> 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...