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1、1Originally published November 27,EMERGING SPACE BRIEFAI Neoclouds1:“AI Neocloud Playbook and Anatomy,”SemiAnalysis,Dylan Patel and Daniel Nishball,October 3,2024.Trending companiesOverview“Neoclouds”is a term coined by infrastructure market research firm SemiAnalysis,referring to cloud providers th

2、at offer graphics processing unit(GPU)compute rental.1 This business model can involve both GPU ownership and brokerage.Besides coining this term,SemiAnalysis has taken a lead on more conventional market researchers for the firms depth of investigation into novel semiconductor architectures and data

3、 collection on infrastructure performance.We believe the term should also include non-GPU cloud services and legacy cloud providers that develop net new clusters for AI processing.Based on our review of the market,we believe the advanced AI cloud market is congealing into a standalone segment that c

4、an complement the market leadership of hyperscalers by focusing on the needs of high-growth large language model(LLM)-native customers.BackgroundThe growth of AI neoclouds originated with the early demand for high-performance infrastructure initially driven by cryptocurrency mining.Recognizing that

5、their GPUs suited the intensive needs of AI model training and deployment,crypto miners began repurposing and expanding their clusters to meet the demands of modern AI models,laying the groundwork for a new market of cloud services focused on high-performance compute.In practice,these rigs were conf

6、igured for crypto mining,requiring different software optimizations and power requirements to carry out the massively parallel operations of neural network training.Of 187 companies in our AI neocloud emerging space,15 are also tagged in the cryptocurrency vertical,showing the continued overlap betw