Independent GPU Clouds Stocks

Companies that rent AI compute by the hour rather than run their own cloud, including the bitcoin miners that converted their power and shells into it. Known in the market as neoclouds. The hyperscalers sell GPU hours too, but at the side of a cloud they built for themselves; these companies are the whole business.

As of Oct 23, 2026, Independent GPU Clouds has 16 US-listed companies worth $123B combined. The median member moved -6.9% over the past week; XLAB led at +42.6% and BRUN trailed at -18.7%.

Companies in Independent GPU Clouds

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