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Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Jun 7, 2025

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9 min read

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Feat. AWS, AMD, Nebius, xAI, Global Foundries, Meta, and Northern Data

Global Foundries

Ben Baldieri

RECENT ISSUES

May 31, 2025

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12 min read

Issue #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

Feat. Nvidia, Humain, CoreWeave, Nebius, Northern Data, DeepSeek, AMD, Alibaba, Microsoft, and Blue Owl Capital

DeepSeek

May 30, 2025

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2 min read

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

The only feed you’ll ever need. Every signal. No noise. Only for paid subscribers.

Premium

May 28, 2025

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8 min read

Issue #42: Building the Real World AI Deployment Layer with AIREV

Forget research labs. This team is turning real-time AI into infrastructure that is scalable, sovereign, and ready to run anywhere.

Airev

The Front Page of AI Infrastructure

Trusted by teams from NVIDIA, AMD, CoreWeave, Voltage Park, Vultr, Nebius, Brookfield, SuperMicro, Dell, ASUS, CBRE, JLL, Macquarie, JP Morgan, Goldman Sachs, Applied Digital, and many more.

No noise. No fluff. Just signal. Join 1,600+ readers at the forefront of compute.

PREMIUM CONTENT

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

The only feed you’ll ever need. Every signal. No noise. Only for paid subscribers.

Premium

BREAKDOWNS

Jun 7, 2025

•

9 min read

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Feat. AWS, AMD, Nebius, xAI, Global Foundries, Meta, and Northern Data

Ben Baldieri

Weekly

May 24, 2025

•

10 min read

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Feat. OpenAI, io, Core42, iGenius, Crusoe, Vast Data, Nvidia, Microsoft, Google, MGX, Mistral, & Bpifrance

Ben Baldieri

Weekly

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

May 17, 2025

•

10 min read

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Feat. KSA, Humain, Nvidia, AMD, AWS, Cisco, TensorWave, OpenAI, G42, and The UAE

Ben Baldieri

Weekly

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

PROFILES

Company Profile

Issue #42: Building the Real World AI Deployment Layer with AIREV

May 28, 2025

•

8 min read

Issue #42: Building the Real World AI Deployment Layer with AIREV

Forget research labs. This team is turning real-time AI into infrastructure that is scalable, sovereign, and ready to run anywhere.

Ben Baldieri

Company Profile

Issue #33: Building Franchised AI Factories with Hydra Host

Apr 9, 2025

•

5 min read

Issue #33: Building Franchised AI Factories with Hydra Host

The world is building AI factories. Hydra makes them profitable.

Ben Baldieri

Company Profile

Issue #31: Voltage Park: The $1B GPU Cloud You’ve Never Heard Of

Apr 2, 2025

•

7 min read

Issue #31: Voltage Park: The $1B GPU Cloud You’ve Never Heard Of

24k H100s, zero debt, and a stealth strategy that’s reshaping GPUaaS at scale.

Ben Baldieri

EVERYTHING ELSE

May 30, 2025

•

2 min read

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

The only feed you’ll ever need. Every signal. No noise. Only for paid subscribers.

Ben Baldieri

Other

Apr 16, 2025

•

4 min read

Issue #35: The Wednesday Profiles Are Evolving. Here's How To Get Involved.

What started with GPUs is now much bigger.

Ben Baldieri

Other

Issue #35: The Wednesday Profiles Are Evolving. Here's How To Get Involved.

Mar 19, 2025

•

41 min read

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

Because a 2h keynote is a 2-parter

Ben Baldieri

Other

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Feat. OpenAI, io, Core42, iGenius, Crusoe, Vast Data, Nvidia, Microsoft, Google, MGX, Mistral, & Bpifrance

Mistral

+12

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Feat. KSA, Humain, Nvidia, AMD, AWS, Cisco, TensorWave, OpenAI, G42, and The UAE

KSA

+10

Issue #39: OpenAI Blinks, G42 Builds, & Roblox Breaks Ground

Feat. OpenAI, Gcore, Nebius, Toloka, Hugging Face, SambaNova, G42, Cisco, and Roblox

OpenAI

Issue #38: Neocloud Nscale Wants $2.7B, Meta Becomes a Cloud, & Regulatory Capture

Feat. Nscale, Meta, Nebius, DDN, Alibaba, Anthropic, Intel, Amazon, and Microsoft

Alibaba

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LATEST ISSUE

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

RECENT ISSUES

Issue #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

Issue #42: Building the Real World AI Deployment Layer with AIREV

The Front Page of AI Infrastructure

Trusted by teams from NVIDIA, AMD, CoreWeave, Voltage Park, Vultr, Nebius, Brookfield, SuperMicro, Dell, ASUS, CBRE, JLL, Macquarie, JP Morgan, Goldman Sachs, Applied Digital, and many more.

PREMIUM CONTENT

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

BREAKDOWNS

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

PROFILES

Issue #42: Building the Real World AI Deployment Layer with AIREV

Issue #33: Building Franchised AI Factories with Hydra Host

Issue #31: Voltage Park: The $1B GPU Cloud You’ve Never Heard Of

EVERYTHING ELSE

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

Issue #35: The Wednesday Profiles Are Evolving. Here's How To Get Involved.

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

ARCHIVE

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Issue #39: OpenAI Blinks, G42 Builds, & Roblox Breaks Ground

Issue #38: Neocloud Nscale Wants $2.7B, Meta Becomes a Cloud, & Regulatory Capture

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