Meta's cloud plan is a hedge on Zuckerberg's AI capex, not the end of neoclouds(runtimewire.com)
runtimewire.com
Meta's cloud plan is a hedge on Zuckerberg's AI capex, not the end of neoclouds
https://runtimewire.com/article/meta-compute-neocloud-ai-capacity-scarcity
2 comments
Earlier: https://news.ycombinator.com/item?id=48745966
Yup and not the same news. The point of this article was to show that the neoclouds are not going away, complete with timelines and context on how Meta is beholden to the neoclouds. Totally different angle.