Analysis & Commentary

GPU & Data Center
Market Intelligence.

Deep-dive analysis on GPU capacity markets, colocation, AI infrastructure, and the deals reshaping the space. Updated multiple times per week.

Nov 11, 2026

N, N+1 and 2N: data center redundancy explained

N, N+1 and 2N describe how much backup a data center has for power and cooling, and what that means for your uptime.

colocationdata centerredundancy
Nov 9, 2026

How to read a colocation power quote

A plain-English guide to IT load, facility load, contracted versus usable power, and how to size a colocation power quote from your server count.

colocationpowerdata center
Nov 6, 2026

What 'ready for service' means in a data center contract

A data center delivery date is not the day your hardware runs. Here is what each stage means and what to verify before you rely on one.

colocationdata center contractsready for service
Nov 4, 2026

Inference vs training: what each workload needs from a site

Your workload type determines the cooling, power density and site standards your facility must meet before a GPU turns on.

inferencetrainingcolocation
Oct 26, 2026

Tier III vs Tier IV: What the Tiers Mean for AI

Tier III means a site can be maintained without shutting down. Tier IV means it survives a fault without interruption.

colocationTier IIITier IV
Oct 23, 2026

What a colocation contract commits you to

A plain-English guide to the term, committed power, ramp schedule, service levels, and renewal in a colocation agreement.

colocationdata center contractspower commitments
Oct 14, 2026

Space and power: what a colocation site provides

Colocation is space and power for hardware you own. Here is what a site provides, how to size your order, and what to tell an operator.

colocationdata centerGPU infrastructure
Oct 12, 2026

Colocation or Reserved GPU Capacity: Which Do You Need?

Own the GPUs and rent the space, or contract a cluster an operator runs? A plain-English guide to choosing between the two.

ColocationReserved GPU capacityNeocloud
Oct 9, 2026

GB300 vs Vera Rubin: What Changes for the Data Center

GB300 and Vera Rubin compared in plain English: power per rack, cooling, and what a data center has to provide to host each one.

GB300Vera RubinLiquid cooling
Oct 7, 2026

Liquid vs Air Cooling for AI GPUs: Rack Density Explained

Which NVIDIA GPUs can run on air, which need liquid, and what that means for rack density and where you can put them. In plain English.

Liquid coolingRack densityColocation
May 31, 2026

GPU Capacity Procurement: What the Week's Signals Mean

Anthropic's $65B raise, Europe's grid crisis, and the electrician bottleneck reveal why smart AI teams diversify beyond hyperscalers. XIRR explains.

GPU MarketsNeocloudEnterprise AI
May 30, 2026

GPU Capacity Is Not Your Bottleneck. Everything Else Is.

Power, water, and skilled labor are now gating AI infrastructure faster than GPU supply. What clients must know before reserving capacity in 2026.

GPU MarketsNeocloudAI Infrastructure
May 29, 2026

Power, Not GPUs, Is Now the Real AI Infrastructure Bottleneck

Grid access, skilled trades, and water limits are the new AI infrastructure constraints. What enterprises and labs must know about colo and GPU capacity now.

ColocationGPU MarketsEnterprise AI
May 28, 2026

The Real GPU Bottleneck Isn't GPUs Anymore

Electricians, cooling supply chains, and power contracts now delay AI infrastructure as much as GPU shortages. Here's what clients must do now.

GPU MarketsNeocloudEnterprise AI
May 27, 2026

AI Infrastructure Real Estate: Why Colo Sites Are the New Scarce Asset

Power constraints, municipal moratoriums, and cooling mandates are reshaping AI data center site selection. Here's what enterprises and frontier labs must do now.

ColocationData Center PowerEnterprise AI
May 26, 2026

GPU Capacity Is Getting Cheaper, But the Rest of Your Stack Isn't

GPU procurement is only part of the AI infrastructure equation. Here's why networking, power, and colo placement now define total cost of ownership.

GPU MarketsNeocloudColocation
May 25, 2026

Texas Rises, Inference Pulls Inward: The New Colo Calculus for AI Infrastructure

Texas overtakes NoVa on power and land as inference demand pulls GPU deployments back to metro colo. What AI clients must know now about site selection.

ColocationGPU MarketsEnterprise AI
May 24, 2026

GPU Capacity in 2026: Why Your Procurement Playbook Is Already Outdated

Texas is overtaking Virginia, xAI is selling GPU capacity to rivals, and memory bottlenecks are reshaping cluster design. Here's the new procurement playbook.

GPU MarketsNeocloudColocation
May 23, 2026

GPU Procurement in 2026: Memory Costs, New Entrants, and the Portfolio Playbook

HBM costs up 485%, xAI selling external compute, Texas overtaking NoVa. What every AI infrastructure client needs to know about GPU procurement right now.

GPU MarketsNeocloudHBM
May 22, 2026

AI Infrastructure Real Estate: Why Power Wins in 2026

Power constraints, soaring GPU costs, and hyperscaler land grabs are reshaping Tier III colocation markets. Here's what clients must act on now.

Colocation MarketsData Center PowerGPU Capacity
May 16, 2026

Power Is the New GPU: What the 2026 Capacity Crunch Means for AI Infrastructure Clients

GPU availability is no longer the binding constraint. Power access is. Here's what that means for your AI infrastructure procurement strategy in 2026.

GPU MarketsPower InfrastructureNeocloud
May 15, 2026

Power Is the New GPU: Colo Site Selection in 2026

GPU supply is no longer the binding constraint for AI infrastructure. Power access is. Here's what colocation clients must know in 2026.

ColocationData Center PowerEnterprise AI
May 14, 2026

GPU Capacity Is Tightening. Power Is the New Bottleneck.

Hyperscaler capex hits $785B, power queues stretch years, and GPU rental prices compress. Here's what it means for your capacity strategy.

GPU MarketsNeocloudHyperscaler
May 13, 2026

Grid Delays Are Rewriting the AI Colocation Playbook

Post-approval grid delays now exceed years. Here's how frontier labs, enterprises, and sovereign AI programs should rethink colocation and GPU capacity strategy.

ColocationGPU MarketsEnterprise AI
May 12, 2026

GPU Wall Meets Power Wall: What AI Infra Clients Must Do Now

Silicon scarcity and interconnection delays are compounding into a dual constraint. Here's how frontier labs, enterprises, and scaleups should procure GPU capacity now.

GPU MarketsNeocloudHyperscaler
May 11, 2026

Power Before Permits: The New AI Colocation Calculus

Grid delays and hyperscaler land grabs are reshaping the Tier III colocation market. Here's what enterprises and AI labs need to know now.

ColocationAI InfrastructurePower Markets
May 10, 2026

Power Grid Chaos Is Rewriting GPU Capacity Procurement

Grid delays and hyperscaler capex wars are reshaping GPU capacity markets. Here's what frontier labs, enterprises, and scaleups must do now.

GPU MarketsNeocloudHyperscaler
May 9, 2026

GPU Supply Is Tightening. Here's How to Stay Ahead.

Nvidia, Microsoft, and Google are locking up GPU capacity fast. Here's what frontier labs, enterprises, and scaleups must do now to secure compute.

GPU MarketsNeocloudHyperscaler
May 8, 2026

Power Risk Is the New GPU Risk for AI Infrastructure

Grid instability, local bans, and hyperscaler outages are reshaping where AI infrastructure gets built. Here's what clients must do now.

Power MarketsColocationHyperscaler
May 7, 2026

IREN's $625M Mirantis Buy: From GPU Landlord to Full-Stack AI Cloud

IREN pays $625M in stock for Mirantis, adding Kubernetes orchestration to its 1.4GW GPU footprint. What the deal means for AI infrastructure clients.

GPU MarketsAI InfrastructureNeocloud
May 7, 2026

GPU Capacity in 2026: Who Gets Compute, Who Waits

Hyperscaler wait lists are stretching into 2027. Here's how frontier labs, enterprises, and sovereign programs should source GPU capacity now.

GPU MarketsNeocloudHyperscaler
May 6, 2026

Power Scarcity Is Reshaping the AI Colocation Market

Grid bottlenecks are forcing a rethink of AI infrastructure real estate. Here's what the latest data center power signals mean for your capacity strategy.

ColocationData Center PowerGPU Markets
May 5, 2026

GPU Capacity Is Being Cornered. Here's What to Do.

Gigawatt-scale pre-commitments and hyperscaler doubling bets are locking out mid-market AI buyers. Here's how smart clients secure GPU capacity now.

GPU MarketsNeocloudHyperscaler
May 4, 2026

AI Demand Has Outrun Hyperscaler Supply. Now What?

Hyperscalers are hitting hard capacity ceilings. Here's what frontier labs, enterprises, and sovereign programs should do about GPU and colo sourcing now.

GPU MarketsColocationHyperscaler
May 3, 2026

GPU Capacity Is Being Pre-Sold. Are You Late?

Hyperscaler backlogs and gigawatt-scale pre-sold GPU deals signal a structural shift. Here's what AI labs, enterprises, and sovereign programs must do now.

GPU MarketsNeocloudHyperscaler
May 2, 2026

GPU Capacity Is Being Rationed. Here's How to Get Yours.

Hyperscaler AI capacity is pre-sold at gigawatt scale. Discover how frontier labs, enterprises, and scaleups can still secure H100/H200/B200 GPU capacity fast.

GPU MarketsNeocloudHyperscaler
May 1, 2026

Power Crunch Forces AI Infrastructure Rethink in 2026

OpenAI's 10GW land grab and Azure's $627B backlog are locking out other buyers. Here's how to secure Tier III colocation and GPU capacity before the window closes.

ColocationGPU MarketsEnterprise AI
Apr 30, 2026
Updated Oct 9, 2026

From Hopper to Rubin: A Plain-English Guide to NVIDIA Data Center GPUs

NVIDIA's H100, H200, B200, B300, GB200, GB300 and Vera Rubin explained in plain English: what each is, what it asks of a data center, and when to choose it.

GPU GuideNVIDIAAI Infrastructure
Apr 30, 2026

Power and Cooling Are Now the GPU Capacity Bottleneck

Grid queues and cooling limits are the new GPU deployment ceiling. Here's what frontier labs, enterprises, and scaleups must do now to secure capacity.

GPU MarketsAI InfrastructureNeocloud
Apr 29, 2026

Power Is the New Permit: What the 2026 Colo Crunch Means for AI Infrastructure Clients

Grid constraints, not GPU shortages, now define AI deployment timelines. Here's what Fortune 500 enterprises, frontier labs, and sovereign programs must know.

ColocationPower InfrastructureGPU Markets
Apr 27, 2026

Reserved GPU Capacity Pricing Guide for AI Companies

H100 to GB300: what reserved GPU capacity actually costs in 2026, how hyperscalers vs neoclouds compare, and how to negotiate better terms.

GPU MarketsNeocloudEnterprise AI
Apr 26, 2026

GPU-Hour Is Dead: Rethink Your AI Capacity Metrics Now

AI training cost models are breaking. Here's what the latest chip, power, and GPU market signals mean for infrastructure buyers in 2026.

GPU MarketsNeocloudAI Infrastructure