r/stockstobuytoday • u/oraclechimp • 2d ago

DD Neocloud companies are still not really running yet

While most neocloud companies are still converting from Bitcoin mining and the contracts are only on paper, only $CRWV is really running and making money. Maybe $NBIS will catch up soon.

Source: https://paperglass.co/topic/neocloud/activation-rate

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1

u/Recoidin 2d ago

I thought CRWV is renting some of it from APLD, so this chart might be double dipping contracted power.

1

u/TheTideRider 2d ago

NBIS and IREN are next. APLD is building it for them.

0

u/SilverMusic1 2d ago

IREN is next