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NeoCloud

also referred to as: neoclouds

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 7, 2026 by Michael Intrator · across every show →

Everything said about NeoCloud, oldest first

Jan 7, 2026 bullish
Assertion Not publicly verifiable
Intrator: CoreWeave's deployed GPU fleet exceeds all other neoclouds combined
“If you took all of the other neoclouds and added their GPU fleets up, we would still be a multiple of all of them combined in terms of the number of GPUs that are up and running and delivered to clients.”
Michael Intrator Jan 7, 2026 ▶ 10:19 Coreweave: AI Bubble Poster Child Or The Next Tech Giant? — With Michael Intrator and Brian Venturo
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