Neocloud

A class of GPU-specialized cloud providers that build and rent out accelerator capacity outside the traditional hyperscalers, financing fleets against future revenue and thereby sitting at the center of the AI-infrastructure capital cycle.

grounded in: HN front-page theme 'The GPU-financing bubble: the community is scrutinizing whether the AI infrastructure boom is propped up by circular, self-referential capital flows' — the durable entity/business