Neoclouds: How Failed Companies Became AI's Biggest Winners — economics of the GPU cloud boom
bycloud · youtube · 2026-09-15
The bycloud YouTube channel published a video breaking down the economics of "Neoclouds" — the new wave of AI-focused GPU clouds:
- Context: Neocloud stocks are soaring and data centers are expanding at unprecedented speed
- Content: unit economics of neoclouds, a rundown of the top neocloud companies, and a critical look at "AI bubble" concerns
- Thesis: how once-failed cloud/hardware companies became AI's biggest winners riding insatiable compute demand
- The video is sponsored by Fish Audio; the author also published a piece on Linear Attention
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