Curated · AI & semiconductors

Cloud platforms

By InspectStocksPublished Oct 14, 202615 companies0 followers

Companies that rent computing power, storage and AI capacity over the internet.

Grouped with the help of an AI model and reviewed by our editors. The line under each company says why it is here.

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Cards Tiers

Share prices are the Nov 11, 2026 close, from the IEX exchange feed.

Grade mix

A 4B 1C 3D 5F 2

Revenue growing

14 of 15

Free cash flow growing

4 of 13

Median price move, 1 year

-11.2%

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MSFTMICROSOFT CORPORATION
Software infrastructureMarket cap $3.87TP/E 27.18
$520.83+2.7%1Y
Since added -4.2%
C+
Growth & cash
Growing
Business trend
Steady
Business quality
Strong
Getting better
Improving
Revenue
$346.4B+17.9%
Profit
$142.6B+36.0%
Free cash flow
$60B-23.1%
Discuss
Why it is here: Sells Azure cloud computing alongside business software, gaming and advertising
AMZNAMAZON.COM, INC.
Internet retailMarket cap $2.88TP/E 21.52
$266.23+9.0%1Y
Since added +2.9%
D
Growth & cash
Mixed
Business trend
Steady
Business quality
Solid
Getting better
Improving
Revenue
$797.5B+15.4%
Profit
$134.8B+76.2%
Free cash flow
-$46.9B-544.1%
Discuss
Why it is here: Provides AWS cloud computing services
GOOGLAlphabet Inc.
Internet content and informationMarket cap $3.63TP/E 15.32
$293.55+2.7%1Y
Since added -17.0%
C+
Growth & cash
Growing
Business trend
Accelerating
Business quality
Strong
Getting better
Improving
Revenue
$471.1B+22.2%
Profit
$235.7B+89.7%
Free cash flow
$19.7B-73.2%
Discuss
Why it is here: Sells Google Cloud computing and software services
ORCLOracle Corporation
Software infrastructureMarket cap $388.2BP/E 20.12
$128.38-42.7%1Y
Since added -10.4%
D
Growth & cash
Mixed
Business trend
Accelerating
Business quality
Solid
Getting better
Improving
Revenue
$71.8B+21.6%
Profit
$18.9B+52.1%
Free cash flow
-$28.7B-388.4%
Discuss
Why it is here: Sells cloud computing services
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION
Information technology servicesMarket cap $234.5BP/E 21.12
$248.14-19.6%1Y
Since added +7.5%
A+
Growth & cash
Growing strongly
Business trend
Steady
Business quality
Strong
Getting better
Improving
Revenue
$69.9B+6.8%
Profit
$11.2B+41.3%
Free cash flow
$14.7B+17.5%
Discuss
Why it is here: Sells hybrid cloud and business software
BABAAlibaba Group Holding Ltd
Internet retailMarket cap $245.2BP/E 23.52
$101.52-35.1%1Y
Since added -8.4%
B
Earnings & book value
Growing strongly
Business quality
Mixed
Getting better
Mixed
Revenue
$157.1B+4.4%
Profit
$11B-50.6%
Free cash flow
Not reported
Discuss
Why it is here: Sells cloud computing services
CRWVCoreWeave, Inc.
Software infrastructureMarket cap $33.5BNo P/E (operating loss)
$60.80-28.8%1Y
Since added -21.9%
D-
Growth & cash
Mixed
Business trend
Steady
Business quality
Weak
Getting better
Improving
Revenue
$9.9B+129.6%
Profit
-$2.5B-229.8%
Free cash flow
-$13.7B-72.1%
Discuss
Why it is here: Rents GPU cloud capacity to AI developers and enterprises
NBISNEBIUS GROUP N.V.
Internet content and informationMarket cap $43.5BNo P/E (operating loss)
$155.05+64.3%1Y
Since added -25.1%
D
Growth & cash
Mixed
Business trend
Steady
Business quality
Mixed
Getting better
Improving
Revenue
$1.4B+506.9%
Profit
$42.4M-82.6%
Free cash flow
-$3.7B-555.1%
Discuss
Why it is here: Rents GPU cloud capacity for training and running AI models
DOCNDigitalOcean Holdings, Inc.
Software infrastructureMarket cap $10.3BP/E 311.46
$87.21+80.3%1Y
Since added -32.0%
A
Growth & cash
Growing strongly
Business trend
Steady
Business quality
Mixed
Getting better
Improving
Revenue
$1.1B+27.6%
Profit
$34.3M-86.4%
Free cash flow
$244.1M+39.1%
Discuss
Why it is here: Provides cloud hosting and infrastructure to developers and small businesses
NETCloudflare, Inc.
Software infrastructureMarket cap $112.9BNo P/E (operating loss)
$315.14+39.6%1Y
Since added -9.3%
A-
Growth & cash
Growing strongly
Business trend
Steady
Business quality
Weak
Getting better
Mixed
Revenue
$2.7B+35.7%
Profit
-$239.1M-132.0%
Free cash flow
$359.5M+52.0%
Discuss
Why it is here: Sells CDN, web delivery and network services
AKAMAkamai Technologies, Inc
Software infrastructureMarket cap $12.5BP/E 33.72
$86.65-3.8%1Y
Since added -13.3%
C
Growth & cash
Growing
Business trend
Steady
Business quality
Mixed
Getting better
Improving
Revenue
$4.4B+6.2%
Profit
$387.9M-23.5%
Free cash flow
$545.2M-46.9%
Discuss
Why it is here: Provides CDN, web delivery and cloud services to businesses
NTNXNUTANIX, INC.
Software infrastructureMarket cap $16.3BP/E 11.63
$60.12-11.2%1Y
Since added -17.5%
A
Growth & cash
Growing strongly
Business trend
Steady
Business quality
Solid
Getting better
Improving
Revenue
$2.9B+12.4%
Profit
$1.5B+700.0%
Free cash flow
$840.7M+12.1%
Discuss
Why it is here: Sells hyperconverged infrastructure and hybrid cloud software
BIDUBaidu, Inc.
Internet content and informationMarket cap $2.8BNo P/E (operating loss)
$79.76-38.1%1Y
Since added -4.7%
F-
Growth & cash
Not growing
Business trend
Contracting
Business quality
Weak
Getting better
Deteriorating
Revenue
$19.1B-4.2%
Profit
-$554M-113.2%
Free cash flow
-$2.3B-215.2%
Discuss
Why it is here: Sells AI cloud computing services
KCKingsoft Cloud Holdings Ltd
Software applicationMarket cap $2.5BNo P/E (operating loss)
$8.53-26.1%1Y
Since added -8.4%
D-
Earnings & book value
Mixed
Business quality
Weak
Getting better
Mixed
Revenue
$1.7B+30.6%
Profit
-$90.5M+70.3%
Free cash flow
Not reported
Discuss
Why it is here: Provides public cloud computing and storage services in China to enterprises
IRENIREN Limited
Capital marketsMarket cap $7.4BNo P/E (operating loss)
$20.83-62.6%1Y
Since added -40.2%
F-
Growth & cash
Not growing
Business trend
Contracting
Business quality
Weak
Getting better
Deteriorating
Revenue
$694.7M+0.9%
Profit
-$1.4B-357.9%
Free cash flow
-$2.5B-862.2%
Discuss
Why it is here: Runs data centres that rent GPU cloud capacity for AI, alongside bitcoin mining

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