Insights

Essays on AI infrastructure.

Analysis for decision makers navigating AI infrastructure choices. Operator perspective, not vendor marketing.

November 2026
Hyperscaler vs Neocloud: an honest cost comparison
Neoclouds pay list price for GPUs and pay Nvidia for networking. Hyperscalers get volume discounts and build their own fabric. So why is a Neocloud 40 percent cheaper on raw compute?
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