---
format: "aidr-story-markdown/v1"
id: "0abac2498d5e300af9f501e19cec84a909a52dcd1e4904402a3e7922da7ac686"
canonical_url: "https://aidr.today/0abac249?lang=en"
title: "The neocloud shakeout is coming, and Nvidia has the most to lose"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
fallback_fields: []
published_at: "2026-10-19T11:33:36.000Z"
category: "Industry"
topics: ["nvidia","funding","agent","open-source"]
source_urls: ["https://the-decoder.com/the-neocloud-shakeout-is-coming-and-nvidia-has-the-most-to-lose/","https://techcrunch.com/2026/10/19/nvidia-launches-new-open-models-to-run-agents-in-the-enterprise-and-on-pcs/"]
summary: "Industry executives expect only seven to ten of the hundreds of AI cloud providers to survive after stock crashes and Firmus's scrapped IPO, with CoreWeave losing a quarter of its market value and Microsoft pulling out of a deal with Nscale for 23,000 Nvidia chips. Nvidia has a lot riding on the outcome, since customers outside the hyperscalers make up 45 percent of its data center revenue."
---

# The neocloud shakeout is coming, and Nvidia has the most to lose

> [Open the canonical story](<https://aidr.today/0abac249?lang=en>)

**Published:** 2026-10-19T11:33:36.000Z
**Category:** Industry
**Topics:** nvidia, funding, agent, open\-source

## Summary

Industry executives expect only seven to ten of the hundreds of AI cloud providers to survive after stock crashes and Firmus's scrapped IPO, with CoreWeave losing a quarter of its market value and Microsoft pulling out of a deal with Nscale for 23,000 Nvidia chips\. Nvidia has a lot riding on the outcome, since customers outside the hyperscalers make up 45 percent of its data center revenue\.

## Sources

- [Story source](<https://the-decoder.com/the-neocloud-shakeout-is-coming-and-nvidia-has-the-most-to-lose/>)
- [Story source](<https://techcrunch.com/2026/10/19/nvidia-launches-new-open-models-to-run-agents-in-the-enterprise-and-on-pcs/>)