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$4.12TNASDAQ·US
MSFTMicrosoft CorporationHyperscaler$3.57TNASDAQ·US
AMZNAmazon.com, Inc.Hyperscaler$2.80TNASDAQ·US
0700.HKTencent Holdings LimitedHyperscaler$525.2BHKSE·CN
ORCLOracle CorporationHyperscaler$409.2BNYSE·US
9988.HKAlibaba Group Holding LimitedHyperscaler$300.8BHKSE·CN
IBMInternational Business Machines CorporationOther$220.2BNYSE·US
9984.TSoftBank Group Corp.Other$188.6BJPX·JP
NETCloudflare, Inc.Other$99.0BNYSE·US
9432.TNTT, Inc.Other$85.2BJPX·JP
9434.TSoftBank Corp.Other$70.4BJPX·JP
NBISNebius Group N.V.Neocloud$52.8BNASDAQ·NL
CRWVCoreWeave, Inc.Neocloud$49.0BNASDAQ·US
BIDUBaidu, Inc.Hyperscaler$31.3BNASDAQ·CN
035420.KSNAVER CorporationOther$24.0BKSC·KR
AKAMAkamai Technologies, Inc.Other$16.0BNASDAQ·US
IRENIREN LimitedNeocloud$15.2BNASDAQ·AU
DOCNDigitalOcean Holdings, Inc.Other$13.4BNYSE·US
OVH.PAOVH Groupe S.A.Other$2.9BPAR·FR
SIFYSify Technologies LimitedOther$1.0BNASDAQ·IN