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 into self-build sites." "Chip companies are like, 'Not only do I need to battle in the supply chain for allocation like TSMC and the memory providers, I also need to go get my data centers set up. I need to learn about construction, I need to learn about day-2 operations.'" "Who's going to train people to repair a Cerebras wafer-scale engine and their 250 megawatts of compute they're bringing online in the next couple of years? It's them." "They need to build that capability in-house and frankly, I think they're going to realize a bunch of benefits to their margin profile for doing this. AWS and Google already proved you can do this with TPU and Trainium." ▻