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Top AI Infrastructure Companies

Explore econometric models and financial health benchmarks for the leading AI Infrastructure companies.

Median Rev Growth

25.4%

Median R&D Effort

3.6%

Companies Tracked

10

Company Leaderboard

Nvidia Corp

NVDA
FY Rev: $392B

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Broadcom Inc.

AVGO
FY Rev: $109B

[AI commentary unavailable].

Super Micro Computer, Inc.

SMCI
FY Rev: $57B

[AI commentary unavailable].

Applied Materials Inc /De

AMAT
FY Rev: $32B

Revenue is driven by spend efficiency, with each $1 of SG&A generating about $20.58 of long-run revenue and each $1 of R&D generating about $8.97, as estimated by a linear model trained on 50 quarters of data.

Lam Research Corporation

LRCX
FY Rev: $24B

Revenue growth is driven by positive, relatively high elasticities to R&D and SG&A investments, with 1% more R&D boosting revenue by 1.70% and 1% more SG&A boosting revenue by 1.54%, making R&D the more potent driver of topline growth.

Arista Networks, inc.

ANET
FY Rev: $11B

[AI commentary unavailable].

Palo Alto Networks, Inc

PANW
FY Rev: $11B

[AI commentary unavailable].

Palantir Technologies Inc.

PLTR
FY Rev: $9.8B

[AI commentary unavailable].

On Semiconductor Corporation

ON
FY Rev: $6.3B

[AI commentary unavailable].

Datadog, Inc.

DDOG
FY Rev: $4.2B

[AI commentary unavailable].