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Neo Clouds
- LATEST
Sarvam AI Expands GPU Infrastructure With Series C Funding
News
- News
- Neo Clouds
IREN Secures Nvidia Backing to Scale AI Cloud Capacity
AI Cloud Capacity Becomes the New Battleground Beyond Chip Sales Nvidia is moving beyond its traditional role as a GPU
- 3 min read
- News
- Neo Clouds
Lambda Raises $320 Million to Scale AI Cloud
- 5 min read
- News
- Neo Clouds
Core42 Powers e& With Sovereign AI Cloud Across UAE
- 4 min read
- News
- Neo Clouds
SoftBank Launches SB Neo to Expand US Neocloud Business
- 3 min read
- News
- Neo Clouds
Alibaba Cloud Strengthens European Presence With New Availability Zones in France
- 3 min read
- News
- Neo Clouds
New Mumbai Facility Expands SAP’s Global Data Federation Network
- 4 min read
- News
- Neo Clouds
Marvell Launches Teralynx T100, Industry’s First 102.4 Tbps AI-Native Switch Silicon
- 3 min read
- News
- Neo Clouds
Sharon AI Lands $950M Australia Cloud Infrastructure Deal
- 3 min read
Target Latin America’s infrastructure decision-makers with precision
Region-specific placement · computeforecast.com/advertise
Articles
- Articles
- Neo Clouds
The APAC Neocloud Wave Is Redrawing Regional Compute Geography
- 5 min read
- Articles
- Neo Clouds
Neocloud Gold Rush Is Turning GPUs Into Internet’s Real Estate
- 7 min read
- Articles
- Neo Clouds
Why the Neocloud Margin Problem Is Getting Harder to Ignore
- 5 min read
4
- Article
- Neo Clouds
Sovereign AI vs Global AI: A Layered Coexistence Model
- 5 min read
5
- Article
- Neo Clouds
AI Workloads Break the Rack: What Cloud Architects Are Doing?
- 10 min read
6
- Article
- Neo Clouds
$419 Billion Cloud Market in 2025: The AI Wave Reshaping Enterprise IT
- 5 min read
Newsletters
Weekly Digest
Executive Forecast
The GPU Hour
Power & Public
Energy, grid and policy shaping the AI buildout.
Opinion
- Opinions
- Aakruti Thakkar
Neocloud AI Infrastructure Market: How Specialized Providers Could Reshape AI Computing
The Neocloud AI infrastructure market is entering a new phase as organizations look for specialized computing resources to support advanced
- 5 min read
- Opinions
- Akash Sharma
Why Speculative ‘Neocloud’ Capacity Is Distorting Data Center Valuations
The Numbers That Look Too Good The neocloud sector generated more than $25 billion in revenue in 2025. Fourth-quarter revenues
- 5 min read
- Opinions
- Kiara Mandavia
The European Commission Ready To Break US Cloud Dependence
Europe Is No Longer Treating Cloud Infrastructure As Neutral Technology Europe did not suddenly wake up worried about cloud sovereignty.
- 5 min read
- Opinions
- Kiara Mandavia
Oracle’s AI Buildout Could Either Dominate Or Collapse
For decades, Oracle operated with the predictability of a mature enterprise software giant. Its reputation depended on databases, long-term enterprise
- 5 min read
- Opinions
- Akash Sharma
The Infrastructure Market Is Misreading Both AMD and Nvidia
Every time AMD posts a strong quarter, the same narrative emerges. Nvidia is under threat. The GPU monopoly is ending.
- 5 min read
- Opinions
- Akash Sharma
The Anthropic Gigawatt Deals Are Being Misread
The Google-Anthropic deal that landed last week has been covered primarily as a financial story. Google investing up to $40
- 4 min read
Long Reads
- Long Reads
- Neo Clouds
- 20 MIN
Why Substations Are Sovereignty: The 18-Month Grid Queue Deciding Australia’s AI Future
Electricity infrastructure has always influenced industrial development, but AI has compressed planning assumptions that once
- 20 min read
- Long Reads
- Neo Clouds
- 19 MIN
If Your Region Has No Transformer, Your Data Residency Plan Has No Home?
The conversation around data residency has quietly shifted away from legal language and toward electrical
- 19 min read
- Long Reads
- Neo Clouds
- 19 MIN
The Rise of the Energy-First Developer: When Neoclouds Become Power Companies
The conversation around AI infrastructure has quietly shifted away from processors, racks, and cloud software.
- 19 min read
Blogs
- Kiara Mandavia
- Neo Clouds
Connectivity Still Pays, Cooling Now Decides: Reordering Site Selection Criteria for AI
Choosing where artificial intelligence infrastructure belongs has become less about reaching the largest concentration of
- Blog
- 6 min read
- Kiara Mandavia
- Neo Clouds
Desalination For Data Centers: Coastal Fix or Cost Transfer?
Cloud infrastructure keeps moving toward locations that promise reliable power, abundant land, and lower environmental
- Blog
- 5 min read
- Kiara Mandavia
- Neo Clouds
The Rise of the Energy-First Developer: When Neoclouds Become Power Companies
Cloud infrastructure no longer begins with a search for available racks or vacant campuses because
- Blog
- 5 min read
- Kiara Mandavia
- Neo Clouds
Infrastructure Underneath Cloud Software: A New Layer in AI Stack
Cloud computing has always appeared as a software-driven business from the outside, yet every service
- Blog
- 5 min read
Industry Intelligence
