Neo Clouds

Neo Clouds

SoftBank is strengthening its artificial intelligence infrastructure ambitions with a dedicated US neocloud business. The company has established SB Neo,

Alibaba Cloud has expanded its European infrastructure footprint with the launch of

SAP SE has opened a new data center in Mumbai, marking a

Articles

Asia-Pacific’s New Compute Race Artificial intelligence infrastructure is entering a new phase

AI infrastructure economics now revolve around something far more physical, scarce, and

The neocloud story has been one of the most compelling infrastructure investment

Modern AI deployment strategies no longer follow a binary model of centralization

Artificial intelligence training and inference workloads are reshaping infrastructure priorities across modern

The cloud infrastructure market has entered a new era of growth, fueled

Cloud and edge computing were once treated as separate layers of the

In the early 2020s, cloud computing discussions focused on scalability, efficiency, and

Hybrid compute neocloud architecture has emerged as a defining trend in global

Opinions

The Numbers That Look Too Good The neocloud sector generated more than

Europe Is No Longer Treating Cloud Infrastructure As Neutral Technology Europe did

For decades, Oracle operated with the predictability of a mature enterprise software

Every time AMD posts a strong quarter, the same narrative emerges. Nvidia

The Google-Anthropic deal that landed last week has been covered primarily as

The Q1 2026 hyperscaler earnings cycle produced two very different market reactions

The neocloud sector has enjoyed an extraordinary two years. GPU scarcity created

The neocloud infrastructure commoditisation debate has moved from theoretical to operational. GPU-as-a-service

Google’s completion of its acquisition of Wiz marks more than a routine

Long Reads

A model can be trained inside a national border and still create

A GPU cluster can sit behind a locked cage, separated by contractual

The most difficult AI compliance questions rarely appear when a model is

Artificial intelligence infrastructure no longer remains confined to purpose-built campuses with layered fencing and

Cyber Physical

Artificial intelligence infrastructure no longer remains confined to purpose-built campuses with layered fencing and

Cyber Physical

Artificial intelligence infrastructure has shifted from a technology discussion into a national infrastructure priority

Grid Sovereignty

Artificial intelligence infrastructure has shifted from a technology discussion into a national infrastructure priority

Grid Sovereignty

Artificial intelligence deployment decisions routinely evaluate computational performance, accelerator availability, operational costs, cybersecurity, and

Latency Liability

Artificial intelligence deployment decisions routinely evaluate computational performance, accelerator availability, operational costs, cybersecurity, and

Latency Liability

Europe’s AI Infrastructure Market Is Changing Europe’s AI infrastructure market entered a new phase

European Neocloud AI Capacity

Europe’s AI Infrastructure Market Is Changing Europe’s AI infrastructure market entered a new phase

European Neocloud AI Capacity

Executive dashboards often show healthy latency, stable costs, and acceptable service levels, creating the

Executive dashboards often show healthy latency, stable costs, and acceptable service levels, creating the

The discussion around specialized accelerators often begins with performance benchmarks and operating cost reductions,

Custom Silicon

The discussion around specialized accelerators often begins with performance benchmarks and operating cost reductions,

Custom Silicon
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