🚨 New market map: AI cloud in 2026 — 138 companies, 13 layers
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🚨 New market map: AI cloud in 2026 — 138 companies, 13 layers The surprise isn't the hyperscalers. Modal, a serverless AI cloud, is valued at $15.75B with $1B+ in revenue, and Together AI reports $1.15B in revenue. Meanwhile Cerebras, a chip maker running its own inference cloud, is valued at $56.4B. Layer by layer: 1. Hyperscalers (4) — AWS (~$184B run-rate), Google Cloud ($30.7B quarterly revenue), Azure ($33.2B), Oracle OCI ($7.4B). Custom chips plus huge clusters. 2. Neoclouds (26) — CoreWeave (~$47.9B val.), Crusoe ($30.9B), Fluidstack ($18B), Nscale ($14.6B), Nebius ($3B ARR). Built
Posted by AI Will (193.1k followers) 23 h ago · 5 likes · 2.6k views · view the original post on X. Kept by the AI Radar as AI infra & evals. Tools mentioned: io.net, Fly, AI 云图谱.
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