Europe cannot GPU its way to an AI advantage
HPC expertise offers a valuable foundation, but commercial AI demands reliable, adaptable systems built for more than today’s inference boom
News - Neoclouds
The latest news on networking, cloud, and AI infrastructure
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Nutanix nabbed 3,000 new customers in 1 year, many from VMware
And plans to reinvest job cut savings into new opportunities
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Nvidia claims 'fastest-growing’ networking title as Spectrum-X sales soar
Money-printing business unit shows no signs of slowing
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Mavenir poaches Nokia networking CTO for neocloud push
Jitin Bhandari becomes EVP for Mavenir's AI platform
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Lumen Q2 financials pitch NaaS, satellite as future networks as old ones keep hyperscale appeal
Latest earnings see AI and neocloud boost, but jury out on exact Alkira expectations
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Arista smashes revenue records with $3B+; CEO bullish on supply chain overhaul
Multi-year purchase commitments triple as Arista tightens supply to push further into non-Nvidia accelerator networking
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AI data center and neocloud expansion fueling dark fiber demand: report
Zayo analysis reveals metro demand surged 20-times in ‘AI-driven’ hubs while new fiber sales tripled
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Hyperscalers lead Gartner’s AI infra ranking; neoclouds step up as challengers
First-ever cloud AI infrastructure report pits hyperscale giants against agile, purpose-built neocloud alternatives
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CoreWeave enlists Backblaze for massive cloud storage expansion
Neocloud poster boy signs off $335 million ‘multi-exabyte’ deal
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Neoclouds driving intense bursts of massive data transfers: report
Backblaze fins AI traffic sees 'winter freeze' before Q1 rebound
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Shoe company Allbirds attempts pivot to become neocloud GPU-as-a-service provider
Will it offer GPShoe-as-a-service?
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Neocloud revenue exceeds $25B in 2025
Reached $9 billion during the fourth quarter, equating to 223% year-over-year growth
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Crusoe launches Edge offering with self-made modular AI data centers
Also establishes new manufacturing facility for modular data centers
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Ciena posts record $1.43B quarter but revenue held back by component crunch
Backlog swells to $7 billion as demand outstrips supply ‘for at least the next several quarters’
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Backblaze’s B2 Neo to power the storage needs of the $236B neocloud market
Specialized storage solution already being used by unnamed edge services neocloud
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Neoclouds driving ‘new normal’ as AI workloads shift network behaviors
Data reveals AI-driven transfers are forcing a fundamental network stack rethink
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Australian neocloud Sharon AI to accelerate infrastructure buildout with Cisco tech
Digital Alpha investment secures Cisco's Nvidia-integrated technology to support ambitious firm’s scale-up plans
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Ciena's AI wave crests on big deals & record revenue, though customer dependency risk looms
AT&T and two unnamed customers accounted for more than 43% of Ciena’s Q4 revenue
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CoreWeave expands tools to boost enterprise AI adoption
Recent Gartner research also emphasizes role of neoclouds in solving the cost, agility, and supply challenges to AI development
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Neoclouds gradually increasing CIS market share, as Amazon declines: Synergy Research
Steady growth overall, but Amazon loses 2% in market share
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CoreWeave scorns penny thieves with egress-free migration
Neocloud to cover cost of data migration from rival hyperscalers
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Google Cloud enlists Vast Data to support AI multi-environment deployments
Next-gen storage vendor adds first hyperscale deal to neocloud partnerships
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Vast Data lands $1.17B CoreWeave deal for AI storage platform
Vendor will underpin neocloud infrastructure serving Meta, OpenAI, and Microsoft workloads
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Cisco SD-WAN brings AI data center access on demand
Megaport integration targets the neoclouds