Neocloud Shakeout Looms, and Nvidia Has a Lot to Lose

T1Covered by 1 source · first reported by The Information (teasers) at 18 Oct, 15:30 UTC

How many young AI cloud providers can the market, and Nvidia, support? That’s one of the big questions after a week in which investors worried about the data center buildout and the risks that its unproven participants, known as neoclouds, are taking. Those risks include loading up on debt…