Analyst: 80% of neoclouds may not survive, but the demand for their GPU capacity is real
BenBajarin · x · 2026-10-16
Ben Bajarin argues that all adjacent neocloud, GPUaaS, and powered shell capacity will get used. You can debate their business models, but not demand. He expects 80% of such companies won't survive, yet power demand will persist — the key is understanding the economics of that reality.
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