AI Cloud
Hyperscalers, neoclouds, GPU clouds, and compute providers that rent or operate AI capacity.
Mapped companies
26
Segments
0
Largest
NVDA
Stack layer
Deployment
Segment
Optional filters for obvious buckets only.
Company Universe
AI Cloud names above $1B
26 shown, sorted by approximate USD market cap
NVDA
NVIDIA Corporation
Core merchant AI accelerator and cluster platform.
Market cap
$5.06T
GOOGL
Alphabet Inc.
Major AI cloud provider with custom TPU infrastructure and broad model training, inference, and platform services.
Market cap
$4.17T
MSFT
Microsoft Corporation
Core AI cloud buyer and seller, with Azure capacity supporting enterprise AI workloads and major frontier-model partners.
Market cap
$3.15T
AMZN
Amazon.com, Inc.
One of the largest global suppliers of rented AI compute, model hosting, and AI platform capacity.
Market cap
$2.84T
0700.HK
Tencent Holdings Limited
China hyperscale AI cloud provider with GPU infrastructure, MaaS, and enterprise AI platform exposure.
Market cap
$569.8B
ORCL
Oracle Corporation
Major AI training and inference cloud, especially for large GPU cluster rentals and database-adjacent AI workloads.
Market cap
$498.4B
9988.HK
Alibaba Group Holding Limited
Large regional hyperscale AI cloud with accelerator pooling, model serving, and enterprise AI infrastructure exposure.
Market cap
$323.3B
IBM
International Business Machines Corporation
Enterprise AI cloud provider with dedicated accelerator clusters and hybrid-cloud AI infrastructure.
Market cap
$217.6B
9432.T
NTT, Inc.
Regional AI cloud and edge infrastructure provider building GPU-as-a-service and AI factory capacity.
Market cap
$77.8B
NET
Cloudflare, Inc.
Edge AI inference cloud with GPU capacity exposed through developer APIs rather than traditional VM rentals.
Market cap
$72.9B
9434.T
SoftBank Corp.
Sovereign AI cloud provider with large NVIDIA GPU deployments and planned customer-facing accelerated compute services.
Market cap
$66.0B
CRWV
CoreWeave, Inc.
Pure-play public AI cloud provider with large-scale NVIDIA GPU capacity and major AI lab and hyperscaler customers.
Market cap
$57.9B
BIDU
Baidu, Inc.
China AI cloud and foundation-model platform with enterprise model training and inference infrastructure.
Market cap
$43.8B
NBIS
Nebius Group N.V.
Public neocloud with NVIDIA GPU capacity, AI-native software, and large contracted demand from hyperscale customers.
Market cap
$35.3B
035420.KS
NAVER Corporation
Regional AI cloud provider with NVIDIA GPU clusters supporting Korea's sovereign AI infrastructure and enterprise workloads.
Market cap
$21.8B
IREN
IREN Limited
Public AI compute hosting pivot with powered data center assets and customer-facing GPU cloud capacity.
Market cap
$16.8B
AKAM
Akamai Technologies, Inc.
Edge AI inference cloud with NVIDIA-backed accelerated compute capacity for latency-sensitive AI applications.
Market cap
$14.0B
APLD
Applied Digital Corporation
AI/HPC hosting and cloud infrastructure provider with large-scale data center capacity marketed to AI customers.
Market cap
$10.0B
DOCN
DigitalOcean Holdings, Inc.
Public developer-cloud route to rented GPU capacity, model training, inference, and AI app infrastructure.
Market cap
$9.8B
WULF
TeraWulf Inc.
Public AI compute hosting pivot with contracted and planned high-density data center capacity for AI workloads.
Market cap
$8.7B
HUT
Hut 8 Corp.
Public AI infrastructure pivot using powered sites and hosting capacity for AI and high-performance compute customers.
Market cap
$8.5B
CIFR
Cipher Mining Inc.
Public AI compute hosting pivot with powered campus assets and hyperscale-style AI infrastructure demand.
Market cap
$7.4B
CORZ
Core Scientific, Inc.
AI compute hosting provider with large CoreWeave HPC contracts and a failed acquisition that leaves CORZ separately public.
Market cap
$6.6B
BTDR
Bitdeer Technologies Group
Smaller public AI cloud and hosting pivot with data center capacity adjacent to bitcoin mining operations.
Market cap
$2.5B
OVH.PA
OVH Groupe S.A.
Public sovereign-cloud provider with rentable AI compute capacity and European cloud infrastructure exposure.
Market cap
$1.7B
SIFY
Sify Technologies Limited
Regional public AI cloud provider with enterprise GPU-as-a-service and data center infrastructure exposure.
Market cap
$1.1B