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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
17
Shown
All AI Cloud
17
Hyperscaler
7
Neocloud
2
Other
8
Market cap
All caps
20
> $10B
17
> $100B
8
17 companies
Sorted by market cap
MSFT
Microsoft Corporation
Hyperscaler
$3.88T
NASDAQ·US
›
GOOGL
Alphabet Inc.
Hyperscaler
$3.44T
NASDAQ·US
›
AMZN
Amazon.com, Inc.
Hyperscaler
$2.60T
NASDAQ·US
›
0700.HK
Tencent Holdings Limited
Hyperscaler
$440.5B
HKSE·CN
›
ORCL
Oracle Corporation
Hyperscaler
$396.9B
NYSE·US
›
9988.HK
Alibaba Group Holding Limited
Hyperscaler
$246.2B
HKSE·CN
›
IBM
International Business Machines Corporation
Other
$242.2B
NYSE·US
›
9984.T
SoftBank Group Corp.
Other
$162.4B
JPX·JP
›
NET
Cloudflare, Inc.
Other
$98.3B
NYSE·US
›
9432.T
NTT, Inc.
Other
$89.7B
JPX·JP
›
9434.T
SoftBank Corp.
Other
$71.2B
JPX·JP
›
NBIS
Nebius Group N.V.
Neocloud
$37.9B
NASDAQ·NL
›
CRWV
CoreWeave, Inc.
Neocloud
$30.2B
NASDAQ·US
›
BIDU
Baidu, Inc.
Hyperscaler
$26.2B
NASDAQ·CN
›
035420.KS
NAVER Corporation
Other
$19.2B
KSC·KR
›
AKAM
Akamai Technologies, Inc.
Other
$13.6B
NASDAQ·US
›
DOCN
DigitalOcean Holdings, Inc.
Other
$10.5B
NYSE·US
›
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