#neoclouds

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Venture
fromTheregister
2 weeks ago

Rent-a-GPU neoclouds need to adapt or die

Neocloud GPU-as-a-service providers must move up the AI stack to avoid commoditization but risk competing with their hyperscale customers.
Tech industry
fromThe Verge
2 weeks ago

Nvidia's 'I'm Not Enron' memo has people asking a lot of questions already answered by that memo

Nvidia denied a viral, baseless accounting-fraud claim, clarified stock-based compensation accounting, and refuted mistakes in Michael Burry's analysis.
Tech industry
fromTheregister
3 weeks ago

Amazon slides vs Amazon, Microsoft in big three cloud market

Big three cloud providers grow with market; AWS leads but Microsoft and Google gain share while neoclouds and Oracle slowly rise.
fromZDNET
3 weeks ago

Cloud-native computing is poised to explode, thanks to AI inference work

AI inference is the process by which a trained large language model (LLM) applies what it has learned to new data to make predictions, decisions, or classifications. In practical terms, the process goes like this. After a model is trained, say the new GPT 5.1, we use it during the inference phase, where it analyzes data (like a new image) and produces an output (identifying what's in the image) without being explicitly programmed for each fresh image. These inference workloads bridge the gap between LLMs and AI chatbots and agents.
Artificial intelligence
fromBusiness Insider
1 month ago

Who will rule Cloud 2.0 in the AI era? It might not be Amazon.

Internal Amazon documents reveal that AI startups have been delaying AWS adoption, diverting early budgets toward AI models and tools, inference platforms, and new "neoclouds" that sell GPU access, according to a blockbuster scoop from Business Insider's Eugene Kim. Instead of relying on AWS for traditional cloud compute and storage, founders are starting with OpenAI, Anthropic, and AI tool providers such as Vercel, along with specialized GPU providers like CoreWeave.
Artificial intelligence
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