Neocloud says AI compute demand is becoming continuous, but so is the spending Neocloud operator CoreWeave remains bullish about its prospects, claiming that changing patterns of AI use will create sustained demand for its cloud services. The New Jersey firm is among the most prominent rent a GPU businesses spawned by demand for AI training infrastructure, but is now attempting to move up the technology stack – a shift consultants at McKinsey said neoclouds would need to make to survive. AI...