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Hyperscalers & Cloud

The biggest buyers, and the landlords of compute

The cloud platforms and internet giants that buy most of the AI hardware, build the largest data centers, and rent capacity back out. Their capital spending is the single biggest demand signal for the rest of the list.

Company	Ticker	AI connection
Microsoft Hyperscalers Software Chips Azure AI infrastructure, the OpenAI partnership, and Copilot across its software.	MSFT	Azure AI infrastructure, the OpenAI partnership, and Copilot across its software.
Amazon Hyperscalers Chips AWS rents AI compute and builds its own Trainium and Inferentia chips.	AMZN	AWS rents AI compute and builds its own Trainium and Inferentia chips.
Alphabet Hyperscalers Chips Software Gemini models, Google Cloud AI services, and in-house TPU accelerators.	GOOGL	Gemini models, Google Cloud AI services, and in-house TPU accelerators.
Meta Platforms Hyperscalers Chips Among the largest AI capital spenders; trains Llama models for its own products.	META	Among the largest AI capital spenders; trains Llama models for its own products.
Oracle Hyperscalers Software Oracle Cloud Infrastructure rents large GPU clusters to AI labs.	ORCL	Oracle Cloud Infrastructure rents large GPU clusters to AI labs.
CoreWeave Data centers Hyperscalers Primary: Data Centers Specialist GPU cloud renting NVIDIA capacity to AI labs.	CRWV	Specialist GPU cloud renting NVIDIA capacity to AI labs.

Companies whose primary category is elsewhere but that also belong here are listed with their primary tag.

Quotes

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Latest 10-K, 10-Q and 8-K filings in Hyperscalers & Cloud

Source: SEC EDGAR

ORCL8-KCurrent report · items 8.01,9.012026-09-14document folder
AMZN8-KCurrent report · items 8.01,9.012026-09-14document folder
ORCL10-QQuarterly report2026-09-11document folder
ORCL8-KEarnings release · items 2.02,8.01,9.012026-09-10document folder
AMZN8-KCurrent report · items 5.022026-09-09document folder
MSFT8-KCurrent report · items 7.01,9.012026-09-02document folder
GOOGL8-KCurrent report · items 8.01,9.012026-08-10document folder
AMZN10-QQuarterly report2026-07-31document folder
META10-QQuarterly report2026-07-30document folder
AMZN8-KEarnings release · items 2.02,9.012026-07-30document folder
META8-KEarnings release · items 2.02,9.012026-07-29document folder
MSFT8-KEarnings release · items 2.02,9.012026-07-29document folder
MSFT10-KAnnual report2026-07-29document folder
GOOGL10-QQuarterly report2026-07-23document folder
GOOGL8-KEarnings release · items 2.02,9.012026-07-22document folder