Mastodawn

“There are other reasons to be bullish about #compute #standardisation. Chips from Nvidia’s Hopper range, which includes the H100, have held much of their rental value even as next-generation Blackwell models entered the market.

This flies in the face of a comment in March 2025 by Jensen Huang, Nvidia’s boss, that “when Blackwell starts shipping in volume, you couldn’t give Hoppers away”. It also suggests that #computed erivatives’ underlying #assets will not suddenly become worthless, the risk of which would slow adoption”

#Derivatives / #FinancialisingCompute / #MoneyTalks / #funding / #NeoCloud / #indicies / #ComputeCost / #FuturesMarket / #assets <https://www.economist.com/finance-and-economics/2026/06/22/how-to-turn-compute-into-a-financial-asset> (paywall) / <https://archive.md/YHOPYG

How to turn compute into a financial asset

Entrepreneurs, exchange operators and AI firms are creating tradable instruments backed by processing power

The Economist

3i/Atlas 1d ago

SpaceX’s Move Into Neocloud Operations Is Raising Expectations for Its Valuation and Partners Like Nvidia and Intel.
https://atlas.whatip.xyz/post.php?slug=spacexs-move-into-neocloud-operations-is-raising-expectations-for-its-valuation-and-partners-like-nvidia-and-intel
<p>SpaceX's expansion into neocloud compute operations alongside its Starlink satellite internet and
#expectations #operations #valuation #neocloud

SpaceX’s Move Into Neocloud Operations Is Raising Expectations for Its Valuation and Partners Like Nvidia and Intel.

SpaceX's expansion into neocloud compute operations alongside its Starlink satellite internet and rocket business pushes its market value above $2 trillion s...

3i/Atlas 2d ago

SpaceX Is Becoming a "Neocloud." Here's the Beaten-Down AI Stock 75% Off Its Highs That Could Benefit the Most
https://atlas.whatip.xyz/post.php?slug=spacex-is-becoming-a-neocloud-heres-the-beaten-down-ai-stock-75-off-its-highs-that-could-benefit-the-most
Key insight: <p>SpaceX Is Becoming a "Neocloud.&quot
#becoming #neocloud #spacex #beaten

SpaceX Is Becoming a "Neocloud." Here's the Beaten-Down AI Stock 75% Off Its Highs That Could Benefit the Most

SpaceX Is Becoming a "Neocloud." Here's the Beaten-Down AI Stock 75% Off Its Highs That Could Benefit the Most. On Monday, a Wall Street analyst wrote favorably about certain semiconduc...

Claroty 3d ago

☁️ Neoclouds are powering the AI revolution, but the flat network architectures that support AI training and large language models can also create significant cybersecurity risks.

In neocloud and data center environments, limited internal segmentation means a single compromise can quickly lead to lateral movement and widespread operational impact.

📖 In this blog, read how to defend against automated cyber threats while maintaining the performance required for AI workloads: https://claroty.com/blog/how-neoclouds-can-defend-flat-networks-against-automated-threats

#Neocloud #DataCenterSecurity #CyberSecurity #AIInfrastructure #CyberResilience #DataCenters #ArtificialIntelligence

How Neoclouds Can Defend Flat Networks Against Automated Threats

Neoclouds are critical computing resources in the training of artificial intelligence and large language models, yet they rely on flat network architectures to keep packet loss at a minimum. This lack of internal segmentation can pose a significant risk inside neclouds and data centers given that a single compromise ca...

Claroty

KillBait News May 28

General Compute bets on inference-focused AI infrastructure using SambaNova chips

📰 Original title: Has the hunt for AI compute uncovered the next Cerebras?

🤖 IA: It's clickbait ⚠️
👥 Users: It's clickbait ⚠️

View full AI summary https://en.killbait.com/general-compute-bets-on-inference-focused-ai-infrastructure-using-sambanova-chips.html?utm_source=mastodon_world&utm_medium=social&utm_campaign=killbait.mastodon_world

#artificialintelligence #aicompute #inference #neocloud

General Compute bets on inference-focused AI infrastructure using SambaNova chips

The article explores how the surging demand for AI compute, especially for inference workloads, is reshaping the infrastructure landscape and creating opportunities for new players. A startup called General Compute is positioning itself as an “inference neocloud,” focusing on providing optimized compute for AI models during their deployment phase rather than training. The company recently raised a $15 million seed round at a $60 million post-money valuation, led by FUSE VC with participation from Carya Venture Partners and Village Global Ventures. Instead of relying primarily on GPUs, General Compute is turning to specialized inference chips developed by SambaNova, an Intel-backed chipmaker. These chips are designed to improve performance during inference by using higher memory capacity and more efficient architectures for handling context-heavy workloads. The company claims these chips can deliver between 600 and 700 tokens per second, compared to roughly 250 tokens per second on traditional GPUs. General Compute has reportedly placed $300 million in orders for SambaNova’s SN50 chips and plans to be the first neocloud deploying them at scale. A key differentiator is infrastructure flexibility: the chips are air-cooled and consume less power, allowing deployment in existing data centers without costly upgrades. This enables colocation strategies, including partnerships with traditional data centers and even crypto mining facilities repurposing infrastructure. The broader industry context includes rising competition in AI inference, with companies like Groq and Cerebras shaping expectations for specialized hardware. The article also references major funding activity, such as OpenRouter’s $113 million Series B, highlighting a shift toward multi-model AI ecosystems where speed and cost of inference are critical. Investors see parallels between General Compute and earlier infrastructure plays like CoreWeave’s partnership with Nvidia or Groq’s vertical integration approach. The core question is whether inference-optimized architectures will become the dominant layer of AI computing as agents and real-time applications demand faster, cheaper model responses.

KillBait

KillBait May 28

General Compute bets on inference-focused AI infrastructure using SambaNova chips

📰 Original title: Has the hunt for AI compute uncovered the next Cerebras?

🤖 IA: It's clickbait ⚠️
👥 Users: It's clickbait ⚠️

View full AI summary https://en.killbait.com/general-compute-bets-on-inference-focused-ai-infrastructure-using-sambanova-chips.html?utm_source=mastodon_social&utm_medium=social&utm_campaign=killbait.mastodon_social

#artificialintelligence #aicompute #inference #neocloud

General Compute bets on inference-focused AI infrastructure using SambaNova chips

The article explores how the surging demand for AI compute, especially for inference workloads, is reshaping the infrastructure landscape and creating opportunities for new players. A startup called General Compute is positioning itself as an “inference neocloud,” focusing on providing optimized compute for AI models during their deployment phase rather than training. The company recently raised a $15 million seed round at a $60 million post-money valuation, led by FUSE VC with participation from Carya Venture Partners and Village Global Ventures. Instead of relying primarily on GPUs, General Compute is turning to specialized inference chips developed by SambaNova, an Intel-backed chipmaker. These chips are designed to improve performance during inference by using higher memory capacity and more efficient architectures for handling context-heavy workloads. The company claims these chips can deliver between 600 and 700 tokens per second, compared to roughly 250 tokens per second on traditional GPUs. General Compute has reportedly placed $300 million in orders for SambaNova’s SN50 chips and plans to be the first neocloud deploying them at scale. A key differentiator is infrastructure flexibility: the chips are air-cooled and consume less power, allowing deployment in existing data centers without costly upgrades. This enables colocation strategies, including partnerships with traditional data centers and even crypto mining facilities repurposing infrastructure. The broader industry context includes rising competition in AI inference, with companies like Groq and Cerebras shaping expectations for specialized hardware. The article also references major funding activity, such as OpenRouter’s $113 million Series B, highlighting a shift toward multi-model AI ecosystems where speed and cost of inference are critical. Investors see parallels between General Compute and earlier infrastructure plays like CoreWeave’s partnership with Nvidia or Groq’s vertical integration approach. The core question is whether inference-optimized architectures will become the dominant layer of AI computing as agents and real-time applications demand faster, cheaper model responses.

KillBait

John Leonard May 14

Neoclouds market themselves in terms of sustainability, sovereignty, energy innovation and efficiency.

The reality is rather different.

https://www.computing.co.uk/research/2026/sustainability-mirage-heart-of-neocloud?utm_source=mastodon_org&utm_medium=post&utm_campaign=May_Neoclouds

#green #technews #datacenter #renewables #neocloud #cloud #greenwashing

The sustainability mirage at the heart of neocloud

Article three in our AI cloud sustainability research series examines the neocloud challengers which present a more values-driven message than their hyperscale competitors. Do the ...

KillBait News May 7

xAI Partners with Anthropic to Monetize Data Center Capacity

📰 Original title: Is xAI a neocloud now?

🤖 IA: It's not clickbait ✅
👥 Usuarios: It's not clickbait ✅

View full AI summary: https://killbait.com/en/xai-partners-with-anthropic-to-monetize-data-center-capacity/?redirpost=a4c34c3a-f65c-43e7-aef6-d9c7fba96a17&utm_source=mastodon_world&utm_medium=social&utm_campaign=killbait

#artificialintelligence #xai #neocloud #datacenter

xAI Partners with Anthropic to Monetize Data Center Capacity

xAI and Anthropic have announced a surprising partnership, with Anthropic acquiring all available compute capacity at xAI’s Colossus 1 data center, totaling approximately 300MW.

KillBait Archive

KillBait May 7

xAI Partners with Anthropic to Monetize Data Center Capacity

📰 Original title: Is xAI a neocloud now?

🤖 IA: It's not clickbait ✅
👥 Usuarios: It's not clickbait ✅

View full AI summary: https://killbait.com/en/xai-partners-with-anthropic-to-monetize-data-center-capacity/?redirpost=a4c34c3a-f65c-43e7-aef6-d9c7fba96a17&utm_source=mastodon_social&utm_medium=social&utm_campaign=killbait

#artificialintelligence #xai #neocloud #datacenter

xAI Partners with Anthropic to Monetize Data Center Capacity

xAI and Anthropic have announced a surprising partnership, with Anthropic acquiring all available compute capacity at xAI’s Colossus 1 data center, totaling approximately 300MW.

KillBait Archive

Beth Pariseau Feb 26

Corey Sanders, Senior Vice President of Product at #neocloud provider CoreWeave, leads product strategy and execution for the company. His mission: Gain enterprises' trust for #CoreWeave's #AIcloud services. The challenge: slower-than-expected #enterpriseAI adoption so far and skyrocketing demand for #AIinfrastructure, including data center power and water resources.

In today’s episode, we’ll cover…

-- The shift from model building to #AIinference

-- The potential effect of reinforcement learning on #AIaccuracy

-- CoreWeave's new ARENA AI lab

-- NeoCloud architectures take on "#RAMageddon"

and more!

https://www.youtube.com/watch?v=eY3d5yFpKr8

IT Ops Query: CoreWeave neocloud makes AI pitch to enterprises

YouTube