The AI value chain / Company index
Company directory
Five layers. Twenty-five sublayers.
The atlas and the wider company research directory.
The atlas includes up to ten companies per sublayer. Companies may appear in several sublayers; this directory also retains the other researched companies.
| Company | Layer / sublayer | Revenue | Why included in the atlas |
|---|---|---|---|
| ABBABBN.SW · Public companyElectrical distribution, protection and industrial automation Energy/GridArchived | Energy/Grid | $9.7B Group revenueQ3 2026 continuing operationsCompany-stated · As of 2026-09-30Source: ABB · ABB Q3 2026 results; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 69. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 69. | |||
| AbridgePrivate companyClinical documentation and decision support within health-system workflows Applications/Vertical AIArchived | Applications/Vertical AI | Revenue not available in this profile | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 80. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 80. | |||
| Accelink002281.SZ · Public companyVertically integrated Chinese maker of optical chips and transceivers Infrastructure/Networking and opticsTop 10 | Infrastructure/Networking and optics | RMB 11.93B RevenueFY2025 (calendar 2025); up 44.20% from RMB 8,272.3 millionFiling · As of 2025-12-31Source: Accelink Technologies (CNINFO) · Wuhan Accelink Technologies Co., Ltd. 2025 Annual Report, full text (Chinese); opens in a new tab | Networking and optics Among the fastest documented growth in AI-related activity here: sales of data-centre and access modules rose about 66% in 2025, to RMB 8.5 billion. Criteria and sources ↗ |
Networking and optics Among the fastest documented growth in AI-related activity here: sales of data-centre and access modules rose about 66% in 2025, to RMB 8.5 billion. Criteria and sources ↗ | |||
| Accton2345.TW · Public companyNetwork design and manufacturing for cloud and AI infrastructure Infrastructure/Networking and opticsArchived | Infrastructure/Networking and optics | TWD 286.4B RevenueJanuary–September 2026Filing · As of 2026-09-30Source: Taiwan Stock Exchange · September 2026 monthly revenue; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 12. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 12. | |||
| AdobeADBE · Public companyCreative, document and marketing applications with integrated generative AI. Models/Specialist modelsTop 10 | Models/Specialist models | $23.77B RevenueFY2025 (year ended 2025-11-28), up 11%Filing · As of 2025-11-28Source: Adobe Inc. (SEC EDGAR) · Adobe Inc. Form 10-K for fiscal year ended November 28, 2025 (read from 5LayerCake's local SEC extract, research/sec/adobe.json and cached text); opens in a new tabAnnual revenue · USD2021–2025 Reports ↗ · opens in a new tab | Specialist models About 7% of image and video model revenue; replacing it would take about five months. Criteria and sources ↗ |
Specialist models About 7% of image and video model revenue; replacing it would take about five months. Criteria and sources ↗ | |||
| Advantest6857.T · Public companyElectrical test systems for logic, memory and advanced packages Chips/ToolsTop 10 | Chips/Tools | JPY 1.13T RevenueFY2025, ended March 31, 2026Company-stated · As of 2026-03-31Source: Advantest · Integrated Annual Report 2026; opens in a new tab | Tools Importance rank 7 of 35 · 3.3% of the sublayer's AI output · largest part: Test equipment, 42.9% share, 1.4 years to replace Criteria and sources ↗ |
Tools Importance rank 7 of 35 · 3.3% of the sublayer's AI output · largest part: Test equipment, 42.9% share, 1.4 years to replace Criteria and sources ↗ | |||
| AEPAEP · Public companyRegulated transmission, distribution and generation across eleven states Energy/UtilitiesTop 10 | Energy/Utilities | $21.88B Consolidated revenueFY2025; includes competitive activitiesFiling · As of 2025-12-31Source: U.S. SEC (American Electric Power) · American Electric Power Form 10-K for fiscal year 2025 (read from local SEC extract); opens in a new tab | Utilities Its wires connect about 10% of operating data-centre capacity in the United States; replacing it would take about a year and a half. Criteria and sources ↗ |
Utilities Its wires connect about 10% of operating data-centre capacity in the United States; replacing it would take about a year and a half. Criteria and sources ↗ | |||
| AESAES · Public companyContracted renewable generation, storage and regulated utilities Energy/GenerationArchived | Energy/Generation | $12.23B Consolidated revenueFY 2025Filing · As of 2025-12-31Source: AES · AES 2025 Annual Report; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 53. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 53. | |||
| AirTrunkPrivate companyHyperscale data-center campuses across Asia-Pacific Infrastructure/CampusesArchived | Infrastructure/Campuses | Revenue not available in this profile | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 18. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 18. | |||
| Ajinomoto Build-up Film (ABF)Business unitInsulating film inside AI chip package substrates, made by Ajinomoto Chips/Packaging and testTop 10 | Chips/Packaging and test | Revenue not available in this profile | Packaging and test Importance rank 4 of 28 · 1.3% of the sublayer's AI output · largest part: Substrate build-up film, 95% share, 2.8 years to replace Criteria and sources ↗ |
Packaging and test Importance rank 4 of 28 · 1.3% of the sublayer's AI output · largest part: Substrate build-up film, 95% share, 2.8 years to replace Criteria and sources ↗ | |||
| AlibabaBABA · Public companyQwen models, cloud infrastructure and in-house AI chips Applications/Consumer, search and adsInfrastructure/Cloud+ 2 other sublayersTop 10 | Applications/Consumer, search and adsInfrastructure/Cloud+ 2 other sublayers | CNY 1.02T RevenueYear ended 2026-03-31Filing · As of 2026-03-31Source: SEC EDGAR · 20-F · filed 2026-05-20; opens in a new tabAnnual revenue · CNY2022–2026 Reports ↗ · opens in a new tab | Consumer, search and ads · 4 atlas roles About 4% of general AI assistant users and 3% of AI search users (Qwen and Quark); replacing it would take about three months. Criteria and sources ↗ |
Consumer, search and ads · 4 atlas roles About 4% of general AI assistant users and 3% of AI search users (Qwen and Quark); replacing it would take about three months. Criteria and sources ↗ | |||
| AlignedPrivate companyHyperscale campuses in the Americas Infrastructure/CampusesArchived | Infrastructure/Campuses | Revenue not available in this profile | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 9. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 9. | |||
| AlphabetGOOGL · Public companyGoogle's parent: Gemini models, TPUs, Google Cloud and Search. Chips/Chip designApplications/Data platforms+ 8 other sublayersTop 10 | Chips/Chip designApplications/Data platforms+ 8 other sublayers | $402.84B RevenueYear ended 2025-12-31Filing · As of 2025-12-31Source: SEC EDGAR · 10-K · filed 2026-02-05; opens in a new tabAnnual revenue · USD2021–2025 Reports ↗ · opens in a new tab | Chip design · 10 atlas roles Importance rank 5 of 24 · 1.6% of the sublayer's AI output · largest part: Custom accelerators, 22.7% share, 1.1 years to replace Criteria and sources ↗ |
Chip design · 10 atlas roles Importance rank 5 of 24 · 1.6% of the sublayer's AI output · largest part: Custom accelerators, 22.7% share, 1.1 years to replace Criteria and sources ↗ | |||
| AlphaSensePrivate companyAI search and agents over licensed market and expert content Applications/Vertical AIArchived | Applications/Vertical AI | Revenue not available in this profile | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 38. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 38. | |||
| AmadeusAMS.MC · Public companyTravel-technology transaction platform embedding AI into bookings Applications/Vertical AITop 10 | Applications/Vertical AI | €6.52B Group revenueFY2025, up 6.1% (8.5% at constant currency); adjusted EBIT EUR 1,893.8 million (29.1% margin); profit EUR 1,335.6 million; free cash flow EUR 1,302.2 millionCompany-stated · As of 2025-12-31Source: Amadeus IT Group · Amadeus FY 2025: Amadeus accelerates revenue growth and expands profitability; opens in a new tab | Vertical AI About 6% of AI software revenue in retail, travel and other services; replacing it would take about eight months. Criteria and sources ↗ |
Vertical AI About 6% of AI software revenue in retail, travel and other services; replacing it would take about eight months. Criteria and sources ↗ | |||
| AmazonAMZN · Public companyCloud infrastructure, custom processors and AI services through Amazon Web Services. Chips/Chip designApplications/Data platforms+ 4 other sublayersTop 10 | Chips/Chip designApplications/Data platforms+ 4 other sublayers | $716.92B Contract revenueYear ended 2025-12-31Filing · As of 2025-12-31Source: SEC EDGAR · 10-K · filed 2026-02-06; opens in a new tabAnnual revenue · USD2021–2025 Reports ↗ · opens in a new tab | Chip design · 6 atlas roles Importance rank 6 of 24 · 1.2% of the sublayer's AI output · largest part: Custom accelerators, 16.1% share, 0.9 years to replace Criteria and sources ↗ |
Chip design · 6 atlas roles Importance rank 6 of 24 · 1.2% of the sublayer's AI output · largest part: Custom accelerators, 16.1% share, 0.9 years to replace Criteria and sources ↗ | |||
| AMDAMD · Public companyServer processors, AI accelerators and adaptive computing Chips/Chip designTop 10 | Chips/Chip design | $34.64B Contract revenueYear ended 2025-12-27Filing · As of 2025-12-27Source: SEC EDGAR · 10-K · filed 2026-02-04; opens in a new tabAnnual revenue · USD2021–2025 Reports ↗ · opens in a new tab | Chip design Importance rank 4 of 24 · 3.5% of the sublayer's AI output · largest part: Merchant accelerators, 3.7% share, 0.6 years to replace Criteria and sources ↗ |
Chip design Importance rank 4 of 24 · 3.5% of the sublayer's AI output · largest part: Merchant accelerators, 3.7% share, 0.6 years to replace Criteria and sources ↗ | |||
| AmkorAMKR · Public companyOutsourced semiconductor packaging and testing Chips/Packaging and testTop 10 | Chips/Packaging and test | $6.71B Contract revenueYear ended 2025-12-31Filing · As of 2025-12-31Source: SEC EDGAR · 10-K · filed 2026-02-20; opens in a new tabAnnual revenue · USD2021–2025 Reports ↗ · opens in a new tab | Packaging and test Importance rank 6 of 28 · 4.4% of the sublayer's AI output · largest part: Assembly and test, 21% share, 0.7 years to replace Criteria and sources ↗ |
Packaging and test Importance rank 6 of 28 · 4.4% of the sublayer's AI output · largest part: Assembly and test, 21% share, 0.7 years to replace Criteria and sources ↗ | |||
| AmphenolAPH · Public companyCopper, optical and power connections for servers and networks. Infrastructure/Networking and opticsTop 10 | Infrastructure/Networking and optics | 23.1 billion (+52% in USD, +38% organic) Net salesUSDFY2025Filing · As of 2025-12-31Source: Amphenol Corporation (SEC EDGAR) · Amphenol Corporation Annual Report on Form 10-K for fiscal year 2025; opens in a new tab | Networking and optics About 44% of data-centre copper links and connectors and 20% of fibre connectivity; replacing it would take about eight months. Criteria and sources ↗ |
Networking and optics About 44% of data-centre copper links and connectors and 20% of fibre connectivity; replacing it would take about eight months. Criteria and sources ↗ | |||
| AnthropicPrivate companyClaude models, coding agents and enterprise AI services Models/Frontier labsApplications/Developer tools+ 2 other sublayersTop 10 | Models/Frontier labsApplications/Developer tools+ 2 other sublayers | $16.8B RevenueQ3 2026Reported · As of 2026-09-30Source: Reuters · Anthropic pre-IPO investor meeting: third-quarter revenue; opens in a new tab | Frontier labs · 4 atlas roles Importance rank 1 of 30 · 63.4% of the sublayer's AI output · largest part: Coding and software agents, 77.3% share, 0.7 years to replace Criteria and sources ↗ |
Frontier labs · 4 atlas roles Importance rank 1 of 30 · 63.4% of the sublayer's AI output · largest part: Coding and software agents, 77.3% share, 0.7 years to replace Criteria and sources ↗ | |||
| AppenAPX.AX · Public companyHuman training data across global and Chinese AI markets Models/Data and evaluationArchived | Models/Data and evaluation | $230.8M Operating revenueFY2025Filing · As of 2025-12-31Source: Appen ASX release; AFR mirror · FY25 results and FY26 outlook; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 11. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 11. | |||
| Applied DigitalAPLD · Public companyBuilds and leases purpose-built AI data-centre campuses to hyperscalers Infrastructure/CampusesTop 10 | Infrastructure/Campuses | $611.3M RevenueFY2026 (year to 31 May 2026), continuing operations, up 167%; includes US$270.6 million of tenant fit-out services and about US$99.8 million of base rent. Net loss attributable to common stockholders US$249.2 millionCompany-stated · As of 2026-05-31Source: Applied Digital Corporation · Applied Digital Reports Fiscal Fourth Quarter and Full Year 2026 Results; opens in a new tab | Campuses Among the fastest documented growth in AI-related activity here: live capacity rose from 286 to 461 MW in about a year, with contracted capacity not yet live of about 2.7 times that. Criteria and sources ↗ |
Campuses Among the fastest documented growth in AI-related activity here: live capacity rose from 286 to 461 MW in about a year, with contracted capacity not yet live of about 2.7 times that. Criteria and sources ↗ | |||
| Applied MaterialsAMAT · Public companyMaterials processing and process control for semiconductor manufacturing Chips/ToolsTop 10 | Chips/Tools | $28.37B Contract revenueYear ended 2025-10-26Filing · As of 2025-10-26Source: SEC EDGAR · 10-K · filed 2025-12-12; opens in a new tabAnnual revenue · USD2021–2025 Reports ↗ · opens in a new tab | Tools Importance rank 3 of 35 · 10% of the sublayer's AI output · largest part: Wafer processing, 25.2% share, 1 year to replace Criteria and sources ↗ |
Tools Importance rank 3 of 35 · 10% of the sublayer's AI output · largest part: Wafer processing, 25.2% share, 1 year to replace Criteria and sources ↗ | |||
| AppLovinAPP · Public companyAdvertising software whose recommendation models match campaigns with mobile audiences Applications/Consumer, search and adsArchived | Applications/Consumer, search and ads | $5.48B RevenueYear ended 2025-12-31Filing · As of 2025-12-31Source: SEC EDGAR · 10-K · filed 2026-02-19; opens in a new tabAnnual revenue · USD2021–2025 Reports ↗ · opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. | |||
| ArenaPrivate companyHuman-preference data and commercial model evaluation Models/Data and evaluationTop 10 | Models/Data and evaluation | Revenue not available in this profile | Data and evaluation About 19% of independent model evaluation; replacing it would take about a year. Criteria and sources ↗ |
Data and evaluation About 19% of independent model evaluation; replacing it would take about a year. Criteria and sources ↗ | |||
| AristaANET · Public companySupplies Ethernet switches, routers and network operating software. Infrastructure/Networking and opticsTop 10 | Infrastructure/Networking and optics | $9.01B RevenueFY2025Company-stated · As of 2025-12-31Source: Arista Networks, Inc. (SEC EDGAR) · Arista Networks, Inc. Annual Report on Form 10-K for the year ended December 31, 2025; opens in a new tabAnnual revenue · USD2021–2025 Reports ↗ · opens in a new tab | Networking and optics About 17% of data-centre switch sales; replacing it would take about five months. Criteria and sources ↗ |
Networking and optics About 17% of data-centre switch sales; replacing it would take about five months. Criteria and sources ↗ | |||
| ArmARM · Public companyProcessor architecture, compute subsystems and production CPUs Chips/Chip designArchived | Chips/Chip design | $4,920M (up 23%): royalty $2,613M, license and other $2,307M Revenue, FY2026USDFiscal year ended 2026-03-31Filing · As of 2026-03-31Source: Arm Holdings plc via SEC EDGAR · Arm Holdings plc Form 20-F for the fiscal year ended March 31, 2026; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 9. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 9. | |||
| ASE TechnologyASX · Public companySemiconductor packaging, testing and electronic assembly Chips/Packaging and testTop 10 | Chips/Packaging and test | TWD 645.39B FY2025 group revenueFY2025Filing · As of 2025-12-31Source: ASE Technology Holding Co., Ltd. (SEC EDGAR) · ASE Technology Holding Annual Report on Form 20-F for fiscal year 2025; opens in a new tabAnnual revenue · TWD2021–2025 Reports ↗ · opens in a new tab | Packaging and test Importance rank 2 of 28 · 8% of the sublayer's AI output · largest part: Assembly and test, 40% share, 1 year to replace Criteria and sources ↗ |
Packaging and test Importance rank 2 of 28 · 8% of the sublayer's AI output · largest part: Assembly and test, 40% share, 1 year to replace Criteria and sources ↗ | |||
| ASMLASML · Public companyLithography systems for advanced logic and memory manufacturing Chips/ToolsTop 10 | Chips/Tools | €32.67B Total net salesFY2025 (annual)Filing · As of 2025-12-31Source: ASML Holding N.V. via SEC EDGAR · ASML Holding N.V. Annual Report 2025 on Form 20-F (fiscal year ended 2025-12-31); opens in a new tabAnnual revenue · EUR2021–2025 Reports ↗ · opens in a new tab | Tools Importance rank 1 of 35 · 11.4% of the sublayer's AI output · largest part: Lithography machines, 91.4% share, 4 years to replace Criteria and sources ↗ |
Tools Importance rank 1 of 35 · 11.4% of the sublayer's AI output · largest part: Lithography machines, 91.4% share, 4 years to replace Criteria and sources ↗ | |||
| ASMPT0522.HK · Public companyEquipment for semiconductor bonding and electronics assembly Chips/Packaging and testArchived | Chips/Packaging and test | HKD 13.74B Continuing revenue, FY2025Year ended December 31, 2025Filing · As of 2025-12-31Source: ASMPT · Annual Report 2025; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 14. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 14. | |||
| ASUS2357.TW · Public companyTaiwanese PC and component brand now selling AI servers and racks Infrastructure/Servers and systemsTop 10 | Infrastructure/Servers and systems | Revenue not available in this profile | Servers and systems Importance rank 10 of 27 · 1.6% of the sublayer's AI output · largest part: GPU servers and racks outside mainland China, 2.1% share, 0.3 years to replace Criteria and sources ↗ |
Servers and systems Importance rank 10 of 27 · 1.6% of the sublayer's AI output · largest part: GPU servers and racks outside mainland China, 2.1% share, 0.3 years to replace Criteria and sources ↗ | |||
| AT&SATS.VI · Public companyIC substrates and printed circuit boards for semiconductor packages and systems Chips/Packaging and testArchived | Chips/Packaging and test | €1.79B Revenue, FY2025/26Year ended March 31, 2026Filing · As of 2026-03-31Source: AT&S Austria Technologie & Systemtechnik AG · Annual Financial Report 2025/26; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 18. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 18. | |||
| AtlassianTEAM · Public companyWork management and knowledge software with enterprise AI agents. Applications/Enterprise software and agentsArchived | Applications/Enterprise software and agents | $6.57B RevenueFY2026 total companyFiling · As of 2026-06-30Source: Atlassian · FY2026 consolidated financial statements and notes; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 25. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 25. | |||
| AVC3017.TW · Public companyCold plates, manifolds and mechanical assemblies for AI servers. Infrastructure/Power and coolingTop 10 | Infrastructure/Power and cooling | TWD 98.16B Revenue, H1 2026H1 2026Filing · As of 2026-06-30Source: Taiwan Stock Exchange · H1 2026 consolidated income statements — TWSE official open data; opens in a new tab | Power and cooling About 24% of the cold plates, heat sinks and fans on AI servers; replacing it would take about nine months. Criteria and sources ↗ |
Power and cooling About 24% of the cold plates, heat sinks and fans on AI servers; replacing it would take about nine months. Criteria and sources ↗ | |||
| BaiduBIDU · Public companySearch, AI applications and cloud infrastructure built around ERNIE. Applications/Consumer, search and adsModels/Frontier labs+ 1 other sublayersTop 10 | Applications/Consumer, search and adsModels/Frontier labs+ 1 other sublayers | 13.1 (down 19% YoY) Baidu General Business online marketing revenue, quarterRMB billionQ2 2026Company-stated · As of 2026-06-30Source: Baidu, Inc. (PR Newswire) · Baidu Announces Second Quarter 2026 Results; opens in a new tab | Consumer, search and ads · 3 atlas roles About 8% of people using AI answers in search; replacing it would take about five months. Criteria and sources ↗ |
Consumer, search and ads · 3 atlas roles About 8% of people using AI answers in search; replacing it would take about five months. Criteria and sources ↗ | |||
| Baker HughesBKR · Public companyGas turbines, generators and industrial energy equipment Energy/Power equipmentArchived | Energy/Power equipment | $27.73B Total company revenueFY2025 (year to 2025-12-31)Filing · As of 2025-12-31Source: Baker Hughes · Baker Hughes 2025 Annual Report; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 72. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 72. | |||
| BasetenPrivate companyProduction inference, post-training and agent execution infrastructure Models/Inference and servingTop 10 | Models/Inference and serving | Revenue not available in this profile | Inference and serving Importance rank 6 of 38 · 3.6% of the sublayer's AI output · largest part: Independent inference providers, 16% share, 0.3 years to replace Criteria and sources ↗ |
Inference and serving Importance rank 6 of 38 · 3.6% of the sublayer's AI output · largest part: Independent inference providers, 16% share, 0.3 years to replace Criteria and sources ↗ | |||
| Berkshire Hathaway EnergyBusiness unitBerkshire's regulated power, pipeline and transmission holding company serving data-centre growth. Energy/GenerationEnergy/UtilitiesTop 10 | Energy/GenerationEnergy/Utilities | Revenue not available in this profile | Generation · 2 atlas roles Among the fastest documented growth in AI-related activity here: net generation rose about 5% in 2025, to 119 TWh, and its share of US generation rose. Criteria and sources ↗ |
Generation · 2 atlas roles Among the fastest documented growth in AI-related activity here: net generation rose about 5% in 2025, to 119 TWh, and its share of US generation rose. Criteria and sources ↗ | |||
| BesiBESI.AS · Public companyPrecision die bonding and semiconductor assembly equipment Chips/Packaging and testArchived | Chips/Packaging and test | €434.75M RevenueSix months ended June 30, 2026, unauditedFiling · As of 2026-06-30Source: Besi · Half Year Report 2026; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 11. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 11. | |||
| Black Forest LabsPrivate companyVisual models distributed through APIs, licenses and downloadable weights Models/Specialist modelsArchived | Models/Specialist models | $96M Estimated annualized revenueAugust 2025Inference · As of 2025-08-31Source: Sacra · Company revenue and contract estimates; opens in a new tab | Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 17. |
Archived on 2026-10-25; not updated since Not selected under the 5LC Importance Index, v1, 2026-10-25. Last Importance rank: 17. | |||