Will neoclouds become the “CLECs of AI”?
If all a neocloud does is rent out GPUs, there is a real risk: a commodity landlord racing every other operator to the bottom.
But today’s leaders aren’t sitting still to make sure history doesn’t repeat itself.
CoreWeave, IREN, Nebius and numerous others are quickly moving up the stack with managed inference, token-metered model access, enterprise compliance and increasingly sophisticated software.
And as a market, something even more interesting is happening.
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