#NeoCloud

A neocloud is worth adding to your stack when GPU price, availability, or interconnect performance...

Microsoft (NasdaqGS:MSFT) is winding down several neocloud data center capacity deals, including a non-renewal of its Oracle arrangement. The company is exiting relationships with operators such as Nscale and IREN, reducing outsourced capacity tied to…

Microsoft has tightened oversight of neocloud data center projects with partner IREN (NasdaqGS:IREN) after recent delivery issues. The tech giant has declined contract extensions on certain neocloud builds, citing project delays and higher than expected…

The amount of debt held by data centres is measured in the tens of billions of pounds.

The amount of debt held by data centres is measured in the tens of billions of pounds.

Nvidia-backed neocloud bets on West Virginia data centre campus hit by construction issues, local opposition and financing risks

Writing in an X post yesterday, Musk said lenders had largely stopped providing money to those companies without substantial income outside AI data centers.

Shares in CoreWeave and Nebius fell further in premarket trading after Elon Musk warned about the cloud-computing sector on Sunday.

Solidigm scrapped its IPO this week, and credit default swap spreads across neocloud companies have been widening while their stocks fall. The timing puts the AI buildout's funding under its first real stress test just days before the biggest hyperscalers…

SemiAnalysis' latest "shocking" rumor allegedly confirms what the firm had already revealed in June. Several neocloud providers have reportedly been denied access to GTC Berlin, Nvidia's upcoming...

The company that agreed to pay neoclouds roughly $48 billion for GPU capacity may soon compete with them.

Your AI training job is queued on AWS. You're waiting. The bill is climbing. Meanwhile, a team at...

Let's dive into the technical aspects of xAI and its potential classification as a neocloud. The...