aiqbench analysis

Neoclouds are specialised cloud providers that rent GPU capacity for AI training and inference, so this piece concerns the economics of AI infrastructure rather than model development. The headline's estimate of a $3.5T impairment risk depends on how long GPUs keep their value and how much demand holds up, both of which are uncertain. Readers tracking AI compute supply, financing, and hardware depreciation should treat the figure as a risk scenario and check its assumptions.