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Neo Clouds
News
- News
- Neo Clouds
Amazon Web Services is preparing for another major expansion of its AI computing infrastructure, committing to deploy an additional 2
- 4 min read
- Mahek Mandavia
- News
- Neo Clouds
- 3 min read
- Aakruti Thakkar
Target Latin America’s infrastructure decision-makers with precision
Region-specific placement · computeforecast.com/advertise
Articles
- Articles
- Neo Clouds
- 5 min read
- Kiara Mandavia
- Articles
- Neo Clouds
- 7 min read
- Mahek Mandavia
- Articles
- Neo Clouds
- 6 min read
- Kiara Mandavia
4
- Article
- Neo Clouds
- 5 min read
- Mahek Mandavia
5
6
- Article
- Neo Clouds
- 5 min read
- Akash Sharma
Newsletters
Weekly Digest
Executive Forecast
The GPU Hour
Power & Public
Energy, grid and policy shaping the AI buildout.
Opinion
- Opinions
- Aakruti Thakkar
The Neocloud AI infrastructure market is entering a new phase as organizations look for specialized computing resources to support advanced
- 5 min read
- Aakruti Thakkar
- Opinions
- Akash Sharma
The Numbers That Look Too Good The neocloud sector generated more than $25 billion in revenue in 2025. Fourth-quarter revenues
- 5 min read
- Akash Sharma
- Opinions
- Kiara Mandavia
Europe Is No Longer Treating Cloud Infrastructure As Neutral Technology Europe did not suddenly wake up worried about cloud sovereignty.
- 5 min read
- Kiara Mandavia
- Opinions
- Kiara Mandavia
For decades, Oracle operated with the predictability of a mature enterprise software giant. Its reputation depended on databases, long-term enterprise
- 5 min read
- Kiara Mandavia
- Opinions
- Akash Sharma
Every time AMD posts a strong quarter, the same narrative emerges. Nvidia is under threat. The GPU monopoly is ending.
- 5 min read
- Akash Sharma
- Opinions
- Akash Sharma
The Google-Anthropic deal that landed last week has been covered primarily as a financial story. Google investing up to $40
- 4 min read
- Akash Sharma
Long Reads
- Long Reads
- Neo Clouds
- 16 MIN
The first question at a new AI site is increasingly not which accelerator will fill
- 16 min read
- Mahek Mandavia
- Long Reads
- Neo Clouds
- 17 MIN
Historically, design documentation has often shifted from an active project-delivery resource toward an operational reference
- 17 min read
- Kiara Mandavia
- Long Reads
- Neo Clouds
- 20 MIN
Electricity infrastructure has always influenced industrial development, but AI has compressed planning assumptions that once
- 20 min read
- Kiara Mandavia
Blogs
- Aakruti Thakkar
- Neo Clouds
Why Accelerator Substitution Changes the Customer’s Risk A neocloud customer may sign a contract that
- Blog
- 5 min read
- Kiara Mandavia
- Neo Clouds
Compute is beginning to acquire a financial characteristic that hardware procurement teams rarely had to
- Blog
- 5 min read
- Mahek Mandavia
- Neo Clouds
Moving a workload from a hyperscale environment into an enterprise data center can look straightforward
- Blog
- 5 min read
- Kiara Mandavia
- Neo Clouds
Cloud region selection used to look like an engineering exercise built around power availability, fiber
- Blog
- 6 min read
Industry Intelligence
