The neocloud wave is reshaping the landscape of GPU chip distribution. As demand surges for computational infrastructure in decentralized networks and AI-powered Web3 applications, access to Nvidia's premium processors is becoming increasingly stratified. Players entering the space now face a different playing field—capital and strategic positioning are becoming key determinants of who secures the cutting-edge chips needed for competitive advantage. This shift hints at deeper structural changes in how computing resources flow through the industry, potentially affecting everything from mining efficiency to network infrastructure buildout. Worth watching how this reshuffles the competitive dynamics.