GPU firms step up their tech stack

Indian AI cloud and GPU-as-a-service companies such as Neysa, JarvisLabs and NeevCloud are altering strategies as AI market dynamics shift. While Neysa continues to invest in advanced GPUs to double down on inferencing, others such as JarvisLabs and NeevCloud are taking a step back and not buying any more GPUs. Instead, they are focusing on building the software stack.