Thematic Report: Mapping the Neocloud Landscape

Inside this complimentary report:

• The Market Flip: Why hyperscalers have committed over tens of billions to rent capacity from their own competitors.
• The New Bottleneck: Why the constraint has shifted from silicon supply to power availability, and what this means for deployment timelines.
• The "Big 4" Breakdown: A comparative analysis of CoreWeave, Lambda, Crusoe, and Nebius—and the distinct advantage each is building.
• The Financial Risks: An analysis of the high-leverage "contract-backed debt" models funding this growth and the depreciation risk facing the sector.

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