{ "schema": "5lc-selection-review/1", "sublayer": "cloud", "asOf": "2026-10-21", "status": "Researcher representative set; final editorial/integration review pending", "scope": { "activity": "Commercial compute infrastructure rented to customers: general-purpose and GPU/AI clouds globally. Isolate infrastructure from application SaaS, on-premise hardware, mining, campus ownership and merely contracted future capacity.", "geography": "Global", "period": "Latest actual disclosures available by2026-10-21; individual periods retained" }, "eligibility": { "rule": "Current relevant commercial supply required; announcement, funding and future capacity alone are insufficient.", "missing": "Unknown is not zero; no disclosure-quality multiplier.", "parent": "One economic supplier per sublayer. Controlled operating subsidiaries consolidated. Financial-fund portfolio holdings remain separately operated suppliers unless their businesses are operationally combined." }, "predefinedFunctions": [ { "id": "hyperscale", "description": "General-purpose hyperscale IaaS/PaaS", "minimumRepresentatives": 1, "parameterType": "Editorial coverage choice" }, { "id": "accelerated", "description": "Specialist accelerated cloud compute", "minimumRepresentatives": 1, "parameterType": "Editorial coverage choice" }, { "id": "regional", "description": "Regional and sovereign commercial cloud provision", "minimumRepresentatives": 1, "parameterType": "Editorial coverage choice" } ], "universe": { "establishedAt": "2026-10-21T05:03:04.579497+00:00", "initialFile": "candidate-universe-preselection.json", "reconciledCandidates": [ { "entityId": "amazon", "name": "Amazon Web Services", "economicParent": "amazon", "eligible": true, "functions": [ "hyperscale" ], "sourceIds": [ "amazon:amz-q2-filing", "amazon:amz-q2-issuer", "amazon:sec-10k-fy2025" ], "roleEvidence": "Amazon combines retail, advertising and logistics with Amazon Web Services. AWS provides computing, storage, databases and AI services, using both NVIDIA GPUs and Amazon-designed processors. AWS revenue was $128.725 billion in 2025 and $79.819 billion in the first half of 2026. Amazon also supplies models and applications and holds non-controlling investments in Anthropic and OpenAI.", "reviewFile": "infrastructure/reviews/amazon.json", "packetSha256": "98643d76fac762db18f5a357f0356237b7907d81b6c64240fddf47c293d7b6b0", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "cloud", "currentSummaryEvidence": { "tagline": "Cloud infrastructure, custom processors and AI services through Amazon Web Services.", "description": "Amazon combines retail, advertising and logistics with Amazon Web Services. AWS provides computing, storage, databases and AI services, using both NVIDIA GPUs and Amazon-designed processors. AWS revenue was $128.725 billion in 2025 and $79.819 billion in the first half of 2026. Amazon also supplies models and applications and holds non-controlling investments in Anthropic and OpenAI.", "whyItMatters": "AWS connects processor design, large-scale cloud operations and model distribution. Its recognized cloud revenue establishes its current operating scale. Investment commitments, contracted future services and annualized product run rates describe different aspects of the business and are not added to revenue.", "evidence": "filing", "sourceIds": [ "amazon:sec-10k-fy2025", "amazon:amz-q2-filing", "amazon:amz-q2-issuer" ], "locator": "Annual and interim segment notes; investments; AWS products" }, "currentParentDisclosure": null, "currentScopeGaps": [ "AWS does not publish recognized revenue separately for every AI service or processor generation. Its AI and chips run rates overlap and cannot be summed.", "No standardized current operating AI power or equivalent-compute fleet total was established. Announced investments and customer commitments are not capacity already in service.", "Institutional holdings retain earlier provider dates; October beneficial ownership has not been reconstructed.", "The complete below-executive AWS organization and formal reporting lines are not public in the reviewed material.", "DuckLabs completion was not confirmed; the announcement excludes the DuckDB Foundation and open-source project.", "The original Synopsys contract-size claim remains secondary reporting and is being reconciled against the supplier’s own materials." ] }, { "entityId": "microsoft", "name": "Microsoft Azure", "economicParent": "microsoft", "eligible": true, "functions": [ "hyperscale" ], "sourceIds": [ "microsoft:msft-10k-fy2026", "microsoft:msft-foundry", "microsoft:msft-fy26q4-pr", "microsoft:msft-fy27-deck" ], "roleEvidence": "Microsoft sells Azure cloud services, Microsoft 365 and Dynamics applications, GitHub developer tools, Windows, Xbox and advertising. Fiscal 2026 revenue was $331.839 billion. September restatements identify $101.938 billion of Azure revenue under its fiscal 2027 definition, which removes GitHub, developer and healthcare cloud activities. Microsoft reported more than 30 million paid Microsoft 365 Copilot seats in July. These seats establish commercial adoption, but neither Azure nor group revenue measures AI application revenue alone.", "reviewFile": "applications/reviews/microsoft.json", "packetSha256": "f6b2aabd79f55e83997e11af68fb31cbaa056497b5df6119413aa7574f4c2b5f", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "enterprise-agents", "currentSummaryEvidence": { "tagline": "Cloud infrastructure, workplace agents and developer tools within one platform.", "description": "Microsoft sells Azure cloud services, Microsoft 365 and Dynamics applications, GitHub developer tools, Windows, Xbox and advertising. Fiscal 2026 revenue was $331.839 billion. September restatements identify $101.938 billion of Azure revenue under its fiscal 2027 definition, which removes GitHub, developer and healthcare cloud activities. Microsoft reported more than 30 million paid Microsoft 365 Copilot seats in July. These seats establish commercial adoption, but neither Azure nor group revenue measures AI application revenue alone.", "whyItMatters": "Microsoft connects enterprise software distribution to model access and computing infrastructure. Copilot and GitHub provide interfaces through which customers use models; Foundry supplies model deployment and governance; Azure supplies the underlying compute. This integration gives Microsoft roles in several layers, while each role requires its own activity measure.", "evidence": "filing", "sourceIds": [ "microsoft:msft-fy26q4-pr", "microsoft:msft-10k-fy2026", "microsoft:msft-fy27-deck", "microsoft:msft-foundry" ], "locator": "FY26 Q4 release; FY27 investor-metrics slides 7, 15 and 17; Foundry product page" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Official headshots were not found for Carolina Dybeck Happe, Scott Guthrie, Mustafa Suleyman, Jay Parikh, Charles Lamanna and Jacob Andreou (their Microsoft Source exec pages either returned 404 or were not located).", "Scott Guthrie's and Charles Lamanna's start dates in their current roles, and Jay Parikh's and Dybeck Happe's prior-employer details, rely on secondary sources rather than proxy-grade biographies.", "Microsoft does not disclose Copilot revenue, GPU purchases by vendor, Maia deployment volume, or how much of the $678B commercial RPO comes from OpenAI and Anthropic.", "The amount Microsoft has actually invested in Anthropic under the up-to-$5B commitment was not found.", "Current director/officer beneficial ownership has not been established from a newly read 2026 proxy; retained institutional holdings are historical provider observations.", "Copilot-specific revenue, active use per paid seat, Foundry-only revenue and AI-only Azure revenue are unavailable.", "Reporting lines are null unless directly supported by a leadership memo; Numoto’s single chart edge omits his documented parallel reporting to Nadella.", "The FY2026 three-segment presentation and FY2027 two-segment restatement describe the same revenue and must not be added together." ] }, { "entityId": "alphabet", "name": "Google Cloud", "economicParent": "alphabet", "eligible": true, "functions": [ "hyperscale" ], "sourceIds": [ "alphabet:a-argon-ga", "alphabet:a-gemma4", "alphabet:a-q2-issuer", "alphabet:a-q2remarks" ], "roleEvidence": "Alphabet owns Google, whose businesses combine advertising, cloud infrastructure and software. Google DeepMind develops Gemini, while Gemma provides separately licensed open-weight models. Google Cloud supplies TPUs, GPUs and managed AI services; general model-development costs are reported within Alphabet-level activities rather than as an independent model-revenue segment.", "reviewFile": "models/reviews/alphabet.json", "packetSha256": "e48a9db94887bc510016797fc38a10c94630a9001284f90a33ea4995815f27a1", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "Google's parent: Gemini models, TPUs, Google Cloud and Search.", "description": "Alphabet owns Google, whose businesses combine advertising, cloud infrastructure and software. Google DeepMind develops Gemini, while Gemma provides separately licensed open-weight models. Google Cloud supplies TPUs, GPUs and managed AI services; general model-development costs are reported within Alphabet-level activities rather than as an independent model-revenue segment.", "whyItMatters": "Alphabet supplies several stages of the AI value chain: accelerators, compute, models and distribution through consumer and enterprise products. Actual cloud sales and model use support its inclusion; parent advertising revenue, backlog and future capital expenditure are not substitutes for model revenue.", "evidence": "company_stated", "sourceIds": [ "alphabet:a-q2-issuer", "alphabet:a-q2remarks", "alphabet:a-argon-ga", "alphabet:a-gemma4" ], "locator": "10-K FY2025 Item 1 Business; Q2 2026 earnings release" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Alphabet's filings do not name its Anthropic holding; the size and carrying value of the stake (press-reported at about 14%) are unverified.", "TPU volumes, external TPU revenue and the TPU design/foundry partners are not disclosed in Alphabet filings; Broadcom's role is inferred from Anthropic's announcement.", "Founder voting power uses the 10-K figure as of December 31, 2025; the 2026 proxy beneficial-ownership table could not be retrieved, and Berkshire Hathaway's resulting percentage stake is not stated.", "The September 2026 ad-tech remedies ruling and the status of EU Digital Markets Act orders were seen only in secondary reports and are not verified from primary sources.", "Training hardware and compute used for Gemini 4 Argon are not disclosed.", "Reported cloud or TPU arrangements with Meta and other labs could not be verified from primary sources and are omitted.", "Gemini-only revenue, paid model subscriber counts and external TPU-system revenue are not separately disclosed.", "The current institution-level cap table and 2026 proxy ownership table were not freshly inspected; historical founder voting rights remain dated.", "Quarterly earnings tables and annual cached filing were inspected; previously cited Q2 filing-only investment marks are not promoted to newly checked metrics." ] }, { "entityId": "alibaba", "name": "Alibaba Cloud", "economicParent": "alibaba", "eligible": true, "functions": [ "hyperscale", "regional" ], "sourceIds": [ "alibaba:acloud-global-2026", "alibaba:b-june-issuer", "alibaba:b-qwen-repo" ], "roleEvidence": "Alibaba combines commerce with cloud infrastructure, proprietary chips, Qwen models and AI applications. Its June-quarter reporting separates AI Cloud and Compute Services from AI Labs and Applications. The first includes cloud and T-Head; the second includes model laboratories and consumer and workplace applications. These segments do not isolate model API revenue.", "reviewFile": "models/reviews/alibaba.json", "packetSha256": "e30066ded34b2dd5ac05a7c11431a78fabc86a8d43eb047a52854ed1d99469c7", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "frontier-labs", "currentSummaryEvidence": { "tagline": "Qwen models, cloud infrastructure and in-house AI chips", "description": "Alibaba combines commerce with cloud infrastructure, proprietary chips, Qwen models and AI applications. Its June-quarter reporting separates AI Cloud and Compute Services from AI Labs and Applications. The first includes cloud and T-Head; the second includes model laboratories and consumer and workplace applications. These segments do not isolate model API revenue.", "whyItMatters": "Alibaba provides both downloadable models and commercial model access, supported by its cloud and distribution businesses. Named enterprise deployments establish use beyond internal commerce. Large infrastructure targets and parameter counts describe strategy and capability; they are not measures of current customer demand.", "evidence": "company_stated", "sourceIds": [ "alibaba:b-june-issuer", "alibaba:b-qwen-repo", "alibaba:acloud-global-2026" ], "locator": "Form 20-F FY2026, Item 4.B and Item 5; June quarter 2026 results, Business and Strategic Updates" }, "currentParentDisclosure": null, "currentScopeGaps": [ "No separate recognized revenue for Qwen APIs, QwenWork or Zhenwu chip sales.", "Current institution stakes and full post-placement cap table were not established.", "The foundry, advanced memory and other current chip suppliers remain unidentified; NVIDIA relationship is inference only.", "The exact current model-laboratory reporting structure is not documented; annual-report titles retain their original access date.", "A guessed Qwen model-host page returned unauthorized and was not retried. The independent official GitHub release record establishes available weights; licensing still requires model-specific review." ] }, { "entityId": "oracle", "name": "Oracle Cloud Infrastructure", "economicParent": "oracle", "eligible": true, "functions": [ "hyperscale" ], "sourceIds": [ "oracle:or-q1-prn", "oracle:q4-fy26-release", "oracle:sec-10k-fy2026" ], "roleEvidence": "Oracle supplies database software, business applications and Oracle Cloud Infrastructure. Infrastructure-as-a-service revenue was $18.1 billion in the year to May 2026 and $7.4 billion in the following quarter. OCI combines GPU clusters, general computing and database services, supported by Oracle-operated and externally developed data centers.", "reviewFile": "infrastructure/reviews/oracle.json", "packetSha256": "6c98c4b0958d438bfa6111b31dcdb72b0d9e5de6ce7c4074e19d499e520506c4", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "cloud", "currentSummaryEvidence": { "tagline": "Enterprise databases, applications and cloud infrastructure for AI workloads.", "description": "Oracle supplies database software, business applications and Oracle Cloud Infrastructure. Infrastructure-as-a-service revenue was $18.1 billion in the year to May 2026 and $7.4 billion in the following quarter. OCI combines GPU clusters, general computing and database services, supported by Oracle-operated and externally developed data centers.", "whyItMatters": "Oracle connects enterprise data and applications with large-scale AI computing. Current infrastructure revenue and delivered capacity establish its operating role. Its $664 billion of remaining performance obligations at August 31 represent future services and are not counted as present revenue or as an additional measure of market share.", "evidence": "filing", "sourceIds": [ "oracle:sec-10k-fy2026", "oracle:q4-fy26-release", "oracle:or-q1-prn" ], "locator": "Annual business and segment disclosures; current quarterly release" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Infrastructure-as-a-service revenue is reported in rounded billions; no precise allocation of AI versus other OCI workloads was established.", "The current 2026 proxy ownership table was not retrieved. Historical provider holdings remain explicitly dated, without a mixed-date founder percentage.", "The complete current RPO allocation by named customer is not disclosed. Secondary estimates of OpenAI’s share are excluded from the operating comparison.", "The reported Tencent capacity agreement remains unconfirmed by either counterparty and is not treated as delivered capacity.", "The annual $260 billion uncommenced-lease figure retains its May 31 date; a current interim lease reconciliation was not established.", "The exact current commercial availability of Vera CPU and Rubin GPU services was not established from the evaluation announcement.", "Most formal reporting lines are not disclosed. Juan Loaiza’s biography explicitly identifies a line to Larry Ellison; other lines are left unknown." ] }, { "entityId": "huawei", "name": "Huawei Cloud", "economicParent": "huawei", "eligible": true, "functions": [ "hyperscale", "regional" ], "sourceIds": [ "huawei:hw-annual-pdf" ], "roleEvidence": "Huawei combines telecom equipment, computing, consumer devices, cloud services and digital power. In AI infrastructure, it designs Ascend accelerators and Kunpeng processors, supplies Atlas systems and develops the CANN software stack. Its 2025 report describes commercial deployments of 384-NPU SuperPoDs. Huawei reported CNY 880.941 billion of group revenue, including CNY 375.014 billion from the broad ICT Infrastructure segment; neither figure measures Ascend revenue.", "reviewFile": "infrastructure/reviews/huawei.json", "packetSha256": "4f4cd362d0ab3cf1854370cfc8529aedc7f0e95bb30119e67fbf7b717d3099bb", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "chip-design", "currentSummaryEvidence": { "tagline": "Designs Ascend AI processors and the systems and software that make them usable.", "description": "Huawei combines telecom equipment, computing, consumer devices, cloud services and digital power. In AI infrastructure, it designs Ascend accelerators and Kunpeng processors, supplies Atlas systems and develops the CANN software stack. Its 2025 report describes commercial deployments of 384-NPU SuperPoDs. Huawei reported CNY 880.941 billion of group revenue, including CNY 375.014 billion from the broad ICT Infrastructure segment; neither figure measures Ascend revenue.", "whyItMatters": "Ascend provides another accelerator architecture, supported by Huawei’s systems, interconnects and developer software. Its role is therefore assessed through demonstrated deployment and product capability. Group size, developer registrations and planned cluster specifications do not establish AI chip market share.", "evidence": "company_stated", "sourceIds": [ "huawei:hw-annual-pdf" ], "locator": "Business segments; computing review pp. 47–48; business highlights" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Ascend and Kunpeng revenue, accelerator shipments, AI-only margins and operational fleet capacity are not separately available in the reviewed disclosures.", "Current manufacturing and HBM supply relationships were not established with primary evidence in this review.", "Cloud unit and parent are related records: selection calculations must consolidate their economic group within a category and avoid adding overlapping revenue.", "Customer and partner examples in this dossier relate to Huawei Cloud unless explicitly stated; they do not prove purchases of standalone Ascend chips.", "The roster covers all 17 current directors and their disclosed executive roles. Huawei also has a separate 15-member Supervisory Board; no single rotating chair is inferred to be the active chair on the review date.", "Private ownership figures are dated to December 31, 2025; subsequent exact stakes were not confirmed." ] }, { "entityId": "tencent", "name": "Tencent Cloud", "economicParent": "tencent", "eligible": true, "functions": [ "hyperscale", "regional" ], "sourceIds": [ "tencent:tc-buddy-billing", "tencent:tc-ir2026", "tencent:tc-workbuddy-oct", "tencent:th-hy4-release" ], "roleEvidence": "Tencent operates Weixin/WeChat, games, advertising, payments and cloud, alongside Yuanbao, WorkBuddy, CodeBuddy and the Hy model family. WorkBuddy edits documents and connects business tools; CodeBuddy supports software development, with some enterprise subscriptions covering both products. Q2 Marketing Services revenue was RMB 43.565 billion, but no AI-only portion is disclosed. Weixin/WeChat’s 1.439 billion monthly users are a distribution base, not an AI user count.", "reviewFile": "applications/reviews/tencent.json", "packetSha256": "55b352ef4b5006a077f58f5794eabf1cbe8fa19e1252eaf7303597b93d5be82a", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "consumer", "currentSummaryEvidence": { "tagline": "Consumer platforms, workplace agents and model services within Tencent’s ecosystem.", "description": "Tencent operates Weixin/WeChat, games, advertising, payments and cloud, alongside Yuanbao, WorkBuddy, CodeBuddy and the Hy model family. WorkBuddy edits documents and connects business tools; CodeBuddy supports software development, with some enterprise subscriptions covering both products. Q2 Marketing Services revenue was RMB 43.565 billion, but no AI-only portion is disclosed. Weixin/WeChat’s 1.439 billion monthly users are a distribution base, not an AI user count.", "whyItMatters": "Tencent can distribute AI through existing consumer services and sell separate agent and model products. Its cloud and model operations support those applications. This combination is commercially relevant, but application subscribers, token use, advertising and cloud revenue must be evaluated separately rather than combined into a single scale score.", "evidence": "filing", "sourceIds": [ "tencent:tc-ir2026", "tencent:tc-workbuddy-oct", "tencent:tc-buddy-billing", "tencent:th-hy4-release" ], "locator": "Interim Report 2026, Chairman's Statement (operating information) and MD&A (Marketing Services, capex)" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Tencent does not disclose revenue, users or usage for Yuanbao, WorkBuddy, CodeBuddy or Xiaowei; only their combined effect on non-IFRS operating profit.", "Advertisers and chip/server suppliers are not named in the fetched reports; the only named compute supplier (Oracle) comes from an unconfirmed press report.", "No AI-only advertising or cloud revenue, paid WorkBuddy/CodeBuddy users or Yuanbao active-user series was established.", "WorkBuddy and CodeBuddy share entitlements in some enterprise plans; their audiences cannot be added without deduplication.", "Davis Lin’s directly published biography now supports his remit and history. The previous inferred mapping to a Chinese-name alias is no longer needed.", "Reporting lines remain null unless explicitly documented.", "The historical Oracle supply story remains an unconfirmed media report with its original access date; no current primary confirmation was established." ] }, { "entityId": "baidu", "name": "Baidu AI Cloud", "economicParent": "baidu", "eligible": true, "functions": [ "regional" ], "sourceIds": [ "baidu:bd-ar2025", "baidu:bd-q2-2026", "baidu:bd-qianfan" ], "roleEvidence": "Baidu combines search and advertising with enterprise AI cloud, consumer applications, foundation models and autonomous driving. Its Q2 2026 issuer release reported RMB 7.3 billion of AI Cloud Infra revenue, RMB 2.5 billion of AI Applications and RMB 2.6 billion of AI-native Marketing Services. These management-defined categories differ from the group’s financial segments. Baidu App had 644 million monthly active users in June; that is not an ERNIE assistant user count.", "reviewFile": "applications/reviews/baidu.json", "packetSha256": "fc62d9c5e5a71294c4b5785a65192049e0f3950fa1682e4f54350d05edffca6d", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "consumer", "currentSummaryEvidence": { "tagline": "Search, AI applications and cloud infrastructure built around ERNIE.", "description": "Baidu combines search and advertising with enterprise AI cloud, consumer applications, foundation models and autonomous driving. Its Q2 2026 issuer release reported RMB 7.3 billion of AI Cloud Infra revenue, RMB 2.5 billion of AI Applications and RMB 2.6 billion of AI-native Marketing Services. These management-defined categories differ from the group’s financial segments. Baidu App had 644 million monthly active users in June; that is not an ERNIE assistant user count.", "whyItMatters": "Baidu combines model development with distribution through search, document tools and enterprise cloud. Its current role therefore spans consumer interfaces and the infrastructure used to deploy AI. Falling conventional advertising and growing AI cloud describe different businesses; neither change by itself proves that revenue has transferred from one to the other.", "evidence": "filing", "sourceIds": [ "baidu:bd-q2-2026", "baidu:bd-ar2025", "baidu:bd-qianfan" ], "locator": "Annual Report 2025 (extracted Form 20-F), Item 4.B and Item 5; Q2 2026 results release" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Bios for Wang Haifeng, Shen Dou and Luo Rong are limited to titles: the management page publishes no biographies and the annual report names only Robin Li and Haijian He as executive officers. Their remits (for example, which executive runs AI Cloud or the mobile ecosystem) are not documented in fetched sources.", "ERNIE assistant user numbers and the 'daily active agents' figure are not disclosed in the sources fetched.", "Named advertising customers and external chip/server suppliers are not disclosed; ads are sold mostly through third-party agents to SMEs.", "Q2 2026 results were read from the press release, not the full 6-K/HKEX announcement.", "The annual group online-marketing figure includes iQIYI; the Q2 release separately identifies Baidu General Business online marketing. These are not the same boundary.", "AI Cloud Infra, AI Applications and AI-native Marketing Services are unaudited management categories; rounded values sum to RMB12.4bn versus the stated RMB12.5bn total. The rounding difference is preserved.", "External chip/cloud supplier names and contract values were not established. Internal chip development is not listed as an external supply relationship.", "No primary confirmation of the previously reported Kunlunxin listing status was established, so it is not presented as a current corporate event.", "Current full reporting lines are not published; executive edges remain null.", "Baidu App users, agent benchmarks and proposed daily-active-agent definitions do not measure paid AI application adoption." ] }, { "entityId": "bytedance-volcano-engine", "name": "ByteDance Volcano Engine", "economicParent": "bytedance-volcano-engine", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "coreweave", "name": "CoreWeave", "economicParent": "coreweave", "eligible": true, "functions": [ "accelerated" ], "sourceIds": [ "coreweave:cw-10k", "coreweave:cw-q2-deck", "coreweave:cw-q2-pdf" ], "roleEvidence": "CoreWeave rents GPU clusters to model developers, enterprises and other cloud providers. Its platform combines compute, networking, storage and development tools. Revenue was $5.131 billion in 2025 and $4.653 billion in the first half of 2026. At June 30, it reported more than 1.5 GW of active power across 51 data centers; contracted power was approximately 3.7 GW.", "reviewFile": "infrastructure/reviews/coreweave.json", "packetSha256": "bbc2eebb80fdfad635f38352de02d25ff37a60c56469f791f0b0fe46e585d305", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "cloud", "currentSummaryEvidence": { "tagline": "Specialist cloud infrastructure and software for AI training and inference.", "description": "CoreWeave rents GPU clusters to model developers, enterprises and other cloud providers. Its platform combines compute, networking, storage and development tools. Revenue was $5.131 billion in 2025 and $4.653 billion in the first half of 2026. At June 30, it reported more than 1.5 GW of active power across 51 data centers; contracted power was approximately 3.7 GW.", "whyItMatters": "CoreWeave supplies dedicated computing capacity outside the diversified hyperscalers. Its operating footprint and recognized revenue establish current scale. Long-term customer commitments support financing and expansion, but contracted power and revenue backlog remain distinct from capacity delivered and revenue earned.", "evidence": "filing", "sourceIds": [ "coreweave:cw-10k", "coreweave:cw-q2-pdf", "coreweave:cw-q2-deck" ], "locator": "Annual and interim revenue statements; Q2 presentation operational footprint" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Revenue is not separately disclosed for each cloud-software product, GPU generation or AI workload.", "Active power is a company-defined operating measure, not measured customer utilization or a standardized GPU-performance benchmark.", "October beneficial ownership was not reconstructed; proxy holdings retain the underlying dates.", "The individual Meta, Anthropic and Jane Street announcement terms retain their earlier source dates; no October delivery status is inferred from those commitments.", "The board webpage returned a sparse render; five continuing directors are supported by the proxy and indexed official roster.", "Solidigm’s headline-only supplier entry was removed pending the underlying agreement." ] }, { "entityId": "nebius", "name": "Nebius", "economicParent": "nebius", "eligible": true, "functions": [ "accelerated", "regional" ], "sourceIds": [ "nebius:nb-20f", "nebius:nb-about", "nebius:nb-q1-segment", "nebius:nb-shl-q2" ], "roleEvidence": "Nebius combines GPU capacity, cloud orchestration and managed inference across owned and leased facilities. Its AI cloud segment reported $480.3 million of revenue in 2025 and $574.9 million in the second quarter of 2026. The listed parent also owns Avride and TripleTen; its stakes in Toloka and ClickHouse are separate investments.", "reviewFile": "infrastructure/reviews/nebius.json", "packetSha256": "50eb3905ef61986f76ff3e84e52e1e891cbb2092a5b62a166cb8a36bc24d4f3a", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "cloud", "currentSummaryEvidence": { "tagline": "GPU cloud infrastructure and managed inference for AI developers.", "description": "Nebius combines GPU capacity, cloud orchestration and managed inference across owned and leased facilities. Its AI cloud segment reported $480.3 million of revenue in 2025 and $574.9 million in the second quarter of 2026. The listed parent also owns Avride and TripleTen; its stakes in Toloka and ClickHouse are separate investments.", "whyItMatters": "Nebius supplies dedicated capacity to hyperscalers and a cloud platform to model developers and enterprises. Its product scope extends from model training to token-based inference. Segment revenue measures current activity; contracted power, future deployments and annualized monthly revenue are reported separately.", "evidence": "filing", "sourceIds": [ "nebius:nb-20f", "nebius:nb-shl-q2", "nebius:nb-about", "nebius:nb-q1-segment" ], "locator": "Annual segment revenue; quarterly financial review; current business perimeter" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Annual AI cloud segment revenue is before intersegment eliminations. Group eliminations of $5.9 million are not allocated precisely to each segment in the reviewed annual table; external cloud revenue is therefore not claimed to equal $480.3 million.", "A fully reconciled trailing external-cloud revenue measure was not established; quarterly and annual segment periods remain visible.", "No comparable June 2026 active-power figure was established. The 5 GW year-end target concerns contracted power, not operating IT capacity.", "Current beneficial ownership was not reconstructed after subsequent capital issuance.", "Detailed biographies and appointment dates for the current general counsel and communications officer were not established.", "The Palantir relationship remains supported only at announcement level; no related revenue is disclosed." ] }, { "entityId": "crusoe", "name": "Crusoe", "economicParent": "crusoe", "eligible": true, "functions": [ "accelerated" ], "sourceIds": [ "crusoe:cr-abilene-msft", "crusoe:cr-armstrong", "crusoe:cr-seriesf", "crusoe:cr-tml" ], "roleEvidence": "Crusoe develops campuses for cloud customers and operates its own GPU and inference platform. In September 2026 it reported more than 6 GW of gross contracted capacity, including 1 GW delivered and operational across its data-center and cloud portfolio. Its Series F announcement disclosed an initial closing at a $30.9 billion post-money valuation; the anticipated full round was $3.9 billion.", "reviewFile": "infrastructure/reviews/crusoe.json", "packetSha256": "403312f25c9da96823f3ee296fa5d6f6f6979bf887f9d8ea2b0433ff336d7b6c", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "cloud", "currentSummaryEvidence": { "tagline": "AI data-center development, equipment manufacturing and GPU cloud services.", "description": "Crusoe develops campuses for cloud customers and operates its own GPU and inference platform. In September 2026 it reported more than 6 GW of gross contracted capacity, including 1 GW delivered and operational across its data-center and cloud portfolio. Its Series F announcement disclosed an initial closing at a $30.9 billion post-money valuation; the anticipated full round was $3.9 billion.", "whyItMatters": "Crusoe connects power development, campus construction and cloud operation. Its delivered facilities serve hyperscale customers, while its cloud serves model developers. The same campus may appear in a tenant’s cloud footprint, so the two companies’ capacity measures are not added as independent supply.", "evidence": "company_stated", "sourceIds": [ "crusoe:cr-seriesf", "crusoe:cr-abilene-msft", "crusoe:cr-armstrong", "crusoe:cr-tml" ], "locator": "Portfolio figures and named customer announcements" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Recognized revenue, margins, debt balances and current cloud-only operating IT capacity are undisclosed. Missing values are not zero.", "The reported 1 GW operating portfolio is gross and combines campus and cloud activity; an allocation to each business was not established.", "The amounts funded at the Series E and F initial closings and cumulative equity proceeds were not disclosed.", "The complete capitalization table and investor percentages are private.", "The March 2025 NYDIG announcement was conditional. A separate closing confirmation was not established, so the summary no longer presents the transaction as completed.", "Several historical supplier and power-partnership announcements retain their original dates. Delivery of the entire announced turbine, engine, UPS or nuclear program was not established.", "The current directory establishes additional executive titles, but detailed biographies and appointment dates are unavailable for several officers.", "Jane Street contract and Boom-turbine cancellation claims remain attributed to dated reporting and were not independently confirmed by a new issuer publication." ] }, { "entityId": "iren", "name": "IREN", "economicParent": "iren", "eligible": true, "functions": [ "accelerated" ], "sourceIds": [ "iren:ir-fy26", "iren:ir-horizon1", "iren:ir-mirantis" ], "roleEvidence": "IREN develops data centers and rents GPU capacity for AI workloads. AI Cloud Services generated $128.8 million in the year to June 2026, compared with $578.2 million from bitcoin mining. Its first 50 MW IT deployment for Microsoft was delivered in August. Mirantis, acquired that month, adds cloud software and orchestration.", "reviewFile": "infrastructure/reviews/iren.json", "packetSha256": "31e1905ace589290795b3b66dbe2d6ee3fcbf4d696efe4d0f22428a784bc942c", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "cloud", "currentSummaryEvidence": { "tagline": "Owned data centers and GPU cloud services alongside a declining mining business.", "description": "IREN develops data centers and rents GPU capacity for AI workloads. AI Cloud Services generated $128.8 million in the year to June 2026, compared with $578.2 million from bitcoin mining. Its first 50 MW IT deployment for Microsoft was delivered in August. Mirantis, acquired that month, adds cloud software and orchestration.", "whyItMatters": "IREN connects land, grid infrastructure, data-center operation and GPU services within one company. Its AI role is established by delivered customer capacity and recognized cloud revenue. The wider power portfolio includes mining sites and future developments, so it is not treated as operating AI capacity.", "evidence": "company_stated", "sourceIds": [ "iren:ir-fy26", "iren:ir-horizon1", "iren:ir-mirantis" ], "locator": "FY26 segment results; delivered Horizon1; completed software acquisition" }, "currentParentDisclosure": null, "currentScopeGaps": [ "Current executive and full-board rosters could not be re-opened because the issuer website returned HTTP403. Prior confirmed officers retain their original sources; dated July appointments are independently available on the newswire.", "No current fleet-wide operating AI IT capacity or GPU utilization figure was established. The 810 MW historical operational portfolio includes non-AI activity.", "The $5.1 billion RPO value remains a historical filing-note extraction; the full annual filing was not freshly retrieved.", "Current customer revenue concentration and beneficial ownership were not established.", "The $4 billion year-end ARR target depends on commissioning, utilization and acceptance. It is not forecast GAAP revenue and is not directly comparable to another provider’s last-month-revenue ARR." ] }, { "entityId": "lambda", "name": "Lambda", "economicParent": "lambda", "screenStatus": "Independent challenger screen", "eligible": null, "functions": [ "accelerated" ], "sourceIds": [], "evidence": "Known GPU-cloud challenger. Current company-wide comparable revenue and fleet accounting not established in this selection record; unresolved, not zero." }, { "entityId": "vultr", "name": "Vultr", "economicParent": "vultr", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "ovhcloud", "name": "OVHcloud", "economicParent": "ovhcloud", "screenStatus": "Independent challenger screen", "eligible": null, "functions": [ "hyperscale", "regional" ], "sourceIds": [], "evidence": "Regional cloud challenger; full current comparable AI-cloud measurement not completed in this record. Missing disclosure is not evidence of lesser importance." }, { "entityId": "hetzner", "name": "Hetzner", "economicParent": "hetzner", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "scaleway", "name": "Scaleway", "economicParent": "scaleway", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "digitalocean", "name": "DigitalOcean", "economicParent": "digitalocean", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "ibm", "name": "IBM Cloud", "economicParent": "ibm", "eligible": true, "functions": [ "hyperscale" ], "sourceIds": [ "ibm:cflt-close", "ibm:ibm-ar25", "ibm:ibm-wxd", "ibm:ibm-wxo" ], "roleEvidence": "IBM supplies enterprise software, consulting, servers and financing. Its Data business generated $6.299 billion in 2025 within a broader $29.962 billion Software segment. Data includes databases, integration, governance, AI assistants and agents, so even this closer activity measure is not AI-only revenue. IBM completed the Confluent acquisition in March 2026, adding event streaming to watsonx.data, Db2 and integration products.", "reviewFile": "applications/reviews/ibm.json", "packetSha256": "722d3ae5fd7e8b1084474d1d1a84b8d6cee5f2993ec9d258f4d8b734cb0f6a94", "screenStatus": "Full company research; role evaluated separately", "sourceReviewHashMatched": true, "currentPacketHomeSublayer": "data-platforms", "currentSummaryEvidence": { "tagline": "Enterprise data, integration and AI software, now with Confluent streaming.", "description": "IBM supplies enterprise software, consulting, servers and financing. Its Data business generated $6.299 billion in 2025 within a broader $29.962 billion Software segment. Data includes databases, integration, governance, AI assistants and agents, so even this closer activity measure is not AI-only revenue. IBM completed the Confluent acquisition in March 2026, adding event streaming to watsonx.data, Db2 and integration products.", "whyItMatters": "IBM connects operational records and event streams to AI systems, including data that remains on customer infrastructure. Its data and integration products supply context, while watsonx Orchestrate coordinates agents and Red Hat provides deployment software. The strategic link is access to governed enterprise data; the extent of paid AI adoption must be assessed separately from the installed software base.", "evidence": "filing", "sourceIds": [ "ibm:ibm-ar25", "ibm:cflt-close", "ibm:ibm-wxd", "ibm:ibm-wxo" ], "locator": "Annual Report 2025, Business Segments and Capabilities; 4Q25 release revenue by segment; Confluent completion release 2026-03-17; 2Q26 prepared remarks p.2" }, "currentParentDisclosure": null, "currentScopeGaps": [ "IBM does not report Confluent's revenue separately after the March 2026 close; Confluent's last standalone figure (FY2025 revenue about $1.167B, per the 5LayerCake ranking input) is not repeated here as an IBM metric.", "IBM's filings and annual report do not name competitors; all competitor rows are 5LayerCake inference.", "No named suppliers were documented in the materials read; the annual report says Distributed Infrastructure manufacturing moved to an unnamed industry-standard strategic partner in 2025.", "The 2026 proxy statement was not read, so director tenures and beneficial ownership by insiders are not recorded.", "Exact Q2 Data revenue was not independently established from an accessible line-item filing; the old $1.782bn figure sourced only to a ranking input is removed. The issuer’s 19% reported growth is retained.", "Data includes AI assistants and governance as well as databases; neither Data nor total Software is a like-for-like pure data-platform revenue measure.", "Current reporting lines below the CEO are not established; no executive hierarchy is inferred from titles.", "Confluent’s customer count cannot be added to IBM’s customer totals without deduplication." ] }, { "entityId": "rackspace", "name": "Rackspace", "economicParent": "rackspace", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "ntt", "name": "NTT", "economicParent": "ntt", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "fujitsu", "name": "Fujitsu", "economicParent": "fujitsu", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "sakura-internet", "name": "Sakura Internet", "economicParent": "sakura-internet", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "softbank", "name": "SoftBank", "economicParent": "softbank", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "gmo-internet", "name": "GMO Internet", "economicParent": "gmo-internet", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "china-telecom-tianyi-cloud", "name": "China Telecom Tianyi Cloud", "economicParent": "china-telecom-tianyi-cloud", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "china-mobile-cloud", "name": "China Mobile Cloud", "economicParent": "china-mobile-cloud", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "china-unicom-cloud", "name": "China Unicom Cloud", "economicParent": "china-unicom-cloud", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "kingsoft-cloud", "name": "Kingsoft Cloud", "economicParent": "kingsoft-cloud", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "ucloud", "name": "UCloud", "economicParent": "ucloud", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "naver-cloud", "name": "NAVER Cloud", "economicParent": "naver-cloud", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "nhn-cloud", "name": "NHN Cloud", "economicParent": "nhn-cloud", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "kt-cloud", "name": "KT Cloud", "economicParent": "kt-cloud", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "g42-core42", "name": "G42/Core42", "economicParent": "g42-core42", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "northern-data-taiga", "name": "Northern Data/Taiga", "economicParent": "northern-data-taiga", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "nscale", "name": "Nscale", "economicParent": "nscale", "screenStatus": "Independent challenger screen", "eligible": true, "functions": [ "accelerated" ], "sourceIds": [ "synergy" ], "evidence": "Named by Synergy among commercial cloud providers with high current growth; signed future capacity is not present service revenue." }, { "entityId": "fluidstack", "name": "Fluidstack", "economicParent": "fluidstack", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "together-ai", "name": "Together AI", "economicParent": "together-ai", "eligible": null, "functions": [], "sourceIds": [ "together-ai:tg-blog-seriesc", "together-ai:tg-moonshot", "together-ai:tg-post" ], "roleEvidence": "Together AI supplies model APIs, dedicated inference and GPU clusters. Its October post-training service supports supervised learning and reinforcement learning. The company has named production users including Cognition, Decagon, ElevenLabs, Cursor and Suno. 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Its future compute commitments describe expansion plans, not current delivered inference capacity.", "evidence": "company_stated", "sourceIds": [ "together-ai:tg-blog-seriesc", "together-ai:tg-post", "together-ai:tg-moonshot" ] }, "currentParentDisclosure": null, "currentScopeGaps": [ "Recognized revenue, inference-only revenue, margin, token volume and active paying account count are undisclosed.", "The precise period and revenue-recognition relationship of reported annual bookings are not defined.", "Current installed MW/GPU fleet cannot be derived from future commitments.", "Complete current capitalization, investor rights and reporting hierarchy remain unknown." ] }, { "entityId": "runpod", "name": "Runpod", "economicParent": "runpod", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." }, { "entityId": "vast-ai", "name": "Vast.ai", "economicParent": "vast-ai", "eligible": null, "functions": [], "sourceIds": [], "screenStatus": "Discovery candidate; comparable commercial role/scale not fully resolved", "roleEvidence": "Retained in the universe. No missing value is set to zero and no claim of quantified inferiority is made." } ] }, "parameters": { "maxEntities": 10, "marketCoverageTarget": null, "activityWeights": null, "normalization": "None across incomparable functions. Raw units, periods and business boundaries retained.", "ordering": "Unordered representative set; alphabetical display is not an importance rank.", "choice": "All material predefined functions represented; within-function relevance and actual commercial evidence guide the declared set. Coverage constraints alone do not uniquely choose ten." }, "rawObservations": [ { "id": "amazon:metric:0", "entityId": "amazon", "label": "AWS net sales", "value": "42,232", "unit": "USD millions", "period": "Q2 2026 (quarter ended 2026-06-30)", "asOf": "2026-06-30", "evidence": "filing", "sourceIds": [ "amazon:amz-q2-filing" ], "locator": "Segment reporting table", "use": "Raw context. 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Compare only within matching period, product, accounting and ownership boundaries; do not add overlapping metrics into a score.", "packetSha256": "fc62d9c5e5a71294c4b5785a65192049e0f3950fa1682e4f54350d05edffca6d", "packetField": "keyMetrics[1]" }, { "id": "baidu:metric:2", "entityId": "baidu", "label": "Baidu Core AI-powered Business revenue", "value": "12.5 total; 7.3 AI Cloud Infra, 2.5 AI Applications, 2.6 AI-native Marketing Services", "unit": "RMB billion", "period": "Q2 2026", "asOf": "2026-06-30", "evidence": "company_stated", "sourceIds": [ "baidu:bd-q2-2026" ], "locator": "Q2 release management-defined, unaudited AI operating categories; rounded subcategories do not exactly sum to reported total", "use": "Raw context. 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"https://www.together.ai/blog/together-ai-announces-strategic-partnership-with-moonshot-ai-to-natively-serve-kimi-models", "title": "Together AI announces strategic partnership with Moonshot AI to natively serve Kimi models", "publisher": "Together AI", "publishedDate": "2026-07-29", "accessedDate": "2026-10-20", "type": "company" }, { "id": "together-ai:tg-meta", "url": "https://www.together.ai/blog/together-ai-and-meta-partner-to-bring-pytorch-reinforcement-learning-to-the-ai-native-cloud", "title": "Together AI and Meta partner to bring PyTorch Reinforcement Learning to the AI Native Cloud", "publisher": "Together AI", "publishedDate": "2025-12-03", "accessedDate": "2026-10-20", "type": "company" }, { "id": "together-ai:wiki-vipul", "url": "https://en.wikipedia.org/wiki/Vipul_Ved_Prakash", "title": "Vipul Ved Prakash", "publisher": "Wikipedia", "publishedDate": null, "accessedDate": "2026-10-03", "type": "other" }, { "id": "together-ai:tg-post", "url": "https://www.together.ai/blog/together-post-training", "title": "Together Post-Training release", "publisher": "Together AI", "publishedDate": "2026-10-19", "accessedDate": "2026-10-20", "type": "company" }, { "id": "together-ai:bt-current", "url": "https://www.baseten.co/about-us/", "title": "Baseten platform", "publisher": "Baseten", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" }, { "id": "together-ai:fw-current", "url": "https://fireworks.ai/", "title": "Fireworks platform", "publisher": "Fireworks AI", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" }, { "id": "oracle:stack-jupiter-october", "url": "https://www.oracle.com/news/announcement/project-jupiter-is-expected-to-generate-13-billion-in-economic-impact-2026-10-13/", "title": "Updated Project Jupiter economic-impact analysis", "publisher": "Oracle", "publishedDate": "2026-10-13", "accessedDate": "2026-10-20", "type": "press_release" }, { "id": "oracle:stack-oracle-delivery", "url": "https://www.oracle.com/uk/data-centers/", "title": "Data-center project delivery schedules", "publisher": "Oracle", "publishedDate": null, "accessedDate": "2026-10-20", "type": "company" } ], "calculations": [ { "name": "Broad global cloud share context", "expression": "28 + 20 + 15 = 63%", "result": 63, "unit": "percent of Synergy Q2 2026 broad market; estimates" }, { "name": "China cloud share context", "expression": "37 + 17 + 10 = 64%", "result": 64, "unit": "percent of Omdia Mainland China Q4 2025 market; estimates" }, { "name": "No mixed denominator", "expression": "Global63% and China64% cannot be added or averaged", "result": "No asserted whole-selection coverage or AI-only share" } ], "baselineComparisons": [ { "method": "Cloud-revenue baseline", "result": "Useful only after removing SaaS, advertising, payments and parent totals. AWS, OCI, Google Cloud, Huawei and private specialist disclosures retain different boundaries and periods; no unqualified global ranking." }, { "method": "Common-provider market-share baseline", "result": "Synergy supports Amazon28%, Microsoft20%, Google15% in Q2 2026 within its broad IaaS/PaaS/hosted-private market. Other supplier shares are not freely supplied in this source. Omdia China shares use another period and scope." }, { "method": "GPU/power-capacity baseline", "result": "GPU types, ownership, utilization and capacity stages differ. Contracted MW and future GPU reservations are not operating cloud output." }, { "method": "Representative commercial coverage", "result": "Recommended: broad cloud leaders, regional ecosystems and specialist accelerated compute. Ten is a presentation limit with explicit alternative sets, not a measured global top-ten probability." } ], "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "baidu", "coreweave", "nebius" ], "selectedReasons": { "amazon": "AWS supplies commercial compute, storage and platform services; Synergy estimates28% of its broad global cloud infrastructure market in Q2 2026.", "microsoft": "Azure is a leading commercial cloud platform; Synergy estimates20%. Microsoft Cloud and former Intelligent Cloud revenue include other products.", "alphabet": "Google Cloud supplies infrastructure and platform services; Synergy estimates15%. Google Workspace remains within reported segment revenue.", "alibaba": "Large regional cloud platform; Omdia estimates37% of Mainland China cloud infrastructure in Q4 2025, supported by current issuer cloud disclosures.", "oracle": "Current OCI infrastructure revenue and delivered AI capacity; distinguish OCI from Oracle SaaS and software.", "huawei": "Current Huawei Cloud supply, including Ascend infrastructure. Reconcile segment and cross-segment revenue rather than adding them.", "tencent": "A material commercial China cloud provider, estimated by Omdia at10% in Q4 2025. FinTech and Business Services revenue is not cloud revenue.", "baidu": "Reported Q2 2026 AI Cloud Infrastructure revenue provides current regional commercial evidence, distinct from advertising and AI applications.", "coreweave": "Commercial accelerated cloud with separately reported operating revenue and deployed capacity.", "nebius": "Commercial specialist AI cloud with current quarterly revenue; end-month run rate and future power commitments remain separate." }, "functionCoverage": { "hyperscale": 7, "accelerated": 2, "regional": 5 }, "alternativeCutoffSets": [ { "name": "specialist-emphasis", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "crusoe", "coreweave", "nebius" ], "coverage": { "hyperscale": 7, "accelerated": 3, "regional": 4 }, "change": "One fewer regional diversified cloud and one more independently owned specialist; Crusoe campus delivery is not all IaaS.", "removed": "baidu", "added": "crusoe" }, { "name": "operating-run-rate", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "baidu", "coreweave", "iren" ], "coverage": { "hyperscale": 7, "accelerated": 2, "regional": 4 }, "change": "Use reported current operation/run-rate evidence while preserving the distinction from historical recognized revenue.", "removed": "nebius", "added": "iren" }, { "name": "private-supplier", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "baidu", "coreweave", "nscale" ], "coverage": { "hyperscale": 7, "accelerated": 2, "regional": 4 }, "change": "Allow a private supplier with incomplete detailed accounts to occupy the specialist role; not a claim of measured superiority.", "removed": "nebius", "added": "nscale" }, { "name": "enterprise-cloud", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "ibm", "coreweave", "nebius" ], "coverage": { "hyperscale": 8, "accelerated": 2, "regional": 4 }, "change": "Greater emphasis on enterprise and hybrid cloud supply; broad consulting/software revenue excluded.", "removed": "baidu", "added": "ibm" } ], "sensitivity": { "stableWithinDeclaredScenarios": [ "alibaba", "alphabet", "amazon", "coreweave", "huawei", "microsoft", "oracle", "tencent" ], "scenarios": [ { "name": "declared-base", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "baidu", "coreweave", "nebius" ], "coverage": { "hyperscale": 7, "accelerated": 2, "regional": 5 }, "change": "Current representative set" }, { "name": "specialist-emphasis", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "crusoe", "coreweave", "nebius" ], "coverage": { "hyperscale": 7, "accelerated": 3, "regional": 4 }, "change": "One fewer regional diversified cloud and one more independently owned specialist; Crusoe campus delivery is not all IaaS.", "removed": "baidu", "added": "crusoe" }, { "name": "operating-run-rate", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "baidu", "coreweave", "iren" ], "coverage": { "hyperscale": 7, "accelerated": 2, "regional": 4 }, "change": "Use reported current operation/run-rate evidence while preserving the distinction from historical recognized revenue.", "removed": "nebius", "added": "iren" }, { "name": "private-supplier", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "baidu", "coreweave", "nscale" ], "coverage": { "hyperscale": 7, "accelerated": 2, "regional": 4 }, "change": "Allow a private supplier with incomplete detailed accounts to occupy the specialist role; not a claim of measured superiority.", "removed": "nebius", "added": "nscale" }, { "name": "enterprise-cloud", "selectedIds": [ "amazon", "microsoft", "alphabet", "alibaba", "oracle", "huawei", "tencent", "ibm", "coreweave", "nebius" ], "coverage": { "hyperscale": 8, "accelerated": 2, "regional": 4 }, "change": "Greater emphasis on enterprise and hybrid cloud supply; broad consulting/software revenue excluded.", "removed": "baidu", "added": "ibm" } ], "numberOfRolePreservingSingleSwaps": 40, "rolePreservingSingleSwaps": [ { "removed": "amazon", "added": "crusoe" }, { "removed": "amazon", "added": "iren" }, { "removed": "amazon", "added": "ibm" }, { "removed": "amazon", "added": "nscale" }, { "removed": "microsoft", "added": "crusoe" }, { "removed": "microsoft", "added": "iren" }, { "removed": "microsoft", "added": "ibm" }, { "removed": "microsoft", "added": "nscale" }, { "removed": "alphabet", "added": "crusoe" }, { "removed": "alphabet", "added": "iren" }, { "removed": "alphabet", "added": "ibm" }, { "removed": "alphabet", "added": "nscale" }, { "removed": "alibaba", "added": "crusoe" }, { "removed": "alibaba", "added": "iren" }, { "removed": "alibaba", "added": "ibm" }, { "removed": "alibaba", "added": "nscale" }, { "removed": "oracle", "added": "crusoe" }, { "removed": "oracle", "added": "iren" }, { "removed": "oracle", "added": "ibm" }, { "removed": "oracle", "added": "nscale" }, { "removed": "huawei", "added": "crusoe" }, { "removed": "huawei", "added": "iren" }, { "removed": "huawei", "added": "ibm" }, { "removed": "huawei", "added": "nscale" }, { "removed": "tencent", "added": "crusoe" }, { "removed": "tencent", "added": "iren" }, { "removed": "tencent", "added": "ibm" }, { "removed": "tencent", "added": "nscale" }, { "removed": "baidu", "added": "crusoe" }, { "removed": "baidu", "added": "iren" }, { "removed": "baidu", "added": "ibm" }, { "removed": "baidu", "added": "nscale" }, { "removed": "coreweave", "added": "crusoe" }, { "removed": "coreweave", "added": "iren" }, { "removed": "coreweave", "added": "ibm" }, { "removed": "coreweave", "added": "nscale" }, { "removed": "nebius", "added": "crusoe" }, { "removed": "nebius", "added": "iren" }, { "removed": "nebius", "added": "ibm" }, { "removed": "nebius", "added": "nscale" } ], "weightTests": "No additive activity score is identified. Function emphasis is varied through the explicit alternative sets.", "estimateTests": "Remove broad corporate totals and forward capacity: eligibility rests on operating products and actual activity; the evidence still does not identify a strict global ordinal rank.", "missingDataTests": "Private-supplier alternatives are included without assigning zero or a disclosure penalty. Further unknowns can widen the boundary.", "interpretation": "Scenario inclusion is not a probability or proof of uniqueness. Function coverage counts suppliers, not market share." }, "changesVersusPrior": { "priorIds": [ "microsoft-intelligent-cloud", "aws", "google-cloud", "alibaba-cloud", "oracle-cloud-infrastructure", "coreweave", "huawei-cloud", "nebius", "iren", "crusoe" ], "removedPlacements": [ "alibaba-cloud", "aws", "crusoe", "google-cloud", "huawei-cloud", "iren", "microsoft-intelligent-cloud", "oracle-cloud-infrastructure" ], "addedCanonicalPlacements": [ "alibaba", "alphabet", "amazon", "baidu", "huawei", "microsoft", "oracle", "tencent" ], "note": "Some changes rename business-unit aliases to canonical groups rather than add new economic suppliers. Off-selection dossiers remain in the directory." }, "limitations": [ "Baidu and Nebius are editorial representatives near an uncertain boundary; Crusoe, IREN, Nscale, Lambda and regional clouds remain credible challengers.", "Synergy includes a broader platform and model-service scope than raw compute alone. Its market total is context, not a denominator for our ten-company aggregate.", "Current revenue cannot be compared with backlog, multi-year contract value, end-month annualized revenue or planned power capacity as if they were the same input.", "The global universe includes regional providers whose comparable public financials remain unresolved. This supports a representative set, not a conclusive size ordering.", "Discovery candidates without completed role measurements remain visible. A ten-name presentation does not claim exhaustive measurement of every eligible supplier." ], "refresh": { "daily": "Monitor sources and material events; maintain actual check dates and unresolved access.", "quarterly": "Reopen candidate universe, measurements and alternative selections.", "replacement": "Two consecutive quarterly observations for ordinary close calls; immediate review for factual corrections, exits and completed control changes." }, "packetCalculations": [ { "entityId": "amazon", "calculation": { "name": "Trailing AWS revenue", "formula": "128725+79819-60140", "result": 148404, "unit": "USDm", "sourceIds": [ "amazon:sec-10k-fy2025", "amazon:amz-q2-filing" ] }, "sourceReviewFile": "infrastructure/reviews/amazon.json", "sourceReviewCalculationIndex": 0, "packetSha256": "98643d76fac762db18f5a357f0356237b7907d81b6c64240fddf47c293d7b6b0", "selectionUse": "Fact reconstruction only; not an additional importance weight." }, { "entityId": "amazon", "calculation": { "name": "OpenAI investment completed", "formula": "28.7+21.3", "result": 50, "unit": "USDbn", "sourceIds": [ "amazon:amz-q2-filing" ] }, "sourceReviewFile": "infrastructure/reviews/amazon.json", "sourceReviewCalculationIndex": 1, "packetSha256": "98643d76fac762db18f5a357f0356237b7907d81b6c64240fddf47c293d7b6b0", "selectionUse": "Fact reconstruction only; 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