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The neocloud shakeout is coming, and Nvidia has the most to lose

After stock crashes and Firmus's scrapped IPO, industry executives expect only seven to ten of the hundreds of AI cloud providers to survive. CoreWeave lost a quarter of its market value, and Microsoft pulled out of a deal with Nscale for 23,000 Nvidia chips. Nvidia has a lot riding on the outcome,…

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  1. 2026-10-19 11:33 · The Decoder
    The neocloud shakeout is coming, and Nvidia has the most to lose

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