U.S. Cloud AI

Alphabet

Market Cap: US$3.7t

Offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.

Apple

Market Cap: US$3.7t

Designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Microsoft

Market Cap: US$2.9t

Develops and supports software, services, devices, and solutions worldwide.

Oracle

Market Cap: US$439.7b

Offers products and services that address enterprise information technology environments worldwide.

Cisco Systems

Market Cap: US$306.5b

Designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.

Alibaba Group Holding

Market Cap: US$300.5b

Through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.

International Business Machines

Market Cap: US$236.1b

Provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Salesforce

Market Cap: US$179.4b

Provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.

Arista Networks

Market Cap: US$171.0b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Palo Alto Networks

Market Cap: US$137.0b

Provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Accenture

Market Cap: US$120.1b

Provides strategy and consulting, industry X, song, and technology and operation services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

ServiceNow

Market Cap: US$118.9b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Sandisk

Market Cap: US$111.2b

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

CrowdStrike Holdings

Market Cap: US$110.5b

Provides cybersecurity solutions in the United States and internationally.

Seagate Technology Holdings

Market Cap: US$91.1b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Cloudflare

Market Cap: US$79.4b

Operates as a cloud services provider that delivers a range of services to businesses worldwide.

Fortinet

Market Cap: US$61.7b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Snowflake

Market Cap: US$59.3b

Provides a cloud-based data platform for various organizations in the United States and internationally.

Autodesk

Market Cap: US$52.4b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Lumentum Holdings

Market Cap: US$50.0b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Ubiquiti

Market Cap: US$47.5b

Develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.

Datadog

Market Cap: US$46.4b

Operates an observability and security platform for cloud applications in the United States and internationally.

CoreWeave

Market Cap: US$43.5b

Operates as a cloud infrastructure technology company in the United States.

Baidu

Market Cap: US$41.5b

Provides internet content, value-added telecommunication-based, internet map, and online audio and video services in the People’s Republic of China.

Roper Technologies

Market Cap: US$36.1b

Designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

Workday

Market Cap: US$34.0b

Provides enterprise cloud applications in the United States and internationally.

Nebius Group

Market Cap: US$30.0b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Hewlett Packard Enterprise

Market Cap: US$28.6b

Develops intelligent solutions in the United States, the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and internationally.

Jabil

Market Cap: US$27.3b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Zscaler

Market Cap: US$25.0b

Operates as a cloud security company worldwide.

Flex

Market Cap: US$23.3b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

Zoom Communications

Market Cap: US$22.5b

Provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

MongoDB

Market Cap: US$21.6b

Provides general purpose database platform worldwide.

Everpure

Market Cap: US$21.3b

Provides data storage and management technologies, products, and services in the United States and internationally.

Broadridge Financial Solutions

Market Cap: US$20.4b

Provides investor communications and technology-driven solutions for the financial services industry in the United States and internationally.

NetApp

Market Cap: US$19.9b

Provides a range of enterprise software, systems, and services that customers use to transform their data infrastructures in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.