The neocloud thesis highlights just how large the AI infrastructure opportunity could become. As AI workloads shift toward recurring inference demand, companies like $NBIS, $IREN and $CRWV could benefit from growing demand for compute capacity. But scaling this market won’t be only about GPUs. Power availability, grid connections, data-center construction and efficient infrastructure will matter just as much. The opportunity is significant, but execution and access to reliable power may ultimately determine who can capture the growth.