Market data
The scale of the AI market.
Market size, growth and valuations across the companies defining artificial intelligence — public and private. Figures are approximate, publicly reported and shown for context only. Reviewed 29 August 2026.
01
The market
Global AI market size
$750B+
Estimated total AI spend across software, hardware and services.
Projected market by 2030
$3.5T+
Consensus of published analyst forecasts; estimates vary widely.
Compound annual growth
~30%
Blended CAGR across published third-party forecasts.
Annual AI venture funding
$200B+
Private capital deployed into AI companies over the trailing year.
AI semiconductors & systems
34%
Accelerators, networking, foundry and server systems.
Cloud & AI infrastructure
26%
GPU clouds, data centres, energy and storage.
Foundation models & platforms
18%
Frontier labs and model-serving platforms.
Applications & tooling
15%
Vertical AI software, agents, data and evaluation.
Robotics & physical AI
7%
Humanoids, autonomy, defence and industrial systems.
02
Company valuations
Public market capitalisations and reported private valuations for leading AI companies. Private figures reflect the most recently reported primary or secondary rounds and may not represent current value.
Public companies
NVIDIANVDA
AI accelerator and CUDA platform leader.
Public
$5T+
MicrosoftMSFT
Azure AI, Copilot distribution, OpenAI partnership.
Public
$4T+
AlphabetGOOGL
Gemini, DeepMind research and TPU silicon.
Public
$3T+
BroadcomAVGO
Custom accelerators and AI networking silicon.
Public
$2T+
SpaceXSPCX
Listed on Nasdaq in June 2026 in the largest IPO on record; Starlink and launch infrastructure.
Public
$1.8T+
MetaMETA
Llama open-weight models and vast inference fleet.
Public
$1.5T+
TeslaTSLA
Autonomy, Dojo compute and humanoid robotics.
Public
$1.5T+
TSMCTSM
Advanced-node foundry for the industry's AI chips.
Public
$1T+
ASMLASML
EUV lithography — the bottleneck of advanced chipmaking.
Public
$400B+
PalantirPLTR
AI decision platforms for government and industry.
Public
$400B+
AMDAMD
Instinct accelerators competing in AI compute.
Public
$400B+
CoreWeaveCRWV
GPU cloud purpose-built for AI workloads.
Public
$70B+
Private companies
OpenAI
Frontier models; among the most valuable private companies ever.
Private
$850B+
xAI
Grok models and the Colossus compute cluster.
Private
$250B+
Databricks
Enterprise data and AI platform.
Private
$130B+
Anduril
Autonomous defence systems and Lattice software.
Private
$70B+
Figure AI
General-purpose humanoid robotics.
Private
$39B+
Anysphere (Cursor)
AI coding environment with rapid revenue growth.
Private
$30B+
Scale AI
Data labelling and evaluation for frontier training.
Private
$29B+
Perplexity
AI-native answer engine reshaping search.
Private
$20B+
Mistral AI
European lab building efficient open-weight models.
Private
$15B+
Neuralink
Implantable neural interfaces.
Private
$9B+
03
Live AI investor newswire
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All figures are approximate, drawn from publicly reported sources and provided for general information only. They are not investment advice, research, a valuation opinion or an offer to sell or solicitation to buy any security. Private company valuations are inherently uncertain and may be stale. Independent due diligence is required.
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Headlines are aggregated from public news sources for information only and are not investment advice, research or a recommendation.