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In this episode of the Inside Data Centre Podcast, Andy Davis is joined by Ben Baldieri, Founder of 'The GPU Newsletter. The pair dive into the explosive growth of the Neo cloud market, the widening gap between what's announced and what's actually delivered, and why the shape of data centre demand is shifting fast. from gigawatt training campuses to smaller, inference-focused deployments.
Key Topics:
- Neo cloud revenue hitting $25 billion with 223% year-on-year growth
- The gap between headline announcements and actual project execution
- "Time to gas" replacing "time to power" as the key investor metric
- Financialization of compute creating a maturing new asset class
- Customer churn at hyperscale, who can back 400MW commitments?
- Inference demand driving interest in smaller, urban data centre deployments
- Private equity moving into edge-scale infrastructure at pace
- Why community engagement and public perception still lag behind growth
- The AI education gap, and why employers need to give people time to learn
Tune in for a sharp, honest conversation about where the market actually is versus where the press releases say it is.
The Inside Data Centre Podcast is recorded in partnership with DataX Connect, a specialist data centre recruitment company based in the UK. They operate on a global scale to place passionate individuals at the heart of leading data centre companies.
To learn more about Andy Davis and the rest of the DataX team, click here: DataX Connect
