SemiAnalysis' @​JordanNanos predicts that chip startups will become the next wave of neoclouds, building their own data centers. "Cerebras has become a neoclou

SemiAnalysis' @​JordanNanos predicts that chip startups will become the next wave of neoclouds, building their own data centers. "Cerebras has become a neocloud, Groq is buying Nvidia GPUs and spinning up a neocloud. Others like SambaNova are doing this themselves. We see OpenAI Jalapeño that'll go…