NeoCloud

“So if you think about that from a power standpoint, my incentive in that scenario would be to talk up power constraints, right? Saying that there's not nearly enough of it. We need to build so much. Like this is the greatest cycle because that will incent spec…”

“I expect, you know, second half of 20 seconds, you'll see NeoCloud sort of growth be unlocked much more through the actions of NVIDIA as they provide their volunteer support.”

“Utilities now are asking multi-billion dollar commitments for gigawatts gigawatts of power. Turbines and so on and so forth is the same thing. So yes, pretty massive disadvantage.”