Jonah Lupton: Blackstone president sees steady compute demand, neoclouds expected to find capital

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22.10.2026

Jonah Lupton: Blackstone president sees steady compute demand, neoclouds expected to find capital — Blackstone president sees compute demand steady

Jon Gray, president of Blackstone, stated that Blackstone has seen no signs of slowing demand for compute and added that neoclouds will be able to find sources of capital.

Jonah Lupton, an investor and market commentator, shared these comments on social media.

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Lupton has previously highlighted SK Hynix's $50 billion cash position and strong net income projections linked to a potential Solidigm IPO valued at over $150 billion (see article). In another update, he reported Marvell’s forecast for $20 billion in revenue for fiscal year 2028, up from a previous outlook of $18 billion, driven by growth in connectivity (see article). These posts reflect his recent coverage of large-cap technology and semiconductor firms.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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