
Dave Linthicum Is Not AI
NeoClouds Explained in 8 Minutes
NeoClouds are the new AI infrastructure companies powering the GPU boom. While most people focus on AI models, the real fight is over compute: GPUs, data centers, power, cooling, networking, training, and inference. This video explains the NeoCloud market through four simple groups: full-stack AI infrastructure clouds, developer GPU clouds, inference-first AI clouds, and data-center capacity players. We'll cover names like CoreWeave, Nebius, Lambda, Crusoe, Nscale, Fluidstack, Vultr, Runpod, Civo, Together AI, Groq, Voltage Park, Applied Digital, Core Scientific, and GMI Cloud. The key idea: NeoClouds are not just GPU rental companies. Some want to become the AWS of AI. Others focus on fast inference, easy GPU access, or building the physical data centers behind AI. As AI demand grows, the winners may be the companies that control the compute layer underneath every major model.

