Lambda CEO is extremely bullish on neoclouds as compute demand compounds
gharik · x · 2026-11-06
Lambda CEO stephenbalaban says he's extremely bullish on neoclouds: local pushback against data centers will artificially suppress compute supply, boosting the value of what they sell. He argues compute demand will keep growing exponentially, calling it the best time ever to be a cloud.
More from Companies & People
- FR8 Demo Day in Helsinki unveils 22-strong cohort spanning BCI, fusion and whole-brain emulation — misovalko · 2026-11-06
- Kai-Fu Lee's new book 'AI Native' wins Nadella endorsement, urges CEOs to use AI hands-on — kaifulee · 2026-11-06
- FLORA hosts 'Intelligent Brand Systems' panel with Ramp, Harvey and Little Plains leads — round · 2026-11-06
- Krishnan: Execs still hiring human-labor consultancies should quit — krishnan · 2026-11-06
- METR says Anthropic redacted most key evidence from its 100-page safety assessment report — tszzl · 2026-11-06
- Sam Altman apologizes over RAM remarks, as a CIO says firms await "the adult in the room" — nfox01 · 2026-11-06