#NeoCloudS

Leading neoclouds CoreWeave and Nebius have both lost about half their value in the past month as they get set for earnings reports this week.

Microsoft is winding down the number of neoclouds it counts as partners, picking key suppliers and focusing on its own data centers.

Neoclouds CoreWeave, Nebius and Iren fell on Monday after Musk said debt markets had shut out AI cloud firms. Nvidia says demand is strong.

Wall Street strategists are warning that declines in shares of AI cloud-computing providers will spill into other corners of the tech trade, potentially dragging the US stock market down to its June lows.

The SpaceX CEO said many neoclouds will face "guppy-level death" because they lack alternative streams of revenue.

Fast WAN consortium thinks neoclouds are ripe for hookups The IOWN Global Forum will likely focus on datacenter interconnect use cases in the, to help diverse providers of AI infrastructure ply their trade.…