AI EXPOSURE

How much AI is really in there?

Everyone claims to be an AI company. We publish the AI share of revenue only where the company itself reports one — and say so plainly where it does not. No estimates, no invented precision.

• NVDANvidia89.7% OF REVENUE
• TSMTSMC58% OF REVENUE
• AVGOBroadcom31.3% OF REVENUE
• MSFTMicrosoft13.1% OF REVENUE
• METAMetaNot disclosed
• VRTVertivNot disclosed
• PLTRPalantirNot disclosed

DISCLOSED FIGURES ONLY · 2026-07-26