Mirantis on Collaborating with Neocloud Providers: The AI Infrastructure Buildout Ahead [Yahoo! Finance]
Goldman Sachs Group, Inc. (The) (GS)
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Source: Yahoo! Finance
announced it is actively partnering with a new class of AI infrastructure providers—dubbed "neoclouds"—to help build and operate the AI factories powering the next wave of artificial intelligence at scale. With projections for AI infrastructure investment, like Goldman Sachs' forecast of $100 trillion by 2040, skeptics are questioning whether this buildout is sustainable. Alex Freedland is the co-founder and CEO of Mirantis, which is working directly with emerging "neocloud" providers that are building the next generation of "AI factories" – data centers optimized for producing intelligence at scale. Alex Freedland Neoclouds are a new category of infrastructure providers, which are companies that secure energy access, build computational capacity, and sell intelligence services at premium margins. "Right now, we're seeing two primary applications driving all this infrastructure demand: consumer AI like ChatGPT, and enterprise productivity tools like coding assistants," Freedland
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