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Neoclouds vs. Hyperscalers: Who Wins the GPU Rental Wars?

by Vamsi Chemitiganti August 3, 2026

by Vamsi Chemitiganti August 3, 2026

A new category of cloud provider has emerged specifically to rent GPU capacity: CoreWeave, Lambda, Crusoe, Together AI, and a growing list of “neoclouds” that do one thing — acquire …

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Latest Articles

Neoclouds vs. Hyperscalers: Who Wins the GPU Rental Wars? August 3, 2026
The Water Problem: AI Data Centers and the Coming Fight Over Cooling Resources July 31, 2026
Stranded Power: Why Utilities, Not GPUs, Are the Real AI Bottleneck in 2026 July 30, 2026
The AI Inference Cost Curve: Why Serving Is Eating the Training Budget July 28, 2026
Building the AI-Native Data Center: Power, Cooling, Real Estate, and the Infrastructure Stack Nobody Talks About June 19, 2026

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