Daniel Romero(@HyperTechInvest):I'm starting to think 2026 may be a local top for neocloud contract economics Either AI lab ARR explodes, fewer data centers than expected get built, or compute economics normalize I think the industry eventually goes back to at least a 2-year capex payback period

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Daniel Romero@HyperTechInvest

2026.09.18 22:59

I'm starting to think 2026 may be a local top for neocloud contract economics Either AI lab ARR explodes, fewer data centers than expected get built, or compute economics normalize I think the industry eventually goes back to at least a 2-year capex payback period

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