canar.ai
Rankings/Layers/L5
Layer 5

Cloud & Compute

Hyperscale cloud providers and GPU cloud platforms delivering on-demand AI compute infrastructure.

← L4L6 →
Companies
12
Total Market Cap
$9.37T
Revenue Multiple
7x
AI Fair Value
$518.8B
Avg AI Revenue
18%
Avg 24h
+1.1%
Avg 7d
+9.6%
Avg 30d
+3.5%
AI Fair Value
$518.8Bcurrent · 12 companies
Largest by Market Cap
GO
GOOGL
Alphabet
$3.57T
Highest AI Exposure
CR
CRWV
CoreWeave, Inc.
93.93% AI revenue
Top 30d Performer
NB
NBIS
Nebius Group
+23.7%
Worst 30d Performer
MS
MSFT
Microsoft
-9.1%

Market Cap Distribution

GOOGL
$3.57T
38.1%
MSFT
$2.77T
29.6%
AMZN
$2.28T
24.4%
CRWV
$33.9B
0.4%
ORCL
$418.6B
4.5%
NBIS
$24.6B
0.3%
EQIX
$98.3B
1.0%
DLR
$62.4B
0.7%
NET
$67.3B
0.7%
NTNX
$10.5B
0.1%
AKAM
$16.6B
0.2%
IREN
$11.7B
0.1%

All Layers

L1Raw Materials8L2Semiconductor Equipment11L3Chip Design12L4Hardware12L5Cloud12L6Data Infrastructure9L7AI Frameworks7L8AI Software14L9AI Applications51

All Companies in Cloud & Compute

#Company
6
GO
GOOGL
GOOGL
Alphabet
7
MS
MSFT
MSFT
Microsoft
16
AM
AMZN
AMZN
Amazon
19
15-21
CR
CRWV
CRWV
CoreWeave, Inc.
21
OR
ORCL
ORCL
Oracle
30
34-39
NB
NBIS
NBIS
Nebius Group
51
48-49
EQ
EQIX
EQIX
Equinix Inc
59
57-60
DL
DLR
DLR
Digital Realty Trust
81
NE
NET
NET
Cloudflare, Inc.
98
NT
NTNX
NTNX
Nutanix, Inc.
100
103-105
AK
AKAM
AKAM
Akamai Technologies Inc
103
112-113
IR
IREN
IREN
IREN Ltd
Source
6%
[5-8%]
-0.06$223.5B
Stated
Med
+1.8%$3.57T
6%
[5-7%]
+1.15$167.8B
Stated
High
-0.2%$2.77T
2%
[1-2%]
-0.43$37.7B
Stated
Low
+0.5%$2.28T
94%
[92-96%]
-0.08$31.9B
Derived
High
+5.3%$33.9B
7%
[5-9%]
+1.30$28.0B
Estimated
Med
-1.6%$418.6B
70%
[57-80%]
+0.05$17.1B
Estimated
High
+4.3%$24.6B
5%
[4-7%]
+0.55$5.0B
Estimated
Med
-0.9%$98.3B
7%
[5-9%]
+0.01$4.4B
Estimated
Med
+0.2%$62.4B
2%
[2-3%]
+0.46$1.4B
Estimated
Med
+2.1%$67.3B
7%
[5-9%]
+0.51$760.9M
Estimated
Med
-0.1%$10.5B
4%
[2-5%]
+0.19$632.6M
Estimated
Low
-0.6%$16.6B
5%
[3-7%]
+1.42$571.1M
Stated
High
+1.7%$11.7B
Showing 12 of 12 companies