Cloud Infrastructure

Container orchestration (Kubernetes) manages microservices across cloud environments. Infrastructure-as-code (Terraform, Pulumi) automates cloud resource provisioning. Serverless computing executes code without managing servers. Service mesh technology manages communication between microservices. Vector databases enable semantic search for AI applications. GPU orchestration optimizes AI compute utilization.

GPU orchestration platforms optimize utilization across AI training and inference workloads. FinOps tools identify waste and optimize cloud resource allocation. Cloud security platforms scan configurations across multi-cloud environments. Infrastructure-as-code automates provisioning and ensures consistency. Data platforms unify analytics and AI workloads.

The cloud infrastructure market exceeds $600 billion annually (including hyperscaler revenue from AWS, Azure, GCP) and is growing at 20%+ CAGR, driven by the structural shift of enterprise computing from on-premise to cloud and the massive AI infrastructure buildout. With 59 funders in Superscout's database, Cloud Infrastructure is a high-conviction child sector within SaaS. Databricks' $5 billion financing at $134 billion valuation illustrates the scale of value creation in cloud infrastructure.