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Listed for reference, not as recommendations, and not investment advice. Membership is a judgement call, not a definition — there is no official “AI sector”, and most of these companies earn plenty of revenue that has nothing to do with AI. Prices and returns are in US dollars for every row, including the Korean, Japanese, Taiwanese and European listings: each daily close is converted at that day’s rate before anything is derived from it, so a return here is what a dollar investor actually earned, currency move included. An arrow marks the currency a row trades in. The 52W bars show daily closing highs and lows over 52 calendar weeks, with the current price marked in the range. They use the same USD-converted daily prices, sourced from Yahoo Finance stock and FX history, and stay fixed when the chart window changes. Each bar’s tooltip gives its observation date and source.

The revenue evidence mixes periods and accounting bases. Anthropic’s $16.8B is reported Q3 revenue shared with investors; OpenAI’s roughly $50B is an annualized pace, net of partner shares. The earlier $70B comparison is superseded, and the $70B year-end figure in the newer report is a forecast. Neither is directly comparable with quarterly NVIDIA Data Center or Google Cloud segment revenue. These figures cannot be summed into one AI market total. TSMC’s FY2025 accelerator share and Microsoft’s retired standalone metric retain their separate treatment.

The spending plans show the scale of infrastructure commitments, while the cloud backlog offers a separate view of contracted demand. Backlog converts to revenue over time; it does not establish the return on that spending. The four capex plans include businesses beyond AI and use different lease conventions. The electricity figure is an IEA projection for 2030, not observed 2026 demand.

TSMC’s Q3 US-dollar revenue rose 41.2% year over year, and ASML lifted the floor of its annual sales guidance to €44B. Those releases support a picture of strong foundry and equipment demand. SK hynix reported an 80% operating margin in its October 28 Q3 results. None isolates AI-only revenue or margin. SK hynix and ASML figures are translated at the results-date Federal Reserve and Yahoo EUR/USD exchange rates, respectively, and rounded to the nearest $0.1B.

This tracks employer attribution, not independently measured displacement. Challenger classifies the reason cited in announced US cuts; multiple factors may shape a restructuring, while unannounced hiring freezes and role changes are outside the count. Each monthly percentage uses that month’s announced cuts as its denominator. Source: Challenger, Gray & Christmas.

October’s roughly 3% AI-attributed share differs from the cumulative share of about 20%. The 121,401 AI-attributed cuts through October are employer-announced plans; the data do not establish how many jobs AI independently displaced. Technology-sector cuts include every stated reason, so that total should not be added to AI cuts.

Q3’s reported AI funding share is 64%, keeping AI central to the venture picture. Quarter-to-quarter comparisons require care: Q1’s ≈80% share and total preserve Crunchbase’s Mar 31 snapshot; Q2’s >70% share and total preserve its Jul 1 snapshot. The later revised H1 total is not backfilled into the quarter view because Crunchbase did not publish a revised split. Q3 uses the Oct 2 snapshot, published Oct 5; that release revised Q2 total funding to $212B. Quarter bars retain their original reporting vintages. Deal amounts are announced or committed, not necessarily funded on the announcement date. Crusoe’s amount is the anticipated full round at its initial close. Deals dated after June are excluded from the H1 concentration calculation. A post-money valuation is the negotiated price for preferred stock with its own terms, not a daily market capitalisation. This is the reported headline set, not a complete private-market league table.

AI accounted for $102B of $159B in reported Q3 venture funding, about 64%. That remains a large concentration even though it is below the earlier Q1 and Q2 snapshots. The three H1 OpenAI and Anthropic announcements sum to $217B, about 42% of the later $515B H1 total. These figures mix announced or committed rounds with funding-database snapshots, so they do not measure cash deployed or investment returns. Quarter vintages and later revisions remain labelled. Reuters’ October 19 report describes talks for another roughly $30B OpenAI round; those prospective terms are excluded from the announced-round table and totals. Reported financing talks