There are somewhere on the order of 50,000 reasonably large companies, academic centers, and governments in the world that the enterprise IT market is like the ocean on a calm day in the doldrums. …
If there is one thing that the AI model builders and the neoclouds both agree on, it is that they do not want to worry about storage. …
What’s the difference between Meta Platforms and OpenAI? The big one – and perhaps the most important one in the long run – is that when Meta Platforms does a deal with neocloud CoreWeave, it actually has a revenue stream from its advertising on various Web properties that it can pump back into AI investments while OpenAI is still burning money much faster than it is making it. …
If you are a neocloud – and there seem to be more of these popping up like mushrooms in a moist North Carolina spring in the mountains – then you are going to need a pricing edge and a niche offering to compete with the big clouds and rival neoclouds. …
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