IGNITE STUDIO Recorded live at NeoCloud Summit 2026, Hotel Kabuki, San Francisco. Steven Hou, Head of Research at Silicon Data, catches up with Alex Yeh, Founder and CEO of GMI Cloud, fresh off the company’s recent fundraise. Alex shares how GMI Cloud pivoted from Bitcoin mining to GPU cloud in ten months after customers asked to borrow cards for something called GPT-3, and why land, power and an HPC team gave crypto-native operators a head start. He breaks down the cloud business with a memorable analogy: long-term bare metal contracts are the ice blocks, short-term rentals are the pebbles, and tokens are the sand that fills the glass. The conversation also covers why running a NeoCloud is an operations grind, not a software problem, and how a footprint across the US and Asia sets GMI
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