NeoCloud
also referred to as: neoclouds
4 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement May 26, 2026 by Andrew Feldman · across every show →
Everything said about NeoCloud, oldest first
May 26, 2026 negative
Feldman claims Nvidia funds neoclouds to create competitors for traditional hyperscalers
“I think it has been NVIDIA's strategy to try and create competitors for the traditional hyperscalers. They have funded and backstopped and over allocated to the neoclouds. They have created a dependence, which is probably not healthy.”
May 26, 2026 positive
Jul 9, 2026 neutral
O'Driscoll: Nvidia Recognizes Hardware Revenue Upfront Under ASC 606 With Put-Back Rights
“They're basically, quote, selling you the chips up front, so they are going to recognize that hardware revenue up front, and then they're giving you, as the buyer, the NeoCloud, a backstop that if you can't use that compute, you get kind of put back rights on …”