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Examples
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he emergence of neoclouds—independent GPU-as-a-service1GPUaaS often includes GPU rental—also known as bare metal as a service (BMaaS)—and cloud-based virtualized or containerized instances. (GPUaaS) providers—is a direct response to two structural forces: a global scarcity of high-end compute, and the revenue diversification strategies of the largest advanced-chip producers.
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My prediction? Oracle along with the “neoclouds” will collapse, followed by OpenAI losing funding and collapsing, then it all comes down.
Bluesky Social 2026
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