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Neo Clouds
News
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JD Cloud and Moore Threads are planning a 100,000-GPU intelligent computing cluster, marking a significant expansion in China’s effort to
- 3 min read
- Kiara Mandavia
- News
- Neo Clouds
- 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
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- 11 min read
- Aakruti Thakkar
- Articles
- Neo Clouds
- 9 min read
- Aakruti Thakkar
- Articles
- Neo Clouds
- 9 min read
- Aakruti Thakkar
4
- Article
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- 5 min read
- Kiara Mandavia
5
- Article
- Neo Clouds
- 7 min read
- Mahek Mandavia
6
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- Neo Clouds
- 6 min read
- Kiara Mandavia
Newsletters
Weekly Digest
Executive Forecast
The GPU Hour
Power & Public
Energy, grid and policy shaping the AI buildout.
Opinion
- Opinions
- Aakruti Thakkar
A reserved GPU can look reassuringly tangible on a procurement sheet. Accelerator procurement commonly specifies GPU type, quantity, configuration, deployment
- 7 min read
- Aakruti Thakkar
- 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
Long Reads
- Long Reads
- Neo Clouds
- 20 MIN
The next GPU cluster does not arrive alone. It enters a cooling loop that already
- 20 min read
- Mahek Mandavia
- Long Reads
- Neo Clouds
- 17 MIN
AI infrastructure is entering a phase where the most expensive component is no longer necessarily
- 17 min read
- Kiara Mandavia
- Long Reads
- Neo Clouds
- 15 MIN
A GPU price can fall on a website without the economics underneath it becoming cheaper.
- 15 min read
- Kiara Mandavia
Blogs
- Kiara Mandavia
- Neo Clouds
A GPU failure rarely arrives as a clean binary event where one device disappears and
- Blog
- 6 min read
- Mahek Mandavia
- Neo Clouds
An inference invoice looks deceptively simple when it shows a GPU-hour, a token rate, or
- Blog
- 5 min read
- Kiara Mandavia
- Neo Clouds
A power architecture decision can carry costs beyond initial equipment pricing because the selected topology
- Blog
- 6 min read
- Mahek Mandavia
- Neo Clouds
GPU infrastructure can look commercially healthy long before it proves economically durable, especially when customers
- Blog
- 6 min read
Industry Intelligence
