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
$11.55T
Revenue Multiple
7x
AI Fair Value
$669.6B
Avg AI Revenue
18%
Avg 24h
+0.4%
Avg 7d
+2.7%
Avg 30d
+12.7%
AI Fair Value
$669.6Bcurrent · 12 companies
Largest by Market Cap
GO
GOOGL
Alphabet
$4.68T
Highest AI Exposure
CR
CRWV
CoreWeave, Inc.
93.93% AI revenue
Top 30d Performer
AK
AKAM
Akamai Technologies Inc
+54.5%
Worst 30d Performer
CR
CRWV
CoreWeave, Inc.
-5.5%

Market Cap Distribution

GOOGL
$4.68T
40.6%
MSFT
$3.07T
26.6%
CRWV
$58.5B
0.5%
AMZN
$2.82T
24.4%
NBIS
$52.9B
0.5%
ORCL
$549.3B
4.8%
EQIX
$106.9B
0.9%
DLR
$68.3B
0.6%
NET
$77.9B
0.7%
IREN
$21.3B
0.2%
NTNX
$12.3B
0.1%
AKAM
$21.6B
0.2%

All Layers

L1Raw Materials8L2Semiconductor Equipment11L3Chip Design12L4Hardware12L5Cloud12L6Data Infrastructure9L7AI Frameworks7L8AI Software14L9AI Applications51

All Companies in Cloud & Compute

#Company
5
GO
GOOGL
GOOGL
Alphabet
9
MS
MSFT
MSFT
Microsoft
17
11-17
CR
CRWV
CRWV
CoreWeave, Inc.
20
AM
AMZN
AMZN
Amazon
21
23-30
NB
NBIS
NBIS
Nebius Group
22
22-23
OR
ORCL
ORCL
Oracle
49
47-48
EQ
EQIX
EQIX
Equinix Inc
56
52-54
DL
DLR
DLR
Digital Realty Trust
79
NE
NET
NET
Cloudflare, Inc.
95
112-113
IR
IREN
IREN
IREN Ltd
97
98-100
NT
NTNX
NTNX
Nutanix, Inc.
100
99-102
AK
AKAM
AKAM
Akamai Technologies Inc
Source
6%
[5-8%]
-0.06$294.1B
Stated
Med
+1.5%$4.68T
6%
[5-7%]
+1.15$187.3B
Stated
Med
-0.6%$3.07T
94%
[92-96%]
-0.08$54.9B
Derived
High
+0.4%$58.5B
2%
[1-2%]
-0.43$46.0B
Stated
Med
-0.4%$2.82T
69%
[56-79%]
+0.05$36.3B
Estimated
High
-3.1%$52.9B
7%
[5-8%]
+1.30$36.3B
Estimated
Med
+0.5%$549.3B
5%
[4-7%]
+0.55$5.5B
Estimated
Med
-0.2%$106.9B
7%
[5-9%]
+0.01$4.7B
Estimated
Med
+0.9%$68.3B
2%
[2-3%]
+0.46$1.6B
Estimated
Med
+0.6%$77.9B
5%
[3-7%]
+1.42$1.0B
Stated
High
+5.2%$21.3B
7%
[5-9%]
+0.51$897.0M
Estimated
Med
-1.2%$12.3B
4%
[2-5%]
+0.19$821.5M
Estimated
Low
+0.7%$21.6B
Showing 12 of 12 companies