Tariff headlines around semiconductors and data center hardware are reshaping how investors think about U.S. cloud and infrastructure stocks. Policy shifts can create pressure for some companies and unexpected openings for others, especially those with a strong domestic footprint. This article looks at three stocks from a U.S.-focused cloud and data-center screener that appear more directly exposed to these tariff debates, and explains why that exposure might matter to your portfolio.

The three stocks below are a sample of what this tariff focused idea surfaces, and the full screen brings up 56 more U.S.-listed cloud and data-center companies with equally compelling stories that are not covered here. To see the broader field and quickly identify which setups best match your own risk and return preferences, head straight into the U.S.-Listed Domestic-Focused Cloud & Data-Center Operators screener.

SharonAI Holdings (SHAZ)

Overview: SharonAI Holdings is a New York based computing company that builds accelerated compute platforms and cloud GPU environments, tying directly into the data center and AI infrastructure focus of this screener. It runs a hybrid model that combines its own facilities with deployments in third party data centers to deliver integrated compute, storage, networking, and automation for AI labs, hyperscalers, research groups, and regulated industries, supported by a large NVIDIA backed AI factory project in Australia.

Operations: SharonAI currently generates about $3 million in revenue from High Performance Compute Services, entirely from customers in the United States.

Market Cap: $2.18b

SharonAI Holdings gives you exposure to AI focused cloud and data center infrastructure, with a platform built around GPU heavy compute for demanding workloads and a major collaboration with NVIDIA to support large scale AI factories. The appeal sits in its role as a U.S. listed operator building specialist infrastructure that could help users absorb higher semiconductor costs over time, alongside multi year, take or pay style contracts that can improve visibility once capacity is online. The flip side is meaningful execution and funding risk, given the company is still small on current revenue, carries a short cash runway, and leans on external borrowings to finance an ambitious build out. For investors, that mix of high potential and real balance sheet strain is where the story gets interesting.

SharonAI’s $2.18b ambition, $3 million revenue base, and NVIDIA backed AI factory plan create an unusual mix of scale and strain that many investors may be misreading. Get the full picture in the 3 key rewards and 3 important warning signs (2 are major!)

Sprinklr (CXM)

Overview: Sprinklr is a New York based enterprise cloud software company that runs a unified customer experience platform, helping large brands manage service, social, insights, and marketing across digital and traditional channels on scalable cloud infrastructure. It sells its products globally, but the core of the story for this screener is Sprinklr’s role as a U.S. listed cloud platform provider that can adjust software pricing and contracts if data center or chip costs move around tariffs.

Operations: Sprinklr generates about $871 million in revenue from Software & Programming, with roughly $436 million coming from U.S. customers and the rest split across EMEA, the Americas outside the U.S., and other regions.

Market Cap: $1.75b

Sprinklr gives you exposure to enterprise AI and customer experience software that runs on cloud infrastructure, without being directly tied to tariff sensitive hardware. Management has been clear that tariffs do not hit Sprinklr directly, yet rising chip and hosting costs could still matter. In that context, its ability to fine tune pricing, trim costs, and use AI features like LLM Insights becomes important. At the same time, customer concentration, margin pressure, and strong competition keep execution risk front and center. With a balance sheet the company describes as “pristine” and ongoing buybacks, the setup around upcoming earnings and AI product rollouts may be more interesting than the headline P/E alone suggests.

Sprinklr’s “pristine” balance sheet and ongoing buybacks could be masking a very different risk reward profile than its headline P/E suggests. Get the full analysis report for Sprinklr and see what might be hiding in plain sight.

SPS Commerce (SPSC)

Overview: SPS Commerce is a Minneapolis based software company that runs a cloud platform connecting retailers, brands, distributors, manufacturers, and logistics providers so they can manage orders, invoicing, and supply chain data in one place. Its Fulfillment, Analytics, and related tools rely on U.S. based cloud infrastructure and give it a clear link to this screener’s focus on domestic cloud and data center driven services.

Operations: SPS Commerce generates about $772 million in revenue from Supply Chain Management Solutions, with around $641 million coming from U.S. customers and the rest from outside the U.S.

Market Cap: $2.9b

SPS Commerce gives you exposure to a cloud based supply chain network that is deeply tied into U.S. retailers and suppliers. This can matter when tariffs push companies to rethink where they source goods and how they manage data flows. Management has talked about being one of the first calls when retailers need to onboard new vendors or rewire trade flows. AI tools like MAX are intended to speed onboarding and support margin improvements over time. There are still real questions about margin pressure, cautious supplier spending, and how buybacks or any potential sale play out. For investors who want domestic, cloud driven exposure to tariff reshaping supply chains, SPS Commerce is a story that deserves a closer look.

SPS Commerce’s U.S. heavy network and AI tools like MAX could be quietly reshaping how tariffs flow through supply chains. See how the analyst forecasts for SPS Commerce frames the next chapter and where the real pressure point might be.

Seeking Fresh Alternatives Before Others Do

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• Spot companies quietly building momentum in AI infrastructure before the crowd catches on by scanning the curated 55 AI infrastructure stocks.
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• Ride early waves in AI without chasing hype and filter for cash generating contenders through the targeted 74 profitable AI stocks that aren't just burning cash.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.