데이터베이스 섹션 · 15 레코드
클라우드 및 GPU 컴퓨팅
Where the compute is rented: hyperscalers, AI-specialist neoclouds and the sovereign and regional players.
현장 노트
컴퓨팅 임대는 숫자를 보기 전까지는 지루하게 들린다: 이 페이지의 계약들은 어떤 분야에서든 역대 최대 규모에 속한다. 이해해야 할 구분은 하이퍼스케일러와 네오클라우드 — 하나는 모든 것을 팔고, 다른 하나는 딱 한 가지를 더 빠르게 판다.
이 세 가지부터 시작하세요
CO
CoreWeave
네오클라우드 플레이북을 발명하고 상장한 암호화폐 채굴업체.
Amazon Web Services
자체 실리콘과 백만 칩 규모의 캠퍼스로 맞선 기존 강자.
G4
G42
'소버린 AI'가 단일 기업으로 구현된 모습.
Amazon Web Services
자체 실리콘과 백만 칩 규모의 캠퍼스로 맞선 기존 강자.
G4
G42
'소버린 AI'가 단일 기업으로 구현된 모습.
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).