My view of the world selling into the neo cloud market every day. There are basically two types.
1) Supply side. 95% of “neo” market In terms of GPU purchases. These are the financing vehicles that don’t touch end customers. Neo in this case is going to merge with the older
Develop your own open source model and serve it your own product financed by neoclouds on your payroll.
flywheels on flywheels on flywheels.
Product strategy is immaculate. $NVDA
Sovereign states even in the Caribbean now looking to deploy AI clusters for the government with public funding, without a use case just because they believe they should have compute in country. It’s a wonderfully shaped $NVDA narrative, sovereign AI. but if you really step back,
Really interesting that people read the SA $GOOG post as a negative. I bought more on the growth versus expectations and the fact that they have 12 billion of revenue on a model that is underperforming.
