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Why Investors Are Bullish On Neoclouds

DeFi Daily News by DeFi Daily News
April 26, 2026
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Investors are bullish on the emerging crop of companies known as neoclouds, which focus on AI-dedicated computing infrastructure, even as industry insiders warn it will take longer for these ventures to become profitable than markets currently expect. CNBC’s Tobias Burns reports on the enthusiasm for neoclouds and the concerns surrounding them.

Reporter: Tobias Burns
Produced by: Jeff Huang
Shot and Edited by: Kaan Oguz
Production Support: CJ Haddad
Managing Producer: Anuz Thapa
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images

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Why Investors Are Bullish On Neoclouds

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Tags: artificial intelligenceBullishCloud ComputinghyperscalerInvestorsneoclouds
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