Comment by sundarurfriend
Comment by sundarurfriend 20 hours ago
> neoclouds
For anyone else who hadn't heard of this term:
> Neoclouds are startups specializing in AI-specific cloud computing. Unlike their larger competitors, they don’t develop proprietary chips. Instead, they rely heavily on Nvidia’s cutting-edge GPUs to power their operations. By focusing solely on AI workloads, these companies offer specialized solutions tailored to AI developers’ needs.
from https://www.tlciscreative.com/the-rise-of-neoclouds-shaping-...
I believe that the term was first coined by SemiAnalysis in this article:
https://semianalysis.com/2024/10/03/ai-neocloud-playbook-and...