AI Infrastructure stocks
Peer comparison of the 13 AI Infrastructure stocks tracked by R40, ordered by market cap.
Ordered by market cap, largest first — not by Rule of 40 score.
| Company | R40 | Market cap | Price | Revenue growth | FCF margin | P/E |
|---|---|---|---|---|---|---|
SPCX
Space Exploration Technologies Corp.
|
R40n/m | $2.04T | $154.81 | - | - | - |
ORCL
Oracle Corporation
|
R4022027 Q1 | $440.02B | $150.59 | +29.6% | −27.9% | 23.4 |
DELL
Dell Technologies Inc.
|
R4060FY2027 Q2 | $384.81B | $588.40 | +57.7% | +2.1% | 23.5 |
GLW
Corning Incorporated
|
R40452026 Q2 | $129.33B | $147.80 | +16.6% | +28.7% | 116.6 |
VRT
Vertiv Holdings Co
|
R40522026 Q2 | $94.41B | $241.49 | +24.1% | +28.3% | 75.8 |
BE
Bloom Energy Corporation
|
R401822026 Q2 | $90.78B | $280.76 | +165.5% | +16.4% | 403.6 |
NBIS
Nebius Group N.V.
|
R40n/m2026 Q2 | $61.12B | $217.99 | +454.0% | −585.8% | n/m |
CBRS
Cerebras Systems Inc.
|
R40n/m2026 Q2 | $46.12B | $194.14 | +74.3% | −264.7% | - |
RKLB
Rocket Lab Corporation
|
R40152026 Q2 | $43.35B | $67.82 | +62.0% | −47.0% | n/m |
CRWV
CoreWeave, Inc.
|
R40n/m2026 Q2 | $39.77B | $79.88 | +112.3% | −223.0% | n/m |
SMCI
Super Micro Computer, Inc.
|
R40100FY2026 Q4 | $26.10B | $40.35 | +93.2% | +6.5% | 9.2 |
ASTS
AST SpaceMobile, Inc.
|
R40n/m2026 Q2 | $24.40B | $62.71 | +2626.6% | −2204.2% | n/m |
IREN
Iris Energy Limited
|
R40n/m2026 Q2 | $12.96B | $43.48 | −26.7% | −121.8% | n/m |
Latest AI Infrastructure news
News
· SMCI
Supermicro Is Capacity-Bound. Its Rack Ceiling Is Worth $12 to Our Fair Value.
Supermicro rose 9.5% on a $1.5 trillion 2030 server forecast. Matching that growth costs our fair value $1.07. Its own rack capacity is worth $12.15.
R40
News
· NBIS
A Nebius Notice Lifts On-Demand GPU Prices Up to 21%. Its Shareholder Letter Never Says On-Demand.
A reshared Nebius notice lifts on-demand GPU-hour rates 16.9% to 21.0% from 1 October. Nebius has never said what share of its revenue is billed on-demand.
R40
News
· CRWV
CoreWeave Adds a 35-Million-Share ATM. Its Third Convert Is Marketed to Strike Below the Last Two.
CoreWeave opened a 35m-share ATM and marketed a $3.0bn convert striking near $102-106, below its last two. Our 27 Aug piece missed four earlier marks.
R40