---
title: "Neoclouds stocks"
canonical: "https://supercyclehq.com/category/neoclouds"
type: "category"
dataAsOf: "2026-11-06"
slug: "neoclouds"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Neoclouds

GPU-first cloud providers and AI compute specialists renting out the picks and shovels of the supercycle.

## Layer stats

| Field | Value |
| --- | --- |
| Stocks tracked | 23 |
| Total market cap | $180.3B |
| AI-exposed market cap | $124.3B |
| Change 1d (cap-weighted) | +6.97% |
| Stocks in the 1d change | 23 |
| Change 7d (cap-weighted) | -7.94% |
| Stocks in the 7d change | 23 |

## Members

| Ticker | Name | AI Exposure | Market cap | Change 1d |
| --- | --- | --- | --- | --- |
| [NBIS](https://supercyclehq.com/stock/nebius-group.md) | Nebius Group | 97 (Pure Play) | $32.9B | +7.58% |
| [CRWV](https://supercyclehq.com/stock/coreweave.md) | CoreWeave | 97 (Pure Play) | $25.6B | +6.28% |
| [CBRS](https://supercyclehq.com/stock/cerebras.md) | Cerebras Systems | 100 (Pure Play) | $21.3B | +9.75% |
| [BCE](https://supercyclehq.com/stock/bce.md) | BCE | 25 (Peripheral) | $20.2B | -1.86% |
| [TU](https://supercyclehq.com/stock/telus.md) | TELUS | 24 (Peripheral) | $14.3B | -3.29% |
| [SKM](https://supercyclehq.com/stock/sk-telecom.md) | SK Telecom | 36 (Growing) | $12.0B | +6.15% |
| [IREN](https://supercyclehq.com/stock/iris-energy.md) | Iris Energy | 65 (Strategic) | $8.8B | +20.02% |
| [GLXY](https://supercyclehq.com/stock/galaxy-digital.md) | Galaxy Digital | 40 (Growing) | $8.0B | +5.24% |
| [HUT](https://supercyclehq.com/stock/hut-8.md) | Hut 8 | 72 (Core) | $6.3B | +14.58% |
| [RIOT](https://supercyclehq.com/stock/riot-platforms.md) | Riot Platforms | 35 (Growing) | $6.3B | +13.21% |
| [WULF](https://supercyclehq.com/stock/terawulf.md) | TeraWulf | 85 (Core) | $5.7B | +12.80% |
| [APLD](https://supercyclehq.com/stock/applied-digital.md) | Applied Digital | 95 (Pure Play) | $4.7B | +9.74% |
| [CORZ](https://supercyclehq.com/stock/core-scientific.md) | Core Scientific | 80 (Core) | $3.8B | +3.34% |
| [CIFR](https://supercyclehq.com/stock/cipher-mining.md) | Cipher Mining | 55 (Strategic) | $3.0B | +17.93% |
| [MARA](https://supercyclehq.com/stock/mara-holdings.md) | MARA Holdings | 30 (Growing) | $2.5B | +7.99% |
| [BTDR](https://supercyclehq.com/stock/bitdeer-technologies.md) | Bitdeer Technologies | 45 (Growing) | $1.6B | +13.28% |
| [KEEL](https://supercyclehq.com/stock/keel-infrastructure.md) | Keel Infrastructure | 65 (Strategic) | $1.2B | +13.33% |
| [FRMI](https://supercyclehq.com/stock/fermi-inc.md) | Fermi Inc | 92 (Pure Play) | $1.0B | +2.61% |
| [HIVE](https://supercyclehq.com/stock/hive-digital-technologies.md) | HIVE Digital Technologies | 48 (Growing) | $488.2M | +9.20% |
| [WYFI](https://supercyclehq.com/stock/whitefiber.md) | WhiteFiber | 90 (Pure Play) | $345.0M | +13.85% |
| [AIBZ](https://supercyclehq.com/stock/bitzero-holdings.md) | Bitzero Holdings | 45 (Growing) | $167.6M | +6.48% |
| [DUOT](https://supercyclehq.com/stock/duos-technologies-group.md) | Duos Technologies Group | 58 (Strategic) | $158.0M | +6.13% |
| [QMLS](https://supercyclehq.com/stock/qumulusai.md) | QumulusAI | 58 (Strategic) | $104.7M | +16.36% |

---

Source: https://supercyclehq.com/category/neoclouds. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.