Sección de la base de datos · 15 registros
Cloud y cómputo GPU
Where the compute is rented: hyperscalers, AI-specialist neoclouds and the sovereign and regional players.
Notas de campo
Alquilar cómputo suena aburrido hasta que ve los números: los contratos de esta página son algunos de los más grandes jamás firmados por nada. La distinción que hay que entender es hyperscaler frente a neocloud — uno vende todo, el otro vende exactamente una cosa, más rápido.
Empiece por estos tres
CO
CoreWeave
El minero de criptomonedas que inventó el manual del neocloud y lo sacó a bolsa.
Amazon Web Services
El titular que respondió con su propio silicio y un campus de un millón de chips.
G4
G42
Lo que parece la «IA soberana» encarnada en una sola empresa.
Amazon Web Services
El titular que respondió con su propio silicio y un campus de un millón de chips.
G4
G42
Lo que parece la «IA soberana» encarnada en una sola empresa.
Hyperscale clouds
7
AW
Amazon Web Services
The largest cloud, building custom silicon and gigawatt campuses for Anthropic.
Google (Alphabet)
The only company vertically integrated from TPU silicon to frontier models.
Microsoft
Azure, the OpenAI alliance, Copilot — and Fairwater-class AI factories.
Oracle
The late-arriving cloud that bet the company on OpenAI and Stargate.
Alibaba
China's biggest cloud and the maker of Qwen — the world's most-forked open models.
IBM
Enterprise AI (watsonx, Granite) plus the quantum roadmap.
Tencent
WeChat's owner: Hunyuan models and China's other hyperscale cloud.
Google (Alphabet)
The only company vertically integrated from TPU silicon to frontier models.
Microsoft
Azure, the OpenAI alliance, Copilot — and Fairwater-class AI factories.
Oracle
The late-arriving cloud that bet the company on OpenAI and Stargate.
Alibaba
China's biggest cloud and the maker of Qwen — the world's most-forked open models.
IBM
Enterprise AI (watsonx, Granite) plus the quantum roadmap.
Tencent
WeChat's owner: Hunyuan models and China's other hyperscale cloud.
AI / GPU neoclouds
8
CO
CoreWeave
The crypto-miner turned $20B-contract AI hyperscaler — the defining neocloud.
AD
Applied Digital
North Dakota mega-campuses leased to CoreWeave — miner-to-AI conversion story.
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.
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.
TA
Together AI
Open-model inference cloud and research shop (FlashAttention lineage).