neocloud

Unlike full-service clouds (AWS), these upstarts focus purely on acquiring and renting out Nvidia GPUs, CoreWeave and Nebius are the flagships. Direct beneficiaries of AI demand, but GPU generation-turnover and heavy debt are the risks.

Predictions & track record (3)

• Awaiting grading Supermicro shares jump 20% on record $60 billion order backlog despite soft revenueCheck Supermicro's audited fourth quarter and fiscal 2026 results on August 11, 2026, to see if the 60 billion dollar backlog and 15 to 17 percent margin guidance hold up.
• Awaiting grading Washington reportedly eyes tougher curbs on Chinese AI after Moonshot's Kimi K3Score later: does Washington actually issue formal hosting-liability rules, a procurement ban, or an export blacklist targeting Chinese AI models in the following weeks or months?
• Awaiting grading Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4BScore later: does IREN's recurring-revenue run-rate actually reach the $4B+ target it guided to here?

7 related posts

• Bull Supermicro shares jump 20% on record $60 billion order backlog despite soft revenue The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
• Bull Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Bull Nvidia's 9.3% stake in Nebius comes to light, and $NBIS pops after hours Serenity (@aleabitoreddit) · 2026-07-20
• Watch Washington reportedly eyes tougher curbs on Chinese AI after Moonshot's Kimi K3 Jukan (@jukan05) · 2026-07-20
• Bull Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4B Serenity (@aleabitoreddit) · 2026-07-20
• Bull Serenity smells more AI capex coming, frontier models are out of capacity Serenity (@aleabitoreddit) · 2026-07-19
• A $1B deal that dropped the stock: Nebius and the counterparty question Serenity (@aleabitoreddit) · 2026-07-15