AI Market Overview

Companies tracked

21

9 public · 11 private · 1 subs.

Total AI Index Value

$21T*

Public $18.8T* · Private $2.19T*

Models tracked

722

294 platforms

Releases this month

17

16 upcoming · last Oct 5, 2026

Latest major valuation

$21B*79.5%increase

Mistral AI · Sep 8, 2026

Latest major model

Gemini 4 Argon

Google (Alphabet) · Sep 30, 2026

Top companies

by company value · click a model chip to list its models

All companies →

Columns(5/16)

21 companies

#	Company	Models	Market cap / Valuation	Latest model	Upcoming model	Upcoming event	Updated
1	NVIDIANVDA	Cosmos 3 Edge+27	$5.57T*mkt cap	Jul 15, 2026NVIDIA releases Cosmos 3 Edge	—	Oct 23, 2026NVIDIA DGX Spark 64GB configuration becomes available	Oct 3, 2026
2	Google (Alphabet)GOOGL	Gemini 4 Argon+86	$4.14T*mkt cap	Sep 30, 2026Gemini 4 Argon announced	—	—	Oct 3, 2026
3	MicrosoftMSFT	MAI-Image-2.6 Flash+52	$3.81T*mkt cap	Sep 4, 2026MAI-Image-2.6 and Flash enter Foundry public preview	—	Nov 17, 2026Microsoft Ignite 2026	Oct 3, 2026
4	AmazonAMZN	AWS Trainium4+36	$2.69T*mkt cap	Dec 2, 2025Amazon Nova Multimodal Embeddings released	—	Nov 30, 2026AWS re:Invent 2026	Oct 3, 2026
5	MetaMETA	Muse Spark 1.1+98	$1.85T*mkt cap	Jul 9, 2026Muse Spark 1.1 released	—	—	Oct 3, 2026
6	Anthropic	Claude Sonnet 5.5+39	$965B*val.	Sep 28, 2026Claude Sonnet 5.5 released	—	Oct 19, 2026Claude Corps Cohort 1 begins	Oct 1, 2026
7	OpenAI	GPT-6.1 Sol+79	$852B*val.	Sep 29, 2026GPT-6.1 Sol released	Oct 23, 2026Legacy GPT-3.5 Turbo and GPT-4 snapshots shut down	Oct 5, 2026GPT-Rosalind billing begins	Oct 3, 2026
8	OracleORCL	—	$431B*mkt cap	Sep 15, 2026OCI adds Cohere Command A Vision and Embed 4	—	—	Oct 5, 2026
9	IBMIBM	Granite 4.1+20	$210B*mkt cap	Apr 29, 2026Granite 4.1 8B weights released	—	—	Oct 5, 2026
10	DDatabricks	Instructed Retriever+11	$190B*val.	Apr 5, 2024DBRX added to Mosaic AI Model Serving	—	—	Oct 4, 2026
11	DDeepSeek	DeepSeek-V4.1-Flash+56	$51.8B*val.	Sep 10, 2026DeepSeek retires V4 Flash Vision Exp	—	—	Oct 5, 2026
12	CCoreWeaveCRWV	—	$49.4B*mkt cap	—	—	—	Oct 4, 2026
13	MMoonshot AI	Kimi K3+28	$35B*val.	Jul 27, 2026Kimi K3 full weights published	—	—	Oct 5, 2026
14	Scale AI	Defense Llama	$29B*val.	Nov 4, 2024Defense Llama released	—	—	Oct 3, 2026
15	BBaiduBIDU	ERNIE 5.1+16	$28.8B*mkt cap	May 9, 2026ERNIE 5.1 released	—	—	Oct 5, 2026
16	Mistral AI	Robostral+55	$21B*val.	Jul 8, 2026Robostral Navigate released	Oct 31, 2026Mistral API retires Z.ai GLM 5.2	—	Oct 3, 2026
17	Perplexity	Contextual Embeddings+12	$20B*val.	Sep 30, 2026Contextual Embeddings model and benchmark released	—	—	Oct 3, 2026
18	Hugging Face	SmolLM3 3B+24	$12.9B*val.	Jul 8, 2025SmolLM3 3B released	—	—	Oct 3, 2026
19	CCohere	Embed 5+34	$7B*val.	Sep 30, 2026Embed 5 released	—	—	Oct 4, 2026
20	MModal Labs	—	$4.65B*val.	—	—	—	Oct 5, 2026
21	SpaceXAI	Grok 4.7+31	—	Oct 2, 2026Grok Voice Transcribe 1.0 reaches end of life	Nov 2, 2026grok-imagine-image-quality alias is retired	—	Oct 3, 2026

* Market cap / valuation. Company values are AI-attributed: the latest market cap or valuation × the share attributed to AI (100% for pure AI companies). Methodology

† Illustrative seed value, not verified or live market data.