Загрузка видео...

Не удалось загрузить видео

На главную

Fuse X1, Formlabs' newest industrial SLS (selective laser sintering) 3D printer. This large format SLS printer delivers huge parts same day, at half the cost and 3x the throughput of the competition. Plus, it’s backed by the quality and reliability of Formlabs. Watch the Fuse X1 product keynote Learn...

formlabs's profile picture

Formlabs

28,695 subscribers

103,631 просмотров • 3 месяцев назад •via X (Twitter)

Наука и технологии
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 37

Фото профиля Phoenix𝕏
Phoenix𝕏3 месяцев назад

its even more cool in person you guys killed this 🔥🔥🔥🔥🔥🔥

Фото профиля Cameron Bierwith
Cameron Bierwith3 месяцев назад

I’m accepting donations in the form of this machine if anyone is interested

Фото профиля Suren Atoyan
Suren Atoyan3 месяцев назад

this looks so amazing what’s the approx MSRP?

Фото профиля Formlabs
Formlabs3 месяцев назад

Starting at $85,000. Find out more here:

Фото профиля John Galt
John Galt1 месяц назад

Breaks in 2 years, u repairable, you have to buy a new one at 10% discount. Formlabs is a scam. Never buy their products.

Фото профиля Connor Kapoor
Connor Kapoor3 месяцев назад

Looks awesome!

Фото профиля Bernard Gress
Bernard Gress3 месяцев назад

Yes, but is it #MadeInAmerica? (And how many #ForeignNationals, #DualCitizens, and #ChineseCitizens do you have working for you?)

Фото профиля Zeyd
Zeyd3 месяцев назад

Does it have an internal Nitrogen Generator ?

Фото профиля Formlabs
Formlabs3 месяцев назад

It uses an external nitrogen generator!

Фото профиля Zeyd
Zeyd3 месяцев назад

Awesome, thank you for the response! Hopefully the Fuse 2 will get an integrated system!

Фото профиля Brennan M. Woodruff
Brennan M. Woodruff3 месяцев назад

How do we get one to @mHUBChicago for members to build with?!

Фото профиля Nick
Nick3 месяцев назад

$85k is insane

Фото профиля Stephen Brown
Stephen Brown3 месяцев назад

@UncleJessy4Real How about a desktop version with a desktop price like the Micronics you gobbled up and shelved?

Фото профиля Matt Tucker
Matt Tucker3 месяцев назад

🤤

Фото профиля TruthOrTruth
TruthOrTruth3 месяцев назад

Is it an open material system? And what are the materials it can handle?

Фото профиля Justin Fraenkel
Justin Fraenkel3 месяцев назад

This sounds impressive! However, it would be great to see some real, world applications or case studies that showcase its impact. How has it transformed production for users?

Фото профиля Formlabs
Formlabs3 месяцев назад

@RadioFlyer, @Tesla, and Autotiv Manufacturing have already been using the Fuse X1! Click here to read more about their experience

Фото профиля Nick CleanCode
Nick CleanCode3 месяцев назад

Whoa, the Fuse X1 looks serious. That build volume is no joke. AI-powered automation though... just means fewer hands needed on the floor.

Фото профиля Emmmmu
Emmmmu1 месяц назад

a printer if it breaks u cant fix?

Фото профиля zodus world
zodus world3 месяцев назад

Bullshit company investigate Ohio's op lead

Фото профиля Andrew Hughes
Andrew Hughes3 месяцев назад

E-bike 👀👀

Фото профиля Formlabs
Formlabs3 месяцев назад

Yup! @RadioFlyer prototyped their loop cargo e-bike with Fuse X1

Фото профиля Reya Khanna
Reya Khanna2 месяцев назад

half the cost is wild

Фото профиля Demolition Man
Demolition Man3 месяцев назад

I just got the drop of your Youtube video about a minute ago. I just wanted to say to all of you at Formlabs, That was awesome. It is so fun to watch a company do what you are doing and doing it for a price that makes it possible for some people to attain. I use 3D printing to help fix small problems for customers I have because I am known for doing custom builds, Re-finishes, Re-storing the most insane things in the world and I am known for seeing the problem and saying yes I can fix it or taking a customers Idea and saying yes I can do that. I do this by knowing woodworking, welding, machining and my God giving talent of painting. I use CNC plasma, CNC router, CNC Laser, 3D resin and FDM printing along with fusion 360 to make ideas come to life. I believe what you are doing with this printer is Mind Blowing and at that cost, I still am in awe. That being said I wanted to take the time after watching that video to just say "Awesome work you have done here" and wish you and everyone at Formlabs the best.

Фото профиля Anika Patel
Anika Patel3 месяцев назад

huge parts same day

Фото профиля Ylan Richard
Ylan Richard3 месяцев назад

When does it ship? Does it ship to Europe?

Фото профиля 0x3y3
0x3y33 месяцев назад

Desire

Фото профиля Walter
Walter3 месяцев назад

中国有售？

Фото профиля Chint Patel
Chint Patel3 месяцев назад

Cool machine.

Фото профиля Joshua Jones (Allan Industries)
Joshua Jones (Allan Industries)3 месяцев назад

Want.

Фото профиля Zeyd
Zeyd3 месяцев назад

LETS GOOOO

Фото профиля Owen Mounts
Owen Mounts3 месяцев назад

Awesome

Фото профиля Matt
Matt3 месяцев назад

We need desktop MJF please form man

Фото профиля Will @ Build Signals
Will @ Build Signals2 месяцев назад

SLS is underrated for functional prototypes since there's no support removal and the parts hold tolerance well straight off the machine. Same day turnaround on large parts is a big deal when a client needs to test fit before committing to tooling.

Фото профиля Makr3D
Makr3D3 месяцев назад

The Print Intelligence line is the interesting bit. More throughput helps, but production gets better when files are checked before the queue: wall thickness, packing density, material risk, failure likelihood and whether the job can actually ship on time.

Фото профиля 🄼🄰🅁🄲🄴🄻  🆉🆄🅸🅳🆆🅸🅹🅺
🄼🄰🅁🄲🄴🄻  🆉🆄🅸🅳🆆🅸🅹🅺3 месяцев назад

I want one, I need one, ... I dont have the space at home 😂

Фото профиля Cormac
Cormac3 месяцев назад

dayum

Похожие видео

With 30%+ packing density and a 61.5L build volume, the Fuse X1 fits more parts in a single build than competing industrial SLS and MJF systems, adding up to thousands more parts per week. Find out more about large-format SLS 3D printing:
0:30

With 30%+ packing density and a 61.5L build volume, the Fuse X1 fits more parts in a single build than competing industrial SLS and MJF systems, adding up to thousands more parts per week. Find out more about large-format SLS 3D printing:

Formlabs

38,209 просмотров • 3 месяцев назад

50m (164 ft) of SLS 3D printed chain. All done in one build chamber on the Fuse X1. #3dprinting #engineering #physics
0:33

50m (164 ft) of SLS 3D printed chain. All done in one build chamber on the Fuse X1. #3dprinting #engineering #physics

Formlabs

10,754 просмотров • 3 месяцев назад

Strong, Custom Components for Drone Design, Manufacturing, and Piloting with the Formlabs Fuse X1 The Fuse X1 enables next-day delivery of large parts with minimal stitching or gluing requirements and at a lower cost, reducing labor while accelerating innovation. It also offers outstanding cost efficiency per part and industry-leading throughput for end-use production, making SLS 3D printing a competitive alternative to injection molding across an even broader range of applications. Read more about the X1 here:
0:20

Strong, Custom Components for Drone Design, Manufacturing, and Piloting with the Formlabs Fuse X1 The Fuse X1 enables next-day delivery of large parts with minimal stitching or gluing requirements and at a lower cost, reducing labor while accelerating innovation. It also offers outstanding cost efficiency per part and industry-leading throughput for end-use production, making SLS 3D printing a competitive alternative to injection molding across an even broader range of applications. Read more about the X1 here:

Formlabs

171,229 просмотров • 3 месяцев назад

Take your drone components to the next level with SLS 3D printing using the Formlabs Fuse 1+ 30W. From functional prototypes to batch production. Learn more about drone manufacturing at:
0:32

Take your drone components to the next level with SLS 3D printing using the Formlabs Fuse 1+ 30W. From functional prototypes to batch production. Learn more about drone manufacturing at:

Formlabs

213,624 просмотров • 6 месяцев назад

From prototyping to end-use parts. All on the same machine. SLS printing combines industrial-grade materials with the design freedom engineers need to create complex products with fewer manufacturing limitations. The team at Palladion Systems developed a print-in-place counter-UAV system manufactured as a single build with deployable arms integrated directly into the design. Manufactured on the Formlabs Fuse Series, this approach reduces assembly, speeds up iteration, and enables scalable production. Find more information about the manufacturing process here: For more information about Palladion Systems:
0:24

From prototyping to end-use parts. All on the same machine. SLS printing combines industrial-grade materials with the design freedom engineers need to create complex products with fewer manufacturing limitations. The team at Palladion Systems developed a print-in-place counter-UAV system manufactured as a single build with deployable arms integrated directly into the design. Manufactured on the Formlabs Fuse Series, this approach reduces assembly, speeds up iteration, and enables scalable production. Find more information about the manufacturing process here: For more information about Palladion Systems:

Formlabs

26,925 просмотров • 4 месяцев назад

Safeguarding critical infrastructure and public spaces has never been more complex. As unmanned aerial systems (UAS) evolve, the technologies designed to detect and mitigate them must advance just as rapidly. The team at Palladion Systems developed a print-in-place counter-UAV system using Formlabs SLS 3D printing. Manufactured as a single build with deployable arms integrated directly into the design, this system showcases the true potential of agile manufacturing. From the prototyping stage to end-use applications. Relevant information for large-scale SLS 3D Printing: More information related to Palladion Systems:
0:23

Safeguarding critical infrastructure and public spaces has never been more complex. As unmanned aerial systems (UAS) evolve, the technologies designed to detect and mitigate them must advance just as rapidly. The team at Palladion Systems developed a print-in-place counter-UAV system using Formlabs SLS 3D printing. Manufactured as a single build with deployable arms integrated directly into the design, this system showcases the true potential of agile manufacturing. From the prototyping stage to end-use applications. Relevant information for large-scale SLS 3D Printing: More information related to Palladion Systems:

Formlabs

40,812 просмотров • 1 месяц назад

Battleship, but the ships EXPLODE 💥 This is Capsized, a hackathon project by Formlabs mechanical engineering intern Nathan.The game is built from custom PCBs, a polycarbonate shield, a few capacitors, and a lot of 3D printed parts. Nathan and his team used the weekend to print, test, assemble, and blow up capacitors to create this awesome game The Form 4 SLA 3D Printer was essential to making this project come to life ⚫️ Internal enclosure - printed in Black Resin on the Form 4L ⛵️The boats - printed as a single fleet in Black Resin on the Form 4 🛡️ Knobs and shield handles - printed from Formlabs Tough 1500 Resin #3dprinting #gaming
0:35

Battleship, but the ships EXPLODE 💥 This is Capsized, a hackathon project by Formlabs mechanical engineering intern Nathan.The game is built from custom PCBs, a polycarbonate shield, a few capacitors, and a lot of 3D printed parts. Nathan and his team used the weekend to print, test, assemble, and blow up capacitors to create this awesome game The Form 4 SLA 3D Printer was essential to making this project come to life ⚫️ Internal enclosure - printed in Black Resin on the Form 4L ⛵️The boats - printed as a single fleet in Black Resin on the Form 4 🛡️ Knobs and shield handles - printed from Formlabs Tough 1500 Resin #3dprinting #gaming

Formlabs

15,571 просмотров • 1 месяц назад

Formlabs TPU 90A Powder is a tough elastomer with high elongation at break and tear resistance, making it ideal for flexible, resilient, and skin-safe prototypes as well as end-use parts. In this video, we also tested the VX1 from DyeMansion for chemical smoothing to further refine the typical SLS surface finish. For more information, visit:
0:42

Formlabs TPU 90A Powder is a tough elastomer with high elongation at break and tear resistance, making it ideal for flexible, resilient, and skin-safe prototypes as well as end-use parts. In this video, we also tested the VX1 from DyeMansion for chemical smoothing to further refine the typical SLS surface finish. For more information, visit:

Formlabs

96,034 просмотров • 5 месяцев назад

This soft robotic tentacle, designed by ⁨YouTuber It's On My Mind, was printed as a single part on a Formlabs Form 4 resin 3D printer using Silicone 40A. Soft robotics engineers use 3D printing and Silicone 40A to create complex internal geometries - like pressure channels - printed in one piece, with no molds or post-assembly engineering required. When pressurized, those internal chambers steer the tentacle in any direction. #3DPrinting #Formlabs #Robotics
0:49

This soft robotic tentacle, designed by ⁨YouTuber It's On My Mind, was printed as a single part on a Formlabs Form 4 resin 3D printer using Silicone 40A. Soft robotics engineers use 3D printing and Silicone 40A to create complex internal geometries - like pressure channels - printed in one piece, with no molds or post-assembly engineering required. When pressurized, those internal chambers steer the tentacle in any direction. #3DPrinting #Formlabs #Robotics

Formlabs

84,731 просмотров • 5 месяцев назад

The Form 4 Ecosystem is here. Discover next-gen resin 3D printing with Low Force Display™ tech, faster prints, expanded materials, and unmatched reliability. Join our YouTube Premiere event @ 9AM EST: #Formlabs #Form4 #3DPrinting
1:45

The Form 4 Ecosystem is here. Discover next-gen resin 3D printing with Low Force Display™ tech, faster prints, expanded materials, and unmatched reliability. Join our YouTube Premiere event @ 9AM EST: #Formlabs #Form4 #3DPrinting

Formlabs

270,429 просмотров • 2 лет назад

SLA 3D-printed mold for silicone casting. Printed on a Formlabs Form 4L using Formlabs Standard Clear Resin. Great video by Karl Eriksson from our partner Addinor. One of the leading experts in the Nordics in 3D printing.
0:43

SLA 3D-printed mold for silicone casting. Printed on a Formlabs Form 4L using Formlabs Standard Clear Resin. Great video by Karl Eriksson from our partner Addinor. One of the leading experts in the Nordics in 3D printing.

Formlabs

70,613 просмотров • 8 месяцев назад

Rethink what flexible 3D printing resin can do. It gets stronger every year! The new Formlabs Flexible 80A Resin V2 is a resilient 3D printing elastomer that rivals the look, feel, and function of 80A cast urethanes, TPUs, and hard rubbers. The design was created by Lais Kriwat, CEO of Kriwat GmbH, a German company with expertise in orthopedic technology and patient-specific solutions, including gait analysis, custom orthotics, orthopedic footwear, bracing, and compression therapy. We manufactured the parts and shipped them today so he can get a first-hand feel for the new material. More information about the new material here:
0:26

Rethink what flexible 3D printing resin can do. It gets stronger every year! The new Formlabs Flexible 80A Resin V2 is a resilient 3D printing elastomer that rivals the look, feel, and function of 80A cast urethanes, TPUs, and hard rubbers. The design was created by Lais Kriwat, CEO of Kriwat GmbH, a German company with expertise in orthopedic technology and patient-specific solutions, including gait analysis, custom orthotics, orthopedic footwear, bracing, and compression therapy. We manufactured the parts and shipped them today so he can get a first-hand feel for the new material. More information about the new material here:

Formlabs

834,719 просмотров • 3 месяцев назад

Silicone watch strap made using a 3D-printed mold. Printed with Clear Resin V5 on a Formlabs Form 4L. For more information, visit Video credits to Karl Eriksson from Addinor. 3D printing experts in the Nordics
0:52

Silicone watch strap made using a 3D-printed mold. Printed with Clear Resin V5 on a Formlabs Form 4L. For more information, visit Video credits to Karl Eriksson from Addinor. 3D printing experts in the Nordics

Formlabs

11,563 просмотров • 4 месяцев назад

Flexible 3D printing resins are becoming stronger with Formlabs new Flexible 80A Resin V2💪 You can see that this geometry, printed in Flexible 80A Resin V2, snaps back into place and withstands repeated bending, tension, and compression. Compared to its previous version, the new material delivers 2x higher tear strength, 2x higher elongation at break, 4x higher rebound, and improved aesthetics and aging performance.
0:26

Flexible 3D printing resins are becoming stronger with Formlabs new Flexible 80A Resin V2💪 You can see that this geometry, printed in Flexible 80A Resin V2, snaps back into place and withstands repeated bending, tension, and compression. Compared to its previous version, the new material delivers 2x higher tear strength, 2x higher elongation at break, 4x higher rebound, and improved aesthetics and aging performance.

Formlabs

183,714 просмотров • 3 месяцев назад

Silicone casting has never been so satisfying, or so transparent. By 3D printing molds in Formlabs Clear Resin on the Form 4, engineers can ensure silicone fills every tiny detail without any trapped air bubbles. The cast silicone part is a protective mask for automotive shock tubes, used to shield critical areas during the coating process. By using a 3D printed mold, they can cast and test prototypes in the real world before spending thousands to machine permanent factory tools. Thanks to Echo Engineering for the awesome demo! #engineering #3dprinting #silicone
1:00

Silicone casting has never been so satisfying, or so transparent. By 3D printing molds in Formlabs Clear Resin on the Form 4, engineers can ensure silicone fills every tiny detail without any trapped air bubbles. The cast silicone part is a protective mask for automotive shock tubes, used to shield critical areas during the coating process. By using a 3D printed mold, they can cast and test prototypes in the real world before spending thousands to machine permanent factory tools. Thanks to Echo Engineering for the awesome demo! #engineering #3dprinting #silicone

Formlabs

14,142 просмотров • 5 месяцев назад

This guy spent several days teaching a tabletop robot arm to roll a burrito and when one could not do it he did not rewrite the controller he printed 2 more and launched a 3-arm setup for about $1,000. He does not rewrite the software, does not wait for a smarter model, does not update the imitation weights, he just prints another arm and connects it to the existing leader-follower through LeRobot, nonstop. And it got more interesting: the hardware of one arm is a DIY kit SO-101 for about $300 to $400 on STS3215 bus servos, coordination between the arms goes through leader-follower teleoperation in Hugging Face LeRobot, and replication goes through a Bambu Lab A1 for $399 that prints a copy in a day. It knows the position of the tortilla by the leader-arm coordinates at the start, knows the handoff moment between the arms by the fold phase, and knows the final rolling from the sequence of demonstrations from teleop sessions. And it even distributes the work between the arms, one does the initial folds, the second holds the tortilla still, the third performs the final rolling, depending on which phase the burrito is currently in. In one 57-second demonstration 3 arms rolled a burrito for the first time without human involvement, and the total stack cost less than $1,000 in hardware versus a UR5 at $25,000 or an industrial burrito machine Solbern BR-1500 that costs about $50,000. The viewer is not watching 3 robots rolling a burrito. The viewer is watching permission to believe in a future where a kitchen task on $1,000 of hardware is done by the same loop as an industrial one at $50,000. Here is what happens when the bottleneck stops being the intelligence of the controller and the quality of the imitation model, and becomes the number of arms in the setup, and for a maker with a 3D printer the number of arms is limited only by print time. 3 arms do not get tired between sessions, do not require retraining when a new one is added, do not degrade from repetition, and every next burrito goes through the same teleop pipeline at the same quality as the first. Imagine that multi-arm DIY setups are no longer built for one kitchen task, but printed for each one, burritos, sushi, tacos, pizza dough, pour-over coffee. We just watched hobby robotics shift from "retrain the controller" to "print 2 more": when one robot can not handle it, you do not make it smarter, you print 2 more. The viewer thinks they are watching a DIY experiment. They are watching a multi-agent robotics stack that in one 57-second demonstration rolled a burrito for the first time without human hands, and whose filling partially falls out on the final rolling. What will improve the final rolling, a softer silicone gripper, a 4th follower arm in the setup, or a different filling composition and a more moist tortilla?
0:57

This guy spent several days teaching a tabletop robot arm to roll a burrito and when one could not do it he did not rewrite the controller he printed 2 more and launched a 3-arm setup for about $1,000. He does not rewrite the software, does not wait for a smarter model, does not update the imitation weights, he just prints another arm and connects it to the existing leader-follower through LeRobot, nonstop. And it got more interesting: the hardware of one arm is a DIY kit SO-101 for about $300 to $400 on STS3215 bus servos, coordination between the arms goes through leader-follower teleoperation in Hugging Face LeRobot, and replication goes through a Bambu Lab A1 for $399 that prints a copy in a day. It knows the position of the tortilla by the leader-arm coordinates at the start, knows the handoff moment between the arms by the fold phase, and knows the final rolling from the sequence of demonstrations from teleop sessions. And it even distributes the work between the arms, one does the initial folds, the second holds the tortilla still, the third performs the final rolling, depending on which phase the burrito is currently in. In one 57-second demonstration 3 arms rolled a burrito for the first time without human involvement, and the total stack cost less than $1,000 in hardware versus a UR5 at $25,000 or an industrial burrito machine Solbern BR-1500 that costs about $50,000. The viewer is not watching 3 robots rolling a burrito. The viewer is watching permission to believe in a future where a kitchen task on $1,000 of hardware is done by the same loop as an industrial one at $50,000. Here is what happens when the bottleneck stops being the intelligence of the controller and the quality of the imitation model, and becomes the number of arms in the setup, and for a maker with a 3D printer the number of arms is limited only by print time. 3 arms do not get tired between sessions, do not require retraining when a new one is added, do not degrade from repetition, and every next burrito goes through the same teleop pipeline at the same quality as the first. Imagine that multi-arm DIY setups are no longer built for one kitchen task, but printed for each one, burritos, sushi, tacos, pizza dough, pour-over coffee. We just watched hobby robotics shift from "retrain the controller" to "print 2 more": when one robot can not handle it, you do not make it smarter, you print 2 more. The viewer thinks they are watching a DIY experiment. They are watching a multi-agent robotics stack that in one 57-second demonstration rolled a burrito for the first time without human hands, and whose filling partially falls out on the final rolling. What will improve the final rolling, a softer silicone gripper, a 4th follower arm in the setup, or a different filling composition and a more moist tortilla?

Blaze

61,030 просмотров • 4 месяцев назад

Chamath Palihapitiya just dropped the number that explains the entire AI infrastructure trade (Save this). A gigawatt of compute now costs $100 billion and when he started his Arizona data center project it was $4 to $5 billion, it has gone up 20x in a single investment cycle. The implication is not just that AI infrastructure is expensive but rather that the capital barrier to owning meaningful compute has become so high that only a handful of entities in the world can actually build it and the companies who got there early are sitting on what may be the most durable pricing power in the history of the technology industry. This is the neocloud trade. The neocloud market, purpose-built GPU cloud providers like CoreWeave, Nebius, and Lambda Labs was worth $35 billion in 2026 and is projected to reach $236 billion by 2031, compounding at 46% annually. For context, that is faster growth than cloud computing itself posted in its first decade. The reason is very simple, hyperscalers like AWS, Azure, and Google are building for everything, storage, databases, enterprise software, networking and their GPU pricing reflects the overhead of that full-stack infrastructure. Neoclouds build for one thing only, AI compute. The result is a 60% to 85% cost advantage on the same Nvidia silicon, bare metal H100s at $0.78 to $2.79 per GPU-hour on a neocloud versus $3.43 to $5.07 per GPU-hour on a hyperscaler. That spread does not close as AI demand scales but rather it widens, because hyperscalers have to amortize legacy infrastructure and margin expectations that neoclouds do not carry. Gartner projects that by 2030, neoclouds will capture 20% of the $267 billion AI cloud market, and Vultr's own analysis says at least 80% of GPU market share by end of 2026 will be held by a small group of scaled neocloud providers. Now zoom into Nebius specifically, because it is the most interesting publicly traded proxy for this trade. Nebius is the infrastructure arm of the former Yandex Russia's equivalent of Google rebuilt from the ground up after Russia's invasion of Ukraine by Arkady Volozh and relisted on Nasdaq in October 2024. The team that built it already knew how to run internet-scale infrastructure at the lowest possible cost, which is exactly the operational DNA a neocloud requires. In Q1 2026, Nebius reported revenue of $399 million and already generating serious cash on a young business with revenue growing nearly eightfold year-over-year. Then in March 2026, Meta signed a five-year infrastructure agreement with Nebius worth up to $27 billion, $12 billion in committed dedicated GPU capacity deployments beginning early 2027, plus up to $15 billion more tied to Meta purchasing Nebius's unsold third-party capacity. The deal will be executed on one of the first large-scale deployments of Nvidia's Vera Rubin platform, the next-generation architecture after Blackwell making Nebius one of a tiny number of operators in the world with confirmed priority access to the most advanced AI hardware available. Following the contract, Nebius guided to $7 to $9 billion in annualized recurring revenue for 2026 representing 540% year-over-year growth. Chamath Palihapitiya point about the $100 billion capital moat is the bear case for new entrants and the bull case for incumbents. No one can afford to build the next CoreWeave or Nebius from scratch at current hardware and power costs. The companies that are already built, already contracted, and already deploying Nvidia's latest silicon have a moat that compounds with every GPU generation cycle because they get allocations first, they deploy fastest, and their customers re-sign rather than wait for a new operator that does not yet exist. Come join Milk Road Pro for our full breakdown, the complete neocloud competitive landscape, how to think about Nebius's valuation versus CoreWeave and AI entire thesis. Link below.
0:20

Chamath Palihapitiya just dropped the number that explains the entire AI infrastructure trade (Save this). A gigawatt of compute now costs $100 billion and when he started his Arizona data center project it was $4 to $5 billion, it has gone up 20x in a single investment cycle. The implication is not just that AI infrastructure is expensive but rather that the capital barrier to owning meaningful compute has become so high that only a handful of entities in the world can actually build it and the companies who got there early are sitting on what may be the most durable pricing power in the history of the technology industry. This is the neocloud trade. The neocloud market, purpose-built GPU cloud providers like CoreWeave, Nebius, and Lambda Labs was worth $35 billion in 2026 and is projected to reach $236 billion by 2031, compounding at 46% annually. For context, that is faster growth than cloud computing itself posted in its first decade. The reason is very simple, hyperscalers like AWS, Azure, and Google are building for everything, storage, databases, enterprise software, networking and their GPU pricing reflects the overhead of that full-stack infrastructure. Neoclouds build for one thing only, AI compute. The result is a 60% to 85% cost advantage on the same Nvidia silicon, bare metal H100s at $0.78 to $2.79 per GPU-hour on a neocloud versus $3.43 to $5.07 per GPU-hour on a hyperscaler. That spread does not close as AI demand scales but rather it widens, because hyperscalers have to amortize legacy infrastructure and margin expectations that neoclouds do not carry. Gartner projects that by 2030, neoclouds will capture 20% of the $267 billion AI cloud market, and Vultr's own analysis says at least 80% of GPU market share by end of 2026 will be held by a small group of scaled neocloud providers. Now zoom into Nebius specifically, because it is the most interesting publicly traded proxy for this trade. Nebius is the infrastructure arm of the former Yandex Russia's equivalent of Google rebuilt from the ground up after Russia's invasion of Ukraine by Arkady Volozh and relisted on Nasdaq in October 2024. The team that built it already knew how to run internet-scale infrastructure at the lowest possible cost, which is exactly the operational DNA a neocloud requires. In Q1 2026, Nebius reported revenue of $399 million and already generating serious cash on a young business with revenue growing nearly eightfold year-over-year. Then in March 2026, Meta signed a five-year infrastructure agreement with Nebius worth up to $27 billion, $12 billion in committed dedicated GPU capacity deployments beginning early 2027, plus up to $15 billion more tied to Meta purchasing Nebius's unsold third-party capacity. The deal will be executed on one of the first large-scale deployments of Nvidia's Vera Rubin platform, the next-generation architecture after Blackwell making Nebius one of a tiny number of operators in the world with confirmed priority access to the most advanced AI hardware available. Following the contract, Nebius guided to $7 to $9 billion in annualized recurring revenue for 2026 representing 540% year-over-year growth. Chamath Palihapitiya point about the $100 billion capital moat is the bear case for new entrants and the bull case for incumbents. No one can afford to build the next CoreWeave or Nebius from scratch at current hardware and power costs. The companies that are already built, already contracted, and already deploying Nvidia's latest silicon have a moat that compounds with every GPU generation cycle because they get allocations first, they deploy fastest, and their customers re-sign rather than wait for a new operator that does not yet exist. Come join Milk Road Pro for our full breakdown, the complete neocloud competitive landscape, how to think about Nebius's valuation versus CoreWeave and AI entire thesis. Link below.

Milk Road AI

139,047 просмотров • 3 месяцев назад