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
MSFTMicrosoft CorporationHyperscaler$3.87TNASDAQ·US
GOOGLAlphabet Inc.Hyperscaler$3.40TNASDAQ·US
AMZNAmazon.com, Inc.Hyperscaler$2.58TNASDAQ·US
0700.HKTencent Holdings LimitedHyperscaler$440.4BHKSE·CN
ORCLOracle CorporationHyperscaler$396.1BNYSE·US
9988.HKAlibaba Group Holding LimitedHyperscaler$246.1BHKSE·CN
IBMInternational Business Machines CorporationOther$242.6BNYSE·US
9984.TSoftBank Group Corp.Other$162.2BJPX·JP
NETCloudflare, Inc.Other$98.1BNYSE·US
9432.TNTT, Inc.Other$89.6BJPX·JP
9434.TSoftBank Corp.Other$71.1BJPX·JP
NBISNebius Group N.V.Neocloud$36.5BNASDAQ·NL
CRWVCoreWeave, Inc.Neocloud$29.8BNASDAQ·US
BIDUBaidu, Inc.Hyperscaler$26.0BNASDAQ·CN
035420.KSNAVER CorporationOther$19.3BKSC·KR
AKAMAkamai Technologies, Inc.Other$13.3BNASDAQ·US
DOCNDigitalOcean Holdings, Inc.Other$10.2BNYSE·US
IRENIREN LimitedNeocloud$9.5BNASDAQ·AU
OVH.PAOVH Groupe S.A.Other$2.2BPAR·FR
SIFYSify Technologies LimitedOther$0.9BNASDAQ·IN