Likes ReceivedAround April, Bernstein, Goldman Sachs, Morgan Stanley, Citi, and Bank of America issued 12 research reports on neocloud.
This sector is back on its feet:
Hyperscale Cloud Providers
$Alphabet(GOOGL.US) (Google)
$Microsoft(MSFT.US) (Microsoft)
$Oracle(ORCL.US) (Oracle)
$Amazon(AMZN.US) (Amazon)
Neocloud Giants
$Coreweave(CRWV.US) (CoreWeave)
$Nebius(NBIS.US) (Nebius)
Emerging Neoclouds
$IREN(IREN.US) (IREN Ltd)
$Hut 8 Mining(HUT.US) (Hut 8)
$Bitdeer Tech(BTDR.US) (Bitdeer Technologies)
$HIVE Digital Tech(HIVE.US) (HIVE Digital Technologies)
$Whitefiber(WYFI.US) (WhiteFiber)
$IBM(IBM.US) (IBM Corp)
$Hewlett Packard Enterprise(HPE.US) (Hewlett Packard Enterprise)
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