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AI Supplier Leaderboard · S&P 500 · Q1 2026 · n = 463
Google commands the hyperscalers. OpenAI and Anthropic neck-and-neck.

Across 463 S&P 500 earnings calls, Google leads at 39, over 2x Microsoft (19) and nearly 3x AWS (14). OpenAI (37) and Anthropic (35) sit within two companies for the model-provider lead; NVIDIA (36) between them in third.

Google
Hyperscaler
39
8% of n
OpenAI
Model provider
37
8% of n
NVIDIA
Chip vendor
36
8% of n
Anthropic
Model provider
35
8% of n

+4 more on the full leaderboard →

WireSift Research · 463 of 503 S&P 500 reported · as of 2026-05-25
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