The AI market
What AI is worth, who leads it, how much trades: day by day, sector by sector. The 229 AI and semiconductor companies tracked on Silicon Floor were worth $43.2T at the close of Nov 12, 2026: -10.4% over one month and +27.5% over one year. On average, $361.6B of their shares changed hands per session over the last 20 sessions.
By sector
- Cloud & AI giants: $21.0T, 48.7% of the total, 6 companies; +35.3% over one year
- Chips & compute: $10.6T, 24.6% of the total, 38 companies; +12.0% over one year
- AI software: $2.7T, 6.2% of the total, 31 companies; -10.8% over one year
- Memory & storage: $2.4T, 5.5% of the total, 9 companies; +413.4% over one year
- Power, electrical & cooling: $2.3T, 5.3% of the total, 47 companies; +4.6% over one year
- Equipment & test: $1.7T, 3.9% of the total, 30 companies; +47.8% over one year
- Interconnect: $1.0T, 2.4% of the total, 11 companies; +29.2% over one year
- Servers & systems: $690.1B, 1.6% of the total, 12 companies; +20.2% over one year
- Neoclouds & data centers: $527.5B, 1.2% of the total, 31 companies; +0.6% over one year
- Optics: $284.0B, 0.66% of the total, 14 companies; +59.0% over one year
Largest companies
- Apple (AAPL): $5.2T, 12.0% of the total
- NVIDIA (NVDA): $4.0T, 9.3% of the total
- Microsoft (MSFT): $3.9T, 9.0% of the total
- SpaceX (SPCX): $3.8T, 8.8% of the total
- Alphabet (GOOGL): $3.7T, 8.5% of the total
- Amazon (AMZN): $2.9T, 6.7% of the total
- TSMC (TSM): $2.1T, 4.9% of the total
- Broadcom (AVGO): $1.7T, 4.0% of the total
- Meta Platforms (META): $1.6T, 3.7% of the total
- SK hynix (SKHY): $1.0T, 2.4% of the total