Neoclouds Scaling Fast: $400B Opportunity by 2031
Specialist AI cloud providers (neoclouds) are growing at an exceptional pace alongside traditional hyperscalers.
Key forecast (Synergy Research):
> Neocloud revenues exceeded $25B in 2025, with Q4 alone at $9B (+223% YoY).
> Market projected to approach $400 billion by 2031 at a ~58% CAGR.
This parallel buildout adds decentralized, high-density AI infrastructure demand โ another layer of growth for GPUs, networking, power delivery, and advanced thermal solutions.
A quick reminder to stay calm through the market volatility.
Often, when buying feels the hardest, it historically presents the best long-term opportunities.
My approach: Dollar-cost average into highest-conviction names and strictly avoid leverage. ๐งโโ๏ธ
Thermal Management Market: Strong Growth Expected Through 2035
Demand for advanced cooling and thermal interface solutions continues to rise with higher power densities across electronics, EVs, data centers, and defense.
Key forecast:
> Thermal management market projected to grow from ~$16.8B in 2025 to $43.4B by 2035.
Drivers include AI data center power density, SiC/GaN adoption in EVs and renewables, and specialized requirements in defense/aerospace.
Companies with high-performance materials (metal matrix composites, advanced substrates, liquid cooling solutions) are well positioned.
@MMatters22596 where do you usually do your technical analysis charts on? also for ondas, they've lots in the pipeline and not for the faith hearted or short term traders
@sjgiants80@CMarshall_94 theres an upcoming earnings release in the coming month. this would shed more light on what the company has in mind for future growth. im bullish as well