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Seçki · Yapay zekâ ve yarı iletkenler

Cloud platforms

InspectStocks tarafındanPublished 14 Eki 202615 companies0 followers

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

Bir yapay zekâ modelinin yardımıyla gruplandı ve editörlerimizce gözden geçirildi. Her şirketin altındaki satır, neden burada olduğunu söyler.

Hisse fiyatları 11 Kas 2026 kapanış fiyatlarıdır, IEX borsa verisinden.

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

  • MSFTMICROSOFT CORPORATION

    Software infrastructureMarket cap $3,87TP/E 27,18

    $520,83+%2,71Y

    Since added -%4,2

    C+
    Büyüme ve nakit
    Büyüyor
    Business trend
    İstikrarlı
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    Revenue

    $346,4B+%17,9

    Profit

    $142,6B+%36,0

    Free cash flow

    $60B-%23,1
    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+%9,01Y

    Since added +%2,9

    D
    Büyüme ve nakit
    Karışık
    Business trend
    İstikrarlı
    Business quality
    Sağlam
    Getting better
    İyileşiyor

    Revenue

    $797,5B+%15,4

    Profit

    $134,8B+%76,2

    Free cash flow

    -$46,9B-%544,1
    Why it is here: Provides AWS cloud computing services
  • GOOGLAlphabet Inc.

    Internet content and informationMarket cap $3,63TP/E 15,32

    $293,55+%2,71Y

    Since added -%17,0

    C+
    Büyüme ve nakit
    Büyüyor
    Business trend
    Hızlanıyor
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    Revenue

    $471,1B+%22,2

    Profit

    $235,7B+%89,7

    Free cash flow

    $19,7B-%73,2
    Why it is here: Sells Google Cloud computing and software services
  • ORCLOracle Corporation

    Software infrastructureMarket cap $388,2BP/E 20,12

    $128,38-%42,71Y

    Since added -%10,4

    D
    Büyüme ve nakit
    Karışık
    Business trend
    Hızlanıyor
    Business quality
    Sağlam
    Getting better
    İyileşiyor

    Revenue

    $71,8B+%21,6

    Profit

    $18,9B+%52,1

    Free cash flow

    -$28,7B-%388,4
    Why it is here: Sells cloud computing services
  • IBMINTERNATIONAL BUSINESS MACHINES CORPORATION

    Information technology servicesMarket cap $234,5BP/E 21,12

    $248,14-%19,61Y

    Since added +%7,5

    A+
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Güçlü
    Getting better
    İyileşiyor

    Revenue

    $69,9B+%6,8

    Profit

    $11,2B+%41,3

    Free cash flow

    $14,7B+%17,5
    Why it is here: Sells hybrid cloud and business software
  • BABAAlibaba Group Holding Ltd

    Internet retailMarket cap $245,2BP/E 23,52

    $101,52-%35,11Y

    Since added -%8,4

    B
    Kâr ve defter değeri
    Güçlü büyüyor
    Business quality
    Karışık
    Getting better
    Karışık

    Revenue

    $157,1B+%4,4

    Profit

    $11B-%50,6

    Free cash flow

    Not reported

    Why it is here: Sells cloud computing services
  • CRWVCoreWeave, Inc.

    Software infrastructureMarket cap $33,5BF/K yok (faaliyet zararı)

    $60,80-%28,81Y

    Since added -%21,9

    D-
    Büyüme ve nakit
    Karışık
    Business trend
    İstikrarlı
    Business quality
    Zayıf
    Getting better
    İyileşiyor

    Revenue

    $9,9B+%129,6

    Profit

    -$2,5B-%229,8

    Free cash flow

    -$13,7B-%72,1
    Why it is here: Rents GPU cloud capacity to AI developers and enterprises
  • NBISNEBIUS GROUP N.V.

    Internet content and informationMarket cap $43,5BF/K yok (faaliyet zararı)

    $155,05+%64,31Y

    Since added -%25,1

    D
    Büyüme ve nakit
    Karışık
    Business trend
    İstikrarlı
    Business quality
    Karışık
    Getting better
    İyileşiyor

    Revenue

    $1,4B+%506,9

    Profit

    $42,4M-%82,6

    Free cash flow

    -$3,7B-%555,1
    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+%80,31Y

    Since added -%32,0

    A
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Karışık
    Getting better
    İyileşiyor

    Revenue

    $1,1B+%27,6

    Profit

    $34,3M-%86,4

    Free cash flow

    $244,1M+%39,1
    Why it is here: Provides cloud hosting and infrastructure to developers and small businesses
  • NETCloudflare, Inc.

    Software infrastructureMarket cap $112,9BF/K yok (faaliyet zararı)

    $315,14+%39,61Y

    Since added -%9,3

    A-
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Zayıf
    Getting better
    Karışık

    Revenue

    $2,7B+%35,7

    Profit

    -$239,1M-%132,0

    Free cash flow

    $359,5M+%52,0
    Why it is here: Sells CDN, web delivery and network services
  • AKAMAkamai Technologies, Inc

    Software infrastructureMarket cap $12,5BP/E 33,72

    $86,65-%3,81Y

    Since added -%13,3

    C
    Büyüme ve nakit
    Büyüyor
    Business trend
    İstikrarlı
    Business quality
    Karışık
    Getting better
    İyileşiyor

    Revenue

    $4,4B+%6,2

    Profit

    $387,9M-%23,5

    Free cash flow

    $545,2M-%46,9
    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-%11,21Y

    Since added -%17,5

    A
    Büyüme ve nakit
    Güçlü büyüyor
    Business trend
    İstikrarlı
    Business quality
    Sağlam
    Getting better
    İyileşiyor

    Revenue

    $2,9B+%12,4

    Profit

    $1,5B+%700,0

    Free cash flow

    $840,7M+%12,1
    Why it is here: Sells hyperconverged infrastructure and hybrid cloud software
  • BIDUBaidu, Inc.

    Internet content and informationMarket cap $2,8BF/K yok (faaliyet zararı)

    $79,76-%38,11Y

    Since added -%4,7

    F-
    Büyüme ve nakit
    Büyümüyor
    Business trend
    Daralıyor
    Business quality
    Zayıf
    Getting better
    Kötüleşiyor

    Revenue

    $19,1B-%4,2

    Profit

    -$554M-%113,2

    Free cash flow

    -$2,3B-%215,2
    Why it is here: Sells AI cloud computing services
  • KCKingsoft Cloud Holdings Ltd

    Software applicationMarket cap $2,5BF/K yok (faaliyet zararı)

    $8,53-%26,11Y

    Since added -%8,4

    D-
    Kâr ve defter değeri
    Karışık
    Business quality
    Zayıf
    Getting better
    Karışık

    Revenue

    $1,7B+%30,6

    Profit

    -$90,5M+%70,3

    Free cash flow

    Not reported

    Why it is here: Provides public cloud computing and storage services in China to enterprises
  • IRENIREN Limited

    Capital marketsMarket cap $7,4BF/K yok (faaliyet zararı)

    $20,83-%62,61Y

    Since added -%40,2

    F-
    Büyüme ve nakit
    Büyümüyor
    Business trend
    Daralıyor
    Business quality
    Zayıf
    Getting better
    Kötüleşiyor

    Revenue

    $694,7M+%0,9

    Profit

    -$1,4B-%357,9

    Free cash flow

    -$2,5B-%862,2
    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.

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    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.