Selección · IA y semiconductores

Cloud platforms

Por InspectStocksPublished 14 oct 202615 companies0 followers

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

Agrupadas con ayuda de un modelo de IA y revisadas por nuestros editores. La línea bajo cada empresa explica por qué está aquí.

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Tarjetas Niveles

Los precios de las acciones son el cierre del 11 nov 2026, del feed de la bolsa IEX.

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 3,87T US$P/E 27,18
520,83 US$+2,7 %1Y
Since added -4,2 %
C+
Crecimiento y caja
Creciendo
Business trend
Estable
Business quality
Fuerte
Getting better
Mejorando
Revenue
346,4B US$+17,9 %
Profit
142,6B US$+36,0 %
Free cash flow
60B US$-23,1 %
Discuss
Why it is here: Sells Azure cloud computing alongside business software, gaming and advertising
AMZNAMAZON.COM, INC.
Internet retailMarket cap 2,88T US$P/E 21,52
266,23 US$+9,0 %1Y
Since added +2,9 %
D
Crecimiento y caja
Mixto
Business trend
Estable
Business quality
Sólida
Getting better
Mejorando
Revenue
797,5B US$+15,4 %
Profit
134,8B US$+76,2 %
Free cash flow
-46,9B US$-544,1 %
Discuss
Why it is here: Provides AWS cloud computing services
GOOGLAlphabet Inc.
Internet content and informationMarket cap 3,63T US$P/E 15,32
293,55 US$+2,7 %1Y
Since added -17,0 %
C+
Crecimiento y caja
Creciendo
Business trend
Acelerando
Business quality
Fuerte
Getting better
Mejorando
Revenue
471,1B US$+22,2 %
Profit
235,7B US$+89,7 %
Free cash flow
19,7B US$-73,2 %
Discuss
Why it is here: Sells Google Cloud computing and software services
ORCLOracle Corporation
Software infrastructureMarket cap 388,2B US$P/E 20,12
128,38 US$-42,7 %1Y
Since added -10,4 %
D
Crecimiento y caja
Mixto
Business trend
Acelerando
Business quality
Sólida
Getting better
Mejorando
Revenue
71,8B US$+21,6 %
Profit
18,9B US$+52,1 %
Free cash flow
-28,7B US$-388,4 %
Discuss
Why it is here: Sells cloud computing services
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION
Information technology servicesMarket cap 234,5B US$P/E 21,12
248,14 US$-19,6 %1Y
Since added +7,5 %
A+
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Fuerte
Getting better
Mejorando
Revenue
69,9B US$+6,8 %
Profit
11,2B US$+41,3 %
Free cash flow
14,7B US$+17,5 %
Discuss
Why it is here: Sells hybrid cloud and business software
BABAAlibaba Group Holding Ltd
Internet retailMarket cap 245,2B US$P/E 23,52
101,52 US$-35,1 %1Y
Since added -8,4 %
B
Beneficio y valor contable
Creciendo con fuerza
Business quality
Mixta
Getting better
Mixto
Revenue
157,1B US$+4,4 %
Profit
11B US$-50,6 %
Free cash flow
Not reported
Discuss
Why it is here: Sells cloud computing services
CRWVCoreWeave, Inc.
Software infrastructureMarket cap 33,5B US$Sin PER (pérdida operativa)
60,80 US$-28,8 %1Y
Since added -21,9 %
D-
Crecimiento y caja
Mixto
Business trend
Estable
Business quality
Débil
Getting better
Mejorando
Revenue
9,9B US$+129,6 %
Profit
-2,5B US$-229,8 %
Free cash flow
-13,7B US$-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 43,5B US$Sin PER (pérdida operativa)
155,05 US$+64,3 %1Y
Since added -25,1 %
D
Crecimiento y caja
Mixto
Business trend
Estable
Business quality
Mixta
Getting better
Mejorando
Revenue
1,4B US$+506,9 %
Profit
42,4M US$-82,6 %
Free cash flow
-3,7B US$-555,1 %
Discuss
Why it is here: Rents GPU cloud capacity for training and running AI models
DOCNDigitalOcean Holdings, Inc.
Software infrastructureMarket cap 10,3B US$P/E 311,46
87,21 US$+80,3 %1Y
Since added -32,0 %
A
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Mixta
Getting better
Mejorando
Revenue
1,1B US$+27,6 %
Profit
34,3M US$-86,4 %
Free cash flow
244,1M US$+39,1 %
Discuss
Why it is here: Provides cloud hosting and infrastructure to developers and small businesses
NETCloudflare, Inc.
Software infrastructureMarket cap 112,9B US$Sin PER (pérdida operativa)
315,14 US$+39,6 %1Y
Since added -9,3 %
A-
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Débil
Getting better
Mixto
Revenue
2,7B US$+35,7 %
Profit
-239,1M US$-132,0 %
Free cash flow
359,5M US$+52,0 %
Discuss
Why it is here: Sells CDN, web delivery and network services
AKAMAkamai Technologies, Inc
Software infrastructureMarket cap 12,5B US$P/E 33,72
86,65 US$-3,8 %1Y
Since added -13,3 %
C
Crecimiento y caja
Creciendo
Business trend
Estable
Business quality
Mixta
Getting better
Mejorando
Revenue
4,4B US$+6,2 %
Profit
387,9M US$-23,5 %
Free cash flow
545,2M US$-46,9 %
Discuss
Why it is here: Provides CDN, web delivery and cloud services to businesses
NTNXNUTANIX, INC.
Software infrastructureMarket cap 16,3B US$P/E 11,63
60,12 US$-11,2 %1Y
Since added -17,5 %
A
Crecimiento y caja
Creciendo con fuerza
Business trend
Estable
Business quality
Sólida
Getting better
Mejorando
Revenue
2,9B US$+12,4 %
Profit
1,5B US$+700,0 %
Free cash flow
840,7M US$+12,1 %
Discuss
Why it is here: Sells hyperconverged infrastructure and hybrid cloud software
BIDUBaidu, Inc.
Internet content and informationMarket cap 2,8B US$Sin PER (pérdida operativa)
79,76 US$-38,1 %1Y
Since added -4,7 %
F-
Crecimiento y caja
Sin crecer
Business trend
Contrayéndose
Business quality
Débil
Getting better
Deteriorándose
Revenue
19,1B US$-4,2 %
Profit
-554M US$-113,2 %
Free cash flow
-2,3B US$-215,2 %
Discuss
Why it is here: Sells AI cloud computing services
KCKingsoft Cloud Holdings Ltd
Software applicationMarket cap 2,5B US$Sin PER (pérdida operativa)
8,53 US$-26,1 %1Y
Since added -8,4 %
D-
Beneficio y valor contable
Mixto
Business quality
Débil
Getting better
Mixto
Revenue
1,7B US$+30,6 %
Profit
-90,5M US$+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 7,4B US$Sin PER (pérdida operativa)
20,83 US$-62,6 %1Y
Since added -40,2 %
F-
Crecimiento y caja
Sin crecer
Business trend
Contrayéndose
Business quality
Débil
Getting better
Deteriorándose
Revenue
694,7M US$+0,9 %
Profit
-1,4B US$-357,9 %
Free cash flow
-2,5B US$-862,2 %
Discuss
Why it is here: Runs data centres that rent GPU cloud capacity for AI, alongside bitcoin mining

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