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

Erwan Menard spent six years at #Google, where he most recently worked as director of product management for Google's Cloud #AI services. Six months ago, he left to join #CrusoeCloud as senior vice president of product management. Crusoe Cloud, which offers everything from hosted #cloudcomputing services to renewable power sources, is best known for operating the #Stargate 1.2 gigawatt #datacenter campus in Abilene, Texas.

In this interview, Menard discusses the advantages of designing #neocloud data centers from the ground up to support AI workloads, and how the industry can meet exploding demand for #datacenter resources, including power, as technology evolves.

In today’s episode, we’ll cover…

- Challenges and opportunities in #AIcloud services
- Technical differences in neocloud and public cloud networks
- Gaining enterprises' trust in neoclouds
- Keeping #AIdatacenters sustainable

and more!

https://youtube.com/watch?v=gJVN5v9CH6I&si=thGpQblR5BcrEzpI

Upstart #cloudprovider Railway says it has won thousands of paying customers from startups to Fortune 500 companies -- which is not to mention this week's $100 million Series B funding round -- with its own take on efficient hardware design and built-in automation for infrastructure that doesn't include either #GPUs or #Kubernetes.

My writeup on the #neocloud forging its own path in the age of #AI, including an interview with founder and CEO Jake Cooper: https://www.techtarget.com/searchcloudcomputing/news/366637659/Upstart-cloud-provider-Railway-turns-heads-with-speed #cloudcomputing #rackscalehardware #enterprisetech #ITinfrastructure

Neocloud Economics: CoreWeave vs Nebius – Vertical AI Infra Crushes Hyperscalers (60-70% Margins) ⚡

Neoclouds own stack (chips→racks), dodge AWS debt/leasing. Nebius edges CoreWeave on costs; $10B+ ARR potential. AI training explodes demand

Why vertical? 2-3x cheaper GPUs vs cloud giants.

VCs: Next hyperscalers? Founders: Build atop. GPU wars incoming. 📈

#Neocloud #CoreWeave #Nebius #AIInfra #GPUEconomics

https://buff.ly/XJsjWqp

Really interesting long-read about the economics of companies that sell GPU compute. It also has a list (Bill of Materials) of all components you'd need to start such a company from scratch!

https://www.semianalysis.com/p/ai-neocloud-playbook-and-anatomy

#AI #hardware #GPUs #neocloud #nvidia #H100