{"id":112954,"date":"2026-08-22T00:41:26","date_gmt":"2026-08-22T00:41:26","guid":{"rendered":"https:\/\/youzum.net\/best-gpu-neoclouds-2026-coreweave-nebius-lambda-crusoe-and-groq-ranked-by-published-pricing-and-contracted-power\/"},"modified":"2026-08-22T00:41:26","modified_gmt":"2026-08-22T00:41:26","slug":"best-gpu-neoclouds-2026-coreweave-nebius-lambda-crusoe-and-groq-ranked-by-published-pricing-and-contracted-power","status":"publish","type":"post","link":"https:\/\/youzum.net\/it\/best-gpu-neoclouds-2026-coreweave-nebius-lambda-crusoe-and-groq-ranked-by-published-pricing-and-contracted-power\/","title":{"rendered":"Best GPU Neoclouds 2026: CoreWeave, Nebius, Lambda, Crusoe, and Groq Ranked by Published Pricing and Contracted Power"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The \u2018neocloud\u2019 label now covers five companies with very different business models. CoreWeave and Nebius are public companies that publish quarterly results and file reports with the SEC (CoreWeave on Form 10-Q, Nebius as a foreign private issuer on Form 6-K). Lambda and Crusoe are private and heading toward IPOs. Groq has run GroqCloud on its LPU architecture since 2024; after licensing that technology to NVIDIA in December 2025, the independent Groq refocused entirely on inference-cloud infrastructure. This article compares them on what actually matters to a buyer: published pricing, deployed and contracted power, hardware roadmap, contract structure, and independent quality ratings.<\/p>\n<h2 class=\"wp-block-heading\"><strong>TL;DR<\/strong><\/h2>\n<ul class=\"wp-block-list\">\n<li>CoreWeave is the only Platinum-rated GPU cloud in SemiAnalysis ClusterMAX 2.0 and commands premium list pricing on H100, H200, and B200.<\/li>\n<li>Nebius is the only provider here publishing B300 on-demand pricing; Lambda publishes the lowest B200 on-demand rate.<\/li>\n<li>Lambda still publishes the cheapest on-demand B200 ($6.69\/GPU-hr) but has no spot tier.<\/li>\n<li>Crusoe is the only provider here with AMD MI300X\/MI355X on its rate card.<\/li>\n<li>Groq is now an NVIDIA Cloud Partner and plans to add NVIDIA GPU capacity alongside its LPU inference cloud.<\/li>\n<\/ul>\n<p><!-- Marktechpost &#183; GPU Neocloud Ledger 2026 &#183; NO-JS inline version &#183; paste into a Custom HTML block --><\/p>\n<div class=\"L\">\n<div class=\"tk\">\n<div><span><b>CoreWeave<\/b> Q2 rev $2.575B, +112% YoY<\/span><span><b>Nebius<\/b> AI cloud ARR $3.0B<\/span><span><b>Lambda<\/b> B200 on-demand $6.69\/hr, lowest published<\/span><span><b>Crusoe<\/b> 4.9 GW contracted, 40 GW+ pipeline<\/span><span><b>Groq<\/b> 13 DCs, 54 MW \u2192 200+ MW in 2027<\/span><span><b>CoreWeave<\/b> first Vera Rubin NVL72 bring-up<\/span><span><b>Nebius<\/b> $5.0B converts priced Aug 19<\/span><span><b>Crusoe<\/b> only AMD MI300X\/MI355X on a rate card<\/span><span><b>Lambda<\/b> Michel Combes CEO, May 2026<\/span><span><b>Groq<\/b> $350M Series A at $3.5B, Aug 17<\/span><span><b>CoreWeave<\/b> Q2 rev $2.575B, +112% YoY<\/span><span><b>Nebius<\/b> AI cloud ARR $3.0B<\/span><span><b>Lambda<\/b> B200 on-demand $6.69\/hr, lowest published<\/span><span><b>Crusoe<\/b> 4.9 GW contracted, 40 GW+ pipeline<\/span><span><b>Groq<\/b> 13 DCs, 54 MW \u2192 200+ MW in 2027<\/span><span><b>CoreWeave<\/b> first Vera Rubin NVL72 bring-up<\/span><span><b>Nebius<\/b> $5.0B converts priced Aug 19<\/span><span><b>Crusoe<\/b> only AMD MI300X\/MI355X on a rate card<\/span><span><b>Lambda<\/b> Michel Combes CEO, May 2026<\/span><span><b>Groq<\/b> $350M Series A at $3.5B, Aug 17<\/span><\/div>\n<\/div>\n<div class=\"mh\">\n<div>\n<div class=\"kick\">Marktechpost \u00b7 GPU neocloud ledger \u00b7 2026<\/div>\n<h1>CoreWeave \/ Nebius \/ Lambda \/ Crusoe \/ Groq<\/h1>\n<\/div>\n<div class=\"stamp\">Figures checked<b>August 21, 2026<\/b>Primary sources where available<\/div>\n<\/div>\n<div>\n<table class=\"mx\">\n<thead>\n<tr>\n<th>Metric<\/th>\n<th>CoreWeave<small>NASDAQ: CRWV<\/small><\/th>\n<th>Nebius<small>NASDAQ: NBIS<\/small><\/th>\n<th>Lambda<small>Private \u00b7 IPO H2\u201926 (rep.)<\/small><\/th>\n<th>Crusoe<small>Private \u00b7 ~$10B+<\/small><\/th>\n<th>Groq<small>Private \u00b7 $3.5B<\/small><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr data-r=\"price\">\n<th>Published price<small>NVIDIA HGX H100 \u00b7 $\/GPU-hr<\/small><\/th>\n<td class=\"pc\">\n<div class=\"t in\">\n<div class=\"v\">$6.16<\/div>\n<p><span class=\"u\">node price \u00f7 GPUs<\/span><\/p>\n<div class=\"bar\"><i><\/i><\/div>\n<\/div>\n<\/td>\n<td class=\"pc best\">\n<div class=\"t in\">\n<div class=\"v\">$3.85<\/div>\n<p><span class=\"u\">HGX, on-demand<\/span><\/p>\n<div class=\"bar\"><i><\/i><\/div>\n<\/div>\n<\/td>\n<td class=\"pc\">\n<div class=\"t in\">\n<div class=\"v\">$3.99<\/div>\n<p><span class=\"u\">SXM, 8x instance<\/span><\/p>\n<div class=\"bar\"><i><\/i><\/div>\n<\/div>\n<\/td>\n<td class=\"pc\">\n<div class=\"t in\">\n<div class=\"v\">$3.90<\/div>\n<p><span class=\"u\">HGX, on-demand<\/span><\/p>\n<div class=\"bar\"><i><\/i><\/div>\n<\/div>\n<\/td>\n<td class=\"pc\">\n<div class=\"t in\">\n<div class=\"v na\">\u2014<\/div>\n<p><span class=\"u\">per-token only<\/span><\/p><\/div>\n<\/td>\n<\/tr>\n<tr data-r=\"rev\">\n<th>Q2 2026 revenue<small>latest reported<\/small><\/th>\n<td>\n<div class=\"t in\">\n<div class=\"v\">$2.58B<\/div>\n<p><span class=\"u\">+112% YoY \u00b7 net loss $626M<\/span><\/p><\/div>\n<\/td>\n<td>\n<div class=\"t in\">\n<div class=\"v\">$582M<\/div>\n<p><span class=\"u\">+454% YoY \u00b7 ARR $3.0B<\/span><\/p><\/div>\n<\/td>\n<td>\n<div class=\"t in\">\n<div class=\"v na\">n\/d<\/div>\n<p><span class=\"u\">&gt;$520M FY Sep-25 (The Information)<\/span><\/p><\/div>\n<\/td>\n<td>\n<div class=\"t in\">\n<div class=\"v na\">n\/d<\/div>\n<p><span class=\"u\">private; ~$3B raise at ~$30B reported (Jul)<\/span><\/p><\/div>\n<\/td>\n<td>\n<div class=\"t in\">\n<div class=\"v na\">n\/d<\/div>\n<p><span class=\"u\">$1B raised in 2026 (Jun + Aug)<\/span><\/p><\/div>\n<\/td>\n<\/tr>\n<tr data-r=\"pw\">\n<th>Power<small>active \/ contracted<\/small><\/th>\n<td>\n<div class=\"t in\">\n<div class=\"v g\">1.5 GW<\/div>\n<p><span class=\"u\">4.2 GW+ contracted \u00b7 51 DCs<\/span><\/p><\/div>\n<\/td>\n<td>\n<div class=\"t in\">\n<div class=\"v g\">~1 GW<\/div>\n<p><span class=\"u\">connected target YE26 \u00b7 5 GW contracted target<\/span><\/p><\/div>\n<\/td>\n<td>\n<div class=\"t in\">\n<div class=\"v na\">n\/d<\/div>\n<p><span class=\"u\">15 US DCs \u00b7 KC site 24\u2192100+ MW<\/span><\/p><\/div>\n<\/td>\n<td>\n<div class=\"t in\">\n<div class=\"v g\">~0.2 GW<\/div>\n<p><span class=\"u\">Abilene energized \u00b7 4.9 GW contracted (Jun)<\/span><\/p><\/div>\n<\/td>\n<td>\n<div class=\"t in\">\n<div class=\"v g\">54 MW<\/div>\n<p><span class=\"u\">\u2192 200+ MW in 2027 \u00b7 13 DCs<\/span><\/p><\/div>\n<\/td>\n<\/tr>\n<tr data-r=\"cm\">\n<th>ClusterMAX 2.0<small>SemiAnalysis tier<\/small><\/th>\n<td>\n<div class=\"t in\"><span class=\"tag plat\">Platinum<\/span><br \/>Only Platinum provider, 2 ratings running<\/div>\n<\/td>\n<td>\n<div class=\"t in\"><span class=\"tag gold\">Gold<\/span><br \/>Top of Gold tier<\/div>\n<\/td>\n<td>\n<div class=\"t in\"><span class=\"tag silv\">Silver<\/span><br \/>No spot tier; on-demand self-serve<\/div>\n<\/td>\n<td>\n<div class=\"t in\"><span class=\"tag gold\">Gold<\/span><br \/>Only AMD on the rate card<\/div>\n<\/td>\n<td>\n<div class=\"t in\"><span class=\"tag none\">Not rated<\/span><br \/>Inference API at time of rating<\/div>\n<\/td>\n<\/tr>\n<tr data-r=\"ad\">\n<th>Anchor deals<small>disclosed<\/small><\/th>\n<td>\n<div class=\"t in\"><b>Meta, Anthropic, OpenAI<\/b><br \/>~$104B backlog (+&gt;$25B early Q3)<\/div>\n<\/td>\n<td>\n<div class=\"t in\"><b>Microsoft<\/b> $17.4B (to $19.4B)<br \/><b>Meta<\/b> $3B + up to ~$27B<\/div>\n<\/td>\n<td>\n<div class=\"t in\"><b>Microsoft<\/b> multibillion, GB300 NVL72<br \/><b>NVIDIA<\/b> ~$1.5B lease-back (rep.)<\/div>\n<\/td>\n<td>\n<div class=\"t in\"><b>Oracle\/OpenAI<\/b> Abilene 1.2 GW<br \/><b>Microsoft<\/b> 900 MW campus<\/div>\n<\/td>\n<td>\n<div class=\"t in\"><b>NVIDIA<\/b> licensed LPU tech (~$20B rep.)<br \/>6M+ developers on GroqCloud<\/div>\n<\/td>\n<\/tr>\n<tr data-r=\"ng\">\n<th>Next-gen silicon<small>status Aug 2026<\/small><\/th>\n<td>\n<div class=\"t in\">Vera Rubin NVL72: first bring-up + validation (Q2)<\/div>\n<\/td>\n<td>\n<div class=\"t in\">Vera Rubin NVL72 units received; validating<\/div>\n<\/td>\n<td>\n<div class=\"t in\">Vera CPU + Quantum-X800 CPO launch partner<\/div>\n<\/td>\n<td>\n<div class=\"t in\">Vera CPU launch support; MI355X via sales<\/div>\n<\/td>\n<td>\n<div class=\"t in\">NVIDIA LPX (Groq tech); NCP certified Aug 12; GPU capacity planned<\/div>\n<\/td>\n<\/tr>\n<tr data-r=\"de\">\n<th>Discounts &amp; egress<small>published<\/small><\/th>\n<td>\n<div class=\"t in\">Reserved up to 60% off \u00b7 egress free<\/div>\n<\/td>\n<td>\n<div class=\"t in\">Commit up to 35% off \u00b7 network egress free (Std object egress $0.015\/GiB)<\/div>\n<\/td>\n<td>\n<div class=\"t in\">Sales-quoted \u00b7 egress free \u00b7 no spot<\/div>\n<\/td>\n<td>\n<div class=\"t in\">Sales-quoted \u00b7 egress free<\/div>\n<\/td>\n<td>\n<div class=\"t in\">Per-token pricing \u00b7 clusters sales-led<\/div>\n<\/td>\n<\/tr>\n<tr data-r=\"fp\">\n<th>Funding posture<small>2026<\/small><\/th>\n<td>\n<div class=\"t in\">$35\u201339B capex guide \u00b7 $31B recourse debt \u00b7 $3.1B term loan \u00b7 $1B Jane Street<\/div>\n<\/td>\n<td>\n<div class=\"t in\">$4.3B converts (H1) \u00b7 $5.0B converts priced Aug 19 \u00b7 $775M secured \u00b7 &gt;$9B prepayments expected<\/div>\n<\/td>\n<td>\n<div class=\"t in\">$1.5B+ Series E (Nov) \u00b7 $1B credit facility (May) \u00b7 $350M pre-IPO (rep.)<\/div>\n<\/td>\n<td>\n<div class=\"t in\">$1.375B Series E at &gt;$10B \u00b7 $7.1B JV construction loan (Abilene ph.2)<\/div>\n<\/td>\n<td>\n<div class=\"t in\">$650M (Jun) + $350M Series A at $3.5B (Aug), NVIDIA participating<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/div>\n<div class=\"vd\">\n<div class=\"t in\">\n<h4>Cheapest published<\/h4>\n<div class=\"n\"><em>$3.85<\/em><\/div>\n<p>H100 on-demand at <b>Nebius<\/b>. <b>Lambda<\/b> has the lowest B200 at $6.69; <b>Crusoe<\/b> the lowest H200 at $4.29. Nebius is the only one listing B300 on-demand.<\/p><\/div>\n<div class=\"t in\">\n<h4>Premium, and why<\/h4>\n<div class=\"n\"><em>+10\u201315%<\/em><\/div>\n<p>SemiAnalysis says <b>CoreWeave<\/b> commands that per GPU-hour over Nebius, Crusoe and Lambda on managed clusters. It is the only Platinum ClusterMAX provider, twice.<\/p><\/div>\n<div class=\"t in\">\n<h4>What capacity really clears at<\/h4>\n<div class=\"n\"><em>$40M+<\/em><\/div>\n<p>per MW on Q3 short-term deals at <b>Nebius<\/b>, versus ~$12M on its 2026 base. Four Q2 deals averaged &gt;$1B each; 70% were prepaid.<\/p><\/div>\n<\/div>\n<div class=\"ft\">\n<div><i><\/i><b>Marktechpost<\/b> \u00b7 AI Dev Signals<\/div>\n<div class=\"src\">Sources: CoreWeave Q2\u201926 release + pricing page \u00b7 Nebius Q2\u201926 results, shareholder letter, pricing page \u00b7 Lambda pricing page \u00b7 Crusoe pricing page, Jun 9 \u201926 release \u00b7 Groq newsroom Dec \u201925\u2013Aug \u201926 \u00b7 SemiAnalysis ClusterMAX 2.0<\/div>\n<\/div>\n<\/div>\n<p class=\"wp-block-paragraph\">\n<h2 class=\"wp-block-heading\"><strong>1. Who these companies are in 2026<\/strong><\/h2>\n<\/p><p class=\"wp-block-paragraph\"><strong>CoreWeave (Nasdaq: CRWV)<\/strong> reported Q2 2026 revenue of $2.575 billion, up 112% year over year, with a revenue backlog of roughly $104 billion. That backlog excludes more than $25 billion of new commitments added in early Q3. Active power reached 1.5 GW and contracted power reached about 3.7 GW as of June 30; CoreWeave\u2019s data center page now states 4.2 GW+ contracted across 51 data centers. The company completed the industry\u2019s first bring-up and validation of NVIDIA Vera Rubin NVL72 during the quarter. Net loss was $626 million, driven by $640 million in net interest expense. (<a href=\"https:\/\/investors.coreweave.com\/news\/news-details\/2026\/CoreWeave-Reports-Strong-Second-Quarter-2026-Results\/default.aspx\">CoreWeave Q2 2026 release<\/a>, <a href=\"https:\/\/coreweave.com\/ai-data-centers\">CoreWeave AI data centers page<\/a>)<\/p>\n<p class=\"wp-block-paragraph\">Full-year 2026 guidance is $12.4\u201313.2 billion in revenue and $35\u201339 billion in capex. Management expects more than 1.85 GW of active power by year end. (<a href=\"https:\/\/www.cnbc.com\/2026\/08\/11\/coreweave-crwv-q2-earnings-report-2026.html\">CNBC<\/a>)<\/p>\n<p class=\"wp-block-paragraph\"><strong>Nebius Group (Nasdaq: NBIS)<\/strong> reported Q2 2026 group revenue of $582.3 million, up 454% year over year. AI cloud revenue was $574.9 million, up 514%, with annualized run-rate revenue of $3.0 billion. The AI cloud segment posted a 49.7% adjusted EBITDA margin. Q2 capex was about $5.7 billion, and the company ended the quarter with $8.0 billion in cash. Nebius raised its year-end 2026 contracted power target to 5 GW and plans to deploy more than 1 GW per year starting in 2027.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Lambda<\/strong> is private. It closed a Series E of more than $1.5 billion led by TWG Global in November 2025 and a $1 billion senior secured credit facility (J.P. Morgan lead arranger) in May 2026. Michel Combes, former CEO of SoftBank International and Sprint, became CEO in May 2026; co-founder Stephen Balaban moved to CTO. Lambda has a multibillion-dollar, multi-year agreement with Microsoft covering tens of thousands of NVIDIA GPUs, including GB300 NVL72 systems. The Information has reported an IPO target of H2 2026, but no public S-1 exists as of this writing.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Crusoe<\/strong> is private. It raised a $1.375 billion Series E at a valuation above $10 billion in October 2025, led by Valor Equity Partners and Mubadala Capital. In July 2026, Bloomberg reported Crusoe was in talks to raise roughly $3 billion at a valuation near $30 billion. Crusoe builds the 1.2 GW Abilene, Texas campus for Oracle and OpenAI (the first Stargate site). In March 2026 it announced a separate 900 MW Abilene campus for Microsoft, bringing the full site to about 2.1 GW. On June 9, 2026, Crusoe said its contracted AI infrastructure reached 4.9 GW across five US campuses and Crusoe Cloud, with a development pipeline above 40 GW. <\/p>\n<p class=\"wp-block-paragraph\"><strong>Groq<\/strong> launched GroqCloud in March 2024 around its LPU inference chip. It changed shape in December 2025, when NVIDIA signed a non-exclusive license for Groq\u2019s inference technology in a transaction reported by CNBC at about $20 billion. Founder Jonathan Ross, president Sunny Madra, and other staff joined NVIDIA. Groq stayed independent, and GroqCloud kept running. Since then, Groq raised $650 million in June 2026 and a $350 million Series A in August 2026 at a $3.5 billion valuation, with planned NVIDIA participation. Groq now operates 13 data centers and expects to scale from 54 MW to 200+ MW in 2027. On August 12, 2026 it joined the NVIDIA Cloud Partner program and said it plans to bring NVIDIA accelerated computing online \u201cin the future\u201d; that GPU capacity is not yet a published service. Adam Winter is CEO; Alex Davis of Disruptive is Executive Chairman. <\/p>\n<h2 class=\"wp-block-heading\"><strong>2. Published on-demand pricing (per GPU-hour, USD)<\/strong><\/h2>\n<p class=\"wp-block-paragraph\">Prices below were read directly from each provider\u2019s pricing page on August 21, 2026. CoreWeave lists per-node prices; per-GPU values are the node price divided by GPU count. CoreWeave\u2019s page also shows the identical per-GPU figure as its \u201cinference single GPU\u201d price. Groq does not publish GPU-hour pricing; GroqCloud is priced per token, and NVIDIA GPU cluster access is a planned offering handled by sales. CoreWeave spot prices vary by region; the figures below are the North America rates.<\/p>\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<thead>\n<tr>\n<th>GPU<\/th>\n<th>CoreWeave<\/th>\n<th>Nebius<\/th>\n<th>Lambda<\/th>\n<th>Crusoe<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NVIDIA GB300 NVL72<\/td>\n<td>Contact sales<\/td>\n<td>Contact sales<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>NVIDIA HGX B300<\/td>\n<td>Contact sales (spot $4.48)<\/td>\n<td><strong>$7.85<\/strong> (preemptible $4.30)<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>NVIDIA GB200 NVL72<\/td>\n<td>$10.50 (4-GPU instance $42.00)<\/td>\n<td>Contact sales<\/td>\n<td>\u2014<\/td>\n<td>Contact sales<\/td>\n<\/tr>\n<tr>\n<td>NVIDIA HGX B200<\/td>\n<td>$8.60 (8-GPU node $68.80; spot $4.26)<\/td>\n<td>$7.15 (preemptible $3.95)<\/td>\n<td><strong>$6.69<\/strong><\/td>\n<td>Contact sales<\/td>\n<\/tr>\n<tr>\n<td>NVIDIA HGX H200<\/td>\n<td>$6.31 (spot $2.62)<\/td>\n<td>$4.50 (preemptible $2.45)<\/td>\n<td>\u2014<\/td>\n<td><strong>$4.29<\/strong><\/td>\n<\/tr>\n<tr>\n<td>NVIDIA HGX H100<\/td>\n<td>$6.16 (spot $2.46)<\/td>\n<td><strong>$3.85<\/strong> (preemptible $2.15)<\/td>\n<td>$3.99<\/td>\n<td>$3.90<\/td>\n<\/tr>\n<tr>\n<td>NVIDIA A100 80GB SXM<\/td>\n<td>$2.70<\/td>\n<td>\u2014<\/td>\n<td>$2.79<\/td>\n<td>$2.30<\/td>\n<\/tr>\n<tr>\n<td>AMD MI355X<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<td>Contact sales<\/td>\n<\/tr>\n<tr>\n<td>AMD MI300X<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<td>$3.45<\/td>\n<\/tr>\n<tr>\n<td>Network egress<\/td>\n<td>Free<\/td>\n<td>Free (Standard object storage egress $0.015\/GiB)<\/td>\n<td>Free<\/td>\n<td>Free<\/td>\n<\/tr>\n<tr>\n<td>Committed-use discount<\/td>\n<td>Up to 60%<\/td>\n<td>Up to 35%<\/td>\n<td>Sales-quoted<\/td>\n<td>Sales-quoted<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<h3 class=\"wp-block-heading\"><strong>What the table shows<\/strong><\/h3>\n<p class=\"wp-block-paragraph\"><strong>CoreWeave charges a premium and publishes the most complete card.<\/strong> Its H100 rate of $6.16\/GPU-hr is about 60% above Nebius and Lambda. SemiAnalysis reports CoreWeave commands roughly 10\u201315% more per GPU-hour than Nebius, Crusoe, Lambda, and Fluidstack on managed Slurm or Kubernetes clusters, and that its pricing sits closer to the big hyperscalers. CoreWeave is also the only one of the four publishing a GB200 NVL72 on-demand price.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Nebius undercuts CoreWeave on Blackwell and is the only one with B300 on-demand.<\/strong> Its B200 rate of $7.15 is below CoreWeave\u2019s $8.60, and its $7.85 B300 rate has no published competitor in this group. Preemptible rates run roughly 45% below on-demand.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Lambda holds the cheapest published B200 instance at $6.69.<\/strong> Its 1-Click Clusters (16 to 2,000+ GPUs, 2-week to 1-year terms) are priced higher: $9.86, $9.36, and $8.87 per B200-hour at 16, 64, and 256+ GPUs respectively. Lambda has no spot tier. Third-party trackers note Lambda raised its H100 SXM rate from $2.99 to $3.99 over 2025\u20132026 as demand outran supply. <\/p>\n<p class=\"wp-block-paragraph\"><strong>Crusoe is the only AMD option and the cheapest H200 at $4.29.<\/strong> Its H100 rate of $3.90 is close to Nebius and Lambda. B200, GB200, and MI355X require a sales conversation.<\/p>\n<p class=\"wp-block-paragraph\"><strong>List prices understate the market.<\/strong> Nebius disclosed that its Q2 2026 deals averaged more than $20 million in annual contract value per MW, that the 2026 base is priced near $12 million per MW, and that Q3 short-term capacity deals are clearing above $40 million per MW. The company also ran its first capacity auction. <\/p>\n<h2 class=\"wp-block-heading\"><strong>3. Deployed and contracted power<\/strong><\/h2>\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<thead>\n<tr>\n<th>Provider<\/th>\n<th>Active \/ connected power<\/th>\n<th>Contracted or planned<\/th>\n<th>Notable sites<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>CoreWeave<\/td>\n<td>1.5 GW active (Q2 2026); &gt;1.85 GW expected by YE 2026<\/td>\n<td>~3.7 GW contracted at June 30; 4.2 GW+ per current company page<\/td>\n<td>51 data centers, North America and Europe<\/td>\n<\/tr>\n<tr>\n<td>Nebius<\/td>\n<td>Up to ~1 GW connected targeted by YE 2026<\/td>\n<td>5 GW contracted by YE 2026; &gt;1 GW\/yr from 2027<\/td>\n<td>New Jersey, Missouri, Oklahoma, Alabama, Kansas City, UK, Finland, France, Israel, Estonia, Iceland<\/td>\n<\/tr>\n<tr>\n<td>Lambda<\/td>\n<td>Not disclosed; 15 US data centers per company<\/td>\n<td>Microsoft deal (tens of thousands of GPUs); Kansas City site 24 MW \u2192 100+ MW<\/td>\n<td>Liquid-cooled US sites; 10,000+ Blackwell Ultra factory with Quantum-X800 CPO<\/td>\n<\/tr>\n<tr>\n<td>Crusoe<\/td>\n<td>Abilene phase 1: two ~100 MW buildings energized<\/td>\n<td>4.9 GW contracted across data centers and cloud (June 2026); Abilene 1.2 GW (phase 2 by YE 2026) + 900 MW Microsoft campus (first building mid-2027); 1.8 GW Wyoming campus<\/td>\n<td>Five US campuses incl. Abilene TX, two more in Texas, Missouri; Wyoming; Iceland, Norway<\/td>\n<\/tr>\n<tr>\n<td>Groq<\/td>\n<td>54 MW<\/td>\n<td>200+ MW in 2027<\/td>\n<td>13 data centers across North America, Europe, Middle East, APAC<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<h2 class=\"wp-block-heading\"><strong>4. Hardware roadmap and access to next-gen silicon<\/strong><\/h2>\n<p class=\"wp-block-paragraph\"><strong>Vera Rubin<\/strong>: CoreWeave says it completed the industry\u2019s first bring-up and system-level validation of Vera Rubin NVL72 in Q2 2026. Nebius says it has received its first Vera Rubin NVL72 systems and is validating compute, networking, and orchestration ahead of production availability. Lambda was a GTC 2026 launch partner for NVIDIA\u2019s Vera CPU and Quantum-X800 InfiniBand co-packaged optics. Crusoe announced launch support for the Vera CPU and NVIDIA Nemotron 3 models. None of the four publishes Rubin pricing yet. <\/p>\n<p class=\"wp-block-paragraph\"><strong>Blackwell Ultra (B300 \/ GB300)<\/strong>: Nebius is the only provider with a public B300 on-demand price. CoreWeave lists GB300 NVL72 and HGX B300 as contact-sales, with a B300 spot rate of $35.84 per 8-GPU node. Lambda\u2019s Microsoft contract includes GB300 NVL72 systems. Nebius\u2019s Microsoft contract was reported to cover more than 100,000 GB300 chips. <\/p>\n<p class=\"wp-block-paragraph\"><strong>AMD<\/strong>: Crusoe is the only one of the five with AMD Instinct MI300X on its on-demand card and MI355X available via sales. CoreWeave, Nebius, and Lambda remain NVIDIA-only on their public pages. Groq\u2019s LPU is the other non-NVIDIA accelerator in this group, but it is sold per token, not per GPU-hour.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Groq LPU and NVIDIA LPX<\/strong>: NVIDIA announced its LPX platform, incorporating licensed Groq inference technology, at GTC 2026. Groq says its capital will fund fit-out of existing data centers with LPX systems and NVIDIA GPU clusters. Groq\u2019s own LPU remains the engine behind GroqCloud\u2019s token API. <\/p>\n<h2 class=\"wp-block-heading\"><strong>5. Contract structure and who the anchor customers are<\/strong><\/h2>\n<figure class=\"wp-block-table\">\n<table class=\"has-fixed-layout\">\n<thead>\n<tr>\n<th>Provider<\/th>\n<th>Anchor customers (disclosed)<\/th>\n<th>Contract model<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>CoreWeave<\/td>\n<td>Meta, Anthropic, OpenAI, Microsoft (historically), plus Cognition, Databricks, Hudson River Trading, Runway, Jane Street<\/td>\n<td>Multi-year take-or-pay; ~$104B backlog; reserved up to 60% off; on-demand and spot published<\/td>\n<\/tr>\n<tr>\n<td>Nebius<\/td>\n<td>Microsoft ($17.4B base, up to $19.4B); Meta ($3B Nov 2025; second agreement up to ~$27B, Mar 2026); Reflection, Cohere, a US quant firm<\/td>\n<td>3 tiers: short-term 3\u20136 month premium deals, 1\u20133 year core contracts, long-term investment-grade contracts; ~70% of Q2 deals prepaid<\/td>\n<\/tr>\n<tr>\n<td>Lambda<\/td>\n<td>Microsoft (multibillion), NVIDIA (reported ~$1.5B lease-back of ~18,000 GPUs)<\/td>\n<td>On-demand self-serve; 1-Click Clusters 2 weeks\u20131 year; reserved via sales<\/td>\n<\/tr>\n<tr>\n<td>Crusoe<\/td>\n<td>Oracle\/OpenAI (Abilene lease), Microsoft (900 MW campus)<\/td>\n<td>On-demand, spot, reserved; plus long-term data center leases as a developer<\/td>\n<\/tr>\n<tr>\n<td>Groq<\/td>\n<td>6M+ developers, Fortune 500 enterprises<\/td>\n<td>Per-token serverless inference; NVIDIA GPU clusters planned, sales-led<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p class=\"wp-block-paragraph\">Sources: <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926027886\/tm268879d1_6k.htm\">Nebius 6-K on Meta agreement<\/a>, <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001513845\/000110465926084452\/tm2620683d1_ex99-1.htm\">Nebius 6-K on secured financing<\/a>, <a href=\"https:\/\/www.datacenterdynamics.com\/en\/news\/nebius-signs-3bn-deal-with-meta-says-current-available-capacity-is-sold-out-as-it-targets-25gw-by-end-of-2026\/\">DCD on Nebius\u2013Meta<\/a>, <a href=\"https:\/\/www.datacenterdynamics.com\/en\/news\/microsoft-signs-multi-billion-dollar-cloud-capacity-deal-with-lambda\/\">DCD on Lambda\u2013NVIDIA<\/a><\/p>\n<p class=\"wp-block-paragraph\">The Nebius\u2013Meta structure is worth reading closely. The March 2026 agreement includes $12 billion of dedicated 5-year cluster orders starting early 2027. A further order gives Meta access to unsold capacity on specified clusters, and obliges Meta to buy that capacity if Nebius cannot sell it to others. That is effectively a floor on utilization for the covered clusters. (<a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926027886\/tm268879d1_6k.htm\">SEC 6-K<\/a>)<\/p>\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<h2 class=\"wp-block-heading\"><strong>6. Which provider fits which workload<\/strong><\/h2>\n<p class=\"wp-block-paragraph\"><strong>Frontier-scale training (10,000+ GPUs, multi-year)<\/strong>: CoreWeave and Nebius are the two public providers here with SEC-reported financial scale and demonstrated NVL72 rack-scale operating experience. CoreWeave has the reliability track record and Platinum rating. Nebius has better committed pricing and is selling 2027 capacity now. Both have Vera Rubin units in hand.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Mid-size training and fine-tuning (16\u2013512 GPUs, weeks to months)<\/strong>: Lambda\u2019s 1-Click Clusters and Nebius\u2019s on-demand B200\/B300 are the most accessible. Crusoe\u2019s H200 at $4.29 is the cheapest Hopper-class option for memory-heavy jobs.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Budget-sensitive experiments<\/strong>: Nebius preemptible H100 at $2.15 and CoreWeave spot H100 at $2.46 per GPU are the lowest published rates here. Lambda has no spot tier.<\/p>\n<p class=\"wp-block-paragraph\"><strong>AMD GPU evaluation<\/strong>: Crusoe is the only choice in this group.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Low-latency inference at high token volume<\/strong>: GroqCloud\u2019s per-token LPU endpoints remain the distinctive offering. Nebius Token Factory and Crusoe Managed Inference are the GPU-based alternatives with published per-token rates.<\/p>\n<p class=\"wp-block-paragraph\"><strong>Buyers needing a public balance sheet<\/strong>: Only CoreWeave and Nebius publish quarterly results and file with the SEC. Both companies\u2019 annual statements are audited; the Q2 figures used here are unaudited quarterly results.<\/p>\n<p class=\"wp-block-paragraph\">\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<\/p><p class=\"wp-block-paragraph\">\n<h3 class=\"wp-block-heading\"><strong>Sources<\/strong><\/h3>\n<ol class=\"wp-block-list\">\n<li>CoreWeave, \u201cCoreWeave Reports Strong Second Quarter 2026 Results,\u201d Aug 11, 2026 \u2014 https:\/\/investors.coreweave.com\/news\/news-details\/2026\/CoreWeave-Reports-Strong-Second-Quarter-2026-Results\/default.aspx<\/li>\n<li>CNBC, \u201cCoreWeave (CRWV) Q2 earnings report 2026,\u201d Aug 11, 2026 \u2014 https:\/\/www.cnbc.com\/2026\/08\/11\/coreweave-crwv-q2-earnings-report-2026.html<\/li>\n<li>CoreWeave pricing page \u2014 https:\/\/www.coreweave.com\/pricing<\/li>\n<li>Nebius, \u201cNebius reports second quarter 2026 financial results\u201d (PDF), Aug 12, 2026 \u2014 https:\/\/assets.nebius.com\/assets\/72a8c258-bbb7-4df7-ab9d-8698f6cb88fc\/PR.pdf<\/li>\n<li>Nebius, \u201cLetter to shareholders Q2 2026\u201d (PDF), Aug 12, 2026 \u2014 https:\/\/assets.nebius.com\/assets\/a6ecfd85-a6cb-4967-8ef7-9a25bd261f9c\/SHLQ226.pdf<\/li>\n<li>Nebius pricing page \u2014 https:\/\/nebius.com\/prices<\/li>\n<li>Nebius Group Form 6-K (Meta agreement), Mar 2026 \u2014 https:\/\/www.sec.gov\/Archives\/edgar\/data\/1513845\/000110465926027886\/tm268879d1_6k.htm<\/li>\n<li>Nebius Group Form 6-K (secured financing), Jul 2026 \u2014 https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001513845\/000110465926084452\/tm2620683d1_ex99-1.htm<\/li>\n<li>Lambda pricing page \u2014 https:\/\/lambda.ai\/pricing<\/li>\n<li>Lambda, \u201c$1 Billion Senior Secured Credit Facility,\u201d May 7, 2026 \u2014 https:\/\/lambda.ai\/blog\/lambda-closes-1-billion-senior-secured-credit-facility<\/li>\n<li>Lambda, \u201cLeadership Team\u201d announcement, May 2026 \u2014 https:\/\/lambda.ai\/blog\/lambda-assembles-leadership-team-to-power-gigawatt-scale-ai-infrastructure<\/li>\n<li>Lambda, Microsoft agreement, Nov 3, 2025 \u2014 https:\/\/lambda.ai\/blog\/lambda-announces-multibillion-dollar-agreement-with-microsoft-to-deploy-ai-infrastructure-powered-by-tens-of-thousands-of-nvidia-gpus<\/li>\n<li>Crusoe pricing page \u2014 https:\/\/www.crusoe.ai\/cloud\/pricing<\/li>\n<li>Crusoe, Series E announcement \u2014 https:\/\/www.crusoe.ai\/resources\/newsroom\/crusoe-announces-series-e-funding<\/li>\n<li>Crusoe, 900 MW Microsoft campus, Mar 27, 2026 \u2014 https:\/\/www.crusoe.ai\/resources\/newsroom\/crusoe-announces-new-900-mw-ai-factory-campus-in-abilene-texas-to-support-microsoft-ai-infrastructure<\/li>\n<li>Groq, NVIDIA licensing agreement, Dec 2025 \u2014 https:\/\/groq.com\/newsroom\/groq-and-nvidia-enter-non-exclusive-inference-technology-licensing-agreement-to-accelerate-ai-inference-at-global-scale<\/li>\n<li>Groq, $650M raise, Jun 22, 2026 \u2014 https:\/\/groq.com\/newsroom\/groq-raises-usd650m-to-scale-its-ai-inference-cloud-business<\/li>\n<li>Groq, $350M Series A, Aug 17, 2026 \u2014 https:\/\/groq.com\/newsroom\/groq-closes-usd350-million-series-a-building-the-world-s-leading-ai-inference-cloud<\/li>\n<li>CNBC, NVIDIA\u2013Groq deal, Dec 24, 2025 \u2014 https:\/\/www.cnbc.com\/2025\/12\/24\/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html<\/li>\n<li>SemiAnalysis, \u201cClusterMAX 2.0,\u201d Nov 2025 \u2014 https:\/\/newsletter.semianalysis.com\/p\/clustermax-20-the-industry-standard<\/li>\n<li>SemiAnalysis ClusterMAX CoreWeave review \u2014 https:\/\/www.clustermax.ai\/cloudreview\/coreweave<\/li>\n<li>DCD, Nebius\u2013Meta and capacity targets \u2014 https:\/\/www.datacenterdynamics.com\/en\/news\/nebius-signs-3bn-deal-with-meta-says-current-available-capacity-is-sold-out-as-it-targets-25gw-by-end-of-2026\/<\/li>\n<li>DCD, Lambda pre-IPO funding report \u2014 https:\/\/www.datacenterdynamics.com\/en\/news\/lambda-in-talks-to-raise-350m-in-pre-ipo-funding-report\/<\/li>\n<li>TechCrunch, Groq $350M pivot \u2014 https:\/\/techcrunch.com\/2026\/08\/17\/groq-raises-350m-to-fuel-its-pivot-from-ai-chips-to-neocloud\/<\/li>\n<li>SiliconANGLE, Crusoe $3B talks \u2014 https:\/\/siliconangle.com\/2026\/07\/03\/ai-data-center-builder-crusoe-reportedly-raising-3b-30b-valuation\/<\/li>\n<li>CoreWeave, AI data centers page (51 DCs, 4.2 GW+ contracted) \u2014 https:\/\/coreweave.com\/ai-data-centers<\/li>\n<li>Crusoe, \u201cContracted AI Infrastructure Capacity Approaches 5 Gigawatts,\u201d Jun 9, 2026 \u2014 https:\/\/www.crusoe.ai\/resources\/newsroom\/crusoes-contracted-ai-infrastructure-capacity-approaches-5-gigawatts-across-data-centers-and-cloud<\/li>\n<li>Groq, \u201cGroq Becomes an NVIDIA Cloud Partner,\u201d Aug 12, 2026 \u2014 https:\/\/groq.com\/newsroom\/groq-becomes-an-nvidia-cloud-partner<\/li>\n<li>Nebius Group Form 6-K, pricing of $5.0B convertible notes, Aug 20, 2026 \u2014 https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001513845\/000110465926098924\/tm2623617d1_6k.htm<\/li>\n<li>Newmark, $7.1B construction loan for Abilene JV \u2014 https:\/\/www.nmrk.com\/insights\/press-releases\/newmark-facilitates-7-1-billion-construction-loan-to-develop-ai-data-center<\/li>\n<li>Warren, Wyden, Blumenthal letter to DOJ\/FTC, Feb 4, 2026 \u2014 https:\/\/www.warren.senate.gov\/imo\/media\/doc\/final_-_warren_wyden_blumenthal_letter_to_the_department_of_justice_and_the_federal_trade_commission_on_big_tech_reverse_acqui-hires.pdf<\/li>\n<\/ol>\n<\/p><p>The post <a href=\"https:\/\/www.marktechpost.com\/2026\/08\/21\/best-gpu-neoclouds-2026\/\">Best GPU Neoclouds 2026: CoreWeave, Nebius, Lambda, Crusoe, and Groq Ranked by Published Pricing and Contracted Power<\/a> appeared first on <a href=\"https:\/\/www.marktechpost.com\/\">MarkTechPost<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>The \u2018neocloud\u2019 label now covers five companies with very different business models. CoreWeave and Nebius are public companies that publish quarterly results and file reports with the SEC (CoreWeave on Form 10-Q, Nebius as a foreign private issuer on Form 6-K). Lambda and Crusoe are private and heading toward IPOs. Groq has run GroqCloud on its LPU architecture since 2024; after licensing that technology to NVIDIA in December 2025, the independent Groq refocused entirely on inference-cloud infrastructure. This article compares them on what actually matters to a buyer: published pricing, deployed and contracted power, hardware roadmap, contract structure, and independent quality ratings. TL;DR CoreWeave is the only Platinum-rated GPU cloud in SemiAnalysis ClusterMAX 2.0 and commands premium list pricing on H100, H200, and B200. Nebius is the only provider here publishing B300 on-demand pricing; Lambda publishes the lowest B200 on-demand rate. Lambda still publishes the cheapest on-demand B200 ($6.69\/GPU-hr) but has no spot tier. Crusoe is the only provider here with AMD MI300X\/MI355X on its rate card. Groq is now an NVIDIA Cloud Partner and plans to add NVIDIA GPU capacity alongside its LPU inference cloud. CoreWeave Q2 rev $2.575B, +112% YoYNebius AI cloud ARR $3.0BLambda B200 on-demand $6.69\/hr, lowest publishedCrusoe 4.9 GW contracted, 40 GW+ pipelineGroq 13 DCs, 54 MW \u2192 200+ MW in 2027CoreWeave first Vera Rubin NVL72 bring-upNebius $5.0B converts priced Aug 19Crusoe only AMD MI300X\/MI355X on a rate cardLambda Michel Combes CEO, May 2026Groq $350M Series A at $3.5B, Aug 17CoreWeave Q2 rev $2.575B, +112% YoYNebius AI cloud ARR $3.0BLambda B200 on-demand $6.69\/hr, lowest publishedCrusoe 4.9 GW contracted, 40 GW+ pipelineGroq 13 DCs, 54 MW \u2192 200+ MW in 2027CoreWeave first Vera Rubin NVL72 bring-upNebius $5.0B converts priced Aug 19Crusoe only AMD MI300X\/MI355X on a rate cardLambda Michel Combes CEO, May 2026Groq $350M Series A at $3.5B, Aug 17 Marktechpost \u00b7 GPU neocloud ledger \u00b7 2026 CoreWeave \/ Nebius \/ Lambda \/ Crusoe \/ Groq Figures checkedAugust 21, 2026Primary sources where available Metric CoreWeaveNASDAQ: CRWV NebiusNASDAQ: NBIS LambdaPrivate \u00b7 IPO H2\u201926 (rep.) CrusoePrivate \u00b7 ~$10B+ GroqPrivate \u00b7 $3.5B Published priceNVIDIA HGX H100 \u00b7 $\/GPU-hr $6.16 node price \u00f7 GPUs $3.85 HGX, on-demand $3.99 SXM, 8x instance $3.90 HGX, on-demand \u2014 per-token only Q2 2026 revenuelatest reported $2.58B +112% YoY \u00b7 net loss $626M $582M +454% YoY \u00b7 ARR $3.0B n\/d &gt;$520M FY Sep-25 (The Information) n\/d private; ~$3B raise at ~$30B reported (Jul) n\/d $1B raised in 2026 (Jun + Aug) Poweractive \/ contracted 1.5 GW 4.2 GW+ contracted \u00b7 51 DCs ~1 GW connected target YE26 \u00b7 5 GW contracted target n\/d 15 US DCs \u00b7 KC site 24\u2192100+ MW ~0.2 GW Abilene energized \u00b7 4.9 GW contracted (Jun) 54 MW \u2192 200+ MW in 2027 \u00b7 13 DCs ClusterMAX 2.0SemiAnalysis tier PlatinumOnly Platinum provider, 2 ratings running GoldTop of Gold tier SilverNo spot tier; on-demand self-serve GoldOnly AMD on the rate card Not ratedInference API at time of rating Anchor dealsdisclosed Meta, Anthropic, OpenAI~$104B backlog (+&gt;$25B early Q3) Microsoft $17.4B (to $19.4B)Meta $3B + up to ~$27B Microsoft multibillion, GB300 NVL72NVIDIA ~$1.5B lease-back (rep.) Oracle\/OpenAI Abilene 1.2 GWMicrosoft 900 MW campus NVIDIA licensed LPU tech (~$20B rep.)6M+ developers on GroqCloud Next-gen siliconstatus Aug 2026 Vera Rubin NVL72: first bring-up + validation (Q2) Vera Rubin NVL72 units received; validating Vera CPU + Quantum-X800 CPO launch partner Vera CPU launch support; MI355X via sales NVIDIA LPX (Groq tech); NCP certified Aug 12; GPU capacity planned Discounts &amp; egresspublished Reserved up to 60% off \u00b7 egress free Commit up to 35% off \u00b7 network egress free (Std object egress $0.015\/GiB) Sales-quoted \u00b7 egress free \u00b7 no spot Sales-quoted \u00b7 egress free Per-token pricing \u00b7 clusters sales-led Funding posture2026 $35\u201339B capex guide \u00b7 $31B recourse debt \u00b7 $3.1B term loan \u00b7 $1B Jane Street $4.3B converts (H1) \u00b7 $5.0B converts priced Aug 19 \u00b7 $775M secured \u00b7 &gt;$9B prepayments expected $1.5B+ Series E (Nov) \u00b7 $1B credit facility (May) \u00b7 $350M pre-IPO (rep.) $1.375B Series E at &gt;$10B \u00b7 $7.1B JV construction loan (Abilene ph.2) $650M (Jun) + $350M Series A at $3.5B (Aug), NVIDIA participating Cheapest published $3.85 H100 on-demand at Nebius. Lambda has the lowest B200 at $6.69; Crusoe the lowest H200 at $4.29. Nebius is the only one listing B300 on-demand. Premium, and why +10\u201315% SemiAnalysis says CoreWeave commands that per GPU-hour over Nebius, Crusoe and Lambda on managed clusters. It is the only Platinum ClusterMAX provider, twice. What capacity really clears at $40M+ per MW on Q3 short-term deals at Nebius, versus ~$12M on its 2026 base. Four Q2 deals averaged &gt;$1B each; 70% were prepaid. Marktechpost \u00b7 AI Dev Signals Sources: CoreWeave Q2\u201926 release + pricing page \u00b7 Nebius Q2\u201926 results, shareholder letter, pricing page \u00b7 Lambda pricing page \u00b7 Crusoe pricing page, Jun 9 \u201926 release \u00b7 Groq newsroom Dec \u201925\u2013Aug \u201926 \u00b7 SemiAnalysis ClusterMAX 2.0 1. Who these companies are in 2026 CoreWeave (Nasdaq: CRWV) reported Q2 2026 revenue of $2.575 billion, up 112% year over year, with a revenue backlog of roughly $104 billion. That backlog excludes more than $25 billion of new commitments added in early Q3. Active power reached 1.5 GW and contracted power reached about 3.7 GW as of June 30; CoreWeave\u2019s data center page now states 4.2 GW+ contracted across 51 data centers. The company completed the industry\u2019s first bring-up and validation of NVIDIA Vera Rubin NVL72 during the quarter. Net loss was $626 million, driven by $640 million in net interest expense. (CoreWeave Q2 2026 release, CoreWeave AI data centers page) Full-year 2026 guidance is $12.4\u201313.2 billion in revenue and $35\u201339 billion in capex. Management expects more than 1.85 GW of active power by year end. (CNBC) Nebius Group (Nasdaq: NBIS) reported Q2 2026 group revenue of $582.3 million, up 454% year over year. AI cloud revenue was $574.9 million, up 514%, with annualized run-rate revenue of $3.0 billion. The AI cloud segment posted a 49.7% adjusted EBITDA margin. Q2 capex was about $5.7 billion, and the company ended the quarter with $8.0 billion<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"pmpro_default_level":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_pvb_checkbox_block_on_post":false,"footnotes":""},"categories":[52,5,7,1],"tags":[],"class_list":["post-112954","post","type-post","status-publish","format-standard","hentry","category-ai-club","category-committee","category-news","category-uncategorized","pmpro-has-access"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3 - 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