{"title":"TheBRRR AI Trillion-Dollar Derby - source-backed research snapshot","researchDate":"2026-09-13 America/New_York","marketCapAsOfDate":"2026-09-11","marketCapAsOfLabel":"September 11, 2026 local market closes; U.S. listings at 4 p.m. ET","marketCapSnapshotUtc":"2026-09-14T02:04:25.279Z","marketCapThresholdUsd":1000000000000,"scope":"Publicly listed companies with direct AI-platform, infrastructure, semiconductor, on-device-AI or autonomy exposure and issuer equity capitalization at least US$1T at snapshot. Twelve selected entrants from global marketcap screen; broad AI exposure, not pure-play AI valuations. Revenue race uses exactly the same entrant cohort.","screenSourceUrl":"https://companiesmarketcap.com/","rows":[{"id":"NVDA","ticker":"NVDA","name":"NVIDIA","aiRole":"AI accelerators and systems","marketCapUsd":5271048421376,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/NVDA/","marketCapQuoteTime":"2026-09-11T20:00:00.000Z","quarterlyRevenueUsd":96221000000,"revenuePeriodEnd":"2026-07-26","revenuePeriodLabel":"FY2027 Q2","reportedDate":"2026-08-26","revenueSourceUrl":"https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":46743000000,"revenueYoyPct":105.85114348672526,"marketCapRank":1,"marketCapGapToLeaderUsd":0,"marketCapPctOfLeader":100,"revenueRank":5,"revenueGapToLeaderUsd":104385000000,"revenuePctOfLeader":47.965165548388384,"color":"#bef264"},{"id":"AAPL","ticker":"AAPL","name":"Apple","aiRole":"On-device AI, custom silicon and Siri","marketCapUsd":4849207869440,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/AAPL/","marketCapQuoteTime":"2026-09-11T20:00:01.000Z","quarterlyRevenueUsd":109417000000,"revenuePeriodEnd":"2026-06-27","revenuePeriodLabel":"FY2026 Q3","reportedDate":"2026-07-30","revenueSourceUrl":"https://www.apple.com/newsroom/pdfs/fy2026q3/FY26_Q3_Consolidated_Financial_Statements.pdf","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":94036000000,"revenueYoyPct":16.356501765281383,"marketCapRank":2,"marketCapGapToLeaderUsd":421840551936,"marketCapPctOfLeader":91.9970275699748,"revenueRank":4,"revenueGapToLeaderUsd":91189000000,"revenuePctOfLeader":54.54323400097704,"color":"#e2e8f0"},{"id":"GOOG","ticker":"GOOG","name":"Alphabet","aiRole":"Gemini, Google Cloud and TPUs","marketCapUsd":4102531842048,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/GOOG/","marketCapQuoteTime":"2026-09-11T20:00:01.000Z","quarterlyRevenueUsd":119796000000,"revenuePeriodEnd":"2026-06-30","revenuePeriodLabel":"2026 Q2","reportedDate":"2026-07-22","revenueSourceUrl":"https://www.sec.gov/Archives/edgar/data/1652044/000165204426000066/googexhibit991q22026.htm","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":96428000000,"revenueYoyPct":24.23362508814868,"marketCapNote":"One issuer, Yahoo GOOG-based total equity estimate. Do not add GOOGL. GOOGL-based provider estimate is $4.139833098240T versus GOOG $4.102531842048T because of class-price differences. This chart uses GOOG consistently; neither is a sum of independent issuers.","marketCapRank":3,"marketCapGapToLeaderUsd":1168516579328,"marketCapPctOfLeader":77.83142012907254,"revenueRank":2,"revenueGapToLeaderUsd":80810000000,"revenuePctOfLeader":59.71705731633151,"color":"#60a5fa"},{"id":"MSFT","ticker":"MSFT","name":"Microsoft","aiRole":"Azure, Copilot and AI infrastructure","marketCapUsd":3680323239936,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/MSFT/","marketCapQuoteTime":"2026-09-11T20:00:01.000Z","quarterlyRevenueUsd":90007000000,"revenuePeriodEnd":"2026-06-30","revenuePeriodLabel":"FY2026 Q4","reportedDate":"2026-07-29","revenueSourceUrl":"https://www.microsoft.com/en-us/investor/earnings/fy-2026-q4/press-release-webcast","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":76441000000,"revenueYoyPct":17.74702057796209,"marketCapRank":4,"marketCapGapToLeaderUsd":1590725181440,"marketCapPctOfLeader":69.82146521384557,"revenueRank":6,"revenueGapToLeaderUsd":110599000000,"revenuePctOfLeader":44.86755131950191,"color":"#38bdf8"},{"id":"AMZN","ticker":"AMZN","name":"Amazon","aiRole":"AWS, Bedrock and custom AI chips","marketCapUsd":2769709432832,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/AMZN/","marketCapQuoteTime":"2026-09-11T20:00:01.000Z","quarterlyRevenueUsd":200606000000,"revenuePeriodEnd":"2026-06-30","revenuePeriodLabel":"2026 Q2","reportedDate":"2026-07-30","revenueSourceUrl":"https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Second-Quarter-Results/default.aspx","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":167702000000,"revenueYoyPct":19.620517346245126,"marketCapRank":5,"marketCapGapToLeaderUsd":2501338988544,"marketCapPctOfLeader":52.54570270308713,"revenueRank":1,"revenueGapToLeaderUsd":0,"revenuePctOfLeader":100,"color":"#ffad5a"},{"id":"TSM","ticker":"TSM","name":"TSMC","aiRole":"Leading-edge foundry and advanced AI packaging","marketCapUsd":2246988005376,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/TSM/","marketCapQuoteTime":"2026-09-11T20:00:02.000Z","quarterlyRevenueUsd":40200000000,"revenuePeriodEnd":"2026-06-30","revenuePeriodLabel":"2026 Q2","reportedDate":"2026-07-16","revenueSourceUrl":"https://pr.tsmc.com/english/news/3326","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","marketCapNote":"Yahoo issuer equity estimate priced from U.S. ADR. One ADR represents five ordinary shares. Do not multiply marketCap by five or add Taipei-listing capitalization; ADR price can differ from Taiwan valuation.","revenueOriginalCurrency":"TWD","revenueOriginalAmount":1270380000000,"revenueFxMethod":"Use issuer-published USD revenue $40.20B, not a current-spot conversion.","revenueSourceSecondaryUrl":"https://investor.tsmc.com/english/quarterly-results/2026/q2","marketCapRank":6,"marketCapGapToLeaderUsd":3024060416000,"marketCapPctOfLeader":42.62886290825283,"revenueRank":9,"revenueGapToLeaderUsd":160406000000,"revenuePctOfLeader":20.03928097863474,"color":"#fb7185"},{"id":"SPCX","ticker":"SPCX","name":"SpaceX","aiRole":"xAI/Grok and AI compute, alongside space/connectivity","marketCapUsd":1993217015808,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/SPCX/","marketCapQuoteTime":"2026-09-11T20:00:00.000Z","quarterlyRevenueUsd":7814000000,"revenuePeriodEnd":"2026-06-30","revenuePeriodLabel":"2026 Q2","reportedDate":"2026-08-04","revenueSourceUrl":"https://www.sec.gov/Archives/edgar/data/1181412/000162828026052535/spcx-20260630.htm","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":4071000000,"revenueYoyPct":91.94301154507492,"marketCapNote":"Consolidated public company including xAI; issuer marketCap includes ClassA and ClassB economic shares. June2026 IPO and outstanding ClassA/ClassB supported by SEC10Q. Not a private fundraising valuation.","marketCapRank":7,"marketCapGapToLeaderUsd":3277831405568,"marketCapPctOfLeader":37.81443190172162,"revenueRank":12,"revenueGapToLeaderUsd":192792000000,"revenuePctOfLeader":3.8951975514192,"color":"#c4b5fd"},{"id":"AVGO","ticker":"AVGO","name":"Broadcom","aiRole":"Custom AI accelerators and networking","marketCapUsd":1728006324224,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/AVGO/","marketCapQuoteTime":"2026-09-11T20:00:01.000Z","quarterlyRevenueUsd":29591000000,"revenuePeriodEnd":"2026-08-02","revenuePeriodLabel":"FY2026 Q3","reportedDate":"2026-09-02","revenueSourceUrl":"https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-third-quarter-fiscal-year-2026-financial","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":15952000000,"revenueYoyPct":85.50025075225678,"marketCapRank":8,"marketCapGapToLeaderUsd":3543042097152,"marketCapPctOfLeader":32.78297192672926,"revenueRank":10,"revenueGapToLeaderUsd":171015000000,"revenuePctOfLeader":14.75080506066618,"color":"#f472b6"},{"id":"META","ticker":"META","name":"Meta","aiRole":"Frontier models, AI advertising and infrastructure","marketCapUsd":1650860490752,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/META/","marketCapQuoteTime":"2026-09-11T20:00:01.000Z","quarterlyRevenueUsd":60801000000,"revenuePeriodEnd":"2026-06-30","revenuePeriodLabel":"2026 Q2","reportedDate":"2026-07-29","revenueSourceUrl":"https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Second-Quarter-2026-Results/default.aspx","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":47516000000,"revenueYoyPct":27.959003283104632,"marketCapRank":9,"marketCapGapToLeaderUsd":3620187930624,"marketCapPctOfLeader":31.319395284952535,"revenueRank":7,"revenueGapToLeaderUsd":139805000000,"revenuePctOfLeader":30.308664745820163,"color":"#818cf8"},{"id":"TSLA","ticker":"TSLA","name":"Tesla","aiRole":"Autonomous driving and robotics","marketCapUsd":1443322658816,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/TSLA/","marketCapQuoteTime":"2026-09-11T20:00:00.000Z","quarterlyRevenueUsd":28236000000,"revenuePeriodEnd":"2026-06-30","revenuePeriodLabel":"2026 Q2","reportedDate":"2026-07-22","revenueSourceUrl":"https://www.sec.gov/Archives/edgar/data/1318605/000162828026049270/tsla-20260630.htm","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":22496000000,"revenueYoyPct":25.51564722617354,"marketCapRank":10,"marketCapGapToLeaderUsd":3827725762560,"marketCapPctOfLeader":27.38207930253129,"revenueRank":11,"revenueGapToLeaderUsd":172370000000,"revenuePctOfLeader":14.075351684396278,"color":"#f87171"},{"id":"SAMSUNG","ticker":"005930.KS","name":"Samsung Electronics","aiRole":"HBM/AI memory, foundry and on-device AI","marketCapUsd":1224553356442.4517,"marketCapDate":"2026-09-11","marketCapSource":"TheBRRR calculation from Yahoo Finance closes and issuer shares","marketCapSourceUrl":"https://finance.yahoo.com/quote/005930.KS/","marketCapQuoteTime":null,"quarterlyRevenueUsd":115738597000,"revenuePeriodEnd":"2026-06-30","revenuePeriodLabel":"2026 Q2","reportedDate":"2026-07-30","revenueSourceUrl":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_con_quarter02_soi.pdf","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","marketCapNote":"Derived Friday-close estimate, excludes treasury shares, includes common+preferred at respective prices. Share counts at June30 match latest Yahoo sharesOutstanding snapshots. Korea was already trading Monday when fetched; Monday current marketCap intentionally rejected.","marketCapCalculation":{"formula":"(commonShares*commonCloseKrw + preferredShares*preferredCloseKrw) / usdKrwClose","commonShares":5764191903,"preferredShares":802371203,"sharesAsOf":"2026-06-30","sharesSourceUrl":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_con_quarter02_note.pdf","sharesSourcePage":32,"commonCloseKrw":259500,"preferredCloseKrw":193300,"closeDateLocal":"2026-09-11","commonSourceUrl":"https://finance.yahoo.com/quote/005930.KS/history/","preferredSourceUrl":"https://finance.yahoo.com/quote/005935.KS/history/","usdKrwClose":1348.1700439453125,"fxSourceUrl":"https://finance.yahoo.com/quote/KRW=X/history/","fxSessionDate":"2026-09-11","fxRecordTimestamp":"2026-09-10T23:00:00.000Z","fxTimestampNote":"Daily candle begins at midnight London summer time. This candle is the Sep11 FX session, not Sep10 closing rate."},"revenueOriginalCurrency":"KRW","revenueOriginalAmount":171499470000000,"revenueFxRateKrwPerUsd":1481.8,"revenueFxMethod":"Issuer USD convenience translation, using six-month average exchange rate Jan1-Jun30 2026. Financial statement reports 115738597 in USD thousands; preserve reported amount. Not a new spot conversion.","revenueFxSourceUrl":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_con_quarter02_note.pdf","revenueFxSourcePage":15,"priorYearQuarterlyRevenueOriginalAmount":74566317000000,"revenueYoyPct":129.99589747740927,"marketCapRank":11,"marketCapGapToLeaderUsd":4046495064933.548,"marketCapPctOfLeader":23.231684829083463,"revenueRank":3,"revenueGapToLeaderUsd":84867403000,"revenuePctOfLeader":57.69448421283511,"color":"#67e8f9"},{"id":"MU","ticker":"MU","name":"Micron","aiRole":"High-bandwidth memory and AI/data-center storage","marketCapUsd":1101452017664,"marketCapDate":"2026-09-11","marketCapSource":"Yahoo Finance issuer marketCap","marketCapSourceUrl":"https://finance.yahoo.com/quote/MU/","marketCapQuoteTime":"2026-09-11T20:00:01.000Z","quarterlyRevenueUsd":41456000000,"revenuePeriodEnd":"2026-05-28","revenuePeriodLabel":"FY2026 Q3","reportedDate":"2026-06-24","revenueSourceUrl":"https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Results-for-the-Third-Quarter-of-Fiscal-2026/default.aspx","revenueBasis":"Consolidated company revenue; not AI-only","fiscalComparabilityNote":"Latest reported quarter, not calendar-aligned across all companies.","priorYearQuarterlyRevenueUsd":9301000000,"revenueYoyPct":345.7155144608107,"marketCapRank":12,"marketCapGapToLeaderUsd":4169596403712,"marketCapPctOfLeader":20.896260660350137,"revenueRank":8,"revenueGapToLeaderUsd":159150000000,"revenuePctOfLeader":20.665383886822926,"color":"#facc15"}],"excluded":[{"name":"Oracle","ticker":"ORCL","marketCapUsd":432877174784,"reason":"Direct AI exposure, but below $1T threshold at Sep11 close."},{"name":"SK hynix","ticker":"000660.KS","approxMarketCapUsd":910190000000,"sourceUrl":"https://companiesmarketcap.com/","reason":"Direct AI-memory exposure, but below cutoff in screen; current Monday KRW quote must not be substituted for Friday."},{"name":"AMD","approxMarketCapUsd":842560000000,"sourceUrl":"https://companiesmarketcap.com/","reason":"Direct AI exposure, below cutoff in screen."},{"name":"Berkshire Hathaway","reason":"Above $1T but investment conglomerate is outside direct AI operating-business scope; do not count indirect portfolio exposure as a separate AI producer."},{"name":"Saudi Aramco","reason":"Above $1T but oil producer outside direct AI operating-business scope, notwithstanding AI-use initiatives."},{"name":"OpenAI and Anthropic","reason":"Private companies excluded: funding valuations are not comparable public market capitalizations."}],"methodology":["Market capitalization is equity value, not enterprise value, cash on hand, cumulative capital raised, AI-only value, or future return.","Revenue is the latest actually reported consolidated quarter, never TTM, annualized guidance or segment-only revenue. Periods differ from May28 through Aug2; show each end date on selection.","Do not imply quarterly revenue rankings measure profit, AI demand share, efficiency, growth rate or stock attractiveness.","Do not sum revenue across entrants as an AI-market TAM; supply-chain transactions overlap (e.g. TSMC to chipmaker to cloud).","Samsung USD revenue uses company convenience translation at 1,481.8KRW/USD H1average; TSM uses company-published USD figure. Mark translated values and source in details.","Alpha/Meta/SpaceX company-level caps already include multiple economic share classes. Deduplicate issuers; never add secondary listings or ADR values.","Current price snapshots are frozen to Sep11 close to avoid mixing live Monday Korean prices with U.S. Friday close. No historical race replay is claimed from this single snapshot."]}