Comfortable leader
20 companies value 93 bn revenue 10 bn margin -49.9% free cash flow -23 bn avg. score 0.6
NBIS holds 46.6% of the group's value, 1.3x the runner-up · CRWV leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NBIS | Nebius Group Netherlands · score 1.4 | 47% | 43 bn | 0.5 bn | 15.6% | -3.7 bn | -8.5% | — | Full-stack artificial intelligence cloud · European GPU cloud born from the Yandex split; rapid expansion | |
| 2 | CRWV | CoreWeave United States · score 0.0 | 36% | 34 bn | 7.6 bn | -25.4% | -14 bn | -40.5% | — | GPU cloud dedicated to artificial intelligence · Largest specialized GPU cloud provider for training AI models | |
| 3 | APLD | Applied Digital United States · score 0.0 | 6% | 5.8 bn | 0.9 bn | -47.9% | -4.5 bn | -76.5% | — | Large-scale data centers for high-intensity computing · Builds and operates data centers dedicated to AI training | |
| 4 | CORZ | Core Scientific United States · score 0.0 | 5% | 4.4 bn | 0.4 bn | -324.9% | -1.0 bn | -21.7% | — | Data centers for bitcoin mining and high-performance computing · Moved from bitcoin mining to hosting AI compute | |
| 5 | CHRN | ChronoScale Holdings Corp United States · score 3.4 | 2% | 2.2 bn | 0.1 bn | -84.6% | 0.1 bn | 2.5% | — | GPU cloud for AI and robotic exoskeletons · Texas — revenue of $96m | |
| 6 | SHAZ | SharonAI Holdings Inc. United States · score 0.4 | 1% | 1.0 bn | 0.0 bn | -157x | 0.0 bn | -0.1% | — | Australian neocloud for artificial intelligence and heavy computing · New York — revenue of $3m | |
| 7 | BRUN | Boost Run Inc. United States · score 4.4 | 1% | 0.7 bn | 0.1 bn | -173.7% | 0.1 bn | 13.2% | — | GPU cloud for artificial intelligence and high-performance computing · Illinois — revenue of $56m | |
| 8 | WYFI | WhiteFiber, Inc. United States · score 0.0 | 1% | 0.5 bn | 0.1 bn | -46.9% | -0.3 bn | -74.5% | — | Infrastructure for artificial intelligence · New York — revenue of $95m | |
| 9 | NUAI | New ERA Energy & Digital, Inc. United States · score 0.0 | 0% | 0.4 bn | 0.0 bn | -60x | -0.0 bn | -5.5% | — | AI data centers alongside pipelines and fiber networks · Texas | |
| 10 | MOVE | Corvex, Inc. United States · score 0.1 | 0% | 0.3 bn | 0.0 bn | -623.4% | -0.0 bn | -5.2% | — | GPU cloud for AI and a wellness ring for women · Virginia — revenue of $4m | |
| 11 | XLAB | Exascale Labs Holdings Inc. United States · score 0.0 | 0% | 0.2 bn | 0.0 bn | -82.0% | 0.0 bn | -1.4% | — | GPU computing infrastructure for artificial intelligence · Texas — revenue of $15m | |
| 12 | QMLS | QumulusAI, Inc. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -510.1% | -0.0 bn | — | -17.8% | — | Computing infrastructure for artificial intelligence · Georgia — revenue of $17m |
| 13 | AIB | AIB Data Centers Inc. United States · score 0.8 | 0% | 0.1 bn | 0.0 bn | -26.5% | 0.0 bn | — | -1.6% | — | Data centers with their own power contract · New York — revenue of $17m |
| 14 | AGPU | Axe Compute Inc. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -78x | -0.0 bn | -5.7% | — | GPU capacity for artificial intelligence and heavy computing · Pennsylvania — revenue of $3m | |
| 15 | BIRD | Smartbird, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.2 bn | -49.6% | -0.0 bn | -159.3% | — | GPU infrastructure for AI, successor to a footwear brand · California — revenue of $155m | |
| 16 | AZIO | AZIO AI HOLDINGS, INC. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | 56.6% | -0.1 bn | -741.9% | — | AI infrastructure and data centers, successor to an electric vehicle maker · Texas — revenue of $9m | |
| 17 | HOST | Host Digital Inc. United States · score 0.7 | — | — | 0.1 bn | -13.2% | 0.0 bn | — | — | AI data centers under development and legacy natural grocery stores · Florida — revenue of $73m | |
| 18 | ALP | Alpha Compute Corp British Virgin Islands · score 0.3 | — | — | 0.0 bn | -398x | -0.0 bn | — | — | Cloud computing for artificial intelligence · British Virgin Islands | |
| 19 | NXAT | Nexus Advanced Technologies Inc. Cayman Islands · score 0.1 | — | — | 0.0 bn | -266.1% | -0.0 bn | — | — | AI infrastructure (data centers and GPUs) in the making, after exiting K-pop content · Cayman Islands | |
| 20 | SGRX | SANGRIX INC. Singapore · score 0.3 | — | — | 0.0 bn | -366x | 0.0 bn | — | — | AI infrastructure with NVIDIA GPU servers, former bitcoin miner and dogecoin treasury · Singapore |
Other industries in the same sector
- Sector overview
- AI semiconductors and processors 9 companies
- Hardware and devices 18 companies
- Infrastructure and cloud software 5 companies
- Semiconductor foundries 4 companies
- Memory 4 companies
- Semiconductor equipment 13 companies
- Networking equipment 30 companies
- Enterprise software (SaaS) 38 companies
- Cybersecurity 20 companies
- Data and analytics 25 companies
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
and 31 industries more
- Data storage 6 companies
- Electronic components and connectors 27 companies
- Connectivity and networking chips 6 companies
- Semiconductor IP 7 companies
- Design and engineering software 7 companies
- E-commerce platforms 9 companies
- RF and mobile chips 8 companies
- Chip testing and packaging 13 companies
- Measurement and test instruments 30 companies
- Internet infrastructure and CDN 9 companies
- Vertical software 36 companies
- Optics and photonics 14 companies
- Creative and document software 9 companies
- Electronics contract manufacturing 10 companies
- Digital advertising (adtech) 37 companies
- AI servers 5 companies
- Power semiconductors 8 companies
- Government and finance software 18 companies
- Communication and collaboration 14 companies
- HR and finance software 12 companies
- Identity and access management 10 companies
- Databases and developer tools 4 companies
- Quantum computing 9 companies
- Backup and data protection 3 companies
- Marketing software 13 companies
- Logistics software 8 companies
- Programmable chips 3 companies
- Game engines and tools 2 companies
- ATMs and retail automation 9 companies
- Printing and office equipment 7 companies
- Industrial robotics 1 company
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.