Everything you need to know about neoclouds.
Reference material on the GPU-native cloud category — what a neocloud is, who the major players are, how pricing has moved, and what comes next.
- LatestMay 2, 20266 min read
How Neoclouds Power the AI Boom (and Why It Matters)
Roughly 60% of frontier-model training in 2025 ran on neocloud capacity. The two-sided dependency between AI labs and neoclouds is now the most important structural relationship in the AI economy.
neocloud AIAI infrastructureOpenAI CoreWeavefrontier model training - Apr 11, 20266 min read
GPU Cloud Pricing in 2026: From $9/hr to $1.92/hr (and Where It's Going)
H100 hourly fell ~80% in 36 months as neocloud capacity flooded in and 5-year depreciation schedules normalised. H200 looks like it bottoms near $2.40, B200 near $4.10 — both with most of the decline in the back half of the cycle.
GPU pricingH100 price per hourGPU cloud costH200 pricing - Mar 2, 20268 min read
Neoclouds vs Hyperscalers: Why GPU-Native Clouds Are Winning AI
On a per-token-trained basis neoclouds are typically 40–70% cheaper than hyperscalers, mostly because they strip out generalist-cloud overhead (egress, EBS, idle vCPU) and have purpose-built networking.
neocloud vs hyperscalerCoreWeave vs AWSGPU cloud comparisonAI cloud cost - Feb 8, 20269 min read
The 10 Biggest Neocloud Companies in 2026 (Ranked)
CoreWeave leads on revenue ($8.6B run-rate), Nebius is the fastest public grower, Lambda has the most aggressive developer adoption, and Crusoe has the cheapest power. Here's the full 2026 ranking.
neocloud companieslist of neocloudsbiggest neocloudsCoreWeave - Jan 14, 20267 min read
What Is a Neocloud? The GPU-Native AI Cloud, Explained (2026)
A neocloud is a cloud provider whose entire stack — silicon, fabric, scheduler, billing — is built from the GPU up, for AI workloads. The category emerged in 2023 and is now ~$25B in revenue.
neocloudneocloudswhat is a neocloudGPU cloud
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