The (New) Neocloud Landscape
A landscape of the new wave of 'neocloud' companies reshaping AI compute — from GPU-renting providers and power/data-center-native builders to compute aggregators, chip-makers-turned-inference-sellers, and research labs monetising compute. Based on a map shared by Jessie Dong, with a 7th category ('$B data factory → post-train → serve it') added by Garrett Lord.
Gather compute from other providers
Do research and RL, and sell compute
Built their own chips, now sell inference
Run inference across different chips
$B data factory → post-train on it → serve it
