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.

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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.