The two things AI infrastructure providers hate the most

When you talk to as many industry players as we do, you start to pick up on trends. Many of these are technical in nature or simply recurring problems that folks are encountering as they all try to tackle the same challenges. But others are just—for lack of a better word—funny. Case in point: Neocloud companies absolutely hate being called neoclouds. This point was independently and organically made by executives from both Nebius and Lambda in recent interviews. But the reason behind the beef depends on who you ask. Nebius Chief Revenue Officer Marc Boroditsky referred to the term as “a convenient trash bin analysts put us all in.” Lambda’s VP of Data Center Infrastructure Ken Patchett also expressed disdain for the moniker. His preferred term? “Emerging hyperscalers.” For better or worse, the term is likely to stick. But that’s just one of the themes that has popped up in recent conversations.  The other? Data centers aren’t to blame for rising power costs.