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The sovereign AI infrastructure is forecast to reach $80 billion in 2026, representing over 35% growth from the previous year. Governments are racing to deploy GPUs and win the AI arms race. This pane …
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The neocloud market is scaling at an unprecedented pace, reaching $9 billion in the fourth quarter of 2025, representing an increase of 223 percent year on year, according to Synergy Research Group. T …
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AI infrastructure investment continues to accelerate, but enterprise adoption remains much earlier than many expected. While AI labs and hyperscalers dominate today's demand, most enterprises are stil …
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The AI market is entering a new phase. As workloads shift from training to large-scale inference, the challenge is no longer simply deploying GPUs, but orchestrating the power, connectivity and comput …
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Investment: The Bankable Neocloud Which neocloud business models will still be attractive to investors in 3-5 years? Who should own utilisation, depreciation and residual-value risk on expensive AI in …
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