AI Market Monitor

AI Vendor Leaderboard

Hire Signals

Top AI Roles · US market
RoleOpeningsAvg salary
AI Job Cuts · layoffs.fyi
Largest AI-attributed cutsEmployeesEvents

Equity Pulse

Price1DMkt Cap52w Range30D
Hyperscalers3
Chips & Networking3
Applications & Data3
Power & Infrastructure3
ETFsPrice1DAUMExpYTD3Y30D

Cost Stack

Silicon Analysts · weekly

AI Vendor Leaderboard

week of Sep 7, 2026 · composite of Innovation × Execution

VendorInnovationExecutionScore

Category leaders200 vendors · 8 categories

AI Vendor Leaderboard

Hire Signals

snapshot · Oct 19, 2026

Top AI Roles · US market
RoleOpeningsAvg salary
01Machine Learning Engineer28,139$185,312
02AI Engineer15,534$151,505
03Data Scientist8,090$130,524
04AI Solutions Architect4,807$149,924
05AI Research Scientist4,570$165,211
06MLOps Engineer4,294$130,597
07AI Product Manager1,905$159,405
08Computer Vision Engineer1,337$147,586
09AI Governance Manager600$158,750
10NLP Engineer555$137,000
AI Job Cuts · layoffs.fyi
AI-attributed72%+57pp YoY
Of layoff events34%128 events
Severity5.0×vs non-AI cut
Top-5 share66%concentration
AI-attributed share of monthly cuts (%)Oct 2024 – Sep 2026
00052652262411662981461278728451958816380
Largest AI-attributed cutsEmployeesEvents
Amazon30,0003
Oracle21,0001
Dell11,0002
Meta10,4004
SAP8,0001
Salesforce5,4717

Hire Signals

Top AI Roles · US market
RoleOpeningsAvg salary
AI Job Cuts · layoffs.fyi
Largest AI-attributed cutsEmployeesEvents

Equity Pulse

snapshot · Oct 21, 2026

Price1DMkt Cap52w Range30D
Hyperscalers3
Chips & Networking3
Applications & Data3
Power & Infrastructure3
ETFsPrice1DAUMExpYTD3Y30D
AIQGlobal X AI & Technology ETF64.03▲1.0%$10.3B0.68%+28.1%+34.1%
BOTZGlobal X Robotics & AI ETF33.63▼0.1%$3.3B0.68%-2.4%+13.7%
AISVistaShares AI Supercycle ETF64.34▲1.8%$1.1B0.75%+98.1%—

Equity Pulse

Price1DMkt Cap52w Range30D
Hyperscalers3
Chips & Networking3
Applications & Data3
Power & Infrastructure3
ETFsPrice1DAUMExpYTD3Y30D

Cost Stack

Silicon Analysts · weekly

Cost / PFLOP-hr

$1.01/hr

-35% vs prior

Chip build cost

$6,400

B200 (2025)

HBM share of chip

45%

$2,900

Hyperscaler capex

$129.8B

Q1 2026 · 4 buyers

Each percentage is the move across the period printed beneath it — series do not share a common window.

The price of raw compute

Covers Q4 2023 – Q2 2026 · 6 periods recorded.

H100 (on-demand median)$1.01/hr-16%
Q4 2023 → Q2 2026(5 points)
B200 (on-demand median)$0.78/hr+8%
Q1 2025 → Q2 2026(3 points)

Hourly rental, by chip

Covers Q2 2023 – Q2 2026 · 7 periods recorded.

B200 (CoreWeave)$8.60/hr+32%
Q1 2025 → Q1 2026(2 points)
H100 (CoreWeave)$6.16/hr+29%
Q4 2023 → Q2 2026(5 points)
H100 (Spot Market)$2.12/hr-53%
Q2 2023 → Q2 2026(6 points)

What the big buyers are spending

Covers Q1 2022 – Q1 2026 · 17 periods recorded.

Amazon$44.2B+196%
Q1 2022 → Q1 2026(17 points)
Alphabet$35.7B+265%
Q1 2022 → Q1 2026(17 points)
Microsoft$30.9B+478%
Q1 2022 → Q1 2026(17 points)
Meta$19.0B+249%
Q1 2022 → Q1 2026(17 points)

How long orders take to arrive

Covers Q1 2022 – Q1 2026 · 13 periods recorded.

CoWoS-L36 wk-40%
Q4 2023 → Q1 2026(4 points)
TSMC N330 wk-32%
Jun 2023 → Q1 2026(6 points)
CoWoS-S28 wk+75%
Q1 2022 → Q1 2026(13 points)
HBM3E20 wk-29%
Mar 2023 → Q1 2026(11 points)

Source: Silicon Analysts. Manufacturing costs are teardown-derived estimates, not disclosed figures; capex is from SEC filings. Projections are excluded from the headline numbers.

Cost Stack

Silicon Analysts · weekly