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AI Cloud / Neoclouds — Basket

GPU cloud operators, miner-to-HPC converters, and AI infrastructure ODMs capturing the accelerated compute buildout — spanning pure-play AI cloud platforms (CoreWeave, Nebius), energy infrastructure operators pivoting Bitcoin mining sites to AI/HPC workloads (IREN, Hut 8, TeraWulf, Applied Digital, Cipher Digital, Bitdeer), and hyperscale server ODMs and AI cluster integrators (Supermicro, Wiwynn, Celestica, Penguin Solutions) directly levered to GPU fleet deployment at scale.

Constituents (17)

  • IREN Ltd (IREN)
  • Nebius Group N.V. (NBIS)
  • CoreWeave, Inc. (CRWV)
  • CELESTICA INC (CLS)
  • Applied Digital Corp. (APLD)
  • Hut 8 Corp. (HUT)
  • TERAWULF INC. (WULF)
  • Super Micro Computer, Inc. (SMCI)
  • Penguin Solutions, Inc. (PENG)
  • Cipher Digital Inc. (CIFR)
  • Bitdeer Technologies Group (BTDR)
  • Wiwynn Corp. (6669.TW)
  • Riot Platforms, Inc. (RIOT)
  • MARA Holdings, Inc. (MARA)
  • Galaxy Digital Inc. (GLXY)
  • Quanta Computer Inc. (2382.TW)
  • Hon Hai Precision Industry Co., Ltd. (Foxconn) (2317.TW)

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