neocloud
"There are a lot of golden eggs being laid."
Targeting the "high-growth, high-conviction AI native sector" of neoclouds.
"You see a lot of discussion in the media around ‘can these neoclouds deliver? Can they execute? How will they handle it?'"
$50 million gets you around 1,660 NVIDIA H200s...
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data centres
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Mar 26, 2026
A planning committee objected to its application, seeking assurances the new data centre wouldn't strain local energy supplies.