Everyone Wants To Be A Neocloud
With Bloomberg headlines suggesting Meta could become a Neocloud, the market’s reaction was immediate: aggressive sell-off of Neoclouds like Coreweave & Nebius, and debates of “overcapacity” coming back. Let’s set…
With Bloomberg headlines suggesting Meta could become a Neocloud, the market’s reaction was immediate: aggressive sell-off of Neoclouds like Coreweave & Nebius, and debates of “overcapacity” coming back. Let’s set…




