AI Value Chain
Layer 3 of 6
AI Models & Compute
Frontier model developers and the hyperscalers funding the compute. Value here is captured by those who can afford the largest training runs and turn them into platform advantage.
Momentum
380–100 composite
Today
+0.01%cap-weighted
MTD
-8.49%month-to-date
YTD
+2.97%year trend
Tracked Cap
16.56T7 names
Price Explorer
$390.74+0.10%
Why it matters
Frontier models and the labs that train them.
2026 capex / spend$85B
Breadth advancing43%
AI Models & Compute · Constituents
| Company | Role | Weight | Last | Change | Mkt Cap | Trend |
|---|---|---|---|---|---|---|
MSFT Microsoft Corp. | Core | $390.74 | +0.10% | |||
GOOGL Alphabet Inc. | Core | $359.68 | +0.53% | |||
META Meta Platforms Inc. | Core | $566.98 | -0.26% | |||
PLTR Palantir Technologies | Core | $127.99 | -2.36% | |||
AMZN Amazon.com Inc. | Enabler | $238.55 | -1.23% | |||
NVDA NVIDIA Corp. | Enabler | $205.19 | +0.16% | |||
AI C3.ai Inc. | Adjacent | $10.90 | -3.28% |