NVIDIA and emerging neoclouds (CoreWeave, Lambda) positioned a joint 'power battle' against hyperscalers for AI infrastructure dominance.

As local investors await the market debuts of Firmus and Sharon AI, the burgeoning neocloud sector is gaining momentum in the United States.

While Wall Street has backed the neocloud trade for months, with major American private equity firms including Blackstone, Coatue Management, and Oaktree Capital Management already investing in the Australian companies, last week marked a watershed moment for the AI industry's booming sub-sector.

Japanese investment giant SoftBank established a dedicated neocloud subsidiary, with one executive describing it as "a second founding for our company." Simultaneously, one of the most influential AI investors in the United States revealed itself as a committed neocloud advocate.

Situational Awareness, the AI-focused hedge fund led by former OpenAI researcher Leopold Aschenbrenner, disclosed that it has secured the top position on Sharon AI's cap table with a 19.9% stake.