データベースセクション · 15 レコード
クラウド・GPU コンピューティング
Where the compute is rented: hyperscalers, AI-specialist neoclouds and the sovereign and regional players.
フィールドノート
コンピュートのレンタルは、数字を見るまで退屈に聞こえる：このページの契約は、あらゆる分野でこれまでに締結された最大規模の契約に含まれる。理解すべき区分はハイパースケーラーとネオクラウドだ――一方はすべてを売り、他方はただ一つのことをより速く売る。
まずこの三つから
CO
CoreWeave
ネオクラウドのプレイブックを発明し、上場させた暗号通貨マイナー。
Amazon Web Services
独自シリコンと100万チップのキャンパスで応じた、既存の巨人。
G4
G42
「AIの国産化（ソブリンAI）」が一つの企業として体現された姿。
Amazon Web Services
独自シリコンと100万チップのキャンパスで応じた、既存の巨人。
G4
G42
「AIの国産化（ソブリンAI）」が一つの企業として体現された姿。
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).