Neocloud Providers
• Born in the shadow of cryptocurrency mining, NeoCloud providers have emerged as the unexpected allies of generative AI.
• In just a few years, they have built partnerships with Nvidia that allow them to deliver massive computing power, attracting OpenAI, Mistral, and other pioneers.
• Their rapid rise raises questions about market balance and the growing dependence on GPUs, and could redefine the balance of power with the hyperscalers.
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• In just a few years, they have built partnerships with Nvidia that allow them to deliver massive computing power, attracting OpenAI, Mistral, and other pioneers.
• Their rapid rise raises questions about market balance and the growing dependence on GPUs, and could redefine the balance of power with the hyperscalers.
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