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Rent-a-GPU neoclouds need to adapt or die as the AI market evolves

mardi 25 novembre 2025, 19:12 , par TheRegister
McKinsey points out the quandary facing companies like CoreWeave
So-called neocloud companies are facing a dilemma: They need to move up the AI stack to avoid being commoditized, but they risk competing against their big hyperscale customers if they do.…
Lire la suite sur TheRegister
https://go.theregister.com/feed/www.theregister.com/2025/11/25/rentagpu_neoclouds_need_to_adapt/

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