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AI companies

The Index · September 2026 editionThe companies with the most influence over how AI is built and deployed.
Revised edition. First published 2026-09-27; revised as follows:
  • 2026-09-28 The Open models table was withdrawn: its dataset contained unsourced and implausible entries and omitted models released in 2026. It will return after a sourced rebuild.
  • 2026-09-28 The Frontier labs, Semiconductors and Cloud tables were withdrawn after a review found errors in their data introduced by an automated research process (inflated assessment scores; quarterly revenue recorded as annual; a unit error in data-centre capacity). They will return after the data is restored from sourced values.
How to cite

Cognitive Coefficient Institute (2026). The Cognitive Coefficient Index, September 2026 edition: AI companies. https://alpha.cognitivecoefficient.com/index/editions/2026-09/ai-companies. Licensed CC BY 4.0.

#NameSectorAII · AI InfluenceFRN · Frontier capability
01AlphabetInternet & Cloud95.999.0
02NvidiaSemiconductors95.790.0
03OpenAIAI Lab / Foundation Models92.799.0
04AnthropicAI Lab / Foundation Models90.398.0
05Meta PlatformsSocial Media & AI89.692.0
06MicrosoftSoftware & Cloud88.886.0
07AmazonE-commerce & Cloud87.080.0
08TSMCSemiconductor Foundry85.686.0
09AlibabaE-commerce & Cloud82.886.0
10HuaweiTelecom & Semiconductors82.284.0
AI Influence: components and weights in this edition
  • Frontier capability19%
  • Ecosystem criticality19%
  • Leadership influence16%
  • AI momentum15%
  • AI-stack independence12%
  • Strategic leverage10%
  • Market cap9%

Licensed CC BY 4.0: reuse freely, credit “Cognitive Coefficient Institute”. Scores are model outputs, not predictions. Terms.