NEOCLOUD & AI DATA CENTER DELAYS There have been several negative headlines in the broader AI infrastructure space (among both clouds and data center operators) including cancelations and power delays.

Neoclouds have raised H100 prices this year: Lambda and Nebius twice each, most recently Nebius on Oct 1. CoreWeave, listed at over twice the market rate, kept its price but said contract pricing rose about 25% in July. AWS cut its on-demand rates 44% in June 2025. @TradrETFs offers daily leveraged ETFs on: • $CRWV: $CWVX (2X long) • $NBIS: $NEBX (2X long) and $NBIZ (2X short) • $AMZN: $AMZO (2X short) Investing in leveraged ETFs involves significant risk. Details at

#NeoCloud# companies are carrying a timing problem on their balance sheets. GPUs bought at peak prices are depreciated over 5–6 years. Nvidia now ships a new generation roughly every year, so last year's flagship can be mid-tier long before it's off the books. For $CRWV and $NBIS , infrastructure already makes up nearly 60% of operating costs. The winners won't be whoever bought the most GPUs. They'll be whoever earned back the cost before the next generation landed.

neocloud sells gpus to inference providers who sell to model routers who sell to ??? where is all this capacity for OSS models going to go without products that create demand someone's gotta make the apps