Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases (Phoebe Liu/The Information)

Phoebe Liu / The Information:
Sources: industry execs expect only 7-10 of hundreds of neoclouds to survive, as Nvidia supports them with easier credit terms, site finding, and $20B in leases  —  How many young AI cloud providers can the market, and Nvidia, support?  —  That's one of the big questions after a week …

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