / Japan关键使能Chips and computeNAND 与推理存储供应商企业级 SSD 承载模型权重、向量数据与推理缓存JPY 47,900-8.76%2026-08-28 · Close$164B2026-08-28 · Market cap$23.6B Revenue47.5× P/E · 7.0× P/STTM financials · not liveYahoo market capYahoo Finance

52EatonETN / United States关键使能Power and data centers数据中心配电核心供应商从电网入口到机架管理 AI 机房的高密度用电USD 416.04-0.81%2026-08-27 · Close$162B2026-08-27 · Market cap$30.0B Revenue42.7× P/E · 5.4× P/STTM financials · not liveFMP market capYahoo Finance

53东京电子8035.T / Japan关键使能Chips and compute晶圆设备平台型龙头沉积、刻蚀、涂胶显影与清洗设备覆盖芯片制造JPY 56,230+0.41%2026-08-28 · Close$160B2026-08-28 · Market cap$16.5B Revenue45.0× P/E · 9.7× P/STTM financials · not liveYahoo market capYahoo Finance

54爱德万测试6857.T / Japan关键使能Chips and computeAI 芯片测试核心设备商自动测试设备验证 GPU、ASIC 与 HBM 的性能和良率JPY 35,270+1.91%2026-08-28 · Close$160B2026-08-28 · Market cap$7.7B Revenue68.4× P/E · 20.7× P/STTM financials · not liveYahoo market capYahoo Finance

55Western DigitalWDC / United States关键使能Chips and computeAI 数据湖大容量存储供应商高容量硬盘承载训练语料、冷数据和超大规模数据中心存储。USD 459.45-0.55%2026-08-28 · Close$158B2026-08-28 · Market cap$12.9B Revenue16.9× P/E · 12.3× P/STTM financials · not liveFMP market capYahoo Finance

56台达电子2308.TW / Taiwan, China关键使能Power and data centersAI 数据中心电源与散热平台高效电源、液冷和基础设施管理支撑高密度 GPU 机房。TWD 1,830+3.39%2026-08-28 · Close$150B2026-08-28 · Market cap$20.7B Revenue58.4× P/E · 7.3× P/STTM financials · not liveYahoo market capYahoo Finance

57中际旭创300308.SZ / China关键使能Chips and compute高速 AI 光模块全球核心供应商800G 与 1.6T 光模块连接 GPU 集群，是扩展算力的关键带宽器件。CNY 858.35-0.90%2026-08-28 · Close$149B2026-08-28 · Market cap$9.7B Revenue47.0× P/E · 15.4× P/STTM financials · not liveYahoo market capYahoo Finance

58ServiceNowNOW / United StatesAI 核心Data and software企业工作流 Agent 平台在 IT、客服和人事流程中嵌入可执行的 AI AgentUSD 138.43+10.04%2026-08-27 · Close$143B2026-08-27 · Market cap$14.7B Revenue78.7× P/E · 9.7× P/STTM financials · not liveFMP market capYahoo Finance

59CorningGLW / United States关键使能Power and data centersAI 数据中心光纤底座光纤和连接方案承载集群内外高速数据流USD 152.80+0.01%2026-08-27 · Close$132B2026-08-27 · Market cap$17.0B Revenue70.4× P/E · 7.8× P/STTM financials · not liveFMP market capYahoo Finance

60Intuitive SurgicalISRG / United States关键使能Robotics and physical AI手术机器人数据平台龙头机器人装机、手术数据和计算机视觉形成临床壁垒USD 367.07-0.90%2026-08-27 · Close$130B2026-08-27 · Market cap$11.0B Revenue42.5× P/E · 11.8× P/STTM financials · not liveFMP market capYahoo Finance

61纬颖6669.TW / Taiwan, China关键使能Chips and compute超大规模 AI 服务器 ODM为云厂商设计并制造高密度 AI 服务器、机架和数据中心系统。TWD 7,200+5.65%2026-08-28 · Close$127B2026-08-28 · Market cap$35.2B Revenue24.6× P/E · 3.6× P/STTM financials · not liveYahoo market capYahoo Finance

62FortinetFTNT / United StatesAI 核心AI security安全网络一体化设备龙头ASIC、防火墙和安全平台保护 AI 数据中心网络USD 172.78+9.67%2026-08-27 · Close$127B2026-08-27 · Market cap$7.5B Revenue55.6× P/E · 16.8× P/STTM financials · not liveFMP market capYahoo Finance

63Keyence6861.T / Japan关键使能Robotics and physical AI机器视觉与工业感知龙头传感器和视觉系统为自动化设备提供实时判断JPY 82,960+0.99%2026-08-28 · Close$126B2026-08-28 · Market cap$7.9B Revenue45.3× P/E · 16.0× P/STTM financials · not liveYahoo market capYahoo Finance

64AdobeADBE / United StatesAI 核心Data and software创意生成 AI 商业化龙头Firefly 嵌入图像、视频和文档生产工作流USD 289.15+5.73%2026-08-27 · Close$115B2026-08-27 · Market cap$25.2B Revenue16.5× P/E · 4.6× P/STTM financials · not liveFMP market capYahoo Finance

65SnowflakeSNOW / United StatesAI 核心Data and software企业 AI 数据云平台统一结构化与非结构化数据供模型训练和调用USD 329.11+4.36%2026-08-27 · Close$114B2026-08-27 · Market cap$5.0B Revenue— P/E · 22.7× P/STTM financials · not liveFMP market capYahoo Finance

66鸿海精密2317.TW / Taiwan, China关键使能Chips and compute全球 AI 服务器制造平台从零部件、服务器到整机柜交付，承接大规模 AI 基础设施量产。TWD 253.00+0.40%2026-08-28 · Close$112B2026-08-28 · Market cap$294B Revenue16.7× P/E · 0.4× P/STTM financials · not liveYahoo market capYahoo Finance

67CloudflareNET / United StatesAI 核心Data and software全球边缘 AI 推理网络在靠近用户的位置运行模型并连接分布式数据USD 308.23+8.19%2026-08-27 · Close$109B2026-08-27 · Market cap$2.5B Revenue— P/E · 43.6× P/STTM financials · not liveFMP market capYahoo Finance

68AppLovinAPP / United StatesAI 核心AI applicationsAI 广告变现平台机器学习实时匹配广告、用户与投放预算USD 312.63+1.47%2026-08-27 · Close$105B2026-08-27 · Market cap$6.8B Revenue24.0× P/E · 15.4× P/STTM financials · not liveFMP market capYahoo Finance

69VertivVRT / United States关键使能Power and data centersAI 数据中心供电冷却龙头UPS、配电和液冷解决高密度 GPU 机房的物理瓶颈USD 269.28+2.07%2026-08-27 · Close$104B2026-08-27 · Market cap$11.5B Revenue59.6× P/E · 9.0× P/STTM financials · not liveFMP market capYahoo Finance

70EquinixEQIX / United States关键使能Power and data centers全球互联数据中心龙头中立机房和高速互联把企业数据、云平台与 AI 推理节点连接起来。USD 1,044-2.98%2026-08-28 · Close$103B2026-08-28 · Market cap$9.8B Revenue66.9× P/E · 10.5× P/STTM financials · not liveFMP market capYahoo Finance

71Constellation EnergyCEG / United States关键使能Power and data centersAI 数据中心核电供应商全天候低碳核电契合超大规模算力稳定用电USD 282.41+1.03%2026-08-27 · Close$101B2026-08-27 · Market cap$31.3B Revenue27.3× P/E · 3.2× P/STTM financials · not liveFMP market capYahoo Finance

72寒武纪688256.SS / China关键使能Chips and compute中国 AI 加速芯片核心公司云端与边缘智能芯片及软件栈服务国产 AI 算力部署。CNY 1,047-0.13%2026-08-28 · Close$97.9B2026-08-28 · Market cap$1.4B Revenue199.7× P/E · 68.5× P/STTM financials · not liveYahoo market capYahoo Finance

73Cadence Design SystemsCDNS / United States关键使能Chips and computeAI 芯片设计工具双寡头EDA、仿真和系统分析连接芯片到数据中心设计USD 347.55+3.85%2026-08-27 · Close$95.7B2026-08-27 · Market cap$5.8B Revenue69.0× P/E · 16.4× P/STTM financials · not liveFMP market capYahoo Finance

74Quanta ServicesPWR / United States关键使能Power and data centersAI 电力扩容施工龙头建设输电、变电和数据中心连接所需基础设施USD 621.83+0.83%2026-08-27 · Close$93.5B2026-08-27 · Market cap$32.8B Revenue70.4× P/E · 2.9× P/STTM financials · not liveFMP market capYahoo Finance

75SynopsysSNPS / United States关键使能Chips and computeAI 芯片设计工具双寡头EDA 软件与芯片 IP 支撑先进 AI 芯片设计验证USD 464.89+13.39%2026-08-27 · Close$89.0B2026-08-27 · Market cap$9.4B Revenue81.3× P/E · 9.5× P/STTM financials · not liveFMP market capYahoo Finance

76DatadogDDOG / United StatesAI 核心Data and softwareAI 应用可观测性平台监控模型、Agent、云资源及其性能和成本USD 242.93+6.70%2026-08-27 · Close$86.5B2026-08-27 · Market cap$4.0B Revenue476.3× P/E · 21.8× P/STTM financials · not liveFMP market capYahoo Finance

77英飞凌IFX.DE / Germany关键使能Chips and computeAI 数据中心功率半导体龙头功率器件和电源方案提升 GPU 服务器、机架和电网转换效率。EUR 57.17+3.59%2026-08-27 · Close$86.0B2026-08-28 · Market cap$18.1B Revenue69.6× P/E · 4.8× P/STTM financials · not liveYahoo market capYahoo Finance

78ASE TechnologyASX / Taiwan, China关键使能Chips and compute先进封装与测试龙头把计算、存储和互连芯片整合并完成量产测试USD 38.90+4.40%2026-08-27 · Close$85.5B2026-08-27 · Market cap$22.4B Revenue47.4× P/E · 3.8× P/STTM financials · not liveFMP market capYahoo Finance

79海光信息688041.SS / China关键使能Chips and compute中国服务器 CPU 与 AI 加速芯片平台海光 CPU 与 DCU 支撑国产数据中心和大模型算力部署。CNY 245.49-0.20%2026-08-28 · Close$84.9B2026-08-28 · Market cap$2.7B Revenue181.8× P/E · 31.7× P/STTM financials · not liveYahoo market capYahoo Finance

80新易盛300502.SZ / China关键使能Chips and computeAI 数据中心高速光模块供应商高速收发模块服务云厂商 GPU 集群内部和园区间连接。CNY 399.00-2.47%2026-08-28 · Close$82.8B2026-08-28 · Market cap$5.3B Revenue42.4× P/E · 15.8× P/STTM financials · not liveYahoo market capYahoo Finance

81中芯国际0981.HK / China关键使能Chips and compute中国先进晶圆制造底座本土晶圆代工能力支撑 AI 芯片及其关键外围器件量产。HKD 70.15-1.61%2026-08-28 · Close$76.6B2026-08-28 · Market cap$10.4B Revenue98.8× P/E · 7.4× P/STTM financials · not liveYahoo market capYahoo Finance

82北方华创002371.SZ / China关键使能Chips and compute中国半导体设备平台龙头刻蚀、沉积与清洗设备支撑 AI 芯片和存储的本土制造。CNY 697.51-2.85%2026-08-28 · Close$75.3B2026-08-28 · Market cap$6.5B Revenue89.1× P/E · 11.7× P/STTM financials · not liveYahoo market capYahoo Finance

83Hewlett Packard EnterpriseHPE / United States关键使能Chips and compute企业私有 AI 平台供应商计算、网络和私有云承接受监管企业 AI 工作负载USD 54.41-1.48%2026-08-27 · Close$72.0B2026-08-27 · Market cap$38.9B Revenue51.3× P/E · 1.9× P/STTM financials · not liveFMP market capYahoo Finance

84HoneywellHON / United States关键使能Robotics and physical AI工业现场 AI 与控制平台在楼宇、航空和流程工业中结合传感与自动化USD 220.39-0.13%2026-08-27 · Close$69.9B2026-08-27 · Market cap$36.1B Revenue8.5× P/E · 1.9× P/STTM financials · not liveFMP market capYahoo Finance

85LumentumLITE / United States关键使能Chips and computeAI 光互连激光器核心供应商光器件和激光器把大规模 AI 集群连接到更高带宽。USD 895.00-6.39%2026-08-28 · Close$69.6B2026-08-28 · Market cap$3.0B Revenue— P/E · 23.1× P/STTM financials · not liveFMP market capYahoo Finance

86三菱电机6503.T / Japan关键使能Robotics and physical AI工业自动化与边缘控制平台工厂自动化、数控、伺服和边缘分析连接 AI 决策与生产设备。JPY 5,312+2.06%2026-09-30 · Close$68.8B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile

87Digital RealtyDLR / United States关键使能Power and data centers全球 AI 数据中心与互联平台数据中心园区、供电容量和互联服务承接大规模 AI 部署。USD 185.47-3.45%2026-08-28 · Close$68.6B2026-08-28 · Market cap$6.8B Revenue85.5× P/E · 10.0× P/STTM financials · not liveFMP market capYahoo Finance

88智谱2513.HK / ChinaAI 核心Models and cloud中国前沿大模型上市公司GLM 模型、MaaS 平台和 Agent 产品连接开发者、企业与消费者。HKD 1,090-6.03%2026-08-28 · Close$64.7B2026-08-28 · Market cap$108M Revenue— P/E · 600.7× P/STTM financials · not liveYahoo market capYahoo Finance

89Monolithic PowerMPWR / United States关键使能Chips and computeAI 服务器电源芯片关键供应商高效率电源管理为 GPU、服务器和数据中心供电USD 1,311+0.55%2026-08-27 · Close$64.4B2026-08-27 · Market cap$3.3B Revenue79.4× P/E · 19.7× P/STTM financials · not liveFMP market capYahoo Finance

90联华电子2303.TW / Taiwan, China关键使能Chips and computeAI 系统成熟制程晶圆代工平台制造连接、电源、控制和显示芯片，补齐 AI 系统外围半导体。TWD 130.00+9.70%2026-08-28 · Close$63.5B2026-09-30 · Market cap$7.9B Revenue19.7× P/E · 6.5× P/STTM financials · not liveFMP market capYahoo Finance

91TeradyneTER / United States关键使能Robotics and physical AI机器人与半导体测试双平台Universal Robots、MiR 与自动测试设备同时服务具身智能落地和 AI 芯片量产。USD 400.91-0.52%2026-09-30 · Close$62.7B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile

92Astera LabsALAB / United States关键使能Chips and computeAI 服务器高速互连芯片新龙头PCIe、CXL 和以太网连接芯片消除 GPU、CPU 与内存间瓶颈。USD 289.47-4.81%2026-08-28 · Close$61.0B2026-09-30 · Market cap$1.2B Revenue133.4× P/E · 41.3× P/STTM financials · not liveFMP market capYahoo Finance

93AndurilPrivate / United States关键使能Robotics and physical AI国防自主系统平台Lattice 软件连接无人机、传感器与武器系统形成实时自主决策。—No public share price$61.0B最新披露估值Series HFunding / transaction date · 2026-05-13Anduril 官方公司披露 · View valuation evidence ↗

94欣兴电子3037.TW / Taiwan, China关键使能Chips and computeAI 芯片载板与高阶 PCB 供应商ABF 载板和高阶电路板承载加速器、服务器与高速网络。TWD 1,110-5.93%2026-08-28 · Close$60.0B2026-09-30 · Market cap$4.7B Revenue73.5× P/E · 11.9× P/STTM financials · not liveFMP market capYahoo Finance

95TE ConnectivityTEL / Switzerland关键使能Power and data centersAI 基础设施连接与传感平台高速连接器和传感器服务服务器、电力与冷却系统USD 203.00-0.99%2026-08-27 · Close$58.9B2026-08-27 · Market cap$19.1B Revenue19.9× P/E · 3.1× P/STTM financials · not liveFMP market capYahoo Finance

96CoherentCOHR / United States关键使能Chips and computeAI 数据中心光器件供应商激光器和光通信部件承担集群内高速数据传输USD 295.39+0.35%2026-08-27 · Close$57.8B2026-08-27 · Market cap$7.1B Revenue71.4× P/E · 8.1× P/STTM financials · not liveFMP market capYahoo Finance

97NXP SemiconductorsNXPI / Netherlands关键使能Chips and compute汽车与边缘 AI 芯片平台处理器、雷达和连接芯片支撑车端智能决策USD 225.86+1.21%2026-08-27 · Close$57.0B2026-08-27 · Market cap$13.2B Revenue19.3× P/E · 4.3× P/STTM financials · not liveFMP market capYahoo Finance

98Nebius GroupNBIS / NetherlandsAI 核心Models and cloudAI 原生 GPU 云平台自建 GPU 集群和开发平台服务模型训练、推理与 AI 应用团队。USD 209.18-4.26%2026-08-28 · Close$56.6B2026-09-30 · Market cap$1.4B Revenue804.5× P/E · 37.0× P/STTM financials · not liveFMP market capYahoo Finance

99藤仓5803.T / Japan关键使能Chips and computeAI 数据中心高密度光纤供应商高密度光纤、连接器和光缆支撑 GPU 园区高速互联。JPY 5,340-2.91%2026-08-28 · Close$56.2B2026-09-30 · Market cap$8.2B Revenue56.1× P/E · 6.7× P/STTM financials · not liveFMP market capYahoo Finance

100台光电子2383.TW / Taiwan, China关键使能Chips and computeAI 服务器高阶材料核心供应商高速低损耗覆铜板用于 AI 服务器、交换机和加速卡。TWD 5,490-0.18%2026-08-28 · Close$55.9B2026-09-30 · Market cap$4.1B Revenue86.1× P/E · 15.1× P/STTM financials · not liveFMP market capYahoo Finance

V3.1 · Eligibility reviewed 2026-10-12

How to read this ranking

Who qualifies

The list includes frontier models, AI-native products and essential infrastructure. Adding AI features to an ordinary product does not automatically qualify it.

How ranking works

Data boundaries

Recent changes

估值更新Moonshot AI

Bloomberg 报道最后一轮私募已经完成，估值由 $35B 更新为约 $50B；仍低于本期动态门槛。

周度新增TypeSafe AI、Arena、Nous Research、Vinci

四家公司均披露已完成融资；按最近完成融资估值进入相应不限数量分榜。

遗漏补入Firmus、General Intuition、Lumilens

补入此前遗漏的 AI 工厂、世界模型与光互联关键使能者，仅采用公司或投资方披露的已完成融资估值。

总榜不变AI 100 席位

本轮估值更新和新增私营候选均低于动态门槛，候选池扩充但总榜仍固定为 100 家。

观察名单Lambda、Axiom、Manus、Mecka AI、DeepSeek、Etched

在谈融资、未完成交易、企业价值口径或未披露估值不进入本期排序；待完成且可核验后再复核。

金融字段回退本轮私营公司估值

FMP 已连接并完成并购、退市、Form D 与新闻端点检查，但不提供这些私营融资的完成估值字段，逐项回退到公司、投资方、Bloomberg 或 TechCrunch。

Data dates and sources