AI cloud landscape 2026: 138 companies across 13 layers, Modal valued at $15.75B
FinanceYF5 · x · 2026-11-06
A new market map charts the 2026 AI cloud: 138 companies across 13 layers. Surprises include Modal (serverless AI cloud) valued at $15.75B with $1B+ revenue, Together AI reporting $1.15B revenue, and chip maker Cerebras — running its own inference cloud — valued at $56.4B. Hyperscalers: AWS $184B run-rate, Azure $33.2B and Google Cloud $30.7B quarterly, Oracle OCI $7.4B. Neoclouds: CoreWeave $47.9B, Crusoe $30.9B, Fluidstack $18B, Nebius $3B ARR. Also mapped: developer clouds, GPU marketplaces (RunPod $325M rev), decentralized compute, inference platforms, serverless GPU, gateways, orchestration clouds, fine-tuning, and 24 agent sandbox/runtime companies.
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