Home › Capital Markets › ReportCapital Markets · ReportGartner警告：至2030年80%独立neocloud将停止独立运营，结构性盈利模式存疑ResearchSlicast · October 18, 2026 at 21:02 UTC · Global · Source: 247 Wall St.importance 90Read the originalShareCompanies in this storyCoreWeaveCapex history →IRENCapex history →NebiusCapex history →Related reportsCapital MarketsTSMC reported a 68.7% jump in profit, though the result was overshadowed by sector-wide scrutiny of AI funding.2026-10-19Capital MarketsCXMT (ChangXin Memory) posted a 600% surge in revenue in Q3.2026-10-19Capital MarketsNvidia is expected to capture about $700 billion of a $1.6 trillion AI capex boom.2026-10-19Capital MarketsCXMT expects third-quarter revenue to surge nearly 600%, according to Seoul Economic Daily.2026-10-19Capital MarketsTSMC's profit jumped 69% to a record high on robust AI demand.2026-10-19