Neocloud

Deep profile of the original GPU marketplace. Founding thesis, marketplace mechanics, supply & demand sides, pricing, trust & verification, hardware tiers, economics, competitive positioning, and outlook.

Hybrid GPU cloud — Community Cloud (marketplace) + Secure Cloud (dedicated). Vast's most direct competitor. Pricing, customers, scale.

Platinum-tier neocloud. 2025 IPO. Microsoft + Meta + NVIDIA strategic relationships. ~$35B in known enterprise commitments.

Energy-arbitrage neocloud. Stranded gas / flare capture. Pivoted from crypto mining to AI. OpenAI partnerships, large datacenter buildouts.

Managed inference + training on top of GPU. Open-source model curation, per-token pricing, research credibility (FlashAttention, RedPajama).

Long-running GPU cloud with hardware-shop roots. Reserved capacity, enterprise customers, recent neocloud-flavor expansion.

Open-access AI cloud + managed inference. Series A startup. Marketplace + inference dual product.

Yandex spinoff; European-headquartered now. NASDAQ-listed (NBIS). Gold-tier neocloud with major Microsoft and Meta deals.

GPU marketplace at smaller scale than Vast. Direct comparable; differences in supply curation and product surface.

Where the category came from, the 2022–2023 inflection, the 2024 shake-out, the 2025–2026 enterprise era, and where the market is heading.

The brand-new compute futures market. CME + Silicon Data, ICE + Ornn, and how treating GPU-time as a tradeable commodity changes the industry.

Side-by-side across all nine companies plus broader context. Business model, scale, pricing, customer segments, strategic positioning, investment thesis.