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NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026
NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026 ·  TSMC Arizona yields improve to 68% on 3nm process  · OpenAI valuation reaches $400B after latest funding round ·  NVIDIA H200 shipments delayed to Q3  · BREAKING: Microsoft confirms 3GW data centre expansion in Asia-Pacific ·  AWS announces new sovereign cloud regions in India and UAE  · Arm-based servers now 24% of hyperscale deployments ·  EU AI Act enforcement enters phase two  · Global data centre investment hits $612B in 2026

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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184 Articles

Sharon AI has secured a five-year, US$373 million cloud computing agreement with a global artificial intelligence platform, giving the Australian

Target Latin America’s infrastructure decision-makers with precision

Region-specific placement · computeforecast.com/advertise

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184 Articles

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Compute pricing, availability and hardware — every Friday.

Power & Public

Energy, grid and policy shaping the AI buildout.

Opinion

48 opinion pieces
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.

Anthropic gigawatt AI compute infrastructure Google Amazon hyperscaler deal reservation financing

The Google-Anthropic deal that landed last week has been covered primarily as a financial story. Google investing up to $40

Long Reads

22 deep investigations

Historically, design documentation has often shifted from an active project-delivery resource toward an operational reference

Electricity infrastructure has always influenced industrial development, but AI has compressed planning assumptions that once

The conversation around data residency has quietly shifted away from legal language and toward electrical

Blogs

64 practitioner blogs

India can own the land, hold the operating license, employ the engineering team, and still

The AI infrastructure market is entering a phase where capital is no longer simply chasing

Power demand from AI infrastructure does not arrive at the grid as one uniform category,

A customer can send information to a provider from one city and still have the

Industry Intelligence

46 reports & datasets
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