A part of the artificial intelligence industry that was unknown until recently is now in the spotlight; But not all investors are happy with what they see.
Names like "Corbio" and "Navius" are familiar names to tech activists in San Francisco and Silicon Valley.
These data center companies, known as "neocloud companies", run large warehouses full of expensive computers and rent them out to big AI developers like Entropic, OpenAI and below.
Now these companies have become the subject of one of the hottest discussions in Silicon Valley.