As SaaS Seat Model Collapses, Inference Surpasses Training: Decoding the Diverging Fates of Neocloud Giants CoreWeave, Nebius, and IREN
Anthropic's annualized revenue quintupled to $44 billion within five months, as inference compute surpassed training for the first time. A deep decoding of the differentiated positioning and diverging trajectories of the "Neocloud Big Three"—CoreWeave, Nebius, and IREN—and five key litmus test indicators for the earnings weeks of May 7 and May 13.
TradingKeyThu, May 7