Neoclouds & Cloud Computing · Hyperscaler cloud revenue acceleration justifies massive capex; token monetization still early

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Bloomberg Tech

The AI Race, Starship and Silicon Valley's Defense Bet | Bloomberg Tech 7/20/2026

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Hyperscaler cloud revenue acceleration justifies massive capex; token monetization still early

2026-07-20 · 4 company · 7 thematic

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speakers

rob meyerson

Rob Meyerson founded Interlune to harvest helium-3 from the moon for quantum computing, with a terrestrial cold capture technology and $500M in purchase orders.

brett lindsay

Brett Lindsay leads industrial sector research at Mizuho, recently initiated coverage on SpaceX with an Outperform rating and $200 price target.

connor love

Connor Love joined a16z's American Dynamism team to invest in defense tech, energy, manufacturing, and space, drawing on his military background.

mandeep singh

Mandeep Singh covers tech infrastructure and AI capex for Bloomberg Intelligence, analyzing hyperscaler spending and custom silicon.

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