Dossier
neoclouds
Coverage of neoclouds in the Nexus archive.
- SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
Analysts warn that SpaceX's deal with Nvidia could negatively impact neocloud providers, including CoreWeave and Nebius. This concern centers on the possibility that Nvidia may grant SpaceX priority access, effectively bumping them to "the front of the line" for its limited supply of chips, according to Bernstein.
- IOWN Global Forum targets datacenter interconnects to scatter AI infrastructure
The IOWN Global Forum is focusing on datacenter interconnect use cases to support diverse AI infrastructure providers. The Fast WAN consortium believes neoclouds are ready for integration to enhance connectivity.