This is a STUPID take and the people talking about it clearly haven't looked at what these businesses actually do or wha…

Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-16

Milk Road AI forcefully rebuts the characterization of neocloud companies like CoreWeave and Nebius as simple equipment leasing businesses, arguing critics are ignoring actual business operations and strong current demand.

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Extraction

Topics: neocloudsai-infrastructurecloud-computingcoreweave

Claims

Critics characterizing neoclouds like CoreWeave and Nebius as equipment leasing businesses are misrepresenting their actual operations.
Those making the bearish neocloud argument have not examined what these businesses actually do.
Current demand conditions for neocloud services contradict the bearish framing.

Key quotes

This is a STUPID take and the people talking about it clearly haven't looked at what these businesses actually do or what the demand environment looks like right now.