数据库分类 · 15 记录
云计算与 GPU 算力
Where the compute is rented: hyperscalers, AI-specialist neoclouds and the sovereign and regional players.
现场笔记
出租算力听起来平淡无奇，直到你看见那些数字：这一页上的合同，是有史以来任何领域签署的最大合同之列。需要理解的核心区别是超大规模云厂商与新兴云服务商——前者什么都卖，后者只卖一件事，而且更快。
从这三个开始
CO
CoreWeave
靠加密挖矿起家、发明了新兴云服务商打法并将其带上市的那家公司。
Amazon Web Services
那家用自研芯片和百万级芯片园区来应战的在位者。
G4
G42
"主权AI"以单一公司形态呈现的样子。
Amazon Web Services
那家用自研芯片和百万级芯片园区来应战的在位者。
G4
G42
"主权AI"以单一公司形态呈现的样子。
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).