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Business • 2026-11-01, 07:33 GMT • ~1 min read

Neocloud firms feeding fears the AI bubble could burst

نیو کلاؤڈ کمپنیاں اے آئی ببل پھٹنے کے خدشات بڑھا رہی ہیں

नियोक्लाउड कंपनियां एआई बुलबुला फटने की आशंका बढ़ा रही हैं

Neocloud firms feeding fears the AI bubble could burst

Key points

اہم نکات

मुख्य बातें

  • Little-known firms called neoclouds, which rent out computing power for artificial intelligence, are at the centre of fears that the AI boom could turn into a bubble.
  • Many began as crypto miners, including CoreWeave, IREN, Core Scientific and Applied Digital, and pivoted when AI took off after 2022.
  • Their fortunes now depend on big AI developers, and after Microsoft and Google forecast less AI spending than expected, shares in several neocloud firms fell.
  • نیو کلاؤڈ کہلانے والی کم معروف کمپنیاں، جو مصنوعی ذہانت کے لیے کمپیوٹنگ طاقت کرائے پر دیتی ہیں، اس خدشے کے مرکز میں ہیں کہ اے آئی کی تیزی ایک ببل بن سکتی ہے۔ ان میں سے کئی نے کرپٹو مائننگ سے آغاز کیا، جن میں کور ویو، آئرین، کور سائنٹیفک اور اپلائیڈ ڈیجیٹل شامل ہیں، اور 2022 کے بعد اے آئی کے عروج پر رخ موڑ لیا۔ اب ان کی قسمت بڑی اے آئی کمپنیوں پر منحصر ہے، اور مائیکروسافٹ اور گوگل کی جانب سے توقع سے کم اے آئی اخراجات کی پیش گوئی کے بعد کئی نیو کلاؤڈ کمپنیوں کے حصص گر گئے۔ تجزیہ کاروں نے خبردار کیا ہے کہ اگر اے آئی ببل ثابت ہوا تو قرضوں میں ڈوبی یہ کمپنیاں شدید متاثر ہوں گی۔
  • नियोक्लाउड कहलाने वाली कम ज्ञात कंपनियां, जो कृत्रिम बुद्धिमत्ता के लिए कंप्यूटिंग शक्ति किराए पर देती हैं, इस आशंका के केंद्र में हैं कि एआई की तेज़ी एक बुलबुला बन सकती है। इनमें से कई ने क्रिप्टो माइनिंग से शुरुआत की, जिनमें कोरवीव, आईआरईएन, कोर साइंटिफिक और अप्लाइड डिजिटल शामिल हैं, और 2022 के बाद एआई के उभार पर रुख मोड़ लिया। अब इनका भाग्य बड़ी एआई कंपनियों पर निर्भर है, और माइक्रोसॉफ्ट और गूगल द्वारा अपेक्षा से कम एआई खर्च के अनुमान के बाद कई नियोक्लाउड कंपनियों के शेयर गिर गए। विश्लेषकों ने चेतावनी दी है कि अगर एआई बुलबुला साबित हुआ तो कर्ज़ में डूबी ये कंपनियां गंभीर रूप से प्रभावित होंगी।

Little-known firms called neoclouds, which rent out computing power for artificial intelligence, are at the centre of fears that the AI boom could turn into a bubble. Many began as crypto miners, including CoreWeave, IREN, Core Scientific and Applied Digital, and pivoted when AI took off after 2022. Their fortunes now depend on big AI developers, and after Microsoft and Google forecast less AI spending than expected, shares in several neocloud firms fell. Analysts warn that if AI proves to be a bubble, these debt-heavy firms would face serious collateral damage.

نیو کلاؤڈ کہلانے والی کم معروف کمپنیاں، جو مصنوعی ذہانت کے لیے کمپیوٹنگ طاقت کرائے پر دیتی ہیں، اس خدشے کے مرکز میں ہیں کہ اے آئی کی تیزی ایک ببل بن سکتی ہے۔ ان میں سے کئی نے کرپٹو مائننگ سے آغاز کیا، جن میں کور ویو، آئرین، کور سائنٹیفک اور اپلائیڈ ڈیجیٹل شامل ہیں، اور 2022 کے بعد اے آئی کے عروج پر رخ موڑ لیا۔ اب ان کی قسمت بڑی اے آئی کمپنیوں پر منحصر ہے، اور مائیکروسافٹ اور گوگل کی جانب سے توقع سے کم اے آئی اخراجات کی پیش گوئی کے بعد کئی نیو کلاؤڈ کمپنیوں کے حصص گر گئے۔ تجزیہ کاروں نے خبردار کیا ہے کہ اگر اے آئی ببل ثابت ہوا تو قرضوں میں ڈوبی یہ کمپنیاں شدید متاثر ہوں گی۔

नियोक्लाउड कहलाने वाली कम ज्ञात कंपनियां, जो कृत्रिम बुद्धिमत्ता के लिए कंप्यूटिंग शक्ति किराए पर देती हैं, इस आशंका के केंद्र में हैं कि एआई की तेज़ी एक बुलबुला बन सकती है। इनमें से कई ने क्रिप्टो माइनिंग से शुरुआत की, जिनमें कोरवीव, आईआरईएन, कोर साइंटिफिक और अप्लाइड डिजिटल शामिल हैं, और 2022 के बाद एआई के उभार पर रुख मोड़ लिया। अब इनका भाग्य बड़ी एआई कंपनियों पर निर्भर है, और माइक्रोसॉफ्ट और गूगल द्वारा अपेक्षा से कम एआई खर्च के अनुमान के बाद कई नियोक्लाउड कंपनियों के शेयर गिर गए। विश्लेषकों ने चेतावनी दी है कि अगर एआई बुलबुला साबित हुआ तो कर्ज़ में डूबी ये कंपनियां गंभीर रूप से प्रभावित होंगी।

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