"The CUDA moat is gone": Japanese neocloud ai& deploys Tenstorrent at scale
DavidBennett__ · x · 2026-09-13
David Bennett, CEO of Japanese neocloud ai&, sat down with analyst Ian Cutress. Key points:
- Bennett claims "the CUDA moat is gone";
- A chunk of ai&'s infrastructure runs on Tenstorrent hardware, one of the largest deployments outside the US;
- The company bets on heterogeneous compute, sovereign AI and surging inference demand;
- As AI becomes agentic, "one person no longer means one token" — token consumption is scaling fast.
Related event: Japanese neocloud ai& claims CUDA moat is gone, bets on Tenstorrent(2 posts)→
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