CB Insights November 21, 2025
We analyzed partnership activity across major hyperscalers to understand how cloud competition is shifting and who’s winning the AI startup market.
A subtle shift is taking place in how cloud providers win usage among AI startups.
For years, competition focused on compute availability, enterprise relationships, and pricing. But as AI teams increasingly begin with model experimentation and development tools, the AI stack they choose first is shaping where they run and scale their workloads.
At the same time, GPU scarcity, evolving model ecosystems, and hyperscalers’ differing approaches — from integrated AI stacks to model neutrality to enterprise partnerships — are reshaping how startups make cloud decisions. These shifts raise questions about what’s driving cloud adoption among AI builders today,...
Today's Sponsors
Today's Sponsor