Curadoria · IA e semicondutores

Cloud platforms

Por InspectStocksPublished 14 de out. de 202615 companies0 follower

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

Agrupadas com a ajuda de um modelo de IA e revisadas pelos nossos editores. A linha abaixo de cada empresa diz por que ela está aqui.

Download image

Cartões Níveis

Os preços das ações são o fechamento de 11 de nov. de 2026, do feed da 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%

Sort by

MSFTMICROSOFT CORPORATION
Software infrastructureMarket cap US$ 3,87TP/E 27,18
US$ 520,83+2,7%1Y
Since added -4,2%
C+
Crescimento e caixa
Crescendo
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
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
Crescimento e caixa
Misto
Business trend
Estável
Business quality
Sólida
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo
Business trend
Acelerando
Business quality
Forte
Getting better
Melhorando
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
Crescimento e caixa
Misto
Business trend
Acelerando
Business quality
Sólida
Getting better
Melhorando
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+
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Forte
Getting better
Melhorando
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
Lucro e valor patrimonial
Crescendo com força
Business quality
Mista
Getting better
Misto
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$ 33,5BSem P/L (prejuízo operacional)
US$ 60,80-28,8%1Y
Since added -21,9%
D-
Crescimento e caixa
Misto
Business trend
Estável
Business quality
Fraca
Getting better
Melhorando
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$ 43,5BSem P/L (prejuízo operacional)
US$ 155,05+64,3%1Y
Since added -25,1%
D
Crescimento e caixa
Misto
Business trend
Estável
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Mista
Getting better
Melhorando
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$ 112,9BSem P/L (prejuízo operacional)
US$ 315,14+39,6%1Y
Since added -9,3%
A-
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Fraca
Getting better
Misto
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
Crescimento e caixa
Crescendo
Business trend
Estável
Business quality
Mista
Getting better
Melhorando
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
Crescimento e caixa
Crescendo com força
Business trend
Estável
Business quality
Sólida
Getting better
Melhorando
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$ 2,8BSem P/L (prejuízo operacional)
US$ 79,76-38,1%1Y
Since added -4,7%
F-
Crescimento e caixa
Sem crescer
Business trend
Encolhendo
Business quality
Fraca
Getting better
Piorando
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$ 2,5BSem P/L (prejuízo operacional)
US$ 8,53-26,1%1Y
Since added -8,4%
D-
Lucro e valor patrimonial
Misto
Business quality
Fraca
Getting better
Misto
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$ 7,4BSem P/L (prejuízo operacional)
US$ 20,83-62,6%1Y
Since added -40,2%
F-
Crescimento e caixa
Sem crescer
Business trend
Encolhendo
Business quality
Fraca
Getting better
Piorando
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.