S&P 500 AI split

Since 2022, the S&P 500 has doubled in value and AI-exposed companies are now more than half of it

Each tile is one company, sized by the market value of the shares the public can trade. The 2026 map is twice the size of the 2022 map because the index grew from $35 trillion to $69 trillion.

  • AI-exposed companies
  • Nvidia, also AI-exposed
  • The rest of the S&P 500
30 Nov 2022
32%
9 Oct 2026
53%

AI-exposed means AI is the company's core business, or a growth driver investors already price, judged from each company's business description and checked by hand.