Every neocloud today is its own broker, its own insurer, and its own clearinghouse.

The word neocloud was coined to name a challenger to AWS: a cloud, only leaner and GPU-first.

Real GPUs are going into metro facilities right now. Nobody has a good answer for what an edge GPU-hour is worth.

A $1 billion working capital loan that repays in compute is a prepaid forward. Oil and gas producers have used this template for forty years.

Private transaction data shows the GPU market still doesn't know what B300s are worth.

Last October, OpenAI and AMD announced a multi-year deal for 6 GW of GPU capacity, beginning with 1 GW in 2026. The line that got quoted most was OpenAI’s drive to secure “as much compute as we can possibly get.” That sentence is the current paradigm in seven words.

What neocloud listed prices tell us about the Blackwell generation gap. And what they don't.

Why the pizza pod is dead, and what replaces it

The headlines would have you think GPU compute prices are exploding. That’s the story, and it’s a comfortable one. It fits neatly into a macro narrative of supply crunches and insatiable AI demand, and it implies something reassuring: that we have a functioning market with legible price signals.