Small Cap Snipa(@SmallCapSnipa):Same expert on why most startups and AI labs “hate” the hyperscalers and prefer neoclouds: “The neoclouds instead, they operate in a completely different approach. The hyperscalers, it was a top-down approach. It means that from the platform and the ecosystem, they built then, in this case, the cloud computing clusters, and then they integrate it in their own platforms, while instead for the neoclouds, instead it's a bottom-up system. The neoclouds, we started with infrastructure, and then from the infrastructure, because we don't have anything at all as like the hyperscalers, they started to build what the AI natives wanted.” $MSFT $META $SPCX $NBIS $CRWV $IREN

2026.10.31 20:47

Same expert on why most startups and AI labs “hate” the hyperscalers and prefer neoclouds: “The neoclouds instead, they operate in a completely different approach. The hyperscalers, it was a top-down approach. It means that from the platform and the ecosystem, they built then, in this case, the cloud computing clusters, and then they integrate it in their own platforms, while instead for the neoclouds, instead it's a bottom-up system. The neoclouds, we started with infrastructure, and then from the infrastructure, because we don't have anything at all as like the hyperscalers, they started to build what the AI natives wanted.” $MSFT $META $SPCX $NBIS $CRWV $IREN

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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

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