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.

AI revenue shares are the companies' own disclosures, linked on each card. Revenue, R&D and capex come from SEC XBRL filing data. Criticality and moat are our editorial judgement and are labelled as such — they are not folded into any number. Nothing here is a rating or investment advice; see the methodology.