Nvidia guides 70% growth citing unmet AI demand, while media panics over a $500M Korean neocloud IPO
firstadopter · x · 2026-10-21
The author juxtaposes two narratives: Nvidia is guiding to 70% revenue growth next year and says demand could support 100% growth if it could supply enough compute, and Google says everyone wishes they had double the capacity right now. Yet Bloomberg/FT are running alarmist stories about an obscure $500 million market-cap Korean neocloud that traded poorly on IPO day, declaring "AI IS DEAD." A pointed rebuttal of media panic built on a single weak data point against first-line evidence of unmet AI demand.
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