Daniel Romero(@HyperTechInvest):I'll be honest, the people doubting neoclouds just lack the ability to think long term I'm not talking about company-specific cases, but the concept itself A hyper-specialized business with the sole purpose of securing power for energy-hungry AI and maximizing inference performance and efficiency at both the software and hardware levels It's a custom-made business model for the largest revolution in the history of technology, perfectly designed to serve it, and yet people think it's a speculative, maybe even temporary industry Nonsense.

Daniel Romero

@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:

参加 April 2024

344 フォロー中 46.8K ファン

Daniel Romero@HyperTechInvest

2026.10.19 17:57

I'll be honest, the people doubting neoclouds just lack the ability to think long term I'm not talking about company-specific cases, but the concept itself A hyper-specialized business with the sole purpose of securing power for energy-hungry AI and maximizing inference performance and efficiency at both the software and hardware levels It's a custom-made business model for the largest revolution in the history of technology, perfectly designed to serve it, and yet people think it's a speculative, maybe even temporary industry Nonsense.