Latest full-company annualized revenue values from Epoch AI, with ARR versus other bases, evidence class, confidence, and source date preserved.
Companies
AI Infrastructure capital intensity
27 companies ranked by TTM capital intensity.
271.0%
CoreWeave ranks first
TTM capital intensity
27
Companies ranked
Oct 26
Snapshot recorded
2026 · Checked daily
All 27 companies by TTM capital intensity
CoreWeave leads at 271.0%; the middle of the board sits at 0.
- Ahead of second place
- 1.7
- Held by the top three
- 66%
- Middle of the board
- 0
- Below half the leader
- 26 of 27
Rank, name and TTM capital intensityMiddle 0
- 1CoreWeave271.0%
- 2Oracle105.4%
- 3Meta43.2%
- 4Microsoft34.9%
- 5Alphabet29.7%
- 6Micron23.1%
- 7Amazon22.3%
- 8Intel21.2%
- 9Constellation Energy15.7%
- 10Vistra15.1%
- 11Cloudflare11.3%
- 12Hewlett Packard Enterprise6.1%
- 13ServiceNow4.9%
- 14Qualcomm4.5%
- 15AMD4.1%
- 16Vertiv3.7%
- 17NVIDIA2.4%
- 18Dell Technologies2.4%
- 19Cisco2.2%
- 20Apple2.2%
- 21IBM1.7%
- 22Broadcom1.4%
- 23Salesforce1.4%
- 24Snowflake1.1%
- 25Palantir0.7%
- 26Opendoor0.5%
- 27Supermicro0.4%
8 checks behind each row.
| Rank | Name | TTM capital intensity | TTM CapEx | Latest-quarter CapEx | TTM revenue | Why |
|---|---|---|---|---|---|---|
| 01 | CoreWeave | 271.0% | $20.57B | $6.42B | $7.59B | This rank |
| 02 | Oracle | 105.4% | $75.66B | $28.5B | $71.78B | This rank |
| 03 | Meta | 43.2% | $104.44B | $33.94B | $241.61B | This rank |
| 04 | Microsoft | 34.9% | $115.95B | $35.8B | $331.84B | This rank |
| 05 | Alphabet | 29.7% | $132.4B | $44.92B | $445.87B | This rank |
| 06 | Micron | 23.1% | $30.71B | $11.11B | $133.19B | This rank |
| 07 | Amazon | 22.3% | $173.03B | $54.21B | $775.68B | This rank |
| 08 | Intel | 21.2% | $12.11B | $2.56B | $57.03B | This rank |
| 09 | Constellation Energy | 15.7% | $3.9B | $1.25B | $24.78B | This rank |
| 10 | Vistra | 15.1% | $2.87B | $689M | $18.99B | This rank |
| 11 | Cloudflare | 11.3% | $285.02M | $49.96M | $2.51B | This rank |
| 12 | Hewlett Packard Enterprise | 6.1% | $2.54B | $745M | $41.87B | This rank |
| 13 | ServiceNow | 4.9% | $728M | $114M | $14.73B | This rank |
| 14 | Qualcomm | 4.5% | $1.99B | $496M | $44.07B | This rank |
| 15 | AMD | 4.1% | $1.68B | $808M | $41.31B | This rank |
| 16 | Vertiv | 3.7% | $424.4M | $173.3M | $11.48B | This rank |
| 17 | NVIDIA | 2.4% | $7.35B | $2.68B | $302.97B | This rank |
| 18 | Dell Technologies | 2.4% | $3.59B | $1.24B | $151.2B | This rank |
| 19 | Cisco | 2.2% | $1.41B | $390M | $63.33B | This rank |
| 20 | Apple | 2.2% | $10.04B | $2.46B | $466.82B | This rank |
| 21 | IBM | 1.7% | $1.18B | $332M | $69.87B | This rank |
| 22 | Broadcom | 1.4% | $1.25B | $532M | $89.1B | This rank |
| 23 | Salesforce | 1.4% | $596M | $171M | $43.94B | This rank |
| 24 | Snowflake | 1.1% | $57.98M | $7.55M | $5.43B | This rank |
| 25 | Palantir | 0.7% | $42.02M | $14.55M | $6.16B | This rank |
| 26 | Opendoor | 0.5% | $15M | $5M | $3.25B | This rank |
| 27 | Supermicro | 0.4% | $162M | $28.23M | $39.06B | This rank |
From company filings
Capital, infrastructure & control
- Companies
- 27
- Facts
- 102
- Sources
- 50
- As of
- Oct 22, 26
YesPartner / partialNoValues link to primary evidenceOrdered by disclosed forward CapEx
Why this rank
This rank has no published explanation
The explanation service did not return a publishable result.
More in Companies
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Cumulative closed primary equity funding from Epoch AI. Debt, secondary sales, discussions, cancelled rounds, and valuations are excluded.
Latest Epoch AI records explicitly scoped to the full company; division, role, contractor, and missing-scope values remain outside the leaderboard.
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