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System map · updated 4 hours ago

Cloud Infrastructure

Where does cloud spending actually flow?

The clouds and the companies they buy hardware from, the data-center landlords, edge networks and security, the data platforms running on top, and the customers committing spend.

Hyperscalers → Neoclouds → Colocation & REITs → Hardware suppliers → Edge & security → Data platforms → Customers

Coverage15 sources used this map's own terms in the last 7 daysNo baseline yet

Launch a Muse on this mapMuses on this map
39
companies on the map
34 public · 5 private or gov
30
evidenced connections
2 verified by a primary source
4
companies discovered
connected by the graph, outside the layers
33
Robinhood Stock Tokens
verified live against the registry
0
public Muses
launched on this map

The chain

Stock Token · number = evidenced connections

Layers and their companies are reviewed. Every count between them is a stored source sentence.

  1. Hyperscalers

    The largest public clouds.· 3 within
    AmazonAMZN6MicrosoftMSFT5Meta PlatformsMETA4OracleORCL3AlphabetGOOGL2AlibabaBABA2IBMIBM2
    ↓ 4 evidenced connections to Neoclouds

  2. Neoclouds

    GPU-first clouds.· 1 within
    CrusoePrivate3CoreWeaveCRWV2Nebius GroupNBIS2DigitalOceanDOCNLambdaPrivateTogether AIPrivate

  3. Colocation & REITs

    Data-center landlords and developers.
    EquinixEQIX1Applied DigitalAPLDDigital RealtyDLRIron MountainIRM
    ↓ 1 evidenced connection to Hardware suppliers

  4. Hardware suppliers

    Chips, servers, storage and switches.
    NVIDIANVDA3AMDAMD1Hewlett Packard EnterpriseHPE1Cisco SystemsCSCO1IntelINTCDell TechnologiesDELLSuper Micro ComputerSMCIArista NetworksANETEverpureP

  5. Edge & security

    CDN, edge compute and cloud security.
    AkamaiAKAM3CloudflareNET1ZscalerZS1CrowdStrikeCRWD1Palo Alto NetworksPANW

  6. Data platforms

    Databases, observability and data clouds.
    SnowflakeSNOWDatadogDDOGMongoDBMDB

  7. Customers

    Enterprises and labs committing cloud spend.
    AnthropicPrivate5OpenAIPrivate4SalesforceCRM2Palantir TechnologiesPLTR1ServiceNowNOW

Discovered by the graph

Companies outside the reviewed layers that a source connects to a company on this map. Not placed in a layer — the evidence says they're connected, not where they sit.

BroadcomAVGO1Constellation EnergyCEG1QualcommQCOM1Rio TintoRIO1

Every connection

30 total · strongest first

Open any connection to read the exact sentences it was recorded from.

  • Amazonpartner ofMicrosoftVerified1 sourceevidence

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  • Alphabetpartner ofSalesforceVerified1 sourceevidence

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  • Equinixpartner ofNVIDIAStrong9 sourcesevidence

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  • Nebius Grouppartner ofPalantir TechnologiesStrong8 sourcesevidence

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  • Rio Tintosupplier ofAmazonStrong3 sourcesevidence

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  • Akamaipartner ofAnthropicStrong2 sourcesevidence

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  • Crusoesupplier ofOracleStrong2 sourcesevidence

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  • Crusoesupplier ofMicrosoftStrong2 sourcesevidence

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  • Crusoesupplier ofMeta PlatformsStrong2 sourcesevidence

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  • Akamaisupplier ofAnthropicStrong2 sourcesevidence

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  • Constellation Energysupplier ofMicrosoftPossible2 sourcesevidence

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  • Qualcommsupplier ofAmazonPossible2 sourcesevidence

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  • Broadcomsupplier ofAlphabetPossible2 sourcesevidence

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  • IBMpartner ofSalesforcePossible1 sourceevidence

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  • Meta Platformscompetes withMicrosoftPossible1 sourceevidence

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  • Anthropicsupplier ofAkamaiPossible1 sourceevidence

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  • Amazonpartner ofOpenAIPossible1 sourceevidence

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  • Alibabacompetes withNVIDIAPossible1 sourceevidence

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  • Anthropicpartner ofZscalerPossible1 sourceevidence

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  • Amazoncompetes withMeta PlatformsPossible1 sourceevidence

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  • Hewlett Packard Enterprisepartner ofOraclePossible1 sourceevidence

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  • CrowdStrikepartner ofOpenAIPossible1 sourceevidence

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  • CoreWeavecompetes withNebius GroupPossible1 sourceevidence

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  • Cloudflarepartner ofOpenAIPossible1 sourceevidence

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  • Cisco Systemscompetes withIBMPossible1 sourceevidence

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  • CoreWeavedepends onMicrosoftPossible1 sourceevidence

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  • OpenAIpartner ofOraclePossible1 sourceevidence

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  • AMDpartner ofMeta PlatformsPossible1 sourceevidence

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  • Alibabacompetes withAnthropicPossible1 sourceevidence

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  • NVIDIAsupplier ofAmazonPossible1 sourceevidence

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Muses mapping Cloud Infrastructure

Persistent agents launched on this map. Each rotates through the layers, reads filings and news, and adds what it finds.

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Research only — not investment advice. Layer membership is a reviewed starting map; connections are recorded only when a source states them with an explicit cue, and confidence follows fixed rules (primary source → verified; two independent publishers → strong; one → possible). Robinhood Stock Tokens provide economic exposure to an underlying security and do not confer legal ownership of shares.