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Applied Materials

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Company report · generated from Applied Materials's indicators

Applied Materials — full AI read

Applied Materials (Semiconductor Equipment, United States) — $122bn market cap. AI Influence (AII) 71.2 (#28/208 most AI-influential), Corporate Power 62.4. Its standout dimension is AI criticality (90.0, Leading).

Sector
Semiconductor Equipment
HQ
Santa Clara, United States
Ownership
Public
Revenue
$27bn
Market cap / valuation
$122bn
Employees
35k
AI Influence (AII)
71.2
Corporate Power (CPX)
62.4

Dimension read

DimensionValueStandingWhat a high vs low value means — and where Applied Materials sits
AII AI Influence (AII)71.2Strong · #28/208High here — a company that powerfully shapes the AI world.
▲ high: a company that powerfully shapes the AI world  ·  ▼ low: limited influence over AI's direction
CPX Corporate Power (CPX)62.4Strong · #101/348High here — a civilization-shaping heavyweight — vast market cap, reach and strategic leverage.
▲ high: a civilization-shaping heavyweight — vast market cap, reach and strategic leverage  ·  ▼ low: limited absolute power to shape global affairs
Frontier capability Frontier capability70.0Strong · #44/348High here — at or defining the AI frontier (model quality & research).
▲ high: at or defining the AI frontier (model quality & research)  ·  ▼ low: far from the AI frontier
AI criticality AI criticality90.0Leading · #9/348High here — a foundational chokepoint the AI ecosystem is built on.
▲ high: a foundational chokepoint the AI ecosystem is built on  ·  ▼ low: not critical to the AI ecosystem
Leadership influence Leadership influence68.0Strong · #40/348High here — led by a major AI/world power-broker.
▲ high: led by a major AI/world power-broker  ·  ▼ low: leadership with limited outside influence
AI momentum AI momentum76.0Moderate · #107/348Mid-pack. High would mean surging adoption and mindshare; low would mean flat or fading AI momentum.
▲ high: surging adoption and mindshare  ·  ▼ low: flat or fading AI momentum
CAI Corporate AI (CAI)68.8Moderate · #127/348Mid-pack. High would mean an AI leader — deep adoption, talent and AI-centric products; low would mean an AI laggard relative to peers.
▲ high: an AI leader — deep adoption, talent and AI-centric products  ·  ▼ low: an AI laggard relative to peers
AI-stack independence AI-stack independence42.0Moderate · #123/348Mid-pack. High would mean owns its own models, AI silicon and cloud — vertically independent; low would mean depends on others' models, chips or cloud.
▲ high: owns its own models, AI silicon and cloud — vertically independent  ·  ▼ low: depends on others' models, chips or cloud
Strategic leverage Strategic leverage84.0Leading · #24/348High here — outsized sway over policy, markets and standards.
▲ high: outsized sway over policy, markets and standards  ·  ▼ low: limited leverage beyond its size

Strengths

  • AI criticality (90.0, Leading) — a foundational chokepoint the AI ecosystem is built on.
  • Strategic leverage (84.0, Leading) — outsized sway over policy, markets and standards.
  • Leadership influence (68.0, Strong) — led by a major AI/world power-broker.

Risk factors

  • A balanced profile with no acute gap among peers.
These are model outputs and scenarios, not forecasts of actual outcomes. This platform measures access to, utilization of, and leverage from cognitive infrastructure — not intelligence. No causality or certainty is claimed.