AGPU: Neoclouds at 2.9 GW vs NVIDIA 8 GW Target
AGPU signals early neocloud buildout with CoreWeave at 1.5 GW guiding past 1.85 GW and Nebius at 0.8-1.0 GW YE26, totaling 2.7-2.9 GW against NVIDIA's 8 GW.
SourceAnalysis
CoreWeave runs 1.5 GW active today and guides above 1.85 GW by year-end while Nebius targets 0.8-1.0 GW connected by YE26, combining for just 2.7-2.9 GW against NVIDIA's 8 GW figure. AGPU underscores that the neocloud buildout stays early, opening clear runway for AGPU price prediction gains through AI industry impact and accelerated neocloud capacity expansion.
Mark
@MRRydonCofounder @AethirCloud | Building Decentralised Cloud Infrastructure (DCI) | Accelerating the world’s transition to universal cloud compute 🌎
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