Neocloud proverb: stay a neocloud or live long enough to launch your own model
ai · x · 2026-09-28
A one-liner capturing the current AI compute industry shift: "You either stay a neocloud or live long enough to launch your own model."
It sums up a recent trend: GPU-rental neocloud providers, after accumulating compute and capital, increasingly start training and shipping their own models, moving up the stack from pure infrastructure to the model layer.
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