Infrastructure
Neocloud security is now part of model supply
SemiAnalysis reports serious weaknesses found while testing GPU-cloud providers: container escape paths, weak cluster policies, exposed monitoring, and outdated software. Its broader data does not yet show a universal AI-driven explosion in vulnerabilities. The practical conclusion is narrower and more urgent: every new compute vendor is another security boundary your model stack inherits.
What it changes Ask for the provider’s patch cadence, tenant isolation, admission controls, and incident process with the same seriousness as price and accelerator availability.