Curata · IA e semiconduttori

Neoclouds & AI hosts

Di InspectStocksPublished 26 ott 202615 companies0 followers

Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.

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Schede Fasce

I prezzi delle azioni sono quelli di chiusura del 11 nov 2026, dal feed della borsa IEX.

Grade mix

A 1D 6F 8

Revenue growing

12 of 14

Free cash flow growing

2 of 14

Median price move, 1 year

-32,2%

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CRWVCoreWeave, Inc.
Software infrastructureMarket cap 33,5B USDNessun P/E (perdita operativa)
60,80 USD-28,8%1Y
Since added +12,1%
D-
Crescita e cassa
Misto
Business trend
Stabile
Business quality
Debole
Getting better
In miglioramento
Revenue
9,9B USD+129,6%
Profit
-2,5B USD-229,8%
Free cash flow
-13,7B USD-72,1%
Discuss
Why it is here: Rents GPU computing to AI labs and cloud providers
NBISNEBIUS GROUP N.V.
Internet content and informationMarket cap 43,5B USDNessun P/E (perdita operativa)
155,05 USD+64,3%1Y
Since added -2,3%
D
Crescita e cassa
Misto
Business trend
Stabile
Business quality
Mista
Getting better
In miglioramento
Revenue
1,4B USD+506,9%
Profit
42,4M USD-82,6%
Free cash flow
-3,7B USD-555,1%
Discuss
Why it is here: Rents GPU computing and AI cloud software
IRENIREN Limited
Capital marketsMarket cap 7,4B USDNessun P/E (perdita operativa)
20,83 USD-62,6%1Y
Since added -16,4%
F-
Crescita e cassa
Non cresce
Business trend
In contrazione
Business quality
Debole
Getting better
In peggioramento
Revenue
694,7M USD+0,9%
Profit
-1,4B USD-357,9%
Free cash flow
-2,5B USD-862,2%
Discuss
Why it is here: Former bitcoin miner, now rents GPU computing
HUTHut 8 Corp.
Capital marketsMarket cap 7,3B USDNessun P/E (perdita operativa)
61,07 USD+46,3%1Y
Since added -0,3%
F-
Crescita e cassa
Misto
Business trend
In contrazione
Business quality
Debole
Getting better
In peggioramento
Revenue
305,5M USD+71,3%
Profit
-518,7M USD-352,1%
Free cash flow
-1,2B USD-306,5%
Discuss
Why it is here: Builds and leases AI data-centre campuses
APLDAPPLIED DIGITAL CORPORATION
Information technology servicesMarket cap 5,4B USDNessun P/E (perdita operativa)
17,91 USD-32,2%1Y
Since added -1,9%
D-
Crescita e cassa
Misto
Business trend
Stabile
Business quality
Debole
Getting better
In miglioramento
Revenue
300,9M USD+117,0%
Profit
-351,5M USD-44,2%
Free cash flow
-4,5B USD-346,5%
Discuss
Why it is here: Builds and leases AI data centres
CORZCore Scientific, Inc./tx
Software infrastructureMarket cap 4,7B USDNessun P/E (perdita operativa)
14,60 USD-11,2%1Y
Since added +11,4%
D-
Crescita e cassa
Misto
Business trend
In accelerazione
Business quality
Debole
Getting better
Misto
Revenue
592,1M USD+77,2%
Profit
-108,4M USD+86,4%
Free cash flow
-1,3B USD-283,9%
Discuss
Why it is here: Hosts GPU capacity for CoreWeave
CIFRCipher Digital Inc.
Information technology servicesMarket cap 3,2B USDNessun P/E (perdita operativa)
7,11 USD-59,1%1Y
Since added -10,5%
F-
Crescita e cassa
Non cresce
Business trend
In contrazione
Business quality
Debole
Getting better
In peggioramento
Revenue
146,1M USD-29,2%
Profit
-1,1B USD-1437,6%
Free cash flow
-3,1B USD-525,2%
Discuss
Why it is here: Bitcoin miner leasing data-centre capacity for AI
WULFTERAWULF INC.
Capital marketsMarket cap 6,7B USDNessun P/E (perdita operativa)
13,38 USD+5,9%1Y
Since added +18,2%
D-
Crescita e cassa
Misto
Business trend
Stabile
Business quality
Debole
Getting better
In peggioramento
Revenue
190,8M USD+13,9%
Profit
-784,2M USD-39,0%
Free cash flow
-3,1B USD-360,1%
Discuss
Why it is here: Bitcoin miner leasing data-centre capacity for AI
GLXYGalaxy Digital Inc.
Capital marketsMarket cap 6,2B USDNo P/E
15,97 USD-48,9%1Y
Since added +8,8%
F
Crescita e cassa
Non cresce
Business trend
In contrazione
Business quality
Mista
Getting better
In peggioramento
Revenue
37B USD-43,8%
Profit
-460,5M USD-228,7%
Free cash flow
-2,1B USD-661,6%
Discuss
Why it is here: Crypto firm building an AI data-centre campus
RIOTRIOT PLATFORMS, INC.
Capital marketsMarket cap 6,9B USDNessun P/E (perdita operativa)
18,27 USD+18,2%1Y
Since added +45,8%
F-
Crescita e cassa
Misto
Business trend
In rallentamento
Business quality
Debole
Getting better
In peggioramento
Revenue
675,7M USD+6,1%
Profit
-1,4B USD-968,5%
Free cash flow
-901,1M USD-21,3%
Discuss
Why it is here: Bitcoin miner converting sites to AI computing
BTDRBITDEER TECHNOLOGIES GROUP
Software applicationMarket cap 1,7B USDNessun P/E (perdita operativa)
7,03 USD-49,6%1Y
Since added +1,0%
D-
Crescita e cassa
Misto
Business trend
Stabile
Business quality
Debole
Getting better
Misto
Revenue
963,3M USD+107,4%
Profit
-306,8M USD+41,0%
Free cash flow
-2B USD-165,8%
Discuss
Why it is here: Bitcoin miner and chipmaker adding AI cloud
KEELKeel Infrastructure Corp.
Information technology servicesMarket cap 1,3B USDNessun P/E (perdita operativa)
2,07 USD-34,7%1Y
Since added -4,6%
F-
Crescita e cassa
Misto
Business trend
In contrazione
Business quality
Debole
Getting better
In peggioramento
Revenue
147,8M USDNo comparable year
Profit
-457,8M USDNo comparable year
Free cash flow
-325,3M USDNo comparable year
Discuss
Why it is here: AI data centres (formerly Bitfarms)
WYFIWHITEFIBER, INC.
Information technology servicesMarket cap 473,7M USDNessun P/E (perdita operativa)
10,46 USD-54,0%1Y
Since added +4,8%
F-
Crescita e cassa
Misto
Business trend
In rallentamento
Business quality
Debole
Getting better
Misto
Revenue
98,3M USD+40,1%
Profit
-130M USD-437,2%
Free cash flow
-391M USD-60,0%
Discuss
Why it is here: Rents GPU computing (spun out of Bit Digital)
HIVEHIVE DIGITAL TECHNOLOGIES LTD.
Capital marketsMarket cap 485,9M USDNo P/E
1,76 USD-57,2%1Y
Since added -9,1%
F-
Crescita e cassa
Misto
Business trend
In contrazione
Business quality
Debole
Getting better
Misto
Revenue
328,9M USD+70,2%
Profit
-389,3M USD-1230,6%
Free cash flow
-30,6M USD+53,1%
Discuss
Why it is here: Bitcoin miner renting GPU computing
DOCNDigitalOcean Holdings, Inc.
Software infrastructureMarket cap 10,3B USDP/E 311,46
87,21 USD+80,3%1Y
Since added -6,4%
A
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Mista
Getting better
In miglioramento
Revenue
1,1B USD+27,6%
Profit
34,3M USD-86,4%
Free cash flow
244,1M USD+39,1%
Discuss
Why it is here: Cloud for developers, including GPU computing

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