what do people think about neoclouds? it seems like the market is still trying to figure out wha this vertical could turn into. from a business model standpoint, margins are thin, GPU rental prices per hour are rapidly falling, and building out new capacity takes time. software services tacked on top could provide a means to differentiation in order to improve margins.
i'm trying to look back at history and see if there have been similar companies in the past. for example all of the web hosting / CDN platforms that emerged during the Internet pretty much went to zero. are neoclouds destined for the same or are they an entirely different beast?