Neoclouds (GPU clouds)
GPU-focused specialist clouds (CoreWeave, Crusoe, Nebius) renting AI capacity
2 leading companies in neoclouds (gpu clouds), one segment of ai infrastructure — Chips, data centres, power and rented cloud compute behind AI — data centre power use set to double by 2030 (IEA)
new market segment · researched 2026-11-14
AI chips & acceleratorsMemory, networking & chip foundriesData centre colocationHyperscale AI cloudNeoclouds (GPU clouds)
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Leading neoclouds (gpu clouds) companies
2 companies, with the scale each source states. Scale is the whole company's unless the row says otherwise.
| Company | Where | What they do | Scale |
|---|---|---|---|
| CoreWeave CRWV ↗ | Livingston, NJ, United States since 2017 | GPU-focused neocloud renting AI compute; now one of the top ten cloud providers (Synergy) | revenue: 5.131 USD billions (2025) ↗ |
| Cerebras Systems CBRS ↗ | Sunnyvale, United States since 2015 | Wafer-scale AI chips and systems, plus an inference cloud | revenue: 0.51 USD billions ($510 million as stated) (2025) ↗ |
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The ai infrastructure market
The whole market this segment sits in.
data centre electricity consumption · world415
↗TWh (about 1.5% of world electricity) · 2024
Growth, segments, risks and every company in ai infrastructure →
Quick answers
- What is neoclouds (gpu clouds)?
- GPU-focused specialist clouds (CoreWeave, Crusoe, Nebius) renting AI capacity. It is one segment of the ai infrastructure market.
- Who are the leading neoclouds (gpu clouds) companies?
- CoreWeave (United States), Cerebras Systems (United States).
- Which neoclouds (gpu clouds) companies are publicly traded?
- CoreWeave (CRWV), Cerebras Systems (CBRS).
- How big is the ai infrastructure market?
- For the whole ai infrastructure market, not this segment alone: data centre electricity consumption (world) 415 TWh (about 1.5% of world electricity), 2024 — International Energy Agency.