NeoCloud
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 13, 2026 by Andrew Feldman · across every show →
Everything said about NeoCloud, oldest first
Jul 13, 2026 negative
Feldman: Nvidia uses investments to pressure clouds and builders against rival chips
“There are ways for NVIDIA to use their balance sheet to limit competition, right? That if they invest in, in a NeoCloud, right? The NeoCloud is less likely to use a non-NVIDIA chip. If they invest in a model builder there's pressure not to use other people's c…”