Compute shortage worsens: Meta, OpenAI, Nvidia invest billions, while neocloud stocks dip

A roundup of recent compute demand signals: Meta upsized its data center to $50B+, Kimi K3 paused signups, OpenAI raised infrastructure to $750B, Nvidia bought 9.3% of Nebius, SK Hynix memory sold out beyond 2030. Yet neocloud stocks are down 20-30%, presenting an opportunity.

• Nvidia
• data center
• Infrastructure
• Neocloud
• Hyperscaler
• Kimi K3
• compute shortage