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Models and cloud

Compare the main companies in this industry, without a fixed list size.

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

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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.

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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.

Showing 29 companiesOriginal ranks retained

Industry rankings
Snapshot as of 2026-09-30

Data dates and sources

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亚太2026-09-306/42欧洲2026-09-304/9美洲2026-09-309/108

Listed data comes from the shared service’s latest valid snapshot. FMP is preferred; restricted or missing fields use alternate sources. Failed updates retain the original values and dates. Private valuations retain their disclosure sources and transaction dates. The snapshot date does not mean every company has been refreshed.

RankCompanyIndustry roleShare priceMarket cap / valuationFinancials / fundingEvidence
01AppleAAPL / 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
02AlphabetGOOGL / 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
03MicrosoftMSFT / 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
04AmazonAMZN / 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
05SpaceX / 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
06Meta 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
07AnthropicPrivate / 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 ↗
08OpenAIPrivate / 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 ↗
09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
10Cisco 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
11OracleORCL / 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
12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 ↗
13AlibabaBABA / 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
14IBMIBM / 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
15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
16Nebius 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
18Moonshot AIPrivate / ChinaAI 核心Models and cloud中国开源前沿模型新势力Kimi 长上下文与开源模型面向消费者、开发者和 Agent 场景。—No public share price约 $50B已完成最后一轮私募对应估值；公司未单独披露条款最后一轮私募Funding / transaction date · 2026-10-06Bloomberg权威媒体报道 · View valuation evidence ↗
19BaiduBIDU / ChinaAI 核心Models and cloud中国模型与自动驾驶先行者文心模型、搜索、AI 云和萝卜快跑构成多端布局USD 96.94+3.95%2026-08-27 · Close$33.0B2026-08-27 · Market cap$18.2B Revenue— P/E · 1.8× P/STTM financials · not liveFMP market capYahoo Finance
20Safe SuperintelligencePrivate / United States / IsraelAI 核心Models and cloud安全超级智能前沿实验室围绕单一安全超级智能目标建设前沿模型、研究团队与大规模训练能力。—No public share price$32B最近完成融资的投后估值最新完成融资Funding / transaction date · 2025-04-11Reuters权威媒体报道 · View valuation evidence ↗
21Mistral AIPrivate / FranceAI 核心Models and cloud欧洲主权模型核心公司开放权重模型、企业部署工具与本地算力服务欧洲可控 AI。—No public share price>€21B公司披露的投后估值下限；美元值按披露日换算Series D · €3BFunding / transaction date · 2026-09-08Mistral AI 官方公司披露 · View valuation evidence ↗
22NAVER035420.KS / South KoreaAI 核心Models and cloud韩国本土模型与搜索平台HyperCLOVA、云和内容入口服务本地语言市场KRW 220,500+1.85%2026-08-28 · Close$24.0B2026-08-28 · Market cap$9.4B Revenue16.7× P/E · 2.5× P/STTM financials · not liveYahoo market capYahoo Finance
23MiniMax0100.HK / ChinaAI 核心Models and cloud多模态模型与消费级 AI 平台文本、语音和视频模型支撑海螺 AI、Talkie 与开发者 API。HKD 300.40-4.51%2026-08-28 · Close$13.4B2026-08-28 · Market cap$165M Revenue— P/E · 81.0× P/STTM financials · not liveYahoo market capYahoo Finance
24Thinking Machines LabPrivate / United StatesAI 核心Models and cloud可定制前沿模型实验室聚焦让企业理解、微调并控制高能力多模态模型。—No public share price$12.0B媒体报道估值SeedFunding / transaction date · 2025-07-15TechCrunch权威媒体报道 · View valuation evidence ↗
25TypeSafe AIPrivate / United StatesAI 核心Models and cloud机器原生决策模型与软件基础设施平台以 Jev 模型和开发平台帮助企业构建可执行、可验证的智能软件。—No public share price$7.5B公司披露的本轮估值Series AI · $870MFunding / transaction date · 2026-10-09TypeSafe AI 官方公司披露 · View valuation evidence ↗
26CoherePrivate / CanadaAI 核心Models and cloud安全可控的企业模型平台面向金融、政府等受监管行业提供私有化模型与检索能力。—No public share price$7.0B媒体报道估值融资第二次交割Funding / transaction date · 2025-09-24TechCrunch权威媒体报道 · View valuation evidence ↗
27Sakana AIPrivate / JapanAI 核心Models and cloud日本高效模型研究平台以模型合并、多 Agent 与 AI Scientist 探索低资源前沿研究。—No public share price$2.7B最新披露估值Series B · ¥432BFunding / transaction date · 2025-11-17Sakana AI 官方公司披露 · View valuation evidence ↗
29Arcee AIPrivate / United StatesAI 核心Models and cloud开放权重企业模型平台开发可定制、可部署和可审计的开放权重基础模型及企业工具链。—No public share price>$1B公司披露估值下限Series BFunding / transaction date · 2026-09-16Arcee AI 官方公司披露 · View valuation evidence ↗
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

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.