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Infrastructure / Cloud

42% of break-even reached (3 entities tracked).

AI spend
AI revenue
Net position
Break-even
42%

Country leaderboard for this sector

1.🇳🇱Netherlands
€1.5B
Net: -€1.1B
2.🇫🇷France
€1.3B
Net: -€580M

Company profitability mapping

Each dot represents a company. The diagonal separates profitable companies (above) from unprofitable ones (below).

Cumulative SpendCumulative Revenue
OVHcloud (IA)
Scaleway (IA)
Nebius

Tracked companies

Spend: Revenue:
Spend: *Revenue: *
Spend: *Revenue: *

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