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Cloud Watchby 岡田 陽子
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Strong demand but neoclouds are being sold; predictions that over 80% will struggle to remain independent

Strong demand but neoclouds are being sold; predictions that over 80% will struggle to remain independent
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Despite strong GPU demand, neocloud companies are expanding by relying on debt, with predictions that over 80% will struggle to maintain independent operations.

Key points

  • •Market demand for GPUs remains strong.
  • •Neocloud companies are currently relying on debt to expand their businesses.
  • •It is predicted that over 80% of neocloud companies will find it difficult to maintain independent operations.
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#Semiconductors & Infrastructure#AI Companies & Funding

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