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From Cloud Storage to Data Gravity Wars 2.0 | COMPUTE FORECAST AI data gravvity are reshaping cloud infrastructure decisions, shifting compute closer to data and redefining global deployment strategies.

AI is shifting cloud design from compute-led to data-driven, where data gravity anchors workloads, making locality, cost, and latency key constraints in scaling infrastructure.

Read now- www.computeforecast.com/blogs/ai-dat...

#AIDatacenters #CloudInfrastructure #Hyperscale #NeoClouds #AIWorkloads

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NeoClouds and the Rise of Energy-Optimised AI Infrastructure | COMPUTE FORECAST NeoCloud providers redesign AI infrastructure to maximise energy efficiency, performance-per-watt, and scalable compute delivery systems

AI infrastructure is shifting to performance-per-watt. Efficiency is no longer optional—it’s defining how compute is built and scaled.

Read now- www.computeforecast.com/blogs/energy...

#NeoClouds #AIInfrastructure #GPU #EnergyEfficiency #CPU

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Neocloud and the Collapse of Centralized Data Vaults | COMPUTE FORECAST Centralized storage limits AI performance, while distributed data topology improve latency, resilience, and infrastructure efficiency.

AI is exposing the cost of data movement. Centralized architectures are giving way to distributed models built on proximity and efficiency.

Read now- www.computeforecast.com/blogs/distri...

#DataInfrastructure #NeoClouds #AIWorkloads #GPUClusters #HPC #Sustainability

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Mirantis Partners with Neocloud Providers to Build Future AI Infrastructure Mirantis is collaborating with emerging neocloud providers to construct AI infrastructure, revolutionizing computational capabilities for businesses. Explore the future of AI factories!

Mirantis Partners with Neocloud Providers to Build Future AI Infrastructure #USA #AI_Infrastructure #Campbell #Mirantis #Neoclouds

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OpenNebula at NVIDIA GTC 2026: Powering Sovereign AI Factories and Neoclouds from Bare Metal to AI Cloud OpenNebula Systems will be exhibiting at NVIDIA GTC in San Jose, USA, bringing together enterprise leaders, researchers and engineers driving the next wave of AI innovation, making it the ideal stage ...

OpenNebula Systems will be exhibiting at @NVIDIAGTC 2026, the premier global AI conference taking place in San Jose 🇺🇸

Full details and book a meeting: opennebula.io/blog/events/...

We look forward to connecting with you there!

#NVIDIAGTC #AIfactory #neoclouds

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Why Neoclouds are Decoupling from the Grid | COMPUTE FORECAST Neoclouds are decoupling from the grid to secure power and scale AI infrastructure faster in 2026.

AI’s new bottleneck isn’t GPUs—it’s power. Grid access now decides how fast models scale and where AI infrastructure can realistically deploy.

Read now- www.computeforecast.com?articles-pos...

#NeoClouds #Sustainability #EnergyGrid

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The Neoclouds are here - AI Specialised Cloud Providers A new class of cloud providers is already here, and they’re called “neoclouds”, but you’ll be forgiven if this is the first time you’re hearing about it. You see, unless you’re in the AI space, these ...

New blog post - introduction to #neoclouds blog.jread.com/posts/neoclo...

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The Neoclouds are here - AI Specialised Cloud Providers A new class of cloud providers is already here, and they’re called “neoclouds”, but you’ll be forgiven if this is the first time you’re hearing about it. You see, unless you’re in the AI space, these ...

New blog post about #Neoclouds - they're here - the clouds that specialise in AI blog.jread.com/posts/neoclo...

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Pulsant launches Perspectives: A new report on the shape of data confidence | COMPUTE FORECAST New Pulsant research finds compliance, AI and data sovereignty accelerating public cloud repatriation across UK businesses.

UK firms are shifting from public cloud as #AI makes compliance the top driver for cloud repatriation. Pulsant's research shows #digitalinfrastructure is now the leading investment priority.

Read now- www.computeforecast.com/news/uk-clou...

#CloudComputing #Hyperscale #NeoClouds #Europe

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Nvidia claims it’s a “generation ahead” and they just might be | COMPUTE FORECAST Nvidia says its GPUs stay a generation ahead as Google pushes TPUs, keeping Nvidia at the center of AI compute.

Nvidia, with 90%+ #GPU market share, says its tech is “a full generation ahead.” For now, it’s true the real advantage is universality: running nearly any major AI model across any environment.

Read more- www.computeforecast.com/news/nvidia-...

#AICompute #AITechnology #NeoClouds #NVIDIA #Google

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Why Europe is investigating AWS and Microsoft’s growing influence? | COMPUTE FORECAST Europe investigates AWS and Microsoft over rising cloud dominance, questioning market fairness and the impact on competition and AI growth.

The European Commission is probing #cloudgiants under the DMA, focusing on @awscloud and @Azure platforms that, despite not meeting gatekeeper thresholds, act as critical gateways to #AI & enterprise systems across Europe.

Read more- www.computeforecast.com/news/europe-...

#Hyperscale #NeoClouds

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Synergy Research shows neocloud revenue growth of 200% in Q2 25 New data from digital infrastructure market research firm Synergy Research Group shows that neocloud revenues passed the US$5 billion mark in Q2 2025, having grown by 205% from last year.

Synergy Research shows neocloud revenue growth of 200% in Q2 25

🔗 thetechcapital.com/synergy-rese...

Follow for more timely news, views, and interviews.

At The Tech Capital you lead, we report.

#digitalinfrastructure #infrastructure #news #neoclouds #artificialintelligence #thetechcapital

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AI Infra Summit 2025 Insights: AI Factories at the Core of the Fifth Industrial Revolution As hyperscale AI workloads converge with breakthroughs in infrastructure, data centers are transforming into the factories powering a new era of economic and technological growth...

In her latest deep dive, DCF's Melissa Farney unpacks insights from #AIInfraSummit2025 and how #Meta, #NVIDIA & #AWS are shaping #AI factories, #neoclouds and the future of #datacenters in the 5th Industrial Revolution.
AI’s “iPhone moment” is here ...

www.datacenterfrontier.com/machine-lear...

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Neoclouds Projected to Generate Over $65 Billion in GPUaaS Revenue by 2030: Insights from ABI Research ABI Research forecasts that neocloud providers will generate over $65 billion in GPU-as-a-Service revenue by 2030, driven by increasing demand for AI infrastructure.

Neoclouds Projected to Generate Over $65 Billion in GPUaaS Revenue by 2030: Insights from ABI Research #USA #New_York #ABI_Research #Neoclouds #GPU-as-a-Service

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What Nvidia's ‘AI Cloud’ Strategy Means For Amazon, Google AI chips sales drove Nvidia stock higher in 2024. Now Nvidia could be building out data centers to support a cloud-based AI software business.

Personally, I like #AIClouds rather than #NeoClouds as a name for special purpose datacenters designed for #AI workloads! $NVDA .. sadly @ibdinvestors.bsky.social doesn’t point out chip investments $GOOG $AMZN are making - and what this might mean imply for storage and networking!

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