AI/ML Premium: The great AI buildout The big unlock of AI buildout across OpenAI, xAI, and the neoclouds. Hyperscalers Neoclouds NVDA AMZN GOOG MSFT CRWV NBIS IREN META Databricks SNOW NET OpenAI xAI AMD muji Technologist, software developer, and investor. More posts by muji. muji 10 Oct 2025 • 28 min read