Small Cap Snipa(@SmallCapSnipa):Expert call: Former global strategic partnership lead at NVIDIA The biggest threat for Neoclouds and Bitcoin miners is $SPCX & $META dumping large amounts of available bare-metal GPU capacity into the market right now. • Meta has ~1.3M GPUs with over 40% capacity underutilized • Meta and SpaceX are signing bare-metal deals that can be accessed overnight (at a premium) • That capacity and those deals would otherwise have gone to neoclouds $NBIS $CRWV $IREN $KEEL

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

Joined February 2021

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Small Cap Snipa@SmallCapSnipa

2026.10.30 21:37

Expert call: Former global strategic partnership lead at NVIDIA The biggest threat for Neoclouds and Bitcoin miners is $SPCX & $META dumping large amounts of available bare-metal GPU capacity into the market right now. • Meta has ~1.3M GPUs with over 40% capacity underutilized • Meta and SpaceX are signing bare-metal deals that can be accessed overnight (at a premium) • That capacity and those deals would otherwise have gone to neoclouds $NBIS $CRWV $IREN $KEEL