AIネイティブクラウドとは何か
Together AIは、AIネイティブ企業が従来のクラウドアーキテクチャではなく、モデルの学習から推論までのライフサイクル全体を最適化した「AI Native Cloud」の必要性と、その定義・特徴について解説している。
キーポイント
プラットフォームシフトとしてのAI
AIは単なる機能ではなく新しいプリミティブであり、CursorやDecagonのような企業はモデルそのものが製品となり、研究速度とイテレーションの速さが競争優位性になっている。
旧世代クラウドとの決別
Webアプリ時代のCPU中心・安定トラフィックを前提としたクラウドは、GPU駆動で急速に進化するAIワークロードには不適合であり、新しいインフラ要件が必要である。
AIライフサイクルの統合
Pretraining、Fine-tuning、Evaluation、High-scale Inferenceをシームレスに繋ぐ「AI Native Cloud」は、モデルの品質、レイテンシ、コストをリアルタイムで最適化する基盤となる。
影響分析・編集コメントを表示
影響分析
この記事は、AI開発におけるインフラの根本的な転換点を示唆しており、従来の汎用クラウド事業者に対して、AI特化型インフラの優位性を主張する重要な提言である。企業は単なる計算リソースの調達だけでなく、モデル開発ライフサイクル全体を最適化するプラットフォーム選定が、製品市場適合(PMF)と競争優位性の鍵となることを示している。
編集コメント
クラウド事業者の自社宣伝色が強いものの、AI開発における「インフラとモデル開発速度の同期」という本質的な課題を的確に捉えており、インフラ選定における重要な視点を提供している。
*Over the last few years of powering and partnering with the fastest scaling AI-native companies, we have come to realize they need a different kind of cloud: an AI Native Cloud. This post explains what it is, why it matters, and its defining characteristics.*
We're living through one of those rare platform shifts — the kind that only becomes obvious in retrospect. AI isn't a feature. Or a product line. It's a new primitive. The companies defining this moment are not bolting AI onto legacy stacks. They're AI native. Their product *is* the model. Their roadmap is tied to research velocity. Their competitive edge is how quickly they can experiment, retrain, ship, and repeat.
AI-native products iterate weekly. Sometimes daily. They consume GPUs the way web apps consumed CPUs in 2012. When a new paper is released, it's not academic — it's often a short term roadmap. Startups like Cursor and Decagon didn't just grow fast — they compressed what used to take a decade into a couple of years. That speed changes everything.
Why AI natives need a new cloud
The last two decades of cloud computing optimized for web apps: steady traffic, CPU-heavy workloads, and simple abstractions. The AI era is entirely different. AI-native products scale from prototypes to millions of users within months, and their essential asset is *intelligence* that must continually improve. Founders today need more than capacity — they need a cloud that keeps them at the edge of AI research and delivers on the frontier of model quality, latency, cost, and reliability. An AI Native Cloud is purpose-built to solve AI-specific challenges.
Indeed, the next generation of breakout AI companies won't just win because of better models. They'll win because they can iterate faster, scale smarter, and absorb innovation in real time. In an era where the half-life of an advantage is measured in months, the stack matters.
1. Evolving needs across the AI lifecycle
AI-native companies work across pretraining, fine-tuning, evaluation, and high-scale inference — often all at once. Teams train large models while serving millions of users simultaneously. Traditional, CPU-era clouds weren't built for this sort of rapid, GPU-driven evolution. As models mature, their questions evolve from 'Can we train this?' to 'Can we deliver this to global users at the right speed and cost' and 'How do we keep optimizing continuously using the latest research techniques'? AI natives need a cloud that treats this lifecycle as one continuous flow, ensuring a seamless path from training and fine-tuning to inference, and back.
2. Staying on the frontier
In AI, the frontier moves rapidly. New models, techniques, and hardware emerge every few months, widening the gap between "state of the art" and "last year's stack." AI natives maintain their advantage by staying close to frontier research, achieving better performance through faster inference, better quality through domain adaptation, and better economics through more efficient serving. An AI Native Cloud must integrate these research innovations into products continuously, sparing teams from building their own research infrastructure just to keep up.
3. Delivering quality at escape velocity
AI products don't grow linearly; they scale exponentially. Traffic and user expectations can double in days, and every improvement in latency or model quality translates directly into engagement and revenue. Supporting this requires infrastructure that functions like an AI factory: tightly integrated, rack-scale GPU systems connected with ultra-low-latency interconnects and massive power and cooling systems. Data centers designed for CPU-era web apps simply cannot support these performance and reliability demands.
4. Developer velocity and modern AI tooling
Developers and researchers are the engine of AI-native companies, and the cloud's job is to remove friction and maximize their leverage. They need environments where training and fine-tuning can scale to thousands of GPUs without rewriting code, inference systems that manage KV caches and routing seamlessly, and flexible APIs that enable constant experimentation with new architectures or hardware. True velocity comes when teams can ask bigger questions every week, and the cloud scales their capabilities — not their complexity.
5. Ecosystem that can support massive pace of growth
AI natives operate in an environment where demand outpaces their ability to scale. They're racing to serve more users, enter new markets, and manage exponential growth. That's why they need a true partner — one that can provision massive GPU clusters in days, secure gigawatts of power, build new AI factories, quickly productize new research techniques and collaborate on architectures that define the next decade. They don't need a landlord; they need a collaborator who moves at their pace.
Key characteristics of an AI Native Cloud
To serve AI natives at this inflection point, a cloud must look and feel fundamentally different. Here is what defines an AI Native Cloud.
1. Full AI stack — from hardware to software
An AI Native Cloud is vertically integrated around AI, covering GPUs and accelerators, high-speed interconnects, and the orchestration, training, and inference layers above them. Instead of exposing raw instances and leaving integration to the customer, it delivers a unified stack optimized for large-scale AI development and being continuously optimized with new research findings. Thousands of GPUs are tied together with NVLink- and RDMA-class fabrics, backed by storage built for training datasets and vector workloads, and controlled by software that makes the system feel like one programmable substrate. On top sit training frameworks, fine-tuning workflows, and serving platforms that all speak the same language, and are evolving continuously with emergent research techniques.
2. Fast path from research to production
AI remains a research-driven field. The next decade's breakthroughs — in reasoning, multimodality, safety, and efficiency — are being created right now. A research-first cloud must constantly integrate the latest architectures, training techniques, and optimizations, enabling customers to experiment with frontier-scale training and emerging model types easily. Safety, evaluation, and alignment must be built in, not added later. The companies that will define this era need a platform that evolves as fast as their research.
3. Reliable at massive scale
For AI workloads, reliability means predictability under extreme, bursty demand. When AI products serve hundreds of millions of users, every drop in performance is felt instantly. An AI Native Cloud delivers consistency through rack-scale designs that treat clusters as unified systems, networks that maintain high-bandwidth, low-latency connectivity across thousands of accelerators, and storage that sustains millions of queries per second without sacrificing simplicity. Explosive growth isn't an anomaly; it's a design target.
4. AI builders centric
This cloud is designed around the needs of builders. Every layer — from autoscaling to workload scheduling to model deployment — focuses on giving developers and researchers more impact with less friction. Teams can request the exact GPU topology and configuration they need through simple APIs, scale from laptop experiments to massive clusters without rewriting code, and monitor performance, cost, and reliability through clear observability tools. When done right, the cloud fades into the background, acting as an invisible teammate that amplifies results.
5. Partners that move at AI-native pace of growth
Finally, an AI Native Cloud must operate at startup speed, even when powering massive workloads. It must expand new capacity in weeks, not years, building gigawatt-scale AI factories in strategic locations, rapidly adopting new accelerator generations, and co-designing architectures with customers to future-proof their next launches. Here, startup-speed isn't a cultural value — it's an infrastructure strategy.
As AI-natives deliver new experiences across every domain to every person in this world, they will need an AI Native Cloud that can be the foundation of their development and growth. At Together AI, we are building the AI Native Cloud, purpose-built for AI natives and in deep collaboration with the leading AI natives.
8S
DeepSeek R1

Premium cinematic video generation with native audio and lifelike physics.
DeepSeek R1
8S
Audio Name
Audio Description
0:00
Premium cinematic video generation with native audio and lifelike physics.
8S
DeepSeek R1

Premium cinematic video generation with native audio and lifelike physics.
Performance & Scale
Body copy goes here lorem ipsum dolor sit amet
- Bullet point goes here lorem ipsum
- Bullet point goes here lorem ipsum
- Bullet point goes here lorem ipsum
Infrastructure
Best for
- Faster processing speed (lower overall query latency) and lower operational costs
- Execution of clearly defined, straightforward tasks
- Function calling, JSON mode or other well structured tasks
List Item #1
- Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
- Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
- Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
List Item #1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Build
Benefits included:
- ✔ Up to $15K in free platform credits*
- ✔ 3 hours of free forward-deployed engineering time.
Funding: Less than $5M
Build
Benefits included:
- ✔ Up to $15K in free platform credits*
- ✔ 3 hours of free forward-deployed engineering time.
Funding: Less than $5M
Build
Benefits included:
- ✔ Up to $15K in free platform credits*
- ✔ 3 hours of free forward-deployed engineering time.
Funding: Less than $5M
Think step-by-step, and place only your final answer inside the tags *<answer>* and *</answer>*. Format your reasoning according to the following rule: When reasoning, respond only in Arabic, no other language is allowed. Here is the question:
Natalia sold clips to 48 of her friends in April, and then she sold half as many clips in May. How many clips did Natalia sell altogether in April and May?
XX
Title
Body copy goes here lorem ipsum dolor sit amet
XX
Title
Body copy goes here lorem ipsum dolor sit amet
XX
Title
Body copy goes here lorem ipsum dolor sit amet
8S
DeepSeek R1

Premium cinematic video generation with native audio and lifelike physics.
DeepSeek R1
8S
Audio Name
Audio Description
0:00
Premium cinematic video generation with native audio and lifelike physics.
8S
DeepSeek R1

Premium cinematic video generation with native audio and lifelike physics.
Performance & Scale
Body copy goes here lorem ipsum dolor sit amet
- Bullet point goes here lorem ipsum
- Bullet point goes here lorem ipsum
- Bullet point goes here lorem ipsum
Infrastructure
Best for
- Faster processing speed (lower overall query latency) and lower operational costs
- Execution of clearly defined, straightforward tasks
- Function calling, JSON mode or other well structured tasks
List Item #1
- Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
- Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
- Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt.
List Item #1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Build
Benefits included:
- ✔ Up to $15K in free platform credits*
- ✔ 3 hours of free forward-deployed engineering time.
Funding: Less than $5M
Build
Benefits included:
- ✔ Up to $15K in free platform credits*
- ✔ 3 hours of free forward-deployed engineering time.
Funding: Less than $5M
Build
Benefits included:
- ✔ Up to $15K in free platform credits*
- ✔ 3 hours of free forward-deployed engineering time.
Funding: Less than $5M
Think step-by-step, and place only your final answer inside the tags *<answer>* and *</answer>*. Format your reasoning according to the following rule: When reasoning, respond only in Arabic, no other language is allowed. Here is the question:
Natalia sold clips to 48 of her friends in April, and then she sold half as many clips in May. How many clips did Natalia sell altogether in April and May?
XX
Title
Body copy goes here lorem ipsum dolor sit amet
XX
Title
Body copy goes here lorem ipsum dolor sit amet
XX
Title
Body copy goes here lorem ipsum dolor sit amet
関連記事
Google、AI 計算資源のために SpaceX に月額 9200 万ドルを支払う(4 分間読了)
Google は Gemini Enterprise の需要増に対応するため、SpaceX とクラウドサービス契約を結び、約 11 万個の NVIDIA GPU を使用した AI 計算資源へのアクセス権を取得しました。これは Google が自社のインフラを整備するまでのつなぎとして位置づけられています。
NVIDIA Blackwell、MLPerf Training 6.0 で業界をリードするスケーラビリティとパフォーマンスを獲得し首位に
NVIDIA は、同社の最新 AI チップセット「Blackwell」が MLPerf Training 6.0 ベンチマークで業界最高水準のスケーラビリティとパフォーマンスを発揮し、首位を獲得したことを発表した。
AI ファクトリー向けに設計された実用化可能なバッテリーエネルギー貯蔵システム
NVIDIA は、大規模な AI ファクトリーの電力需要に対応するため、実用レベルのバッテリーエネルギー貯蔵システムの設計手法を提案している。
今日のまとめ
AI日報で今日の重要ニュースをまとめ読み