📉 Clouded Judgement: The Neocloud Boom
Jamin Ball's latest Clouded Judgement dives into CoreWeave's guidance toward ~$18.5B annualized run-rate revenue by end-2026 and a 1.7GW+ capacity target, calling the neocloud data-center buildout potentially one of the largest wealth-creation moments in physical infrastructure history. The note is a useful gauge of how public markets are pricing AI compute infrastructure players.
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