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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

214 articles · Updated daily

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

Qatari data center operator Meeza has secured an 8MW lease with an unnamed global hyperscaler, adding another major cloud commitment

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

Articles

184 Articles

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The week’s biggest infrastructure stories, every Monday.

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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
Neocloud hardware substitution

A reserved GPU can look reassuringly tangible on a procurement sheet. Accelerator procurement commonly specifies GPU type, quantity, configuration, deployment

Neocloud AI infrastructure market

The Neocloud AI infrastructure market is entering a new phase as organizations look for specialized computing resources to support advanced

The Numbers That Look Too Good The neocloud sector generated more than $25 billion in revenue in 2025. Fourth-quarter revenues

European cloud dependence

Europe Is No Longer Treating Cloud Infrastructure As Neutral Technology Europe did not suddenly wake up worried about cloud sovereignty.

Oracle AI buildout

For decades, Oracle operated with the predictability of a mature enterprise software giant. Its reputation depended on databases, long-term enterprise

AMD Nvidia AI infrastructure market misread 2026 GPU competition hyperscaler data center economics

Every time AMD posts a strong quarter, the same narrative emerges. Nvidia is under threat. The GPU monopoly is ending.

Long Reads

22 deep investigations

The financing question around accelerated compute is moving away from whether the machines can generate

A compute contract can appear precise while leaving one important question surprisingly open. The buyer

The first question at a new AI site is increasingly not which accelerator will fill

Blogs

64 practitioner blogs

GPU infrastructure can look commercially healthy long before it proves economically durable, especially when customers

A GPU cluster can remain technically available while something important underneath the workload has changed

A multiyear GPU commitment can look reassuring when an AI team needs predictable access to

Why Accelerator Substitution Changes the Customer’s Risk A neocloud customer may sign a contract that

Industry Intelligence

46 reports & datasets
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