The Neocloud Map: physical ownership vs platform depth are separate axes
AccBalanced · x · 2026-10-13
- sonnetxu argues "vertical integration" is too broad for neoclouds, splitting it into two axes: the physical stack you control (power, data centers, GPUs) and the compute/cloud/platform stack you own (inference, training, storage, developer services).
- Everyone is integrating in different directions: Nebius, CoreWeave and Lambda go full-stack; Fireworks, together.ai and RunPod lead on platform; TensorWave, Crusoe, Voltage Park and Nscale focus on physical infrastructure; Vultr sits in the access layer.
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