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AI Supplier Leaderboard · S&P 500 · Q1 2026 · n = 233
Two AI suppliers tied at the top. Neither is OpenAI.

Across 233 S&P 500 earnings calls, Anthropic (a model provider) and NVIDIA (a chip vendor) are each named by 21 companies. OpenAI sits at 20.

Anthropic
Model provider
21
9% of n
NVIDIA
Chip vendor
21
9% of n
OpenAI
Model provider
20
9% of n
Google
Hyperscaler
16
7% of n

+4 more on the full leaderboard →

WireSift Research · 233of 503 S&P 500 reported · as of 2026-04-30
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