9.02a · part of Hyperscalers, neoclouds & model labs
Who makes neoclouds for AI data centers
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.
Companies on this part (13)
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| CoreWeave | operator | public | CRWV | 86.80 USD | -6.5% | inferred | |
| DigitalOcean | operator | public | DOCN | 122 USD | +3.9% | inferred | |
| IREN | operator | public | IREN | 40.53 USD | -1.0% | inferred | |
| Nebius | operator | public | NBIS | 218 USD | -3.9% | inferred | |
| Cerebras | operator | private | inferred | Cloud | |||
| Crusoe | operator | private | inferred | ||||
| Firmus (Sustainable Metal Cloud) | operator | private | inferred | ||||
| Fluidstack | operator | private | inferred | ||||
| Groq | operator | private | inferred | Cloud | |||
| Lambda | operator | private | inferred | ||||
| Nscale | operator | private | inferred | ||||
| Together | operator | private | inferred | ||||
| Vultr | operator | private | inferred |
Who competes here
The same table read the other way: every company above competes for neoclouds sockets. Confidence tags matter — an inferred placement is a lead, not a confirmed rivalry.
Nearby parts
- Parent: Hyperscalers, neoclouds & model labs
- Previous in layer: Data center developers, operators & REITs
- Next in layer: Architecture, engineering & MEP design
- Layer: Layer 9 — Building shell, site & construction
Sources: placements without a source URL come from the taxonomy seed and are tagged accordingly. How this data is built.· Markdown · JSON