$NBIS surges 18.7% in a single day! NVIDIA discloses a 9.3% stake; Neocloud, an AI compute source beyond hyperscalers, $CRWV $NBIS $IREN ‼️ Major client Meta’s plan to sell excess compute capacity is a key factor pressuring its recent stock price. While hyperscalers build comprehensive cloud platforms serving diverse users and develop proprietary chips such as TPU, Trainium, and Maia, Neocloud focuses on AI compute, deploying high-density GPU clusters optimized for large-scale training and inference workloads. The two are not entirely competing; even as Microsoft and Meta invest heavily in CapEx, their self-built capacity still falls short of demand, prompting them to purchase compute resources from Neocloud.