[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 46.7K followers Created: 2025-07-07 10:43:41 UTC Many people think running a neocloud is simply about reselling GPUs in the most energy-efficient way possible. But that perspective misses a crucial part of the story. The real differentiation, from the end-user’s perspective, comes from what happens above the hardware layer: building the cloud software stack, orchestration systems, developer experience, and the reliability guarantees that enterprise AI workloads demand. Running a neocloud isn’t just about sourcing cheap power. It also requires top-tier engineering talent and deep technical expertise to operate like a true cloud provider — expertly managing workload distribution, latency optimization, SLAs, security, uptime, and support. That’s where long-term value is created, and it’s becoming increasingly difficult to replicate. It’s no coincidence that Meta is offering $100M+ bonus packages to attract the best AI talent. That alone speaks volumes. Don’t get me wrong — energy efficiency is obviously also critical for cost structure and overall performance, especially in the short term given today’s grids aren’t fully prepared for AI’s rapid growth. What makes $NBIS my number one choice is that it combines both.  XXXXXX engagements  **Related Topics** [hardware](/topic/hardware) [Post Link](https://x.com/mvcinvesting/status/1942172663868178855)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
M. V. Cunha @mvcinvesting on x 46.7K followers
Created: 2025-07-07 10:43:41 UTC
Many people think running a neocloud is simply about reselling GPUs in the most energy-efficient way possible.
But that perspective misses a crucial part of the story.
The real differentiation, from the end-user’s perspective, comes from what happens above the hardware layer: building the cloud software stack, orchestration systems, developer experience, and the reliability guarantees that enterprise AI workloads demand.
Running a neocloud isn’t just about sourcing cheap power. It also requires top-tier engineering talent and deep technical expertise to operate like a true cloud provider — expertly managing workload distribution, latency optimization, SLAs, security, uptime, and support. That’s where long-term value is created, and it’s becoming increasingly difficult to replicate.
It’s no coincidence that Meta is offering $100M+ bonus packages to attract the best AI talent. That alone speaks volumes.
Don’t get me wrong — energy efficiency is obviously also critical for cost structure and overall performance, especially in the short term given today’s grids aren’t fully prepared for AI’s rapid growth.
What makes $NBIS my number one choice is that it combines both.
XXXXXX engagements
Related Topics hardware