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AI Infrastructure stocks

Peer comparison of the 13 AI Infrastructure stocks tracked by R40, ordered by market cap.

13 stocks
Above 40
5 of 13
Median R40
52
Median revenue growth
+68.2%
Median FCF margin
−37.5%
Top score
BE 182 2026 Q2
Lowest score
ORCL 2 FY2027 Q1

Growth and margin medians cover the 12 of 13 members with reported history.

Ordered by market cap, largest first — not by Rule of 40 score.

Company R40 Market cap Price Revenue growth FCF margin P/E
Space Exploration Technologies Corp. SPCX Space Exploration Technologies Corp. R40n/m $1.99T $150.86 - - -
Oracle Corporation ORCL Oracle Corporation R402FY2027 Q1 $401.19B $137.30 +29.6% −27.9% 23.4
Dell Technologies Inc. DELL Dell Technologies Inc. R4060FY2027 Q2 $351.82B $537.95 +57.7% +2.1% 23.5
Corning Incorporated GLW Corning Incorporated R40452026 Q2 $134.54B $153.76 +16.6% +28.7% 116.6
Vertiv Holdings Co VRT Vertiv Holdings Co R40522026 Q2 $94.33B $241.31 +24.1% +28.3% 75.8
Bloom Energy Corporation BE Bloom Energy Corporation R401822026 Q2 $89.56B $276.98 +165.5% +16.4% 403.6
Nebius Group N.V. NBIS Nebius Group N.V. R40n/m2026 Q2 $66.14B $235.88 +454.0% −585.8% n/m
Rocket Lab Corporation RKLB Rocket Lab Corporation R40152026 Q2 $44.53B $69.68 +62.0% −47.0% n/m
CoreWeave, Inc. CRWV CoreWeave, Inc. R40n/m2026 Q2 $43.38B $87.12 +112.3% −223.0% n/m
Cerebras Systems Inc. CBRS Cerebras Systems Inc. R40n/m2026 Q2 $42.20B $177.65 +74.3% −264.7% -
Super Micro Computer, Inc. SMCI Super Micro Computer, Inc. R40100FY2026 Q4 $26.57B $41.07 +93.2% +6.5% 9.2
AST SpaceMobile, Inc. ASTS AST SpaceMobile, Inc. R40n/m2026 Q2 $22.90B $58.86 +2626.6% −2204.2% n/m
Iris Energy Limited IREN Iris Energy Limited R40n/m2026 Q2 $12.18B $40.88 −26.7% −121.8% n/m
R40

Latest AI Infrastructure news

News · BE

Bloom's Oracle Order Is 1.2, 2.4, 2.45 or 2.8 GW. Its Plant Is Sized for One a Year.

Bloom has put 1.2, 2.4, 2.45 and 2.8 GW on the Oracle relationship. Only 1.2 GW was ever called contracted, and none of the figures is in an SEC filing.

R40
News · SPCX

Grok Bot Hit 418,000 Weekly Users. It Has No Seat Price and a Documented Free Trial.

Bloomberg put Grok Bot at 418,000 weekly users to 14 September. ARK called it the best launch ever among products with no trial. Cursor documents the trial.

R40
News · ORCL

Oracle's Landlord Borrowed the $18 Billion Quoted at 89 to 91 Cents

About $18bn of loans behind an Oracle-leased New Mexico campus were quoted at 89-91 cents. The borrower is the landlord, and Oracle's 10-Q names neither.

R40