Neocloud Enters Its Consolidation Era: What’s Driving It and What It Means for AI Buyers

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Over the last two years, a new class of GPU-first Neocloud providers such as CoreWeave, Lambda, Voltage Park, Crusoe, and others has moved from niche to necessary. They stand out for their cutting-edge accelerators, near bare-metal performance, faster time to capacity, and flexible terms for AI workloads including shorter commitments, lower egress fees, and container-native […]

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Why ARM May Struggle to Dominate AI Servers and How the Intel + NVIDIA NVLink Deal Reinforces x86

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The big question in AI infrastructure Every year, new GPUs and super chips dominate headlines. But behind every GPU cluster sits a crucial decision: which CPU architecture should host it, ARM or x86? ARM has surged in visibility thanks to NVIDIA Grace, AWS Graviton, and AmpereOne. But despite rapid growth, ARM still isn’t the dominant […]

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Why NVIDIA AI Accelerators Perform Best with Intel Xeon CPUs vs AMD EPYC

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As AI adoption accelerates across industries, the choice of hardware becomes critical in optimising performance and efficiency. While NVIDIA AI accelerators like the H100, H200, and the recently announced B200 are leading the charge in AI workloads, their performance is not determined by the GPU alone. The CPU plays a crucial role in maximising throughput, […]

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The AI Revolution: Why the Technology of Today Won’t Power the AI of the Future

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Artificial Intelligence (AI) is undergoing a rapid transformation, driven by advancements in hardware and software. Today, AI relies heavily on high-performance computing (HPC), GPUs, TPUs, ASICs, and optimised software frameworks. However, as AI models become more complex, the limits of current technology become apparent. This raises an important question: will the AI infrastructure we rely […]

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