ArenaCloud & compute
- NVIDIA5GW IREN strategic partnership announced.
NVIDIA
● Moved5GW IREN strategic partnership announced.H100, H200, and B200 GPUs define the hardware standard for frontier training and inference. Supply constraints directly shape which labs and clouds can scale.
Founded 1993 · Santa Clara, US · Public · ~30,000 employeesPartner-only
NVIDIA
● MovedAbout
NVIDIA designs and sells data-center GPUs — primarily the H100, H200, and Blackwell series — used for AI training and inference. It is a publicly traded US company and the largest data-center GPU vendor by units shipped.
Strategy
Announced a strategic partnership with IREN for up to 5GW of AI infrastructure — a supply-side commitment at a scale that signals confidence in sustained demand well past 2026. AMD and custom accelerators (MTIA, TPU) are gaining ground, but CUDA's software depth is the primary reason teams don't switch. Meta's four-generation MTIA roadmap is the sharpest public signal yet that NVIDIA's position at hyperscaler scale is on a multi-year exit path.
AWS
Operates Bedrock (multi-model managed API) and SageMaker. Default procurement path for teams already in the AWS ecosystem. GPU and Trainium hardware shaping cost structure.
Founded 2006 · Seattle, US · Subsidiary · Part of Amazon · ~100,000 employeesPlatformDistribution
AWS
About
AWS is Amazon's cloud computing division. It operates Bedrock, a managed multi-model AI service, and SageMaker, a model training and deployment platform.
Strategy
Amazon's cloud division hosts foundation models through Bedrock, now including OpenAI's GPT-5.5 and Codex alongside Anthropic and Meta. For most enterprise teams already running on AWS, Bedrock is the path of least resistance for adding AI to existing workloads. AWS is the largest cloud provider by market share.
Microsoft Azure
Primary distribution channel for OpenAI models. Broad enterprise installed base gives it workflow and identity leverage that pure compute providers lack.
Founded 2010 · Redmond, US · Subsidiary · Part of Microsoft · ~250,000 employeesPlatformDistribution
Microsoft Azure
About
Microsoft Azure is Microsoft's cloud computing platform. It hosts Azure OpenAI Service, the primary managed access point for OpenAI models.
Strategy
OpenAI's original exclusive distribution partner — that exclusivity ended. Azure still carries OpenAI models and remains the default for teams already running Microsoft infrastructure, but it no longer has a unique model access advantage.
Google Cloud
Operates Vertex AI for managed model access. TPU availability and BigQuery integration are its differentiated compute assets for AI workloads.
Founded 2008 · Mountain View, US · Subsidiary · Part of Alphabet · ~40,000 employeesPlatformDistribution
Google Cloud
About
Google Cloud is Google's cloud computing platform. It operates Vertex AI, a managed model hosting and training service, and has exclusive access to Google's proprietary TPU accelerator hardware.
Strategy
The natural choice for teams already running BigQuery or Dataflow, since the data stack integrates directly with Vertex AI. For teams not already on Google infrastructure, the TPU compute advantage matters mainly for training workloads — inference still runs on NVIDIA-based instances for most configurations.
CoreWeave
GPU-native cloud focused on AI workloads. Growing as an alternative to hyperscalers for teams optimizing inference cost and burst capacity.
Founded 2019 · Roseland, US · Public · Backed by Microsoft, Magnetar · ~500 employeesPlatform
CoreWeave
About
CoreWeave is a GPU-native cloud provider focused on AI training and inference workloads. It went public in 2025 and counts Microsoft as one of its largest customers.
Strategy
A GPU-native cloud provider focused on AI workloads, growing as an alternative to AWS, Azure, and Google Cloud for teams that need burst inference capacity without hyperscaler overhead. Recently went public. Microsoft is one of its largest customers.