DIVISION · AI software and apps
AI software and apps
The software that puts AI to work.
Off-season
On 5 May ServiceNow said it is teaming up more closely with NVIDIA so companies can keep AI agents in check, from work laptops all the way to data centers.
This is the AI you actually touch at school or work, and some companies are building rules so it behaves.
Latest news
- ServiceNow: NVIDIA partnership announcement
today announced a significant expansion of its partnership with NVIDIA to extend agentic AI governance from desktops to data centers
- Anduril
- Cognition
- CrowdStrike
- Cursor
- Harvey
- Honeywell Technologies
- Isomorphic Labs
- Palantir Technologies
- ServiceNow
- Siemens
- Tempus AI
- Wipro
- Xiaomi
The table
| Place | Company |
|---|---|
| 1 | Siemens Latest news: Siemens raises its 2026 profit outlook after record third-quarter orders of €27.9 billion, with data-center orders up sharply Placed on whole-company size. AI is one part of the business. |
| 2 | IBM Latest news: IBM is placed mainly on its size in AI software and apps |
| 3 | Xiaomi Latest news: Xiaomi says car deliveries rose 28.2% in the second quarter while revenue and profit fell Placed on whole-company size. AI is one part of the business. |
| 4 | Honeywell Technologies Latest news: Honeywell Technologies is placed mainly on its size in AI software and apps Placed on whole-company size. AI is one part of the business. |
| 5 | Palantir Technologies Latest news: Palantir raises its 2026 revenue forecast to about $8.15 billion after strong second-quarter growth |
| 6 | ServiceNow Latest news: ServiceNow is placed mainly on its size in AI software and apps |
| 7 | Databricks Latest news: Databricks is placed mainly on its size in AI software and apps |
| 8 | CrowdStrike Latest news: CrowdStrike reports record net new ARR of $333 million and raises its full-year growth outlook |
| 9 | Cursor Latest news: OpenAI says it will stop supplying its models to Cursor, with a proposed shutoff on 12 November Placed on value only. No published revenue. |
| 10 | Snowflake Latest news: Snowflake reports 37% product revenue growth, cites 'a meaningful step-up in AI revenue' and raises full-year guidance |
| 11 | Cognition Latest news: Cognition raises $2 billion in new funding Placed on value only. No published revenue. |
| 12 | Cloudflare Latest news: Cloudflare is placed mainly on its size in AI software and apps |
| 13 | Wipro Latest news: Wipro is placed mainly on its size in AI software and apps |
| 14 | Scale AI Latest news: Scale AI is placed mainly on its size in AI software and apps, with its valuation set in June 2025 Placed on value only. No published revenue. |
| 15 | MongoDB Latest news: MongoDB reports 30% revenue growth, cites 'early momentum with AI use cases' and raises full-year guidance. Its Investor Day slides say AI-native customers are a small share of Atlas revenue |
| 16 | Nutanix Latest news: Nutanix is placed mainly on its size in AI software and apps |
| 17 | Harvey Latest news: Harvey is placed mainly on its size in AI software and apps Placed on value only. No published revenue. |
| 18 | Hugging Face Latest news: NVIDIA agrees to acquire Hugging Face for $12.93 billion, with closing expected in the first half of 2027 Placed on value only. No published revenue. |
| 19 | Elastic Latest news: Elastic is placed mainly on its size in AI software and apps |
| 20 | Tempus AI Latest news: Tempus AI is placed mainly on its size in AI software and apps |
| 21 | Teradata Latest news: Teradata is placed mainly on its size in AI software and apps |
| 22 | LangChain Latest news: LangChain is placed mainly on its size in AI software and apps, with its valuation set in October 2025 Placed on value only. No published revenue. |
| Anduril Not enough evidence to place yet. | |
| Isomorphic Labs Not enough evidence to place yet. |
In the other seven divisions, each company's place comes mainly from its size, measured by stock market value or latest private valuation and by revenue, with a small capped nudge from its sourced news. Revenue is taken from the company's own filings or results. Revenue in other currencies is converted to US dollars at the Federal Reserve rate on the last day of each company's financial year.
A company with a value but no published revenue is placed on its value alone and says so. A company with published revenue but no published value is placed on its revenue alone and says so. A company with no sourced size figure is not given a place yet. Large companies with many businesses are placed on their whole size and say so.
Rankings place a company within its division by fixed factors and the sourced news. They are not a forecast or a recommendation about any security.
Rankings show where a company stands in the AI economy. They say nothing about its shares.
Private companies are placed on their latest sourced valuation, and where that valuation is about a year old or more, the line says when it was set.
Sectors in this division
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This is general information, not investment advice.