Patel distinguishes neo clouds between hyperscaler deals like CoreWeave and on-demand services like Lambda.
“There's other neo clouds who do a lot of on demand services. Right? Like Lambda. There's so there's a wide range of Neo Clouds.”
Patel says SemiAnalysis reported CPO on accelerator scale-up, not scale-out switches
“@pequityresearch We said CPO on accelerator scale up. We never said CPO on scale out switches.”