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Market cap rankings / By theme / Data Centers & Cloud

Data Centers & Cloud Companies

Data Centers & Cloud | 19 companies · combined $715.6B · 3.4% of the chain | Data date October 31, 2026
Companies
19
Data Centers & Cloud market cap
$715.6B
Share of chain
3.4%
Segments
1

Data Centers & Cloud · Companies by Market Cap (October 31, 2026)

#CompanyMarket Market cap% of themeToday 30 daysCloseSegment
1Oracle ORCLUS$396.1B55.4%-6.37%130.67 USDData Centers & Cloud
2Equinix EQIXUS$100.3B14.0%-2.22%1,013.70 USDData Centers & Cloud
3Digital Realty Trust DLRUS$67.7B9.5%-1.21%180.70 USDData Centers & Cloud
4Nebius Group NBISUS$41.9B5.9%-10.38%154.14 USDData Centers & Cloud
5Iron Mountain IRMUS$34.7B4.8%-1.55%116.55 USDData Centers & Cloud
6CoreWeave CRWVUS$30.3B4.2%-9.66%54.87 USDData Centers & Cloud
7Runze Technology 300442SZ$12.5B1.8%-6.24%50.96 CNYData Centers & Cloud
8IREN Limited IRENUS$9.4B1.3%-8.76%23.95 USDData Centers & Cloud
9Applied Digital APLDUS$5.4B0.8%-8.19%17.82 USDData Centers & Cloud
10GDS Holdings GDSUS$4.4B0.6%-5.35%21.92 USDData Centers & Cloud
11Sinnet Technology 300383SZ$2.5B0.3%-5.01%9.11 CNYData Centers & Cloud
12Athub 603881SH$2.4B0.3%-4.82%18.95 CNYData Centers & Cloud
13Guangdong Aofei Data 300738SZ$2.3B0.3%-7.13%15.64 CNYData Centers & Cloud
14UCloud Technology 688158SH$1.7B0.2%-6.41%24.83 CNYData Centers & Cloud
15Capital Online Data Service 300846SZ$1.1B0.2%-5.10%15.06 CNYData Centers & Cloud
1621Vianet Group VNETUS$918M0.1%-4.45%3.22 USDData Centers & Cloud
17Topnew Info 300895SZ$882M0.1%-2.74%41.83 CNYData Centers & Cloud
18Chengdi Xiangjiang 603887SH$620M0.1%-4.97%6.88 CNYData Centers & Cloud
19QingCloud Technologies 688316SH$273M0.0%-7.51%38.06 CNYData Centers & Cloud

The Data Centers & Cloud theme covers 19 companies across the AI compute value chain, with a combined market cap of $715.6 billion ($715.6B) — 3.4% of the $20.84T tracked chain-wide, spanning 1 segments.

These companies are concentrated in: Data Centers & Cloud (100.0%).

"% of theme" is the company's share of the theme's combined market cap; the "Segment" column links to each segment ranking. A company may belong to multiple themes (e.g. both GPU & AI Chips and AI ASIC), enabling cross-segment discovery.