{
 "id": "9.02a",
 "slug": "hyperscalers-neoclouds-and-model-labs-the-tenants-and-owners-neo",
 "url": "/parts/building-shell-site-and-construction/hyperscalers-neoclouds-and-model-labs-the-tenants-and-owners-neo",
 "name": "Neoclouds",
 "qualifiers": null,
 "layer": {
  "id": 9,
  "name": "Building shell, site & construction"
 },
 "parent_id": "9.02",
 "children": [],
 "summary": "Independent cloud providers that lease or build data center capacity specifically to rent out GPU compute, often financed against the hardware rather than a diversified balance sheet.",
 "description_md": null,
 "ai_delta": null,
 "bottleneck_status": null,
 "scale_tiers": [],
 "density_modes": [],
 "scale_notes": null,
 "flow": [
  "shell"
 ],
 "companies": [
  {
   "company_id": "coreweave",
   "name": "CoreWeave",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "public",
   "ticker": "CRWV",
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "digitalocean",
   "name": "DigitalOcean",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "public",
   "ticker": "DOCN",
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "iren",
   "name": "IREN",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "public",
   "ticker": "IREN",
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "nebius",
   "name": "Nebius",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "public",
   "ticker": "NBIS",
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "cerebras",
   "name": "Cerebras",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": "Cloud",
   "note": null,
   "source_url": null
  },
  {
   "company_id": "crusoe",
   "name": "Crusoe",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "firmus",
   "name": "Firmus (Sustainable Metal Cloud)",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "fluidstack",
   "name": "Fluidstack",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "groq",
   "name": "Groq",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": "Cloud",
   "note": null,
   "source_url": null
  },
  {
   "company_id": "lambda",
   "name": "Lambda",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "nscale",
   "name": "Nscale",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "together",
   "name": "Together",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": null,
   "note": null,
   "source_url": null
  },
  {
   "company_id": "vultr",
   "name": "Vultr",
   "role": "operator",
   "confidence": "inferred",
   "ownership_type": "private",
   "ticker": null,
   "product_note": null,
   "note": null,
   "source_url": null
  }
 ]
}