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
The chain
Stock Token · number = evidenced connectionsLayers and their companies are reviewed. Every count between them is a stored source sentence.
Hyperscalers
The largest public clouds.· 3 within↓ 4 evidenced connections to NeocloudsNeoclouds
GPU-first clouds.· 1 withinColocation & REITs
Data-center landlords and developers.↓ 1 evidenced connection to Hardware suppliersHardware suppliers
Chips, servers, storage and switches.Edge & security
CDN, edge compute and cloud security.· 1 withinData platforms
Databases, observability and data clouds.Customers
Enterprises and labs committing cloud spend.
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.
Every connection
31 total · strongest firstOpen any connection to read the exact sentences it was recorded from.
Alphabetpartner ofSalesforceVerified1 sourceevidence
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Nebius Grouppartner ofPalantir TechnologiesStrong8 sourcesevidence
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Akamaipartner ofAnthropicStrong3 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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Akamaicompetes withCloudflarePossible1 sourceevidence
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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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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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OpenAIpartner ofOraclePossible1 sourceevidence
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AMDpartner ofMeta PlatformsPossible1 sourceevidence
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Alibabacompetes withAnthropicPossible1 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.
Other maps
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.