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

**Published:** October 19, 2026
**Author:** Maximilian Schreiner
**Source:** The Decoder
**Language:** en-US
**HTML:** https://aiqazaqstan.com/en/articles/the-neocloud-shakeout-is-coming-and-nvidia-has-the-most-to-lose

After stock crashes and Firmus's scrapped IPO, industry executives expect only seven to ten of the hundreds of AI cloud providers to survive. CoreWeave lost a quarter of its market value, and Microsoft pulled out of a deal with Nscale for 23,000 Nvidia chips. Nvidia has a lot…

> From the original source: **The Decoder**
> [Read full article at The Decoder](https://the-decoder.com/the-neocloud-shakeout-is-coming-and-nvidia-has-the-most-to-lose/)

**Tags:** #Nvidia #Microsoft #Дата-центры & ЦОД

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