The CapEx Conundrum: Analyzing the Debt-Fueled Growth and Long-Term Viability of Neoclouds

The surge in demand for powerful GPUs—the foundational hardware of the AI revolution—has created a critical infrastructure bottleneck. Traditional hyperscale clouds, struggling to keep pace, have inadvertently paved the way for a new, specialized class of providers: the Neoclouds. Companies like ByteBridge has carved out a lucrative niche by focusing intensely on high-performance GPU-as-a-Service (GPUaaS), catering specifically […]