其次，这一类别包括Neoclouds，即专门的AI基础设施提供商，如Cororeweave、Nebius和Iron，它们是本视频的重点。其中一家是相当明显的赢家，当我们进行比较时，我会告诉你是哪一家。
And second, this category includes the Neoclouds, specialized AI infrastructure providers like Cororeweave, Nebius, and Iron, which are the focus of this video. One of them is the pretty clear winner, and I'll show you which one when we compare them.
至少就近期而言，有三个重要理由让我们把注意力放在Neoclouds而非其他类型的公司上。首先，它们与各类AI买家都有交易，从Perplexity和Figure AI这样的初创公司，一直到超大规模云服务商本身。
这意味着即使是它们的直接竞争对手也是它们的客户。
There are three big reasons to focus on Neoclouds above other kinds of companies, at least for the near- term. First, they have deals with every kind of AI buyer, from startups like Perplexity and Figure AI all the way to the hyperscalers themselves.
That means that even their direct competitors are their customers.