AI Clouds Are Becoming the Fastest-Growing Layer of the Cloud Economy The AI-Cloud market is expanding at breakneck speed, powered by the global shortage of GPU capacity and surging enterprise demand for model training and inference. Analysts project GPU-as-a-Service revenues to
A valuation chart based on the EV/Sales ratio relative to analysts' revenue growth forecasts for 2026. Trading at a premium: $NBIS. Fairly valued: $IREN, $WULF. Trading below average valuation: $CRWV, $EOSE.
$EOSE (Eos Energy Enterprises) Eos Energy manufactures zinc-based battery storage systems connecting to electrical grids, pivoting toward AI data center power solutions. The company signed an initial memorandum of understanding with a large-scale data center developer in May
$NBIS (Nebius Group) Nebius operates specialized AI cloud infrastructure providing GPU clusters for model training and inference. The company announced a multi-billion dollar agreement with Microsoft in September 2025, delivering dedicated capacity from its new Vineland, New
$CRWV (CoreWeave) CoreWeave provides specialized GPU cloud infrastructure as an "AI Hyperscaler," operating 32 data centers with over 250,000 NVIDIA GPUs across the United States, United Kingdom, Spain, and Sweden. The company expanded its OpenAI partnership in September 2025
$WULF (TeraWulf) TeraWulf operates dual subsidiaries WULF Mining for Bitcoin operations and WULF Compute for AI/HPC workloads, pursuing a hybrid business model. Stock doubled from $4.39 to $8.98 over the past year. The company received Google backing for its pivot from pure
$APLD (Applied Digital) Applied Digital operates blockchain data centers, cloud services, and HPC infrastructure with revenue mix shifting toward AI workloads. The company is building a 100 MW HPC data center in North Dakota with a letter of intent for 400 MW hyperscaler
$CIFR (Cipher Mining) Cipher Mining announced a landmark 10-year, Google-backed agreement with Fluidstack in October 2025 to provide 168 MW of high-performance computing hosting at its new Barber Lake data center. The deal is expected to generate $3 billion in revenue over the
$IREN (Iris Limited) IREN operates 810 MW of data centers supporting Bitcoin mining and AI cloud services across British Columbia and Texas campuses powered by 100% renewable energy. The company secured additional multi-year cloud services contracts with AI companies for NVIDIA
@SergeyCYW Now rank depreciation growth per year. Bet you won’t do it.
@SergeyCYW EOSE is a cloud service provider? Will go back and read
@SergeyCYW I believe the kids are calling them “neo-clouds” these days…
@SergeyCYW EOS is Zinc 🔋
@SergeyCYW Just wait , you learn about depreciation of GPUs..
@SergeyCYW $WULF bad ass!!!
@SergeyCYW And $WYFI 🤓
@SergeyCYW This chart is so wrong it’s painful
@SergeyCYW Confused why $EOSE is in here
@SergeyCYW Neoclouds : Focused on AI &GPU-intensive workloads, providing a highly optimized environments Hyperscalars: AWS, Azure,Google Cloud general-purpose cloud services (compute, storage, networking) Neoclouds deliver 25–50% cost savings Vs. hyperscalers https://x.com/SergeyCYW/status...
@SergeyCYW These companies are all fucked https://youtube.com/shorts/DBg...