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Field notes

Renting compute sounds boring until you see the numbers: the deals on this page are some of the largest contracts ever signed for anything. The split to understand is hyperscaler versus neocloud — one sells everything, the other sells exactly one thing, faster.

Start with these three

CO CoreWeave The crypto-miner that invented the neocloud playbook and took it public. Amazon Web Services The incumbent that answered with its own silicon and a million-chip campus. G4 G42 What 'sovereign AI' looks like as a single company.

Hyperscale clouds

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AW Amazon Web Services The largest cloud, building custom silicon and gigawatt campuses for Anthropic. AMZN Google (Alphabet) The only company vertically integrated from TPU silicon to frontier models. GOOGL Microsoft Azure, the OpenAI alliance, Copilot — and Fairwater-class AI factories. MSFT Oracle The late-arriving cloud that bet the company on OpenAI and Stargate. ORCL Alibaba China's biggest cloud and the maker of Qwen — the world's most-forked open models. BABA IBM Enterprise AI (watsonx, Granite) plus the quantum roadmap. IBM Tencent WeChat's owner: Hunyuan models and China's other hyperscale cloud. 0700.HK

AI / GPU neoclouds

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CO CoreWeave The crypto-miner turned $20B-contract AI hyperscaler — the defining neocloud. CRWV AD Applied Digital North Dakota mega-campuses leased to CoreWeave — miner-to-AI conversion story. APLD CR Crusoe Energy-first AI builder: from flare-gas computing to constructing Stargate Abilene. G4 G42 The UAE's state-linked AI champion — Microsoft-invested, Cerebras's anchor. IR IREN Bitcoin miner turned AI cloud with a reported $9.7B Microsoft GPU deal. IREN LA Lambda The developer-facing GPU cloud that landed a multi-billion Microsoft deal. NE Nebius The ex-Yandex AI cloud with a reported $17B+ Microsoft contract. NBIS TA Together AI Open-model inference cloud and research shop (FlashAttention lineage).