Shay Boloor(@StockSavvyShay):Synergy sees neocloud revenue reaching ~$400B by 2031 at a 58% CAGR as cloud providers move beyond GPU rental into software and owned infrastructure. Thats why $NBIS, $IREN and $CRWV have such a massive opportunity right now as more utility-driven AI applications like $META Muse create recurring inference demand that has to land somewhere. The biggest catch is that ~$400B of revenue implies ~18GW of capacity which means power and interconnection could become real limit on how fast this market scales.

2026.09.26 12:35

Synergy sees neocloud revenue reaching ~$400B by 2031 at a 58% CAGR as cloud providers move beyond GPU rental into software and owned infrastructure. Thats why $NBIS, $IREN and $CRWV have such a massive opportunity right now as more utility-driven AI applications like $META Muse create recurring inference demand that has to land somewhere. The biggest catch is that ~$400B of revenue implies ~18GW of capacity which means power and interconnection could become real limit on how fast this market scales.