Nebius holds a central link in the Compute Economy: renting online computing power built for AI. Its strength is a clear position in a supply-constrained…
Market cap
$37.4B
24h
Journal / Roundup
The compute economy is the stack that runs AI: power, silicon, facilities, cloud, and the applications built on top. This roundup isolates the ten names currently drawing the most capital and attention, ranked by market capitalization and 24-hour price movement.
Nebius holds a central link in the Compute Economy: renting online computing power built for AI. Its strength is a clear position in a supply-constrained…
Market cap
$37.4B
24h
One of the most vertically integrated theses in listed mining: Bitmain ASIC heritage + global DC deployment. Mid-cap profile with re-rating optionality if the AI…
Market cap
$2.0B
24h
Rare exposure to the listed ASIC mining segment, with vertical integration (design + operations). Cyclical profile on BTC price and hardware demand, exposed to Bitmain…
Market cap
$172.9M
24h
A high-beta Bitcoin proxy: 6,500+ BTC on treasury in early 2026 places ABTC among the top 20 corporate holders, with pure-play exposure amplified by the…
Market cap
$1.8B
24h
IREN holds a pivot link in the Compute Economy: the one where an energy infrastructure built for Bitcoin reconverts into computing capacity for AI. It…
Market cap
$12.1B
24h
DigitalOcean holds a cloud link of the Compute Economy: renting computing and storage to developers and small businesses, with an extension toward artificial intelligence. Its…
Market cap
$11.7B
24h
Palantir holds an application link in the Compute Economy: the software layer that turns data and AI models into decisions. Its strength is an entrenched…
Market cap
$283.6B
24h
Cipher holds an energy link in the Compute Economy: Bitcoin-mining power sites, potentially redirectable to AI. Its strength is rare access to electricity; its fragility…
Market cap
$8.4B
24h
Vistra is a direct exposure to electricity, the bottleneck of the Compute Economy. It owns controllable plants, including nuclear, exactly the resource data centers fight…
Market cap
$50.1B
24h
TeraWulf holds an energy-and-hosting link in the Compute Economy: power sites inherited from Bitcoin mining, redirected toward AI. Its strength is rare access to electricity,…
Market cap
$8.5B
24h
This list changes as prices move and market caps shift. For the full universe, filter by layer, region, and asset class on the live NeonBridge Compute Tracker.
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