NVIDIA
Data Center · FY2026
Loading chartData Center includes accelerated computing and networking; not exclusively AI revenue.
COMPANIES
The businesses shaping AI
Follow the companies supplying AI — and the revenue and capital behind them.
Where AI demand meets the business
Reported segments · each compared with its own company total
$193.7bn
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AMD
Data Center · FY2025Loading chartIncludes server CPUs and GPUs; the source does not split out AI-only revenue.
Amazon
AWS · FY2025Loading chartAWS includes broad cloud services, not only AI. Retail and other businesses are included in the company total.
Alphabet / Google
Google Cloud · Q4 2025Loading chartQuarterly observation, not annual. Google Cloud includes non-AI cloud services; this is not Gemini revenue.
Each bar uses its own company total and reporting period. Google Cloud is a quarter; the others are fiscal years. These segments include non-AI activity and are not a comparable AI market-share ranking.
How the businesses grew
Company revenue · FY2022 = 100
Loading chartSame positive FY2022 baseline required; Alphabet is excluded because that baseline is unavailable. Consolidated revenue, not AI-only sales or proof that AI caused growth. Fiscal-year windows differ.
Capital behind the model builders
Cumulative observed closed primary equity · USD
Loading chartOnly recorded closed primary-equity rounds. Secondary sales, debt and valuations are excluded. Coverage is incomplete; this is not lifetime funding. Josh You, John Croxton, Venkat Somala, Yafah Edelman / Epoch AI, Data on AI companies · CC BY 4.0.
Different ways to read the AI economy
How far did revenue move?
FY2022 → FY2025 · USD billionsLoading chartGrey: 2022. Blue: 2025. Company totals; fiscal windows differ. Missing baselines omitted.
Growth is not the same as profit
Revenue growth vs net margin · FY2025Loading chartBubble area: consolidated revenue. This shows business outcomes, not the causal contribution of AI.
Where recorded equity went
Closed primary-equity rounds · USDLoading chartTile area: recorded primary equity, not valuation or market share. Incomplete source coverage through 2026-06-16.
Equity and debt play different roles
Reported closed financing · USDLoading chartDebt kept separate from equity. Missing debt records are not proof of no debt; secondary share sales excluded.
Explore the companies
SEC EDGAR company facts · different fiscal-year ends are not treated as the same calendar period. Funding, valuation, R&D expense and AI investment are distinct measures.
