This session, moderated by Guy Currier, Research Director at The Futurum Group, Erwan Menard, Senior Vice President of Product Management at Crusoe, and Scott Poole, Senior AI Market Development Manager at AMD, explores the challenges companies face implementing AI with hyperscalers or on premises and how neoclouds can offer better economics and greater flexibility. They discuss how Crusoe's vertically integrated "electron-to-token" approach, combined with advanced GPU technology from AMD, delivers a high-performance and specialized infrastructure solution that optimizes the entire AI stack from energy sourcing to token delivery.

Highlights:

• Emergence of Neoclouds: The massive demand for AI and the need to reinvent infrastructure for density have created a new category of "neoclouds" dedicated exclusively to AI workloads.
• Specialization over Generalization: Unlike general-purpose hyperscalers, neoclouds offer deep specialization in AI, optimizing cost, performance, and time-to-market for complex training and inference tasks.
• Overcoming Hyperscaler Limitations: Neoclouds avoid common hyperscaler pain points such as GPU scarcity, vendor lock-in, and cost opacity.
• Flexible Service Models: Successful AI deployment requires fluidity between DIY infrastructure and managed services, with companies like Crusoe offering everything from raw GPU clusters to managed inference APIs with strict SLAs.
• Integrated "Electron-to-Token" Value: Crusoe’s partnership with AMD delivers a vertically integrated solution that drives superior unit economics and enables Bring Your Own Model (BYOM) capabilities.

Learn more about AMD Instinct™ on Crusoe Cloud.