this post was submitted on 13 Oct 2025
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Top AI Infrastructure Companies by Market Cap (2025) (infosec.pub)
submitted 16 hours ago by Jimmy@mander.xyz to c/dataisbeautiful@mander.xyz
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Source: MarketCapWatch

This ranking highlights the financial scale of the companies powering the backbone of artificial intelligence — from GPUs and chips to cloud platforms and enterprise AI. NVIDIA ($4.45T) leads by a wide margin, cementing its role as the compute engine of the AI era. Microsoft ($3.8T), Apple ($3.6T), and Alphabet ($2.9T) follow as hyperscale cloud and platform leaders, while Amazon ($2.3T) and Meta ($1.8T) continue to expand their AI infrastructure footprints.

Beyond the U.S. giants, Tencent ($757B), Alibaba ($355B), Samsung ($430B), and Cambricon ($73B) showcase Asia’s growing role in AI infrastructure. Palantir ($416B) stands out as a specialized AI platform player, while AMD ($349B), Intel ($173B), and Qualcomm ($165B) remain critical in the chip race.

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[–] Perspectivist@feddit.uk 11 points 14 hours ago* (last edited 14 hours ago) (1 children)

None of these except maybe for Palantir are purely AI companies though. They were all successful businesses with established products and services long before generative AI came along. Quite unlike what caused the dotcom crash.

[–] 9point6@lemmy.world 4 points 11 hours ago

Palantir was still a horror show before AI came along

[–] FunctionallyLiterate@lemmy.ca 17 points 15 hours ago (2 children)

The inevitable market crash is gonna be ugly AF.

[–] Truscape@lemmy.blahaj.zone 5 points 14 hours ago* (last edited 14 hours ago) (1 children)

Can't wait to buy a liquidated 5090 at 25%.

[–] beetus@lemmy.world 3 points 7 hours ago

I don't think it'll crash like that tbh. You'll still find a cheap GPU, but bc it's old not bc of a market run

[–] reddig33@lemmy.world 2 points 13 hours ago

I dunno. Microsoft, Apple, and Google have other products besides AI. They also have tons of cash. I don’t think it’s going to impact them as much.

Nvidia, Oracle, and OpenAI are the ones who will take the brunt. A lot of their value is investment between each other.

AMD will probably take a hit as well, since OpenAI is a huge customer.

Look for the other post that’s going around with the circle/arrows infographic.

[–] Cyberflunk@lemmy.world 4 points 15 hours ago (1 children)

apple spent that and got nothin to show for it, cook should be sued

[–] Tollana1234567@lemmy.today 2 points 13 hours ago

they seem to be barely using it , if at all. A better graph is how much money its costing each company to have thier ai datancenters,.