Veritabanı bölümü · 15 kayıtlar
Bulut ve GPU İşlem
Where the compute is rented: hyperscalers, AI-specialist neoclouds and the sovereign and regional players.
Saha notları
Hesaplama kiralamak sıkıcı gelir, ta ki rakamları görene kadar: bu sayfadaki anlaşmalar, herhangi bir alanda imzalanmış en büyük sözleşmelerden bazıları. Anlaşılması gereken ayrım hyperscaler ile neocloud arasındaki: biri her şeyi satar, diğeri yalnızca tek bir şeyi ve daha hızlı satar.
Bu üçle başlayın
CO
CoreWeave
Neocloud modelini icat eden ve borsaya açan kripto madencisi.
Amazon Web Services
Kendi silikonuyla ve bir milyon chiplik kampüsle yanıt veren mevcut oyuncu.
G4
G42
"Egemen yapay zeka"nın tek bir şirket olarak görünümü.
Amazon Web Services
Kendi silikonuyla ve bir milyon chiplik kampüsle yanıt veren mevcut oyuncu.
G4
G42
"Egemen yapay zeka"nın tek bir şirket olarak görünümü.
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).