Neocloud

Extracted Attributes

• Type

  Category of Specialized AI Infrastructure Providers

• Purpose

  Support Artificial Intelligence (AI) and High-Performance Computing (HPC) workloads

• Challenges

  High GPU acquisition costs, significant energy consumption, multi-tenant environment complexities, increased market competition, vendor dependency

• Market Impact

  Significant incremental driver of GPU demand, projected to grow to over a third of total demand

• Primary Focus

  GPU-as-a-Service (GPUaaS)

• Key Technology

  Graphics Processing Units (GPUs)

• Provider Categories

  Traditional Hyperscalers, Neocloud Giants, Emerging Neoclouds, Brokers/Platforms/Aggregators

• Differentiation from Hyperscalers

  Purpose-built for AI, offers specialized GPU computing, does not develop proprietary chips, focuses on raw compute power rather than broad services

Timeline

• A new category of specialized AI infrastructure providers, termed 'Neoclouds,' emerged, driven by the 'AI gold rush' and the increasing demand for GPU-as-a-Service for AI and HPC workloads. (Source: web_search_results)

  Undated

• Nvidia made a strategic investment in CoreWeave, highlighting the company's position as a burgeoning Neocloud and demonstrating a strategy to counter the market power of major cloud providers. (Source: document_2b7015c7-9cde-4d1b-9383-eef4cc75d7cc)

  Undated

Dn42

dn42 is a decentralized peer-to-peer network built using VPNs and software/hardware BGP routers. While other darknets try to establish anonymity for their participants, that is not what dn42 aims for. It is a network to explore routing technologies used in the Internet and tries to establish direct non-NAT-ed connections between the members. The network is not fully meshed. dn42 uses mostly tunnels instead of physical links between the individual networks. Each participant is connected to one or more other participants. Over the VPN or the physical links, BGP is used for inter AS routing. While OSPF is the most commonly used protocol for intra AS routing, each participant is free to choose any other IGP, like Babel, inside their AS.

Web Search Results

• What is a Neocloud? - NEXTDC

  Neoclouds are a new breed of cloud provider, built from the ground up to support artificial intelligence (AI) and high-performance computing (HPC). Unlike household names like Amazon Web Services, Microsoft Azure, or Google Cloud (often referred to as hyperscalers), Neoclouds are purpose-built to do one thing exceptionally well: deliver raw, scalable computing power especially using graphics processing units (GPUs) for the most demanding workloads. [...] In short: if the big clouds are general-purpose supermarkets, Neoclouds are highly specialised delicatessens, serving exactly what AI-driven businesses need most, performance, flexibility, and speed. ### Explore This Guide to Neoclouds To understand why Neoclouds are gaining serious traction, it’s worth exploring what makes them different, why they’ve emerged now, and how they’re transforming AI-driven businesses. [...] ### Purpose-Built for AI: The Neocloud Difference The key difference comes down to focus. While hyperscalers offer thousands of cloud services for almost every IT function imaginable, Neoclouds strip it all back and deliver one core thing really well: GPU computing for AI. They don’t build their own chips. They don’t try to replace your full IT stack. Instead, they rent you access to incredibly powerful GPUs, ready to train and run AI models at scale.

• The Rise of 'Neoclouds': Shaping the Future of AI Data Centers

  ### What Are Neoclouds? Neoclouds are startups specializing in AI-specific cloud computing. Unlike their larger competitors, they don’t develop proprietary chips. Instead, they rely heavily on Nvidia’s cutting-edge GPUs to power their operations. By focusing solely on AI workloads, these companies offer specialized solutions tailored to AI developers’ needs. [...] With billions of dollars at stake, the race to build AI data centers will continue to intensify. Neoclouds are well-positioned to lead this transformation. Their focus on efficiency, innovation, and collaboration sets them apart in a highly competitive market. As these companies grow, they could become the backbone of AI’s rapid development. [...] The race to dominate the AI industry is heating up, and it’s not just big tech in the spotlight. Startups known as “neoclouds” are redefining the landscape, competing with established giants like Microsoft, Google, and Amazon. With a $500 billion investment plan for AI data centers, these nimble players are poised to make a significant impact. Their innovative approaches and collaborations with industry leaders position them as key contributors to the future of AI infrastructure.

• Understanding Neocloud offering GPU-as-a-Service (GPUaaS)

  Neoclouds represent a specialized category of cloud providers focusing specifically on GPU-as-a-Service to meet the demanding requirements of AI and data-intensive applications. While they address performance limitations faced by traditional cloud providers, neoclouds encounter several practical challenges – including high GPU acquisition costs, significant energy consumption, complexities in multi-tenant environments, increased market competition, and dependency on a limited number of vendors [...] Neoclouds represent one of the primary focus areas for DriveNets Network Cloud-AI. DriveNets provides a high-performance, lossless Ethernet solution specifically designed for AI networking backend fabrics, which are critical for neocloud providers. With DriveNets’ solution, neoclouds can effectively mitigate many of their infrastructure challenges, leveraging the best of both worlds – combining maximum GPU performance with the advantages of an open-standard Ethernet-based solution. [...] # Neocloud Providers: The Future of GPUaaS for AI Workloads The term “neocloud” refers to a cloud provider that primarily offers GPU-as-a-Service (GPUaaS). With the artificial intelligence (AI) gold rush, a new wave of cloud providers has emerged with a dedicated focus on GPUaaS. While the exact origin of the word “neocloud” and its initial usage are unclear, it has progressively become an industry term for cloud providers specializing exclusively in GPUaaS.

• AI Neocloud Playbook and Anatomy - SemiAnalysis

  An AI Neocloud is defined as a new breed of cloud compute provider focused on offering GPU compute rental. These pure play GPU clouds offer cutting edge performance and flexibility to their customers, but the economics powering them are still evolving just as the market is learning how their business models work. [...] The AI Neocloud market is served by four main categories of providers, Traditional Hyperscalers, Neocloud Giants, Emerging Neoclouds, and Brokers/Platforms/Aggregators. The AI Neocloud market is huge and is the most meaningful incremental driver of GPU demand. In broad strokes, we see the Neoclouds growing to more than a third of total demand. [...] Emerging AI Neoclouds includes a long tail of a couple dozen clouds that we track that still have small amounts of capacity and are relatively inexperienced at running datacenter infrastructure. These upstarts usually have a higher cost of capital and are the category we will focus most of our time on today. Also included amongst Emerging Neoclouds are many regional players that fall under the Sovereign AI umbrella, which is defined as any AI Neocloud that focuses its business model on the

• neoCloud: YOUR CLOUD

  mk en # neoCloud - YOUR CLOUD neoCloud - YOUR CLOUD # What is neoCloud? neoCloud is a cloud computing platform, for companies and individuals who want to focus on their primary business targets, while leaving the modern IT challenges to professionals # Why neoCloud? ## Partnerships | | | | | | | | --- | --- | --- | --- | --- | --- | | | | | | | | # How we differ? Testimonial I 1+1 Data Center Our platform is in 2 data centers in Active/Active mode of operations.