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By Balaji BhaskarPublished 8 min interactive

Sources: SEC filings (10-Q / 10-K / 8-K) · Company press releases · StockAnalysis.com · Yahoo Finance

Evolve Financial  ·  AI Infra Screener  ·  Jul 10, 2026

Where is AI infrastructure actually cheap?

Six categories that touch AI compute, each with the six largest constituents by market cap. Sort by any column — start with PE to find the value hiding behind the narrative.

As of
Jul 10, 2026
Categories
6
Stocks tracked
36
Combined mkt cap
$21.9T
Median trailing PE
See table ↓

Educational only — not financial advice

This dashboard is a screening and educational tool. Nothing here is a recommendation to buy, sell, or hold any security. Do your own research and consult a licensed advisor before making investment decisions.

How to read this

Prices reflect the market close of Jul 10, 2026. Trailing PE = price ÷ EPS over the trailing four quarters. Revenue columns show the four most recently reported fiscal quarters for each company (fiscal years differ — Nvidia's fiscal Q1 '27 ends in April, Microsoft's fiscal Q3 '26 ends in March, etc.).

QoQ growth shown under each revenue figure is the sequential change from the prior column.

PE color legend

< 25  value zone (for this cohort)

25 – 50  the market average band

> 50  priced for the story

n/m  not meaningful (negative or near-zero earnings)

On the numbers

Figures are the closest estimates based on publicly available data — company press releases, SEC filings (10-Q / 10-K / 8-K), StockAnalysis.com, and Yahoo Finance. Exact numbers might diverge a bit from the most recent tick or the latest filing. Always cross-check the source before citing.

Evolve Financial · @evolvewithbalaji