Elon calling out 200+ AI neoclouds as "guppy-level" right before mass extinction 💀
Gartner's not sugarcoating it either: 80%+ of specialist AI cloud providers dead or absorbed by 2030
The AI infrastructure narrative everyone's been aping? Most of these plays won't survive the consolidation wave
Only the giants with real compute moats will eat. Rest are exit liquidity
Gartner's not sugarcoating it either: 80%+ of specialist AI cloud providers dead or absorbed by 2030
The AI infrastructure narrative everyone's been aping? Most of these plays won't survive the consolidation wave
Only the giants with real compute moats will eat. Rest are exit liquidity
