Nvidia's Huang says neoclouds are becoming critical to the AI buildout, naming CoreWeave and Nebius
At the Goldman Sachs Communacopia conference, Nvidia CEO Jensen Huang said neoclouds are becoming a critical part of the AI buildout because they secure land, power and shell capacity that hyperscalers have largely exhausted, pointing to CoreWeave and Nebius as the next layer of capacity scaling.
Detected & updated continuously · Source: Nebula
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@PolymarketMoney
BREAKING: Jensen Huang declares neoclouds are becoming critical to the AI buildout because “they secure land, power, and shell” after hyperscalers have exhausted much of that capacity.
@StockSavvyShay
$NVDA CEO Jensen Huang says neoclouds are becoming a critical part of the AI buildout because “they secure land, power, and shell for us that the CSPs have already exhausted.” He pointed to $CRWV and $NBIS as the next layer of capacity scaling around the world. https://t.co/GQhVKcEncw