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AI Cloud / Neoclouds — Basket

Neocloud operators, HPC compute providers, and AI infrastructure builders capturing accelerated GPU capacity demand — from pure-play GPU clouds to miner-turned-HPC operators and hyperscale ODMs.

Constituents (11)

  • 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)

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