Bagian basis data · 15 rekaman
Cloud & Komputasi GPU
Where the compute is rented: hyperscalers, AI-specialist neoclouds and the sovereign and regional players.
Catatan lapangan
Menyewa komputasi terdengar membosankan sampai Anda melihat angkanya: kesepakatan di halaman ini adalah beberapa kontrak terbesar yang pernah ditandatangani untuk hal apa pun. Pembagian yang perlu dipahami adalah hyperscaler versus neocloud — satu menjual segalanya, yang lain menjual tepat satu hal, lebih cepat.
Mulai dengan tiga ini
CO
CoreWeave
Penambang kripto yang menciptakan buku pedoman neocloud dan membawanya ke bursa saham.
Amazon Web Services
Pemain lama yang membalas dengan silicon buatan sendiri dan kampus satu juta chip.
G4
G42
Seperti inilah 'AI berdaulat' dalam wujud satu perusahaan.
Amazon Web Services
Pemain lama yang membalas dengan silicon buatan sendiri dan kampus satu juta chip.
G4
G42
Seperti inilah 'AI berdaulat' dalam wujud satu perusahaan.
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).