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.Nscale Locks $3.5 Billion Figure Robotics Compute Deal  ·Qatar’s Meeza Lands Major Hyperscaler Deal for 8MW ·Qualcomm Strikes Amazon AI Chip Deal, Opens Door to $4 Billion Stock ·Hitachi Energy Bets $300M on China Grid Manufacturing Corvex Builds Toward 8MW Cloud Infrastructure Footprint LITEON Bets $176 Million on DCX Liquid Cooling EdgeConneX Backs Singapore’s AI-Ready Tropical Data Center Testbed
.Nscale Locks $3.5 Billion Figure Robotics Compute Deal  ·Qatar’s Meeza Lands Major Hyperscaler Deal for 8MW ·Qualcomm Strikes Amazon AI Chip Deal, Opens Door to $4 Billion Stock ·Hitachi Energy Bets $300M on China Grid Manufacturing Corvex Builds Toward 8MW Cloud Infrastructure Footprint LITEON Bets $176 Million on DCX Liquid Cooling EdgeConneX Backs Singapore’s AI-Ready Tropical Data Center Testbed

Neo Clouds

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Neo Clouds

GPU-as-a-service, AI-native cloud platforms, and the specialised compute providers challenging the hyperscaler oligopoly.
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News

184 Articles

Elon Musk has delivered a stark warning to the AI infrastructure market just as SpaceX secures $40 billion in debt

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

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184 Articles

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Strategic analysis for CXOs, investors and operators, twice a month.

The GPU Hour

Compute pricing, availability and hardware — every Friday.

Power & Public

Energy, grid and policy shaping the AI buildout.

Opinion

48 opinion pieces
AI Handover In The Control Room

A GPU cluster can remain operational long after the engineers who configured it have moved on. But that doesn’t guarantee

AI Update Pipeline Failure

A model update can pass every internal benchmark and still leave a production application struggling to perform its most basic

African AI Connectivity Control Room

Why AI Infrastructure Needs a Different Deployment Strategy The next important decision in AI infrastructure may not concern how many

Cloud To Storage Data Bottleneck

The GPU reservation appears available, the deployment window looks reasonable, and the infrastructure dashboard shows enough compute resources to accommodate

Equivalent Capacity Procurement

Capacity Is Becoming a Contractual Question A Neocloud contract can appear straightforward until the buyer has to determine whether the

ChatGPT Image Sep 24 2026 10 24 10 PM

A GPU price can look remarkably precise on a procurement spreadsheet. It gives buyers a number that fits neatly into

Long Reads

22 deep investigations

Why Diagnostic Access Has Become an AI Infrastructure Dependency A server can remain operational while

An AI workload can move to another computing environment without changing its purpose, but its

The Dataset Recovery Problem Begins Before Anyone Notices Corruption A training run can fail without

Blogs

64 practitioner blogs

An AI infrastructure failure does not always begin with a complete service outage. A training

AI infrastructure delivery depends on more than capital, land, and access to power. Operators must

Two neocloud operators can present identical efficiency figures, comparable power allocations, and similar cooling specifications,

A low GPU rate can make a neocloud proposal look attractive until the first invoice

Industry Intelligence

46 reports & datasets
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