SpaceX, Groq and even a shoemaker rush into GPU-leasing neocloud business

As OpenAI builds its own inference chips, Groq, SpaceX and even the shoemaker Allbirds are piling into the "neocloud" business of leasing out AI compute capacity. TechCrunch's Equity Podcast spotlighted the trend in a recent episode, asking whether "neoclouds are the new oil" and debating how long AI compute demand will last.