NeoCloud customers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 9, 2026 by Rory O’Driscoll · across every show →
Everything said about NeoCloud customers, oldest first
Jul 9, 2026 bearish
O'Driscoll: Slowing Compute Demand Will Force Nvidia To Debook Prior Revenue
“And if that slows down and there's excess capacity, these deals will look horrible because you'll not just not be, if you're Nvidia, you'll not just be not growing quickly. You'll be debooking prior revenue. You'll be kind of taking, you know, you'll be taking…”