WHY THE BEST AI CLOUDS DON'T RUN ON FLASH ALONE

Summary from the TLDR AI newsletter

Flash storage is fast and reliable, but much of the storage work that surrounds active training doesn't need flash-grade speed or prices. A lot of the infrastructure neoclouds have is built around flash, so for storage that doesn't need flash, they often point customers to hyperscaler object storage solutions instead. The more data you have stored somewhere, the harder it becomes to leave. While the neocloud keeps getting paid for GPU, the hyperscaler quietly takes over the broader account.