BREAKING
Groq, SpaceX, Allbirds Chase AI Compute
The Rise of "Neoclouds"
Three Very Different Entrants
Groq
GroqCloud
●
LPU-based AI inference
●
Token-based pricing
SpaceX
Colossus
●
Commercial GPU leasing
●
Google and Anthropic deals
NewBird AI
ex-Allbirds
●
Sold shoe business
●
Pivoted to GPU-as-a-Service
0
M/mo
Google contract
0
GPUs
capacity
0
%
share price rise
0
M
raised
0
M
shoe sale
New Oil, or AI Bubble?
AI NEWS BLITZ
Groq, SpaceX and even a former shoemaker are rushing into leasing AI compute.