Source: SiliconANGLE
Neoclouds are forcing a reckoning with decades-old cloud architectures designed for web applications and databases, not GPU-intensive model training and inference at scale. Companies like CoreWeave and Lambda Labs are capturing workload migration by offering purpose-built infrastructure, pricing aligned with compute-heavy workflows, and eliminating the overhead of general-purpose cloud platforms. This challenges AWS and Azure's dominance in the fastest-growing workload category. Cloud commoditization remains incomplete; when workload requirements shift materially, competitive advantage moves with them.