Why neoclouds—and CoreWeave specifically—suddenly dominate every AI infra conversation
DavidLinthicum · x · 2026-10-28
Cloud architect David Linthicum notes that for two weeks journalists, analysts and investors keep asking about neoclouds: specialized cloud providers built around high-performance AI infrastructure, especially GPU capacity—somewhere between hyperscalers and simple hosting companies, which is what makes the space both compelling and confusing. CoreWeave dominates: the author estimates roughly 80% of recent inquiries focus specifically on it. The piece explains what these companies are, what they do, and why they matter.
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