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Fabless
65
Foundry
16
Memory
22
Networking
59
Optics
48
Semicap
61
Materials
81
Integration
70
DC Infra
106
Robotics
75
AI Cloud
20
AI Model
5
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Industry
AI Cloud
Hyperscalers, neoclouds, GPU clouds, and compute providers that rent or operate AI capacity.
20
Companies
3
Segments
All AI Cloud
20
Hyperscaler
7
Neocloud
3
Other
10
Market cap
All caps
20
> $10B
18
> $100B
8
20 companies
Sorted by market cap
GOOGL
Alphabet Inc.
Hyperscaler
$4.24T
NASDAQ·US
›
MSFT
Microsoft Corporation
Hyperscaler
$2.78T
NASDAQ·US
›
AMZN
Amazon.com, Inc.
Hyperscaler
$2.60T
NASDAQ·US
›
0700.HK
Tencent Holdings Limited
Hyperscaler
$493.8B
HKSE·CN
›
ORCL
Oracle Corporation
Hyperscaler
$459.4B
NYSE·US
›
IBM
International Business Machines Corporation
Other
$246.9B
NYSE·US
›
9988.HK
Alibaba Group Holding Limited
Hyperscaler
$243.4B
HKSE·CN
›
9984.T
SoftBank Group Corp.
Other
$232.4B
JPX·JP
›
NET
Cloudflare, Inc.
Other
$80.1B
NYSE·US
›
9432.T
NTT, Inc.
Other
$73.0B
JPX·JP
›
NBIS
Nebius Group N.V.
Neocloud
$61.5B
NASDAQ·NL
›
9434.T
SoftBank Corp.
Other
$60.7B
JPX·JP
›
CRWV
CoreWeave, Inc.
Neocloud
$55.9B
NASDAQ·US
›
BIDU
Baidu, Inc.
Hyperscaler
$37.0B
NASDAQ·CN
›
035420.KS
NAVER Corporation
Other
$19.3B
KSC·KR
›
IREN
IREN Limited
Neocloud
$18.6B
NASDAQ·AU
›
AKAM
Akamai Technologies, Inc.
Other
$17.5B
NASDAQ·US
›
DOCN
DigitalOcean Holdings, Inc.
Other
$15.7B
NYSE·US
›
OVH.PA
OVH Groupe S.A.
Other
$2.7B
PAR·FR
›
SIFY
Sify Technologies Limited
Other
$1.1B
NASDAQ·IN
›
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