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  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

AI Cloud

Hyperscalers, neoclouds, GPU clouds, and compute providers that rent or operate AI capacity.

20Companies3Segments18Shown
All AI Cloud18Hyperscaler7Neocloud3Other8
Market capAll caps20> $10B18> $100B9
18 companiesSorted by market cap
  • GOOGLAlphabet Inc.Hyperscaler$4.17TNASDAQ·US›
  • MSFTMicrosoft CorporationHyperscaler$3.60TNASDAQ·US›
  • AMZNAmazon.com, Inc.Hyperscaler$2.79TNASDAQ·US›
  • 0700.HKTencent Holdings LimitedHyperscaler$525.3BHKSE·CN›
  • ORCLOracle CorporationHyperscaler$425.3BNYSE·US›
  • 9988.HKAlibaba Group Holding LimitedHyperscaler$300.9BHKSE·CN›
  • IBMInternational Business Machines CorporationOther$224.6BNYSE·US›
  • 9984.TSoftBank Group Corp.Other$188.4BJPX·JP›
  • NETCloudflare, Inc.Other$102.8BNYSE·US›
  • 9432.TNTT, Inc.Other$85.1BJPX·JP›
  • 9434.TSoftBank Corp.Other$70.4BJPX·JP›
  • NBISNebius Group N.V.Neocloud$53.5BNASDAQ·NL›
  • CRWVCoreWeave, Inc.Neocloud$48.7BNASDAQ·US›
  • BIDUBaidu, Inc.Hyperscaler$32.0BNASDAQ·CN›
  • 035420.KSNAVER CorporationOther$24.0BKSC·KR›
  • AKAMAkamai Technologies, Inc.Other$16.1BNASDAQ·US›
  • IRENIREN LimitedNeocloud$14.9BNASDAQ·AU›
  • DOCNDigitalOcean Holdings, Inc.Other$13.3BNYSE·US›
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