Neoclouds & AI hosts
Companies that rent out GPU computing power, or build and lease the data halls it runs in. Several are former bitcoin miners.
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。
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 1D 6F 8
Revenue growing
12 of 14
Free cash flow growing
2 of 14
Median price move, 1 year
-32.2%
CRWVCoreWeave, Inc.Software infrastructureMarket cap $33.5BPERなし（営業損失）
$60.80-28.8%1YSince added +12.1%
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%Why it is here: Rents GPU computing to AI labs and cloud providers
NBISNEBIUS GROUP N.V.Internet content and informationMarket cap $43.5BPERなし（営業損失）
$155.05+64.3%1YSince added -2.3%
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%Why it is here: Rents GPU computing and AI cloud software
IRENIREN LimitedCapital marketsMarket cap $7.4BPERなし（営業損失）
$20.83-62.6%1YSince added -16.4%
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%Why it is here: Former bitcoin miner, now rents GPU computing
HUTHut 8 Corp.Capital marketsMarket cap $7.3BPERなし（営業損失）
$61.07+46.3%1YSince added -0.3%
F-- 成長と現金
- まちまち
- Business trend
- 縮小
- Business quality
- 弱い
- Getting better
- 悪化中
Revenue
$305.5M+71.3%Profit
-$518.7M-352.1%Free cash flow
-$1.2B-306.5%Why it is here: Builds and leases AI data-centre campuses
APLDAPPLIED DIGITAL CORPORATIONInformation technology servicesMarket cap $5.4BPERなし（営業損失）
$17.91-32.2%1YSince added -1.9%
D-- 成長と現金
- まちまち
- Business trend
- 安定
- Business quality
- 弱い
- Getting better
- 改善中
Revenue
$300.9M+117.0%Profit
-$351.5M-44.2%Free cash flow
-$4.5B-346.5%Why it is here: Builds and leases AI data centres
CORZCore Scientific, Inc./txSoftware infrastructureMarket cap $4.7BPERなし（営業損失）
$14.60-11.2%1YSince added +11.4%
D-- 成長と現金
- まちまち
- Business trend
- 加速
- Business quality
- 弱い
- Getting better
- まちまち
Revenue
$592.1M+77.2%Profit
-$108.4M+86.4%Free cash flow
-$1.3B-283.9%Why it is here: Hosts GPU capacity for CoreWeave
CIFRCipher Digital Inc.Information technology servicesMarket cap $3.2BPERなし（営業損失）
$7.11-59.1%1YSince added -10.5%
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
$146.1M-29.2%Profit
-$1.1B-1,437.6%Free cash flow
-$3.1B-525.2%Why it is here: Bitcoin miner leasing data-centre capacity for AI
WULFTERAWULF INC.Capital marketsMarket cap $6.7BPERなし（営業損失）
$13.38+5.9%1YSince added +18.2%
D-- 成長と現金
- まちまち
- Business trend
- 安定
- Business quality
- 弱い
- Getting better
- 悪化中
Revenue
$190.8M+13.9%Profit
-$784.2M-39.0%Free cash flow
-$3.1B-360.1%Why it is here: Bitcoin miner leasing data-centre capacity for AI
GLXYGalaxy Digital Inc.Capital marketsMarket cap $6.2BNo P/E
$15.97-48.9%1YSince added +8.8%
F- 成長と現金
- 成長していない
- Business trend
- 縮小
- Business quality
- まちまち
- Getting better
- 悪化中
Revenue
$37B-43.8%Profit
-$460.5M-228.7%Free cash flow
-$2.1B-661.6%Why it is here: Crypto firm building an AI data-centre campus
RIOTRIOT PLATFORMS, INC.Capital marketsMarket cap $6.9BPERなし（営業損失）
$18.27+18.2%1YSince added +45.8%
F-- 成長と現金
- まちまち
- Business trend
- 減速
- Business quality
- 弱い
- Getting better
- 悪化中
Revenue
$675.7M+6.1%Profit
-$1.4B-968.5%Free cash flow
-$901.1M-21.3%Why it is here: Bitcoin miner converting sites to AI computing
BTDRBITDEER TECHNOLOGIES GROUPSoftware applicationMarket cap $1.7BPERなし（営業損失）
$7.03-49.6%1YSince added +1.0%
D-- 成長と現金
- まちまち
- Business trend
- 安定
- Business quality
- 弱い
- Getting better
- まちまち
Revenue
$963.3M+107.4%Profit
-$306.8M+41.0%Free cash flow
-$2B-165.8%Why it is here: Bitcoin miner and chipmaker adding AI cloud
KEELKeel Infrastructure Corp.Information technology servicesMarket cap $1.3BPERなし（営業損失）
$2.07-34.7%1YSince added -4.6%
F-- 成長と現金
- まちまち
- Business trend
- 縮小
- Business quality
- 弱い
- Getting better
- 悪化中
Revenue
$147.8MNo comparable yearProfit
-$457.8MNo comparable yearFree cash flow
-$325.3MNo comparable yearWhy it is here: AI data centres (formerly Bitfarms)
WYFIWHITEFIBER, INC.Information technology servicesMarket cap $473.7MPERなし（営業損失）
$10.46-54.0%1YSince added +4.8%
F-- 成長と現金
- まちまち
- Business trend
- 減速
- Business quality
- 弱い
- Getting better
- まちまち
Revenue
$98.3M+40.1%Profit
-$130M-437.2%Free cash flow
-$391M-60.0%Why it is here: Rents GPU computing (spun out of Bit Digital)
HIVEHIVE DIGITAL TECHNOLOGIES LTD.Capital marketsMarket cap $485.9MNo P/E
$1.76-57.2%1YSince added -9.1%
F-- 成長と現金
- まちまち
- Business trend
- 縮小
- Business quality
- 弱い
- Getting better
- まちまち
Revenue
$328.9M+70.2%Profit
-$389.3M-1,230.6%Free cash flow
-$30.6M+53.1%Why it is here: Bitcoin miner renting GPU computing
DOCNDigitalOcean Holdings, Inc.Software infrastructureMarket cap $10.3BP/E 311.46
$87.21+80.3%1YSince added -6.4%
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%Why it is here: Cloud for developers, including GPU computing
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