RT @growthrapidly: I'm only going to say this once. Elon Musk may be right about the coming neocloud bloodbath. But the market is making a BIG mistake treating every company the same. Yesterday, Musk warned that 200+ neoclouds face "guppy-level death and consolidation" as debt markets tighten. He said some will survive, but not many. Here are 5 neoclouds that will make it through and emerge stronger. 1/ $IREN — IREN IREN has a $9.7 billion AI cloud agreement with Microsoft and a $3.4 billion contract with NVIDIA. In its latest earnings, AI cloud revenue more than doubled sequentially to $70.5 million. The company reported $4 billion in contracted annualized revenue for 2026 capacity, with $1 billion already operating. Most importantly, IREN reported $14 billion in available cash,
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