NeoCloud Market Heats Up: Vendors Compete Beyond Raw GPU Access
DavidLinthicum · x · 2026-09-02
David Linthicum notes that the emerging AI cloud (NeoCloud) market is about to get interesting. Providers like CoreWeave, Lambda, Crusoe, Nebius, and Groq are competing for the next wave of AI infrastructure demand. While demand for AI compute will grow, the harder question is who can turn today's GPU scarcity into a durable business. Winners will likely be companies that combine access to GPUs, affordable power, data center capacity, enterprise credibility, and a real software layer that makes them more than just raw infrastructure brokers.
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