Neoclouds Nebius, IREN Tap Massive Hyperscaler AI Capex — Compute Is The New Oil
Neoclouds like Nebius and IREN offer public-market access to the AI build-out behind Microsoft, Open AI, Meta Platforms, and Anthropic.
Big companies building AI need tons of computers and power, so smaller companies that rent them computing space are getting lots of business. When you see these companies growing their computer farms, it hints that AI companies are spending heavily and confident about their future.
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