큐레이션 · AI·반도체

Cloud platforms

InspectStocks 제공Published 2026년 10월 14일15 companies0 followers

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

AI 모델의 도움으로 묶고 편집자가 검토했습니다. 각 기업 아래의 한 줄이 이 기업이 여기 있는 이유를 설명합니다.

Download image

카드 티어

주가는 2026년 11월 11일 종가이며, IEX 거래소 피드 기준입니다.

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%

Sort by

MSFTMICROSOFT CORPORATION
Software infrastructureMarket cap US$3.87TP/E 27.18
US$520.83+2.7%1Y
Since added -4.2%
C+
성장과 현금
성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$346.4B+17.9%
Profit
US$142.6B+36.0%
Free cash flow
US$60B-23.1%
Discuss
Why it is here: Sells Azure cloud computing alongside business software, gaming and advertising
AMZNAMAZON.COM, INC.
Internet retailMarket cap US$2.88TP/E 21.52
US$266.23+9.0%1Y
Since added +2.9%
D
성장과 현금
혼조
Business trend
안정
Business quality
양호
Getting better
개선 중
Revenue
US$797.5B+15.4%
Profit
US$134.8B+76.2%
Free cash flow
-US$46.9B-544.1%
Discuss
Why it is here: Provides AWS cloud computing services
GOOGLAlphabet Inc.
Internet content and informationMarket cap US$3.63TP/E 15.32
US$293.55+2.7%1Y
Since added -17.0%
C+
성장과 현금
성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$471.1B+22.2%
Profit
US$235.7B+89.7%
Free cash flow
US$19.7B-73.2%
Discuss
Why it is here: Sells Google Cloud computing and software services
ORCLOracle Corporation
Software infrastructureMarket cap US$388.2BP/E 20.12
US$128.38-42.7%1Y
Since added -10.4%
D
성장과 현금
혼조
Business trend
가속
Business quality
양호
Getting better
개선 중
Revenue
US$71.8B+21.6%
Profit
US$18.9B+52.1%
Free cash flow
-US$28.7B-388.4%
Discuss
Why it is here: Sells cloud computing services
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION
Information technology servicesMarket cap US$234.5BP/E 21.12
US$248.14-19.6%1Y
Since added +7.5%
A+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$69.9B+6.8%
Profit
US$11.2B+41.3%
Free cash flow
US$14.7B+17.5%
Discuss
Why it is here: Sells hybrid cloud and business software
BABAAlibaba Group Holding Ltd
Internet retailMarket cap US$245.2BP/E 23.52
US$101.52-35.1%1Y
Since added -8.4%
B
이익과 순자산가치
강하게 성장 중
Business quality
혼조
Getting better
혼조
Revenue
US$157.1B+4.4%
Profit
US$11B-50.6%
Free cash flow
Not reported
Discuss
Why it is here: Sells cloud computing services
CRWVCoreWeave, Inc.
Software infrastructureMarket cap US$33.5BP/E 없음 (영업손실)
US$60.80-28.8%1Y
Since added -21.9%
D-
성장과 현금
혼조
Business trend
안정
Business quality
취약
Getting better
개선 중
Revenue
US$9.9B+129.6%
Profit
-US$2.5B-229.8%
Free cash flow
-US$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 US$43.5BP/E 없음 (영업손실)
US$155.05+64.3%1Y
Since added -25.1%
D
성장과 현금
혼조
Business trend
안정
Business quality
혼조
Getting better
개선 중
Revenue
US$1.4B+506.9%
Profit
US$42.4M-82.6%
Free cash flow
-US$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 US$10.3BP/E 311.46
US$87.21+80.3%1Y
Since added -32.0%
A
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
혼조
Getting better
개선 중
Revenue
US$1.1B+27.6%
Profit
US$34.3M-86.4%
Free cash flow
US$244.1M+39.1%
Discuss
Why it is here: Provides cloud hosting and infrastructure to developers and small businesses
NETCloudflare, Inc.
Software infrastructureMarket cap US$112.9BP/E 없음 (영업손실)
US$315.14+39.6%1Y
Since added -9.3%
A-
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
취약
Getting better
혼조
Revenue
US$2.7B+35.7%
Profit
-US$239.1M-132.0%
Free cash flow
US$359.5M+52.0%
Discuss
Why it is here: Sells CDN, web delivery and network services
AKAMAkamai Technologies, Inc
Software infrastructureMarket cap US$12.5BP/E 33.72
US$86.65-3.8%1Y
Since added -13.3%
C
성장과 현금
성장 중
Business trend
안정
Business quality
혼조
Getting better
개선 중
Revenue
US$4.4B+6.2%
Profit
US$387.9M-23.5%
Free cash flow
US$545.2M-46.9%
Discuss
Why it is here: Provides CDN, web delivery and cloud services to businesses
NTNXNUTANIX, INC.
Software infrastructureMarket cap US$16.3BP/E 11.63
US$60.12-11.2%1Y
Since added -17.5%
A
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
양호
Getting better
개선 중
Revenue
US$2.9B+12.4%
Profit
US$1.5B+700.0%
Free cash flow
US$840.7M+12.1%
Discuss
Why it is here: Sells hyperconverged infrastructure and hybrid cloud software
BIDUBaidu, Inc.
Internet content and informationMarket cap US$2.8BP/E 없음 (영업손실)
US$79.76-38.1%1Y
Since added -4.7%
F-
성장과 현금
성장하지 않음
Business trend
축소
Business quality
취약
Getting better
악화 중
Revenue
US$19.1B-4.2%
Profit
-US$554M-113.2%
Free cash flow
-US$2.3B-215.2%
Discuss
Why it is here: Sells AI cloud computing services
KCKingsoft Cloud Holdings Ltd
Software applicationMarket cap US$2.5BP/E 없음 (영업손실)
US$8.53-26.1%1Y
Since added -8.4%
D-
이익과 순자산가치
혼조
Business quality
취약
Getting better
혼조
Revenue
US$1.7B+30.6%
Profit
-US$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 US$7.4BP/E 없음 (영업손실)
US$20.83-62.6%1Y
Since added -40.2%
F-
성장과 현금
성장하지 않음
Business trend
축소
Business quality
취약
Getting better
악화 중
Revenue
US$694.7M+0.9%
Profit
-US$1.4B-357.9%
Free cash flow
-US$2.5B-862.2%
Discuss
Why it is here: Runs data centres that rent GPU cloud capacity for AI, alongside bitcoin mining

Green and red compare each figure with the same window a year earlier. Grades and checks are the company page's own; nothing here is a recommendation.

DiscussionNo comments yet

Be civil and stick to the companies. Comments are opinions, not advice.

Lists are their owners' own, and notes and comments are opinions. Grades describe businesses from their filings; nothing here is a recommendation to buy or sell.