�o�T�FNeoclouds size up enterprise opportunities�iCIO Dive�j��1�FRegulatory risks push cloud leaders to alter infrastructure plans�iCIO Dive�j��2�FNeoclouds helped drive Q3 cloud market surge�iChannel Dive�j��3�F4 tips for evaluating cloud AI providers�iCIO Dive�j��4�FTen Trends That Shaped the Cloud Market in 2024�iIDC�j��5�FThe evolution of neoclouds and their next moves�iMckinsey & Company�j��6�FCoreWeave Expands Agreement with OpenAI by up to $6.�iCoreWeave�j��7�F5 channel trends for 2026�iChannel Dive�j
The new partnership with NVIDIA evolves the long-standing collaboration between the two companies. OpenAI has pledged to consume 2 gigawatts of training capacity on NVIDIA's Vera Rubin systems and an additional 3 gigawatts of computing resources, likely in the form of GPUs, to run specific AI inference tasks. In other words, NVIDIA is spending a lot of money on OpenAI and then OpenAI will turn around and spend a lot of money with NVIDIA. The ouroboros must feed.
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What is screening?
当单一供应商占据了绝大多数份额时，下游 AI 模型跑得再快，大部分利润都会被“卖铲子的人”抽走。Meta 的“备胎转正”战略，本质上是在用海量的资本，强行砸出一个充分竞争的硬件市场。