Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry
AI Cloud
Hyperscalers, neoclouds, GPU clouds, and compute providers that rent or operate AI capacity.
20Companies3Segments
20 companiesSorted by market cap
GOOGLAlphabet Inc.Hyperscaler$4.45TNASDAQ·US
MSFTMicrosoft CorporationHyperscaler$2.82TNASDAQ·US
AMZNAmazon.com, Inc.Hyperscaler$2.63TNASDAQ·US
ORCLOracle CorporationHyperscaler$530.1BNYSE·US
0700.HKTencent Holdings LimitedHyperscaler$507.0BHKSE·CN
9988.HKAlibaba Group Holding LimitedHyperscaler$256.9BHKSE·CN
9984.TSoftBank Group Corp.Other$251.3BJPX·JP
IBMInternational Business Machines CorporationOther$234.1BNYSE·US
NETCloudflare, Inc.Other$79.5BNYSE·US
9432.TNTT, Inc.Other$72.9BJPX·JP
NBISNebius Group N.V.Neocloud$68.8BNASDAQ·NL
CRWVCoreWeave, Inc.Neocloud$64.4BNASDAQ·US
9434.TSoftBank Corp.Other$62.4BJPX·JP
BIDUBaidu, Inc.Hyperscaler$38.0BNASDAQ·CN
035420.KSNAVER CorporationOther$22.4BKSC·KR
IRENIREN LimitedNeocloud$21.4BNASDAQ·AU
AKAMAkamai Technologies, Inc.Other$18.2BNASDAQ·US
DOCNDigitalOcean Holdings, Inc.Other$18.1BNYSE·US
OVH.PAOVH Groupe S.A.Other$2.8BPAR·FR
SIFYSify Technologies LimitedOther$1.1BNASDAQ·IN