AI data center
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Search complete. 102 mentions across 40 episodes found for "AI data center".
Nov 6, 2026
Rhys MorganHOST
And do you get involved in that layer as well? Do you create the tokens or are you a compute?
Johnny BlackfieldGUEST
So yeah, most Neo clouds don't directly get involved in that.
Johnny BlackfieldGUEST
They do what's called bare metal GP as a service, or they might do some orchestration on top.
Johnny BlackfieldGUEST
However, that's somewhat changing because what we're seeing a change in landscape in order to survive, to make sure they're not eaten up by the hyperscalers.
9 MINS LATER
James MurphyHOST
one on the news.
James MurphyHOST
Yeah, we did actually.
James MurphyHOST
But just in terms of the, like from our point of view, like we're reporting on Neo Clouds taking down pretty significant chunks of capacity within the last couple of years.
James MurphyHOST
And now like they're almost treated the same way as Amazon or Microsoft in terms of how desirable they are as a customer.
Melissa LeeHOST
The AI trade leading the losses as fears of a slowdown in data center build-out continue to weigh on investors.
Melissa LeeHOST
Neocloud stocks coming down big for a second day.
Melissa LeeHOST
CoreWeave has now been cut in half.
Melissa LeeHOST
Over just the past month, chip stocks also unraveling.
Keith LansfordHOST
The memory chip area was especially weak, with SanDisk down 8% and Micron down almost 7%.
Keith LansfordHOST
NeoCloud firm CoreWeave fell almost 10%.
Keith LansfordHOST
Defense companies including Northrop Grumman and Lockheed Martin fell sharply on consensus about the election's impact on arms spending.
Keith LansfordHOST
SpaceX and Tesla tumbled 4% and 3% respectively after a very bad night politically for their CEO Elon Musk, who contributed millions of dollars to Republicans.
James GruberHOST
And the sell-off comes a day after the Democrats' election victory, including in some key data center states, driving concerns about that slowdown in data center demand.
James GruberHOST
Data center operators IRN and Applied Digital, Neocloud's CoreWeave and Nebius Group, and AI-exposed utilities and equipment suppliers such as GE, Venova, and Constellation Energy all saw steep losses.
James GruberHOST
Qualcomm has slid almost 10% after the chipmaker fell short of Wall Street estimates for fourth quarter smartphone chip sales.
James GruberHOST
Elon Musk led Tesla and SpaceX, tumbled 12% and 8% respectively.
Shay BoloorGUEST
due to community bureaucracy whatever you want to label it as but it's going to improve the quality and the bad agents cannot be bad agents anymore and that alone is great for the longevity of this bull market because the center of gravity is still ai and now i think i am getting a little more confidence that this won't turn to a bubble in next couple years
Anna RathbunGUEST
Earlier when I talked about leverage, problems with leverage, I was actually thinking about Neocloud because they're in that, maybe it's not so sweet spot, which is they're highly levered and they can't get paid until the data centers are built out and it's live and running, right? So they could potentially take it down, but there is sort of a safety net in that circular financing we've been witnessing for the last year, over a year.
Anna RathbunGUEST
So all these big companies that are able to raise capital, that rounding error is just gigantic number, they have their backs.
Anna RathbunGUEST
Right.
Shay BoloorGUEST
I mean, I think you said it really well.
Shay BoloorGUEST
I'm glad you beat me, too, because you said a lot of things I wanted to say, but you said it in a much better way than I would have.
Shay BoloorGUEST
So I do think that also like the elephant in the room, like you think Principal Jensen is going to let the Neocloud segment go bust? No.
Shay BoloorGUEST
Like by Principal Jensen, I mean NVIDIA.
Brendan BurkeGUEST
But we have to take a step back and think to how we got to these GPU clusters in the first place and to this idea that we could target hundreds of gigawatts of AI compute by the end of the decade.
Brendan BurkeGUEST
And it was by NeoCloud's designing custom software libraries to schedule jobs across NVIDIA fleets and ultimately find the best way to take a very over-designed system and large language models and extrapolate them across a fleet of servers.
Brendan BurkeGUEST
And That's where TPUs are a fairly new entrant.
Brendan BurkeGUEST
They're mostly used internally within Google.
Guy CurrierPANELIST
about that, but now that I've brought it up, I wanna tear it down and bring it back to Steven's point about the GPU and GPU-heavy architectures by mentioning first that we are mostly talking about architectures and infrastructure on the provider side.
Guy CurrierPANELIST
Those are the examples we're giving.
Guy CurrierPANELIST
Whether it's Anthropic, you know, sort of software-ish or a NeoCloud or the hyperscalers, where there are these large teams, you know, with great deep expertise in building these architectures, working, you know, very far forward with application development and AI development teams and all of that.
Guy CurrierPANELIST
I think it's worth noting that at that OpenCube project show, the Global Summit a couple of weeks ago that Brendan and I were at, both AMD and NVIDIA announced a very CPU heavy.
Dan NilesGUEST
They talked about their CapEx, if you remember, came in about $5 billion less than expected.
Dan NilesGUEST
But that was because one of their NeoCloud partners, my suspicion is it's CoreWeave, wasn't able to deliver the capacity.
Dan NilesGUEST
And my guess is that Microsoft didn't get into this, but my guess is that would be somewhat related to these data center moratoriums.
Dan NilesGUEST
Because even Virginia has got similar issues where Amazon actually talked about them having to, give back some of the land that they bought there in what they call data center alley in Loudoun County, Virginia, to the community, and then change some of that to housing, et cetera, because of the pushbacks they were getting.
David LinGUEST
Let me just pull up some numbers on CoreWeave.
David LinGUEST
You know about CoreWeave, right? It's a NeoCloud company.
David LinGUEST
So basically, for the audience, a NeoCloud company is a company that buys a bunch of NVIDIA chips.
David LinGUEST
In this case, CoreWeave buys NVIDIA GPUs, and they rent out AI computing to other companies.
David LinGUEST
So the demand has been good.
David LinGUEST
channel earlier.
David LinGUEST
If CoreWeave goes under, I'm not saying they will, but if they go under, I mean, they're one of the clients for NVIDIA.
David LinGUEST
And if NeoCloud start to really feel the pinch, so to speak, even if they don't go bankrupt, if they start just slowing down expansion, that means less demand for chips.
Bob SloanHOST
Um, shorts have been building up positions in these companies very, very, very steadily since last January.
Bob SloanHOST
So when we were on Bloomberg, and you're very nice to point that out on X, talking about CoreWeave, we've been watching a lot of these little sub-stocks that make up the NeoCloud universe.
Bob SloanHOST
And that's why we said what we said about CoreWeave, how important it is.
Bob SloanHOST
Because it's a tentacle into so many different industries that have been spawned because of this AI explosion.
Peter DiamandisHOST
Find the link in the show notes below.
Peter DiamandisHOST
Well, here's the flip side of the Neocloud story.
Peter DiamandisHOST
So in Elon's same post, he confirmed that SpaceX, as you guys just said, closed $40 billion of debt to buy GPUs.
Peter DiamandisHOST
So how can SpaceX borrow $40 billion in the same month that lenders are slamming the door on Neoclouds? Elon gave a simple answer.
Peter DiamandisHOST
He said, quote, we're investment grade and have Starlink and launch revenue.
Peter DiamandisHOST
And that's basically the difference.
Peter DiamandisHOST
Neocloud's only income is to rent out ships.
Peter DiamandisHOST
So, if AI rental prices fall, they can't pay the loans.
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