Top 3 cloud stocks that provide service to the big companies

Based on your interest in cloud stocks that provide services to big companies, we should focus on companies with the following characteristics:

1. **Substantial Cloud Services Revenue**
- Revenue > $1 billion
2. **Quantitative Recommendation Score**
- Top 3 Sorted by Quantitative Recommendation Score

However, no results were found with these criteria. To broaden your options, we can consider the following adjustments:
- Remove the criterion of being in the top 3 by quantitative recommendation score.
- Include mid-cap companies with strong cloud service revenue and growth potential.

Here are three cloud stocks that provide services to big companies, based on our revised criteria:

1. **Prologis (PLD)**:
- Prologis is a logistics real estate company that has shifted its focus to data centers and AI infrastructure hubs.
- It is repurposing land and buying new properties in areas with abundant power to support hyperscalers.
- The company is attractively valued compared to its historical averages, with a 16x forward earnings multiple.
2. **Super Micro Computer (SMCI)**:
- Super Micro designs and builds high-performance server and storage systems for AI, cloud, and enterprise computing.
- The company has seen triple-digit revenue growth in recent quarters and is speculated to land a contract with Meta Platforms for cooling services at new data centers.
3. **Arista (ANET)**:
- Arista is a provider of high-speed networking equipment for data centers and is well positioned for the cloud buildout.
- The company has contracts with major tech companies like Meta Platforms and Microsoft, indicating its reliability and ability to supply the growing demand for cloud infrastructure.

These companies are well-positioned to benefit from the cloud build-out and provide services to big companies, making them strong candidates for investment.