Jim Liu(@jiahanjimliu):AI Buildout: We Are Early Basically, when a AI Native signs with a Neocloud, in this case $NBIS, there is alot of flexibility in the contract and the AI Native does not know when they can get the compute. This says to me that we are still in early stages, only in the very very days were there long stretch of time where AWS couldn't meet demand and had variable delivery. We had financing fears exacerbated by oil prices -> inflation -> rates but from demand side we are still early. @peipei_0830 is based in Sillicon Valley and gets ground signals. He is a successful $TSLA investors among others and holds $IREN.

2026.10.19 16:11

AI Buildout: We Are Early Basically, when a AI Native signs with a Neocloud, in this case $NBIS, there is alot of flexibility in the contract and the AI Native does not know when they can get the compute. This says to me that we are still in early stages, only in the very very days were there long stretch of time where AWS couldn't meet demand and had variable delivery. We had financing fears exacerbated by oil prices -> inflation -> rates but from demand side we are still early. @peipei_0830 is based in Sillicon Valley and gets ground signals. He is a successful $TSLA investors among others and holds $IREN.

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Pei🔋🚀⚡️🚗@peipei_0830

2026.10.19 15:57

Yep, I can confirm this. A friend engineer at Reflection AI told me that even though they signed a compute deal with NBIS, they don’t know when they’ll actually get it. Signing a deal is easy; bringing compute online is an entirely different story.

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