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NeoCloud

also referred to as: neoclouds

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →

Everything said about NeoCloud, oldest first

Dec 23, 2024 neutral
Assertion Not checkable as stated
Patel: Hyperscalers represent 50% to 60% of AI chip revenue
“Roughly you can say hyperscalers are 50 ish percent of revenue, 50 to 60%, and the rest of it is Neo cloud slash sovereign AI.”
Dylan Patel Dec 23, 2024 ▶ 1:23:16 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024 bearish
Prediction Not checkable as stated
Patel: Only 5 to 10 of the 80 GPU NeoClouds will survive
“80 NeoClouds are not going to survive. Maybe five to 10 will. And that's because five of those are sovereign, right? And then the other five are like actually like market competitive.”
Dylan Patel Dec 23, 2024 ▶ 1:22:59 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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