Jim Liu(@jiahanjimliu):Neoclouds: Nvidia Reserving Powered Datacenter Capacity to Sublease Nvidia is now buying datacenter capacity so it can sublease it out to it’s Neoclouds in the future. This seems to me a play to carve out market share in power away from XPU (ASICS) and AMD.

Jim Liu

@jiahanjimliu

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Jim Liu@jiahanjimliu

2026.07.28 14:09

Neoclouds: Nvidia Reserving Powered Datacenter Capacity to Sublease Nvidia is now buying datacenter capacity so it can sublease it out to it’s Neoclouds in the future. This seems to me a play to carve out market share in power away from XPU (ASICS) and AMD.

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