Security · Sep 1
SemiAnalysis says most neoclouds make OpenAI vs HuggingFace scale AI infrastructure a supply chain risk
AI compute buyers need to treat rented GPU capacity as a third-party trust boundary, not just a procurement win.
- Treat neocloud providers as critical suppliers, not interchangeable GPU capacity.
- Require evidence for tenant isolation, key handling, network policies, access revocation, and observability boundaries.
- Put security and legal teams into compute vendor selection before sensitive workloads move.