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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, 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: $1.7Aug '25Oct '25Dec '25Feb '26Apr '26Jun '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
View data
DateCoreWeaveNebiusLambdaCrusoe
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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Demo preview through July 2026 (USD billions).

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Methodology

Synthetic demo series generated to preview the data product layout.