Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
- Posted on April 25, 2026
- By CNBC
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- 1 min read
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
Neoclouds emerged as stopgaps to address the GPU shortage, but their economics are fragile, McKinsey has warned.
