NeoCloud
also referred to as: neo clouds
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 15, 2026 by Rahul Sonwalkar · across every show →
Everything said about NeoCloud, oldest first
May 15, 2026 neutral
Sunwalker: Nvidia investments in neoclouds resemble revenue swaps
“You see NVIDIA investing in a lot of Neo clouds that go buy their GPUs. They help start these new, new clouds. And then you have of course, like NVIDIA investing in, in AI labs that end up being like downstream consumers of these GPUs. And so like, I think in …”