Neo Clouds
News
Sharon AI secured a five-year cloud computing infrastructure agreement worth roughly $950 million, marking one of the largest AI infrastructure.
- Kiara Mandavia
- Neo Clouds
Nebius Group reported Q1 2026 revenue of $399 million on Wednesday, according
- Akash Sharma
- Neo Clouds
Google Cloud has moved from announcement to execution in India with the
- Kiara Mandavia
Articles
- Neo Clouds
AI infrastructure economics now revolve around something far more physical, scarce, and
- Kiara Mandavia
- Neo Clouds
The neocloud story has been one of the most compelling infrastructure investment
- Akash Sharma
- Neo Clouds
Modern AI deployment strategies no longer follow a binary model of centralization
- Kiara Mandavia
- Neo Clouds
Artificial intelligence training and inference workloads are reshaping infrastructure priorities across modern
- Kiara Mandavia
- Neo Clouds
The cloud infrastructure market has entered a new era of growth, fueled
- Sanjana Mandavia
- Neo Clouds
Cloud and edge computing were once treated as separate layers of the
- Sanjana Mandavia
- Neo Clouds
In the early 2020s, cloud computing discussions focused on scalability, efficiency, and
- Sanjana Mandavia
- Neo Clouds
- Kiara Mandavia
- Neo Clouds
- Kiara Mandavia
Opinions
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Europe Is No Longer Treating Cloud Infrastructure As Neutral Technology Europe did
- Kiara Mandavia
- Neo Clouds
For decades, Oracle operated with the predictability of a mature enterprise software
- Kiara Mandavia
- Neo Clouds
Every time AMD posts a strong quarter, the same narrative emerges. Nvidia
- Akash Sharma
- Neo Clouds
The Google-Anthropic deal that landed last week has been covered primarily as
- Akash Sharma
- Neo Clouds
The Q1 2026 hyperscaler earnings cycle produced two very different market reactions
- Akash Sharma
- Neo Clouds
The neocloud sector has enjoyed an extraordinary two years. GPU scarcity created
- Akash Sharma
- Neo Clouds
The neocloud infrastructure commoditisation debate has moved from theoretical to operational. GPU-as-a-service
- Akash Sharma
- Neo Clouds
Google’s completion of its acquisition of Wiz marks more than a routine
- Kiara Mandavia
- Neo Clouds
The era when central processing units stood at the unquestioned center of
- Sanjana Mandavia
Long Reads
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The AI infrastructure investment narrative has been constructed around a story of
- Akash Sharma
- Neo Clouds
The neocloud sector was built on a single bet: that enterprises, researchers,
- Akash Sharma
- Neo Clouds
Large AI systems rarely fail because processors stop working. Infrastructure now struggles
- Kiara Mandavia
Blogs
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The neocloud narrative has always been about GPUs. Who has the most H100s. Who landed the first GB200
- Akash Sharma
- Neo Clouds
The data center network was designed for a specific traffic pattern, and that pattern shaped every design decision
- Akash Sharma
- Neo Clouds
The neocloud value proposition has been tested hard in 2026. Hyperscalers have closed the gap on GPU availability.
- Akash Sharma
- Neo Clouds
AI-scale datasets introduce new constraints that traditional compute-centric models cannot absorb efficiently. Large training corpora, continuously updated embeddings,
- Kiara Mandavia
- Neo Clouds
Design-to-Deploy Pipelines: Owning the Chip Lifecycle Hyperscalers have moved beyond traditional procurement cycles by integrating silicon design directly
- Kiara Mandavia
- Neo Clouds
NeoCloud providers are increasingly incorporating energy efficiency into infrastructure design decisions alongside traditional priorities such as flexibility and
- Kiara Mandavia