Illiquid(@illyquid):Aolani, a Singapore-founded neocloud and NVIDIA Cloud Partner, noticed Funda's work on neolabs and physical AI and reached out to say they are noticing demand from US players in Southeast Asia for the first time. They were kind enough to offer a perspective on neocloud demand / financing in the region. This post is free to read.

Illiquid

@illyquid

FundaAI. Also writes about the AI value chain at Collyer Bridge.

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Illiquid@illyquid

2026.10.30 07:33

Aolani, a Singapore-founded neocloud and NVIDIA Cloud Partner, noticed Funda's work on neolabs and physical AI and reached out to say they are noticing demand from US players in Southeast Asia for the first time. They were kind enough to offer a perspective on neocloud demand / financing in the region. This post is free to read.