neocloud

What a year: 2025 turned cloud infrastructure into a nonstop sprint where AI demand, giant new datacenter projects, and strategic finance moves rewrote the rules for hyperscalers, chipmakers, colo operators, and investors alike. A recent industry roundup that ranks the year’s biggest stories...

CoreWeave’s recent turbulence is the clearest sign yet that the AI-infrastructure gold rush has entered its most unforgiving phase, where outsized revenue growth collides with eye-watering capital demands, heavy vendor concentration and a market that is no longer willing to pay for optimism...

Amazon Web Services is still the cloud market leader, but the landscape that made AWS dominant is shifting fast — Microsoft Azure and Google Cloud are accelerating, specialised "neoclouds" are carving out lucrative AI niches, and worldwide infrastructure spend is ballooning at a pace that is...

Nebius’s Token Factory is the latest, and arguably most calculated, salvo in the unfolding competition for enterprise AI inference: a single platform that promises freedom from hyperscaler lock‑in, turnkey production inference at scale, and the operational guarantees large customers demand — all...

Microsoft’s surprise agreement with Nebius to supply large blocks of AI compute to Azure marks a strategic pivot: rather than racing to open more hyperscale data centers itself, Microsoft is contracting external “neocloud” capacity to close short-term gaps in U.S. availability while it...