Neo Clouds

Neo Clouds

Alibaba Cloud has expanded its European infrastructure footprint with the launch of a new cloud region in France, strengthening its

SAP SE has opened a new data center in Mumbai, marking a

Marvell Technology has now introduced a new switching platform designed specifically for

Articles

AI infrastructure economics now revolve around something far more physical, scarce, and

The neocloud story has been one of the most compelling infrastructure investment

Modern AI deployment strategies no longer follow a binary model of centralization

Artificial intelligence training and inference workloads are reshaping infrastructure priorities across modern

The cloud infrastructure market has entered a new era of growth, fueled

Cloud and edge computing were once treated as separate layers of the

In the early 2020s, cloud computing discussions focused on scalability, efficiency, and

Hybrid compute neocloud architecture has emerged as a defining trend in global
This year set to be pivotal year for cloud strategy, with repatriation

Opinions

Europe Is No Longer Treating Cloud Infrastructure As Neutral Technology Europe did

For decades, Oracle operated with the predictability of a mature enterprise software

Every time AMD posts a strong quarter, the same narrative emerges. Nvidia

The Google-Anthropic deal that landed last week has been covered primarily as

The Q1 2026 hyperscaler earnings cycle produced two very different market reactions

The neocloud sector has enjoyed an extraordinary two years. GPU scarcity created

The neocloud infrastructure commoditisation debate has moved from theoretical to operational. GPU-as-a-service

Google’s completion of its acquisition of Wiz marks more than a routine

The era when central processing units stood at the unquestioned center of

Long Reads

Developers secured land, negotiated utility engagement, finalized design packages, raised construction capital,

A decade ago, discussions around data sovereignty and data residency laws centered

Training runs rarely fail because a model architecture suddenly stops working. Teams

Europe’s AI Infrastructure Market Is Changing Europe’s AI infrastructure market entered a new phase

European Neocloud AI Capacity

Europe’s AI Infrastructure Market Is Changing Europe’s AI infrastructure market entered a new phase

European Neocloud AI Capacity

Executive dashboards often show healthy latency, stable costs, and acceptable service levels, creating the

Executive dashboards often show healthy latency, stable costs, and acceptable service levels, creating the

The discussion around specialized accelerators often begins with performance benchmarks and operating cost reductions,

Custom Silicon

The discussion around specialized accelerators often begins with performance benchmarks and operating cost reductions,

Custom Silicon

There is a utilization problem sitting in the middle of the neocloud market that

Neocloud GPU utilization idle compute enterprise customers paying 2026

There is a utilization problem sitting in the middle of the neocloud market that

Neocloud GPU utilization idle compute enterprise customers paying 2026

GPU utilization numbers moved unpredictably between departments, while inference demand climbed during customer spikes

cloud reversal

GPU utilization numbers moved unpredictably between departments, while inference demand climbed during customer spikes

cloud reversal

Industrial land near older fiber routes has started attracting more attention than many greenfield

Real Shortage

Industrial land near older fiber routes has started attracting more attention than many greenfield

Real Shortage
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