Markets: the revolution's scoreboard
Ten companies at the center of the AI buildout: chips, cloud, models and applications. What they do, and a snapshot of where their shares trade.
Quote snapshot as of Oct 13, 2026 11:05 AM ET (source: Yahoo Finance via build-time fetch; may be delayed). Not live. Not a recommendation. Raw data.
NVIDIA
Why it matters to the revolution: Designs the GPUs and networking that most AI training and inference runs on. Reported $89.0B of Data Center revenue in the quarter ended Jul 26, 2026.
Microsoft
Why it matters to the revolution: Runs Azure cloud and is a major investor and partner in frontier AI. Guided to roughly $175B of calendar-2026 capex.
Alphabet
Why it matters to the revolution: Google's parent. Builds its own models and its own TPU AI chips, and runs Google Cloud.
Tesla
Why it matters to the revolution: EVs and energy storage, and it's pursuing self-driving software and humanoid robotics: AI applied to the physical world.
AMD
Why it matters to the revolution: Makes data center GPUs and CPUs that compete with NVIDIA and Intel for AI and cloud workloads.
TSMC
Why it matters to the revolution: The contract manufacturer behind most leading-edge AI chips. HPC was 66% of its 2Q26 revenue.
Palantir
Why it matters to the revolution: Data-integration and AI platform software for governments and enterprises.
Broadcom
Why it matters to the revolution: Designs custom AI accelerators for hyperscalers, plus the networking chips that link AI clusters.
Meta
Why it matters to the revolution: Runs Facebook, Instagram and WhatsApp, builds the Llama open-weight models, and is one of the largest data center spenders.
Amazon
Why it matters to the revolution: Runs AWS, the largest cloud provider, which designs its own Trainium AI chips and invests in AI model makers.
Background reading: The compute buildout, explained · AI's power problem
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