Assessing the Impact of Neocloud Companies on the Memory Market
ByAinvest
Monday, Dec 22, 2025 6:02 am ET1min read
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Paul likes companies benefiting from AI spend, including Coreweave, Nvidia, Broadcom, and Taiwan Semi. He believes the neo-cloud business model is secure due to long-term contracts with well-funded companies like Microsoft and Meta, with some upfront cash flow. The deal between Coreweave and Nvidia is also seen as a positive, as it ensures Nvidia can access excess capacity between now and 2032.
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