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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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Pokedex
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
Agent APISubscribe
Sign in
Pokedex/AI Cloud
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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.

20Companies3Segments10Shown
All AI Cloud20Hyperscaler7Neocloud3Other10
Market capAll caps10> $10B8> $100B2
Other - 10 companiesSorted by market cap
  • 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›
  • 9434.TSoftBank Corp.Other$62.4BJPX·JP›
  • 035420.KSNAVER CorporationOther$22.4BKSC·KR›
  • 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›
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