Market cap rankings ／ By region ／ USA
USA AI Compute Companies
USA · AI Compute Companies by Market Cap (October 31, 2026)
| # | Company | Market | Market cap | % of USA | Today | 30 days | Close | Segment |
|---|---|---|---|---|---|---|---|---|
| 1 |  NVIDIA NVDA | US | $4.94T | 39.0% | -4.22% | 204.64 USD | GPU & AI Chips | |
| 2 |  Broadcom AVGO | US | $1.56T | 12.3% | -5.48% | 326.08 USD | GPU & AI Chips | |
| 3 |  Micron Technology MU | US | $1.00T | 7.9% | -5.30% | 884.74 USD | Memory / HBM | |
| 4 |  Advanced Micro Devices AMD | US | $824.1B | 6.5% | -10.88% | 504.80 USD | GPU & AI Chips | |
| 5 |  Cisco Systems CSCO | US | $412.0B | 3.3% | -3.76% | 104.51 USD | Networking & Switching | |
| 6 |  Oracle ORCL | US | $396.1B | 3.1% | -6.37% | 130.67 USD | Data Centers & Cloud | |
| 7 |  Intel INTC | US | $349.2B | 2.8% | -28.58% | 65.76 USD | GPU & AI Chips | |
| 8 |  Applied Materials AMAT | US | $309.6B | 2.4% | -7.49% | 390.09 USD | Semiconductor Equipment | |
| 9 |  Lam Research LRCX | US | $299.2B | 2.4% | -6.01% | 239.11 USD | Semiconductor Equipment | |
| 10 |  Dell Technologies DELL | US | $269.8B | 2.1% | -10.77% | 424.30 USD | Servers & ODM | |
| 11 |  Arista Networks ANET | US | $213.0B | 1.7% | -8.34% | 168.86 USD | Networking & Switching | |
| 12 |  KLA Corporation KLAC | US | $205.8B | 1.6% | -5.69% | 157.91 USD | Semiconductor Equipment | |
| 13 |  Amphenol APH | US | $195.6B | 1.5% | -3.39% | 79.30 USD | Copper Interconnect & Cables | |
| 14 |  Marvell Technology MRVL | US | $176.5B | 1.4% | -10.05% | 196.40 USD | GPU & AI Chips | |
| 15 |  Qualcomm QCOM | US | $176.0B | 1.4% | -11.12% | 164.79 USD | GPU & AI Chips | |
| 16 |  SanDisk SNDK | US | $165.7B | 1.3% | -13.47% | 1,150.89 USD | Memory / HBM | |
| 17 |  Western Digital WDC | US | $137.0B | 1.1% | -7.41% | 366.11 USD | Memory / HBM | |
| 18 |  Equinix EQIX | US | $100.3B | 0.8% | -2.22% | 1,013.70 USD | Data Centers & Cloud | |
| 19 |  Cadence Design Systems CDNS | US | $90.0B | 0.7% | -4.34% | 327.89 USD | EDA & Semiconductor IP | |
| 20 |  Synopsys SNPS | US | $89.6B | 0.7% | -4.61% | 467.61 USD | EDA & Semiconductor IP | |
| 21 |  Vertiv Holdings VRT | US | $89.5B | 0.7% | -5.46% | 232.50 USD | Liquid Cooling & Thermal | |
| 22 |  Lumentum Holdings LITE | US | $76.2B | 0.6% | -8.57% | 840.70 USD | Optical Modules & Devices | |
| 23 |  Hewlett Packard Enterprise HPE | US | $73.1B | 0.6% | -6.42% | 55.09 USD | Servers & ODM | |
| 24 |  Digital Realty Trust DLR | US | $67.7B | 0.5% | -1.21% | 180.70 USD | Data Centers & Cloud | |
| 25 |  Monolithic Power Systems MPWR | US | $59.1B | 0.5% | +1.07% | 1,211.63 USD | Power Supply | |
| 26 |  Ciena Corporation CIEN | US | $45.5B | 0.4% | -8.22% | 320.72 USD | Networking & Switching | |
| 27 |  Astera Labs ALAB | US | $44.9B | 0.4% | -10.93% | 258.70 USD | GPU & AI Chips | |
| 28 |  Teradyne TER | US | $42.9B | 0.3% | -7.38% | 274.37 USD | Semiconductor Equipment | |
| 29 |  Coherent Corp COHR | US | $41.4B | 0.3% | -11.34% | 210.32 USD | Optical Modules & Devices | |
| 30 |  Iron Mountain IRM | US | $34.7B | 0.3% | -1.55% | 116.55 USD | Data Centers & Cloud | |
| 31 |  CoreWeave CRWV | US | $30.3B | 0.2% | -9.66% | 54.87 USD | Data Centers & Cloud | |
| 32 |  Credo Technology CRDO | US | $28.4B | 0.2% | -8.65% | 150.99 USD | GPU & AI Chips | |
| 33 |  GlobalFoundries GFS | US | $23.4B | 0.2% | -8.62% | 41.90 USD | Foundry & OSAT | |
| 34 |  Super Micro Computer SMCI | US | $21.6B | 0.2% | -4.30% | 32.95 USD | Servers & ODM | |
| 35 |  Fabrinet FN | US | $11.7B | 0.1% | -6.13% | 327.29 USD | Optical Modules & Devices | |
| 36 |  Onto Innovation ONTO | US | $9.9B | 0.1% | -9.16% | 201.57 USD | Semiconductor Equipment | |
| 37 |  Amkor Technology AMKR | US | $9.8B | 0.1% | -4.15% | 39.50 USD | Foundry & OSAT | |
| 38 |  Vicor Corporation VICR | US | $8.8B | 0.1% | -7.52% | 191.09 USD | Power Supply | |
| 39 |  TTM Technologies TTMI | US | $8.7B | 0.1% | -5.35% | 82.94 USD | PCB & CCL | |
| 40 |  Applied Optoelectronics AAOI | US | $5.9B | 0.0% | -12.80% | 69.05 USD | Optical Modules & Devices | |
| 41 |  Applied Digital APLD | US | $5.4B | 0.0% | -8.19% | 17.82 USD | Data Centers & Cloud | |
| 42 |  Kulicke & Soffa KLIC | US | $3.9B | 0.0% | -6.86% | 74.21 USD | Semiconductor Equipment | |
| 43 |  Axcelis Technologies ACLS | US | $3.1B | 0.0% | -10.67% | 100.07 USD | Semiconductor Equipment |
USA has 43 companies on the AI compute value-chain market-cap ranking, with a combined market cap of $12.65 trillion ($12.65T) — 60.7% of the $20.84T tracked across the whole chain.
NVIDIA leads at $4.94T (39.0% of the country), with top-3 concentration at 59.3%. Its companies are concentrated in: GPU & AI Chips (64.0%), Memory / HBM (10.3%), Semiconductor Equipment (6.9%).
"% of USA" is the company's share of that country's AI-compute market cap; the "Segment" column links to each segment ranking for cross-comparison.