Neocloud stocks sink on Gartner's "80% will fail" report; analyst calls it garbage
McDonaghMatthew · x · 2026-10-16
Neocloud stocks ($CRWV, $NBIS, $IREN) fell sharply this week on credit-stress fears and a Gartner report claiming 80% of neoclouds will cease independent operations by 2030, AI data centers need $8.5T revenue for a 12% ROIC, and $4T+ in assets face writedown risk by 2032. RJCcapital dismantles the report, citing Gartner's record: Symbian at 30.2% (revised to 0.1%), 80% of internet users on Second Life by 2011 (zero), BlackBerry at 11.1% by 2015 (<0.5%), and $100B/year 3D-printing IP losses.
Related event: Neocloud Stocks Plunge as Gartner Report Sparks Selloff(2 posts)→
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