SemiAnalysis' @JordanNanos predicts that chip startups will become the next wave of neoclouds, building their own data centers. "Cerebras has become a neocloud, Groq is buying Nvidia GPUs and spinning up a neocloud. Others like SambaNova are doing this themselves. We see OpenAI Jalapeño that'll go into self-build sites." "Chip companies are like, 'Not only do I need to battle in the supply chain for allocation like TSMC and the memory providers, I also need to go get my data centers set up. I…