AI 云市场图谱：138 家公司拆成 13 层，Modal 估值达 157.5 亿美元
🚨 New market map: AI cloud in 2026 — 138 companies, 13 layers The surprise isn't the hyperscalers....
这份图谱把 138 家 AI 云公司按 13 层摆清楚，连 GPU 市场和 agent 沙箱都标了估值和收入，找供应商或看竞争格局直接查表就行。
一份 2026 年 AI 云市场地图把 138 家公司划为 13 个层级，数据截至 2026 年 11 月。超大规模云厂商中，AWS 年化收入约 1840 亿美元，Azure 单季收入 332 亿美元。Neocloud 层有 26 家，CoreWeave 估值约 479 亿美元，Crusoe 为 309 亿美元。推理平台层里 Together AI 收入达 11.5 亿美元，Fireworks 超过 10 亿美元；芯片厂商自营推理云中 Cerebras 估值高达 564 亿美元。Agent 沙箱层有 24 家公司，E2B 已创建 20 亿个沙箱。
🚨 New market map: AI cloud in 2026 — 138 companies, 13 layers The surprise isn't the hyperscalers....
🚨 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 for GPUs from day one. 3. Developer clouds (9) — Vultr ($3.5B val.), DigitalOcean ($234M AI ARR), Verda ($165M run-rate). Swipe a card, get a GPU. 4. GPU marketplaces (10) — RunPod ($325M rev.), Prime Intellect ($1B val.), Hydra Host (~$800M), SF Compute ($300M). Compute traded like a commodity. 5. Decentralized compute (6) — Aethir ($147M rev.), io.net n, Akash, Gensyn. Token-incentivized idle GPUs. 6. Inference platforms (20) — Together AI ($1.15B rev.), Fireworks (>$1B), Baseten ($600M), fal ($800M), Hugging Face (~$12.9B val.). One API, hundreds of open models. 7. Chip-maker inference clouds (4) — Cerebras ($56.4B), SambaNova ($11B), Tenstorrent ($6.2B), Groq ($3.5B). 8. Serverless GPU (8) — Modal ($15.75B), Lightning AI ($500M+ rev.), Replicate (50K+ models). 9. Fine-tuning & post-training (6) — Thinking Machines Lab ($40B val.), MosaicML, Lamini, OpenPipe. 10. Model gateways (6) — OpenRouter (~$7.5B val.), LiteLLM ($14M+ ARR), Vercel AI Gateway, Martian. 11. Orchestration (8) — Anyscale (~$1.65B val.), SkyPilot, ClearML, Rafay. 12. Inference engines (7) — Inferact (vLLM, $800M val.), RadixArk (SGLang, $400M), Modular (acquired by Qualcomm). 13. Agent sandboxes (24) — E2B (2B sandboxes created), Vercel Sandbox (3.5M+ per day), Daytona (~$123M val.), Fly.io j, Namespace. Disposable microVMs for agents. Data as of Nov 2026, public sources; company-reported numbers are labeled as such on the map. Bookmark this — we'll update it every quarter. Full list + sources: ai-cloud-map.vercel.app P 💬 0 🔄 0 ❤️ 0 👀 392 ⚡
