The Neocloud Landscape — Comparison
Side-by-side across nine companies plus broader context. Business model, scale, pricing, customer segments, strategic positioning, financial shape, and the investment thesis matrix.
Chapters
00Start HereMethodology; how to read this comparison.
01The CastNine companies in one summary table. Quick reference.
02Business Model ComparisonMarketplace / on-demand / reserved / managed-inference / energy-arbitrage axes.
03Scale & FinancialRevenue, funding, valuation, customer commitments, capital structure.
04Hardware & InfrastructureGPU mix, datacenter footprint, network, geography.
05Pricing ComparisonPer-GPU-hour list pricing across providers; what fairness adjustments matter.
06Customer SegmentsWho wins which segment — frontier labs, mid-market AI, indie devs, enterprise IT.
07Strategic PositioningWhere each company has structural advantage; where they're vulnerable.
08Recent Strategic Moves2025–2026 deals, IPOs, pivots that reshape the landscape.
09Investment Thesis MatrixBull/bear thesis per company; risk-return shape.
10Where the Market is GoingConsolidation, hyperscaler integration, compute-futures impact, 3-year scenarios.