キュレーション · AI・半導体

Cloud platforms

InspectStocks 編集Published 2026年10月14日15 companies0 followers

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

AI モデルの助けを借りてグループ分けし、編集部が確認しました。各企業の下の一行が、ここに入っている理由を説明します。

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株価は2026年11月11日の終値です（IEX取引所のデータ）。

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+
成長と現金
成長中
Business trend
安定
Business quality
高い
Getting better
改善中
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
成長と現金
まちまち
Business trend
安定
Business quality
堅実
Getting better
改善中
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+
成長と現金
成長中
Business trend
加速
Business quality
高い
Getting better
改善中
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
成長と現金
まちまち
Business trend
加速
Business quality
堅実
Getting better
改善中
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+
成長と現金
力強く成長
Business trend
安定
Business quality
高い
Getting better
改善中
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
利益と純資産
力強く成長
Business quality
まちまち
Getting better
まちまち
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 $33.5BPERなし（営業損失）
$60.80-28.8%1Y
Since added -21.9%
D-
成長と現金
まちまち
Business trend
安定
Business quality
弱い
Getting better
改善中
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 $43.5BPERなし（営業損失）
$155.05+64.3%1Y
Since added -25.1%
D
成長と現金
まちまち
Business trend
安定
Business quality
まちまち
Getting better
改善中
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
成長と現金
力強く成長
Business trend
安定
Business quality
まちまち
Getting better
改善中
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 $112.9BPERなし（営業損失）
$315.14+39.6%1Y
Since added -9.3%
A-
成長と現金
力強く成長
Business trend
安定
Business quality
弱い
Getting better
まちまち
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
成長と現金
成長中
Business trend
安定
Business quality
まちまち
Getting better
改善中
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
成長と現金
力強く成長
Business trend
安定
Business quality
堅実
Getting better
改善中
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 $2.8BPERなし（営業損失）
$79.76-38.1%1Y
Since added -4.7%
F-
成長と現金
成長していない
Business trend
縮小
Business quality
弱い
Getting better
悪化中
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 $2.5BPERなし（営業損失）
$8.53-26.1%1Y
Since added -8.4%
D-
利益と純資産
まちまち
Business quality
弱い
Getting better
まちまち
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 $7.4BPERなし（営業損失）
$20.83-62.6%1Y
Since added -40.2%
F-
成長と現金
成長していない
Business trend
縮小
Business quality
弱い
Getting better
悪化中
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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