Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

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

Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

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

Agent API Subscribe

Pokedex/AI Cloud

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Fabless65 Foundry16 Memory22 Networking59 Optics48 Semicap61 Materials81 Integration70 DC Infra106 Robotics75 AI Cloud20 AI Model5

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Industry

AI Cloud

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

20Companies3Segments8Shown

All AI Cloud8 Hyperscaler6 Neocloud0 Other2

Market capAll caps20 > $10B17 > $100B8

8 companiesSorted by market cap

MSFTMicrosoft CorporationHyperscaler$3.87TNASDAQ·US
GOOGLAlphabet Inc.Hyperscaler$3.44TNASDAQ·US
AMZNAmazon.com, Inc.Hyperscaler$2.59TNASDAQ·US
0700.HKTencent Holdings LimitedHyperscaler$440.5BHKSE·CN
ORCLOracle CorporationHyperscaler$397.8BNYSE·US
9988.HKAlibaba Group Holding LimitedHyperscaler$246.2BHKSE·CN
IBMInternational Business Machines CorporationOther$242.2BNYSE·US
9984.TSoftBank Group Corp.Other$162.4BJPX·JP

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