Earlier in Computing & Chips
The emerging "neocloud" sector, comprising specialized GPU cloud providers, now includes five key companies: CoreWeave, Nebius, Lambda, Crusoe, and Groq. These entities offer distinct business models catering to the high-demand AI and machine learning workloads.
The rapid advancement of open-weight large language models (LLMs) has outpaced the hardware assumptions traditionally associated with their deployment. Models such as Kimi-K3, GLM-5.2, and DeepSeek-V4-Flash are rapidly closing the capability gap with proprietary AI systems.
CoreWeave has been ranked as the top GPU cloud provider in the emerging 'neocloud' sector, according to an analysis by SemiAnalysis. This sector now encompasses five companies with distinct business models, all vying to provide essential computing power for artificial…