Neo Clouds
News
SAP SE has opened a new data center in Mumbai, marking a significant expansion of its infrastructure footprint in one
- Kiara Mandavia
- Neo Clouds
Marvell Technology has now introduced a new switching platform designed specifically for
- Kiara Mandavia
- Neo Clouds
Sharon AI secured a five-year cloud computing infrastructure agreement worth roughly $950
- 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
- Neo Clouds
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
- Neo Clouds
Modern AI infrastructure rarely fails because of a power outage, a cooling
- Kiara Mandavia
- Neo Clouds
The neocloud sector spent 2023 and 2024 building market credibility on a
- Akash Sharma
- Neo Clouds
Every major technology infrastructure investment cycle has a dangerous phase. It arrives
- Akash Sharma
Blogs
The discussion around specialized accelerators often begins with performance benchmarks and operating cost reductions,
- Neo Clouds
The discussion around specialized accelerators often begins with performance benchmarks and operating cost reductions,
- Neo Clouds
There is a utilization problem sitting in the middle of the neocloud market that
- Neo Clouds
There is a utilization problem sitting in the middle of the neocloud market that
- Neo Clouds
GPU utilization numbers moved unpredictably between departments, while inference demand climbed during customer spikes
- Neo Clouds
GPU utilization numbers moved unpredictably between departments, while inference demand climbed during customer spikes
- Neo Clouds
Industrial land near older fiber routes has started attracting more attention than many greenfield
- Neo Clouds
Industrial land near older fiber routes has started attracting more attention than many greenfield
- Neo Clouds
The neocloud narrative has always been about GPUs. Who has the most H100s. Who
- Neo Clouds
The neocloud narrative has always been about GPUs. Who has the most H100s. Who
- Neo Clouds
The data center network was designed for a specific traffic pattern, and that pattern
- Neo Clouds
The data center network was designed for a specific traffic pattern, and that pattern
- Neo Clouds