Sinclair TaNeocloud Economics: CoreWeave vs Nebius – Vertical AI Infra Crushes Hyperscalers (60-70% Margins) ⚡
Neoclouds own stack (chips→racks), dodge AWS debt/leasing. Nebius edges CoreWeave on costs; $10B+ ARR potential. AI training explodes demand
Why vertical? 2-3x cheaper GPUs vs cloud giants.
VCs: Next hyperscalers? Founders: Build atop. GPU wars incoming. 📈