Cloud & Hyperscalers AI Stocks
Cloud and hyperscaler AI stocks are the platforms delivering AI compute, models, and services at global scale. They are simultaneously the biggest buyers in the buildout, whose capital spending funds the entire supply chain, and sellers of AI capability through cloud services, which makes them the cycle's central actors.
Market Cap
$21.65T
AI-Exposed Cap
$16.05T
24h Change
-1.69%
7d Change
+3.32%
Stocks
41
Market data as of the close on . Prices are end of day, not live.
# | Name | Price | 24h | 7d | Market Cap | Volume (24h) | 7d Chart |
|---|---|---|---|---|---|---|---|
| 1 | N NVDA | $225.51 | -1.47% | +5.43% | $5.45T | $19.6B | |
| 2 | G GOOGL | $337.83 | -3.80% | -1.47% | $4.13T | $11.9B | |
| 3 | M MSFT | $500.59 | +0.52% | +2.10% | $3.72T | $9.7B | |
| 4 | A AMZN | $249.27 | -2.24% | +1.35% | $2.69T | $10.9B | |
| 5 | A AVGO | $354.99 | -2.62% | +4.75% | $1.69T | $8.0B | |
| 6 | A AMD | $614.61 | -1.47% | +19.92% | $1.00T | $10.0B | |
| 7 | T TCEHY | $55.91 | +0.11% | +0.22% | $530.00B | $54.8M | |
| 8 | O ORCL | $144.56 | -3.11% | +0.98% | $437.11B | $3.2B | |
| 9 | C CSCO | $106.43 | -0.01% | -1.22% | $419.61B | $1.9B | |
| 10 | B BABA | $110.80 | -4.74% | +3.29% | $275.41B | $1.3B | |
| 11 | S SFTBY | $21.08 | -2.63% | +4.93% | $240.27B | $9.1M | |
| 12 | M MRVL | $260.90 | -0.56% | +13.58% | $234.47B | $3.5B | |
| 13 | I IBM | $232.76 | +0.36% | -6.28% | $219.29B | $1.1B | |
| 14 | N NET | $352.33 | +0.19% | +7.67% | $125.46B | $1.0B | |
| 15 | S SNOW | $334.81 | -1.35% | +3.66% | $118.12B | $1.4B | |
| 16 | D DDOG | $251.49 | +2.63% | +9.22% | $90.30B | $683.5M | |
| 17 | N NTAP | $196.33 | -0.92% | +3.37% | $38.56B | $325.6M | |
| 18 | M MDB | $428.36 | +5.17% | +13.42% | $34.45B | $510.6M | |
| 19 | R RBRK | $115.57 | +2.31% | +11.61% | $23.79B | $326.3M | |
| 20 | M MTSI | $275.84 | -1.17% | +14.92% | $21.07B | $307.2M | |
| 21 | T TWLO | $290.70 | +9.26% | +20.04% | $20.50B | $1.2B | |
| 22 | N NTNX | $69.68 | -0.51% | +2.49% | $18.85B | $128.1M | |
| 23 | A AKAM | $118.44 | +0.88% | +12.37% | $17.02B | $463.0M | |
| 24 | D DT | $58.51 | +3.74% | +6.05% | $16.98B | $451.0M | |
| 25 | D DOCN | $141.21 | -3.39% | +19.82% | $16.60B | $303.3M | |
| 26 | S SMTC | $169.33 | -4.53% | +12.21% | $15.80B | $643.9M | |
| 27 | E ESTC | $91.28 | +1.75% | +7.19% | $9.58B | $138.8M | |
| 28 | D DBX | $34.22 | -4.97% | -9.06% | $7.44B | $174.4M | |
| 29 | L LUMN | $6.13 | -5.11% | -10.25% | $6.32B | $59.4M | |
| 30 | F FSLY | $29.65 | +13.69% | +25.96% | $4.72B | $886.7M | |
| 31 | B BOX | $32.76 | -2.53% | -5.86% | $4.49B | $64.6M | |
| 32 | A AVPT | $13.12 | -1.80% | -3.49% | $2.78B | $11.0M | |
| 33 | P PENG | $53.88 | -1.88% | +13.43% | $2.76B | $81.8M | |
| 34 | K KD | $12.11 | -0.74% | -8.53% | $2.64B | $33.9M | |
| 35 | V VIAV | $36.43 | +0.08% | +5.69% | $2.20B | $248.8M | |
| 36 | C CALX | $34.54 | -2.48% | -2.70% | $2.17B | $35.5M | |
| 37 | V VICR | $283.16 | +26.47% | +53.92% | $1.85B | $454.9M | |
| 38 | V VSAT | $73.68 | -3.53% | +4.35% | $1.70B | $125.9M | |
| 39 | P POET | $7.80 | -4.53% | +5.41% | $1.35B | $62.1M | |
| 40 | S SIFY | $13.73 | -2.49% | +0.44% | $994.53M | $275.7K | |
| 41 | A API | $4.33 | +0.12% | +9.34% | $366.10M | $666.2K |
Frequently asked questions
Are hyperscalers a way to invest in AI or a bet against the suppliers?
Both sides of the ledger live in one company: they spend enormous capex, which pressures near-term margins, and they own the customer relationships and infrastructure that monetize AI. Their capex guidance, tracked line by line on the Buildout Tracker, is also the single best indicator of where the whole cycle is heading.
How much are hyperscalers spending on AI?
Collectively, hundreds of billions of dollars per year and rising, per their own earnings-call guidance. The Buildout Tracker keeps the current trailing-year total, per-company guidance, and the source filing for each row, updated as new guidance lands.
New to the framework? The Start Here guide walks the whole buildout layer by layer, including where Cloud & Hyperscalers fits.
Related reading
- How to follow smart money with 13F filings · 13F filings show what Buffett, Druckenmiller and 20 other managers own each quarter. How to read one, what it hides, and how to use it without copying blind.
- Hyperscaler capex roundup: September 2026 · Seven AI builders spent $657B on capex over the last four quarters. The table, the 2026 guidance, what changed since the Q2 earnings round, and the power deals behind it.
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.