https://www.live-feeds.com/feed/neocloud-shakeout-looms-and-nvidia-has-a-lot-to-loseContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/neocloud-shakeout-looms-and-nvidia-has-a-lot-to-losehttps://www.live-feeds.com/feed/neocloud-shakeout-looms-and-nvidia-has-a-lot-to-lose#u146611Thu, 22 Oct 2026 11:15:24 +0000Specialized AI cloud providers face a market contraction that threatens their independent operations and exposes Nvidia to financial risk. Industry executives project that only a tiny fraction of the hundreds of existing specialized AI cloud companies will survive the impending shakeout, which follows recent stock drops and a scrapped initial public offering by Firmus. CoreWeave lost a quarter of its market value recently, and Microsoft canceled an agreement with Nscale for 23,000 Nvidia chips. Gartner forecasts that more than eighty percent of neocloud providers will lose their independence b