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.
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 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 $33,5BF/K yok (faaliyet zararı)
$60,80-%28,81YSince added +%12,1
D-- Büyüme ve nakit
- Karışık
- Business trend
- İstikrarlı
- Business quality
- Zayıf
- Getting better
- İyileşiyor
Revenue
$9,9B+%129,6Profit
-$2,5B-%229,8Free cash flow
-$13,7B-%72,1Why it is here: Rents GPU computing to AI labs and cloud providers
NBISNEBIUS GROUP N.V.Internet content and informationMarket cap $43,5BF/K yok (faaliyet zararı)
$155,05+%64,31YSince added -%2,3
D- Büyüme ve nakit
- Karışık
- Business trend
- İstikrarlı
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$1,4B+%506,9Profit
$42,4M-%82,6Free cash flow
-$3,7B-%555,1Why it is here: Rents GPU computing and AI cloud software
IRENIREN LimitedCapital marketsMarket cap $7,4BF/K yok (faaliyet zararı)
$20,83-%62,61YSince added -%16,4
F-- Büyüme ve nakit
- Büyümüyor
- Business trend
- Daralıyor
- Business quality
- Zayıf
- Getting better
- Kötüleşiyor
Revenue
$694,7M+%0,9Profit
-$1,4B-%357,9Free cash flow
-$2,5B-%862,2Why it is here: Former bitcoin miner, now rents GPU computing
HUTHut 8 Corp.Capital marketsMarket cap $7,3BF/K yok (faaliyet zararı)
$61,07+%46,31YSince added -%0,3
F-- Büyüme ve nakit
- Karışık
- Business trend
- Daralıyor
- Business quality
- Zayıf
- Getting better
- Kötüleşiyor
Revenue
$305,5M+%71,3Profit
-$518,7M-%352,1Free cash flow
-$1,2B-%306,5Why it is here: Builds and leases AI data-centre campuses
APLDAPPLIED DIGITAL CORPORATIONInformation technology servicesMarket cap $5,4BF/K yok (faaliyet zararı)
$17,91-%32,21YSince added -%1,9
D-- Büyüme ve nakit
- Karışık
- Business trend
- İstikrarlı
- Business quality
- Zayıf
- Getting better
- İyileşiyor
Revenue
$300,9M+%117,0Profit
-$351,5M-%44,2Free cash flow
-$4,5B-%346,5Why it is here: Builds and leases AI data centres
CORZCore Scientific, Inc./txSoftware infrastructureMarket cap $4,7BF/K yok (faaliyet zararı)
$14,60-%11,21YSince added +%11,4
D-- Büyüme ve nakit
- Karışık
- Business trend
- Hızlanıyor
- Business quality
- Zayıf
- Getting better
- Karışık
Revenue
$592,1M+%77,2Profit
-$108,4M+%86,4Free cash flow
-$1,3B-%283,9Why it is here: Hosts GPU capacity for CoreWeave
CIFRCipher Digital Inc.Information technology servicesMarket cap $3,2BF/K yok (faaliyet zararı)
$7,11-%59,11YSince added -%10,5
F-- Büyüme ve nakit
- Büyümüyor
- Business trend
- Daralıyor
- Business quality
- Zayıf
- Getting better
- Kötüleşiyor
Revenue
$146,1M-%29,2Profit
-$1,1B-%1.437,6Free cash flow
-$3,1B-%525,2Why it is here: Bitcoin miner leasing data-centre capacity for AI
WULFTERAWULF INC.Capital marketsMarket cap $6,7BF/K yok (faaliyet zararı)
$13,38+%5,91YSince added +%18,2
D-- Büyüme ve nakit
- Karışık
- Business trend
- İstikrarlı
- Business quality
- Zayıf
- Getting better
- Kötüleşiyor
Revenue
$190,8M+%13,9Profit
-$784,2M-%39,0Free cash flow
-$3,1B-%360,1Why it is here: Bitcoin miner leasing data-centre capacity for AI
GLXYGalaxy Digital Inc.Capital marketsMarket cap $6,2BNo P/E
$15,97-%48,91YSince added +%8,8
F- Büyüme ve nakit
- Büyümüyor
- Business trend
- Daralıyor
- Business quality
- Karışık
- Getting better
- Kötüleşiyor
Revenue
$37B-%43,8Profit
-$460,5M-%228,7Free cash flow
-$2,1B-%661,6Why it is here: Crypto firm building an AI data-centre campus
RIOTRIOT PLATFORMS, INC.Capital marketsMarket cap $6,9BF/K yok (faaliyet zararı)
$18,27+%18,21YSince added +%45,8
F-- Büyüme ve nakit
- Karışık
- Business trend
- Yavaşlıyor
- Business quality
- Zayıf
- Getting better
- Kötüleşiyor
Revenue
$675,7M+%6,1Profit
-$1,4B-%968,5Free cash flow
-$901,1M-%21,3Why it is here: Bitcoin miner converting sites to AI computing
BTDRBITDEER TECHNOLOGIES GROUPSoftware applicationMarket cap $1,7BF/K yok (faaliyet zararı)
$7,03-%49,61YSince added +%1,0
D-- Büyüme ve nakit
- Karışık
- Business trend
- İstikrarlı
- Business quality
- Zayıf
- Getting better
- Karışık
Revenue
$963,3M+%107,4Profit
-$306,8M+%41,0Free cash flow
-$2B-%165,8Why it is here: Bitcoin miner and chipmaker adding AI cloud
KEELKeel Infrastructure Corp.Information technology servicesMarket cap $1,3BF/K yok (faaliyet zararı)
$2,07-%34,71YSince added -%4,6
F-- Büyüme ve nakit
- Karışık
- Business trend
- Daralıyor
- Business quality
- Zayıf
- Getting better
- Kötüleşiyor
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 $473,7MF/K yok (faaliyet zararı)
$10,46-%54,01YSince added +%4,8
F-- Büyüme ve nakit
- Karışık
- Business trend
- Yavaşlıyor
- Business quality
- Zayıf
- Getting better
- Karışık
Revenue
$98,3M+%40,1Profit
-$130M-%437,2Free cash flow
-$391M-%60,0Why it is here: Rents GPU computing (spun out of Bit Digital)
HIVEHIVE DIGITAL TECHNOLOGIES LTD.Capital marketsMarket cap $485,9MNo P/E
$1,76-%57,21YSince added -%9,1
F-- Büyüme ve nakit
- Karışık
- Business trend
- Daralıyor
- Business quality
- Zayıf
- Getting better
- Karışık
Revenue
$328,9M+%70,2Profit
-$389,3M-%1.230,6Free cash flow
-$30,6M+%53,1Why it is here: Bitcoin miner renting GPU computing
DOCNDigitalOcean Holdings, Inc.Software infrastructureMarket cap $10,3BP/E 311,46
$87,21+%80,31YSince added -%6,4
A- Büyüme ve nakit
- Güçlü büyüyor
- Business trend
- İstikrarlı
- Business quality
- Karışık
- Getting better
- İyileşiyor
Revenue
$1,1B+%27,6Profit
$34,3M-%86,4Free cash flow
$244,1M+%39,1Why it is here: Cloud for developers, including GPU computing
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.
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.
DiscussionNo comments yet
Be civil and stick to the companies. Comments are opinions, not advice.