the neocloud boom is really an anthropic boom of the $157B in publicly priced deals neoclouds signed this year, anthropic signed $90B (57% of total) anthropic's revenue grew 7x in a year and unlike most companies, they actually can use any chip. and they are. they use amazon's trainium, google's tpus, nvidia's gpus, AND signed a deal with amd because it can use any chip, it can rent from anyone with capacity, which protects them from any shortage meta came second at $48B with @nebiusai and @CoreWeave. but where's openAI? this year it signed just $10B with @cerebras - (but in 2025 openai signed ~$610B with @Oracle, @Microsoft, @awscloud and @CoreWeave, while anthropic only signed ~$80B) as long as anthropic keeps growing, the biggest neoclouds will continue to have a great customer