2026年最佳GPU云服务商排名：CoreWeave、Nebius、Lambda、Crusoe与Groq按公开定价及合约电力对比

Best GPU Neoclouds 2026: CoreWeave, Nebius, Lambda, Crusoe, and Groq Ranked by Published Pricing and Contracted Power

The neocloud label now covers five companies with very different business models. CoreWeave and Nebius are public companies that publish quarterly results and file reports with the SEC (CoreWeave on Form 10-Q, Nebius as a foreign private issuer on Form 6-K). Lambda and Crusoe are private and heading toward IPOs. Groq has run GroqCloud on its LPU architecture since 2024; after licensing that technology to NVIDIA in December 2025, the independent Groq refocused entirely on inference-cloud infrastructure. This article compares them on what actually matters to a buyer: published pricing, deployed and contracted power, hardware roadmap, contract structure, and independent quality ratings.

CoreWeave is the only Platinum-rated GPU cloud in SemiAnalysis ClusterMAX 2.0 and commands premium list pricing on H100, H200, and B200.

Nebius is the only provider here publishing B300 on-demand pricing; Lambda publishes the lowest B200 on-demand rate.

Lambda still publishes the cheapest on-demand B200 ($6.69/GPU-hr) but has no spot tier.

Crusoe is the only provider here with AMD MI300X/MI355X on its rate card.

Groq is now an NVIDIA Cloud Partner and plans to add NVIDIA GPU capacity alongside its LPU inference cloud.

CoreWeave Q2 rev $2.575B, +112% YoYNebius AI cloud ARR $3.0BLambda B200 on-demand $6.69/hr, lowest publishedCrusoe 4.9 GW contracted, 40 GW+ pipelineGroq 13 DCs, 54 MW 200+ MW in 2027CoreWeave first Vera Rubin NVL72 bring-upNebius $5.0B converts priced Aug 19Crusoe only AMD MI300X/MI355X on a rate cardLambda Michel Combes CEO, May 2026Groq $350M Series A at $3.5B, Aug 17CoreWeave Q2 rev $2.575B, +112% YoYNebius AI cloud ARR $3.0BLambda B200 on-demand $6.69/hr, lowest publishedCrusoe 4.9 GW contracted, 40 GW+ pipelineGroq 13 DCs, 54 MW 200+ MW in 2027CoreWeave first Vera Rubin NVL72 bring-upNebius $5.0B converts priced Aug 19Crusoe only AMD MI300X/MI355X on a rate cardLambda Michel Combes CEO, May 2026Groq $350M Series A at $3.5B, Aug 17

Marktechpost GPU neocloud ledger 2026

CoreWeave / Nebius / Lambda / Crusoe / Groq

Figures checkedAugust 21, 2026Primary sources where available

MetricCoreWeaveNASDAQ: CRWVNebiusNASDAQ: NBISLambdaPrivate IPO H226 (rep.)CrusoePrivate ~$10B+GroqPrivate $3.5B

Published priceNVIDIA HGX H100 $/GPU-hr

>$520M FY Sep-25 (The Information)

private; ~$3B raise at ~$30B reported (Jul)

connected target YE26 5 GW contracted target

Abilene energized 4.9 GW contracted (Jun)

ClusterMAX 2.0SemiAnalysis tier

Only Platinum provider, 2 ratings running

No spot tier; on-demand self-serve

Inference API at time of rating

~$104B backlog (+>$25B early Q3)

Microsoft multibillion, GB300 NVL72

NVIDIA ~$1.5B lease-back (rep.)

NVIDIA licensed LPU tech (~$20B rep.)

Next-gen siliconstatus Aug 2026

Vera Rubin NVL72: first bring-up + validation (Q2)

Vera Rubin NVL72 units received; validating

Vera CPU + Quantum-X800 CPO launch partner

Vera CPU launch support; MI355X via sales

NVIDIA LPX (Groq tech); NCP certified Aug 12; GPU capacity planned

Reserved up to 60% off egress free

Commit up to 35% off network egress free (Std object egress $0.015/GiB)

Sales-quoted egress free no spot

Per-token pricing clusters sales-led

$3539B capex guide $31B recourse debt $3.1B term loan $1B Jane Street

$4.3B converts (H1) $5.0B converts priced Aug 19 $775M secured >$9B prepayments expected

$1.5B+ Series E (Nov) $1B credit facility (May) $350M pre-IPO (rep.)

$1.375B Series E at >$10B $7.1B JV construction loan (Abilene ph.2)

$650M (Jun) + $350M Series A at $3.5B (Aug), NVIDIA participating

H100 on-demand at Nebius. Lambda has the lowest B200 at $6.69; Crusoe the lowest H200 at $4.29. Nebius is the only one listing B300 on-demand.

SemiAnalysis says CoreWeave commands that per GPU-hour over Nebius, Crusoe and Lambda on managed clusters. It is the only Platinum ClusterMAX provider, twice.

per MW on Q3 short-term deals at Nebius, versus ~$12M on its 2026 base. Four Q2 deals averaged >$1B each; 70% were prepaid.

Sources: CoreWeave Q226 release + pricing page Nebius Q226 results, shareholder letter, pricing page Lambda pricing page Crusoe pricing page, Jun 9 26 release Groq newsroom Dec 25Aug 26 SemiAnalysis ClusterMAX 2.0

1. Who these companies are in 2026

CoreWeave (Nasdaq: CRWV) reported Q2 2026 revenue of $2.575 billion, up 112% year over year, with a revenue backlog of roughly $104 billion. That backlog excludes more than $25 billion of new commitments added in early Q3. Active power reached 1.5 GW and contracted power reached about 3.7 GW as of June 30; CoreWeaves data center page now states 4.2 GW+ contracted across 51 data centers. The company completed the industrys first bring-up and validation of NVIDIA Vera Rubin NVL72 during the quarter. Net loss was $626 million, driven by $640 million in net interest expense. (CoreWeave Q2 2026 release, CoreWeave AI data centers page)

Full-year 2026 guidance is $12.4–13.2 billion in revenue and $35–39 billion in capex. Management expects more than 1.85 GW of active power by year end. (CNBC)

Nebius Group (Nasdaq: NBIS) reported Q2 2026 group revenue of $582.3 million, up 454% year over year. AI cloud revenue was $574.9 million, up 514%, with annualized run-rate revenue of $3.0 billion. The AI cloud segment posted a 49.7% adjusted EBITDA margin. Q2 capex was about $5.7 billion, and the company ended the quarter with $8.0 billion in cash. Nebius raised its year-end 2026 contracted power target to 5 GW and plans to deploy more than 1 GW per year starting in 2027.

Lambda is private. It closed a Series E of more than $1.5 billion led by TWG Global in November 2025 and a $1 billion senior secured credit facility (J.P. Morgan lead arranger) in May 2026. Michel Combes, former CEO of SoftBank International and Sprint, became CEO in May 2026; co-founder Stephen Balaban moved to CTO. Lambda has a multibillion-dollar, multi-year agreement with Microsoft covering tens of thousands of NVIDIA GPUs, including GB300 NVL72 systems. The Information has reported an IPO target of H2 2026, but no public S-1 exists as of this writing.

Crusoe is private. It raised a $1.375 billion Series E at a valuation above $10 billion in October 2025, led by Valor Equity Partners and Mubadala Capital. In July 2026, Bloomberg reported Crusoe was in talks to raise roughly $3 billion at a valuation near $30 billion. Crusoe builds the 1.2 GW Abilene, Texas campus for Oracle and OpenAI (the first Stargate site). In March 2026 it announced a separate 900 MW Abilene campus for Microsoft, bringing the full site to about 2.1 GW. On June 9, 2026, Crusoe said its contracted AI infrastructure reached 4.9 GW across five US campuses and Crusoe Cloud, with a development pipeline above 40 GW.

Groq launched GroqCloud in March 2024 around its LPU inference chip. It changed shape in December 2025, when NVIDIA signed a non-exclusive license for Groqs inference technology in a transaction reported by CNBC at about $20 billion. Founder Jonathan Ross, president Sunny Madra, and other staff joined NVIDIA. Groq stayed independent, and GroqCloud kept running. Since then, Groq raised $650 million in June 2026 and a $350 million Series A in August 2026 at a $3.5 billion valuation, with planned NVIDIA participation. Groq now operates 13 data centers and expects to scale from 54 MW to 200+ MW in 2027. On August 12, 2026 it joined the NVIDIA Cloud Partner program and said it plans to bring NVIDIA accelerated computing online in the future; that GPU capacity is not yet a published service. Adam Winter is CEO; Alex Davis of Disruptive is Executive Chairman.

2. Published on-demand pricing (per GPU-hour, USD)

Prices below were read directly from each providers pricing page on August 21, 2026. CoreWeave lists per-node prices; per-GPU values are the node price divided by GPU count. CoreWeaves page also shows the identical per-GPU figure as its