Nscale just bought Anyscale. Here’s why it matters for multi-cloud neutrality.

Cloud platform company Nscale announced this week a definitive agreement to acquire AI workload scaling specialist Anyscale, in a move that signals a new test of whether cloud-neutral AI software can stay neutral once it is paired with a GPU neocloud.

The purchase coalesces Nscale’s infrastructure capabilities, which span control systems that oversee GPUs, datacenters, power consumption, and the application layer where AI services themselves are executed, with Anyscale’s software layer for scaling AI workloads across data processing, training, inference, and reinforcement learning.

Argued by Nscale to be the coming together of “two highly complementary companies”, Nscale scooping up Anyscale could be a fundamental change in the resulting business model.

Is this the start of GPU neocloud lock-in?

It’s important to remember that Nscale is a GPU neocloud (a specialized cloud provider running bare-metal GPUs and infrastructure optimized for AI and machine learning workloads), meaning that it runs its own GPU-rich datacenters and its own software ​stack. At the same time, Anyscale is an independent cloud-neutral software orchestration multi-cloud control plane that works with any cloud hyperscaler… but now owned by a single neocloud.

That doesn’t sound quite so much like cloud-neutrality and agnosticism; it sounds more like a vertically integrated AI cloud provider proposition.

Chief product officer at Nscale, Dan Bathurst, tells The New Stack that the Anyscale platform “continues to be its own brand and product,” and that includes working with bring-your-own-cloud deployments on AWS, GCP, Azure, and the other clouds.

“Where we want to win is on performance, not on any sort of vendor lock-in or forcing of someone to choose Nscale as the infrastructure provider.”

“But what really changes — or how it’s changing — is that customers now also get this first-party option, where they can have Anyscale running on Nscale fleet as a full-stack, highly-optimized solution.…