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Neoclouds Breakdown

Neoclouds Breakdown

The master note on the neocloud landscape — why the business exists, who the players are, how they finance the fleet, what the compute deals prove, and why Nvidia keeps feeding the ecosystem. 1. Why Neoclouds? (1) The structural gap they fill * The CPU-cloud era was won on software: IaaS

2026 June Wk2 Datacenter Bottleneck(s) Brief

2026 June Wk2 Datacenter Bottleneck(s) Brief

A Cruel Bottleneck's Thesis * On the surface, it was a noisy week. * A SemiAnalysis report on a SOCAMM2 spec downgrade, the scale-up CPO "delay" story, gas-turbine lead-time slips — read off the headlines alone, it is an easy stretch to lose the plot. * The

Datacenter Power Supply Pt. 2 | Bloom's Advantages, 800 VDC, and the Numbers

Datacenter Power Supply Pt. 2 | Bloom's Advantages, 800 VDC, and the Numbers

* Part 2 of 2 — "Datacenter Power Supply." This part covers Bloom Energy's advantages, its 800 VDC fit, the detailed financials and valuation, and the risks. * Part 1 covered the datacenter power-supply bottleneck and the shift to behind-the-meter (BTM) generation, and why fuel cells

Datacenter Power Supply Pt 1 | The Power Bottleneck and the Shift to BTM Fuel Cells

Datacenter Power Supply Pt 1 | The Power Bottleneck and the Shift to BTM Fuel Cells

* Part 1 of 2 — "Datacenter Power Supply." This part covers the datacenter power-supply bottleneck and the shift to behind-the-meter (BTM) generation, and why fuel cells are drawing so much attention here. * Part 2 covers Bloom Energy's advantages, its 800 VDC fit, the detailed

Compute Was Never the Bottleneck — Moving Bits Is

Compute Was Never the Bottleneck — Moving Bits Is

The thesis in one breath * Compute scaled ~60,000× in 20 years; the wires feeding it did not. * The binding constraint on modern AI accelerators is moving bits — and it is one problem whether it happens between GPU↔GPU (the network) or GPU↔memory (the HBM bus), because both cross

Vera Rubin Decoded Pt. 6 | Supply Chain - Master Reference

Vera Rubin Decoded Pt. 6 | Supply Chain - Master Reference

⚠️ Educated guess, not a definitive supplier list. This part is an educated guess assembled by aggregating publicly-available research and institutional-source data — sell-side analyst notes, supplier earnings transcripts, OCP / GTC disclosures, Korean and Taiwanese industry reporting, and primary corporate filings. Vendor relationships, share splits, and revenue allocations across

Vera Rubin Decoded Pt. 5 | Rack Power and the Networking Fabric

Vera Rubin Decoded Pt. 5 | Rack Power and the Networking Fabric

Where to Read What — Series Map Part Title Scope 1 Platform Framing & Architecture Map Blackwell → Rubin platform thesis, headline specs 2 Rubin GPU — Engineering Deep Dive Process node, SMs, HBM4, NVLink-C2C, package, CPX + Groq 3 LPX 3 Vera CPU & the Networking Silicon Family Vera CPU, NVLink 6