Article

● Neocloud companies, some of which emerged from the crypto industry, have revolutionized the market for high-performance computing with agile and cost-effective offers of ultra-specialised GPU infrastructure.
● Their success has been built on three major assets: datacenters that were already operational, cheap power contracts and technical expertise in the management and cooling of high-density computing infrastructure.
● Leveraging special partnerships with Nvidia, they now play a critical role in the training of AI systems, but doubts remain about the long-term sustainability of their business model.