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As demand for Nvidia GPUs continues to outstrip direct supply, companies are increasingly turning to alternative access points, including a growing ecosystem of over 300 'neocloud' providers that offer GPU capacity, up about 55% in less than a year according to industry research. This reflects the broader scramble for AI computing infrastructure. The proliferation of neoclouds illustrates how AI infrastructure demand is reshaping cloud computing markets and creating new business models for GPU capacity resale, with implications for Nvidia's supply chain and competitive dynamics in AI infrastructure.