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Data/Demand

Demand

Neocloud AI Revenue

Neocloud AI Revenue. Demo series compiled by The Latent research desk.

Neocloud AI Revenue

  • CoreWeave
  • Nebius
  • Lambda
  • Crusoe
Neocloud AI RevenueDemo preview through July 2026 (USD billions).$15$10$5$0CoreWeave, 2023-08-01T00:00:00.000Z: $2Nebius, 2023-08-01T00:00:00.000Z: $0.8Lambda, 2023-08-01T00:00:00.000Z: $0.5Crusoe, 2023-08-01T00:00:00.000Z: $0.4CoreWeave, 2023-09-01T00:00:00.000Z: $2Nebius, 2023-09-01T00:00:00.000Z: $0.8Lambda, 2023-09-01T00:00:00.000Z: $0.5Crusoe, 2023-09-01T00:00:00.000Z: $0.4CoreWeave, 2023-10-01T00:00:00.000Z: $2.1Nebius, 2023-10-01T00:00:00.000Z: $0.8Lambda, 2023-10-01T00:00:00.000Z: $0.6Crusoe, 2023-10-01T00:00:00.000Z: $0.4CoreWeave, 2023-11-01T00:00:00.000Z: $2.1Nebius, 2023-11-01T00:00:00.000Z: $0.8Lambda, 2023-11-01T00:00:00.000Z: $0.6Crusoe, 2023-11-01T00:00:00.000Z: $0.5CoreWeave, 2023-12-01T00:00:00.000Z: $2.1Nebius, 2023-12-01T00:00:00.000Z: $0.8Lambda, 2023-12-01T00:00:00.000Z: $0.5Crusoe, 2023-12-01T00:00:00.000Z: $0.4CoreWeave, 2024-01-01T00:00:00.000Z: $2.3Nebius, 2024-01-01T00:00:00.000Z: $0.8Lambda, 2024-01-01T00:00:00.000Z: $0.6Crusoe, 2024-01-01T00:00:00.000Z: $0.5CoreWeave, 2024-02-01T00:00:00.000Z: $2.4Nebius, 2024-02-01T00:00:00.000Z: $0.9Lambda, 2024-02-01T00:00:00.000Z: $0.6Crusoe, 2024-02-01T00:00:00.000Z: $0.5CoreWeave, 2024-03-01T00:00:00.000Z: $2.5Nebius, 2024-03-01T00:00:00.000Z: $0.9Lambda, 2024-03-01T00:00:00.000Z: $0.7Crusoe, 2024-03-01T00:00:00.000Z: $0.5CoreWeave, 2024-04-01T00:00:00.000Z: $2.8Nebius, 2024-04-01T00:00:00.000Z: $1Lambda, 2024-04-01T00:00:00.000Z: $0.7Crusoe, 2024-04-01T00:00:00.000Z: $0.6CoreWeave, 2024-05-01T00:00:00.000Z: $2.7Nebius, 2024-05-01T00:00:00.000Z: $1Lambda, 2024-05-01T00:00:00.000Z: $0.7Crusoe, 2024-05-01T00:00:00.000Z: $0.6CoreWeave, 2024-06-01T00:00:00.000Z: $2.7Nebius, 2024-06-01T00:00:00.000Z: $1Lambda, 2024-06-01T00:00:00.000Z: $0.7Crusoe, 2024-06-01T00:00:00.000Z: $0.6CoreWeave, 2024-07-01T00:00:00.000Z: $2.9Nebius, 2024-07-01T00:00:00.000Z: $1.1Lambda, 2024-07-01T00:00:00.000Z: $0.8Crusoe, 2024-07-01T00:00:00.000Z: $0.6CoreWeave, 2024-08-01T00:00:00.000Z: $2.9Nebius, 2024-08-01T00:00:00.000Z: $1.1Lambda, 2024-08-01T00:00:00.000Z: $0.8Crusoe, 2024-08-01T00:00:00.000Z: $0.6CoreWeave, 2024-09-01T00:00:00.000Z: $3.2Nebius, 2024-09-01T00:00:00.000Z: $1.2Lambda, 2024-09-01T00:00:00.000Z: $0.8Crusoe, 2024-09-01T00:00:00.000Z: $0.7CoreWeave, 2024-10-01T00:00:00.000Z: $3.5Nebius, 2024-10-01T00:00:00.000Z: $1.3Lambda, 2024-10-01T00:00:00.000Z: $0.9Crusoe, 2024-10-01T00:00:00.000Z: $0.7CoreWeave, 2024-11-01T00:00:00.000Z: $3.5Nebius, 2024-11-01T00:00:00.000Z: $1.3Lambda, 2024-11-01T00:00:00.000Z: $0.9Crusoe, 2024-11-01T00:00:00.000Z: $0.7CoreWeave, 2024-12-01T00:00:00.000Z: $3.7Nebius, 2024-12-01T00:00:00.000Z: $1.4Lambda, 2024-12-01T00:00:00.000Z: $1Crusoe, 2024-12-01T00:00:00.000Z: $0.8CoreWeave, 2025-01-01T00:00:00.000Z: $3.6Nebius, 2025-01-01T00:00:00.000Z: $1.3Lambda, 2025-01-01T00:00:00.000Z: $1Crusoe, 2025-01-01T00:00:00.000Z: $0.8CoreWeave, 2025-02-01T00:00:00.000Z: $3.6Nebius, 2025-02-01T00:00:00.000Z: $1.3Lambda, 2025-02-01T00:00:00.000Z: $0.9Crusoe, 2025-02-01T00:00:00.000Z: $0.8CoreWeave, 2025-03-01T00:00:00.000Z: $4Nebius, 2025-03-01T00:00:00.000Z: $1.5Lambda, 2025-03-01T00:00:00.000Z: $1.1Crusoe, 2025-03-01T00:00:00.000Z: $0.8CoreWeave, 2025-04-01T00:00:00.000Z: $4.1Nebius, 2025-04-01T00:00:00.000Z: $1.5Lambda, 2025-04-01T00:00:00.000Z: $1.1Crusoe, 2025-04-01T00:00:00.000Z: $0.9CoreWeave, 2025-05-01T00:00:00.000Z: $4.5Nebius, 2025-05-01T00:00:00.000Z: $1.6Lambda, 2025-05-01T00:00:00.000Z: $1.2Crusoe, 2025-05-01T00:00:00.000Z: $0.9CoreWeave, 2025-06-01T00:00:00.000Z: $4.8Nebius, 2025-06-01T00:00:00.000Z: $1.8Lambda, 2025-06-01T00:00:00.000Z: $1.3Crusoe, 2025-06-01T00:00:00.000Z: $1CoreWeave, 2025-07-01T00:00:00.000Z: $4.6Nebius, 2025-07-01T00:00:00.000Z: $1.7Lambda, 2025-07-01T00:00:00.000Z: $1.2Crusoe, 2025-07-01T00:00:00.000Z: $1CoreWeave, 2025-08-01T00:00:00.000Z: $4.8Nebius, 2025-08-01T00:00:00.000Z: $1.8Lambda, 2025-08-01T00:00:00.000Z: $1.3Crusoe, 2025-08-01T00:00:00.000Z: $1CoreWeave, 2025-09-01T00:00:00.000Z: $4.9Nebius, 2025-09-01T00:00:00.000Z: $1.8Lambda, 2025-09-01T00:00:00.000Z: $1.3Crusoe, 2025-09-01T00:00:00.000Z: $1CoreWeave, 2025-10-01T00:00:00.000Z: $4.9Nebius, 2025-10-01T00:00:00.000Z: $1.8Lambda, 2025-10-01T00:00:00.000Z: $1.3Crusoe, 2025-10-01T00:00:00.000Z: $1CoreWeave, 2025-11-01T00:00:00.000Z: $5.6Nebius, 2025-11-01T00:00:00.000Z: $2.1Lambda, 2025-11-01T00:00:00.000Z: $1.5Crusoe, 2025-11-01T00:00:00.000Z: $1.2CoreWeave, 2025-12-01T00:00:00.000Z: $5.9Nebius, 2025-12-01T00:00:00.000Z: $2.2Lambda, 2025-12-01T00:00:00.000Z: $1.6Crusoe, 2025-12-01T00:00:00.000Z: $1.3CoreWeave, 2026-01-01T00:00:00.000Z: $6.1Nebius, 2026-01-01T00:00:00.000Z: $2.2Lambda, 2026-01-01T00:00:00.000Z: $1.6Crusoe, 2026-01-01T00:00:00.000Z: $1.3CoreWeave, 2026-02-01T00:00:00.000Z: $6.5Nebius, 2026-02-01T00:00:00.000Z: $2.4Lambda, 2026-02-01T00:00:00.000Z: $1.7Crusoe, 2026-02-01T00:00:00.000Z: $1.4CoreWeave, 2026-03-01T00:00:00.000Z: $6.1Nebius, 2026-03-01T00:00:00.000Z: $2.3Lambda, 2026-03-01T00:00:00.000Z: $1.6Crusoe, 2026-03-01T00:00:00.000Z: $1.3CoreWeave, 2026-04-01T00:00:00.000Z: $6.3Nebius, 2026-04-01T00:00:00.000Z: $2.3Lambda, 2026-04-01T00:00:00.000Z: $1.7Crusoe, 2026-04-01T00:00:00.000Z: $1.3CoreWeave, 2026-05-01T00:00:00.000Z: $6.9Nebius, 2026-05-01T00:00:00.000Z: $2.5Lambda, 2026-05-01T00:00:00.000Z: $1.8Crusoe, 2026-05-01T00:00:00.000Z: $1.5CoreWeave, 2026-06-01T00:00:00.000Z: $7.1Nebius, 2026-06-01T00:00:00.000Z: $2.6Lambda, 2026-06-01T00:00:00.000Z: $1.9Crusoe, 2026-06-01T00:00:00.000Z: $1.5CoreWeave, 2026-07-01T00:00:00.000Z: $7.9Nebius, 2026-07-01T00:00:00.000Z: $2.9Lambda, 2026-07-01T00:00:00.000Z: $2.1Crusoe, 2026-07-01T00:00:00.000Z: $1.7Jul '23Jan '24Jul '24Jan '25Jul '25Jan '26Jul '26CoreWeave: $7.9 on Jul '26. Nebius: $2.9 on Jul '26. Lambda: $2.1 on Jul '26. Crusoe: $1.7 on Jul '26
SOURCE: The LatentUPDATED: Jul 1, 2026
ZOOMALLYTD12M3M1M
CSV
View data
DateCoreWeaveNebiusLambdaCrusoe
2023-08-012.030.750.540.43
2023-09-012.030.750.530.43
2023-10-012.090.770.550.44
2023-11-012.140.790.560.45
2023-12-012.050.750.540.43
2024-01-012.260.830.60.48
2024-02-012.430.90.640.51
2024-03-012.530.930.670.53
2024-04-012.81.030.740.59
2024-05-012.731.010.720.57
2024-06-012.70.990.710.57
2024-07-012.871.060.750.6
2024-08-012.861.050.750.6
2024-09-013.181.170.840.67
2024-10-013.491.290.920.74
2024-11-013.481.280.920.73
2024-12-013.691.360.970.78
2025-01-013.631.330.950.76
2025-02-013.561.310.940.75
2025-03-013.971.461.050.84
2025-04-014.121.521.090.87
2025-05-014.461.641.180.94
2025-06-014.841.781.271.02
2025-07-014.641.711.220.98
2025-08-014.781.761.261.01
2025-09-014.91.81.291.03
2025-10-014.921.811.31.04
2025-11-015.632.081.481.19
2025-12-015.942.191.561.25
2026-01-016.072.241.61.28
2026-02-016.452.381.71.36
2026-03-016.132.261.611.29
2026-04-016.292.321.661.33
2026-05-016.872.531.811.45
2026-06-017.052.61.861.48
2026-07-017.92.912.081.67

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