High Performance Computing Archives

Why the AI boom Is creating a massive data centre opportunity

The rapid rise of artificial intelligence is triggering one of the largest infrastructure investment cycles in technology history, according to Cognizant executives speaking at the company’s AI Forum 2026. Cognizant…

Team VAINETRA June 11, 2026

Artificial Intelligence Data Centres

Dell Technologies Q1 Earnings Call Transcript: AI infrastructure demand shows no signs of slowing

AI emerged as the biggest growth engine for Dell. The company reported AI orders worth $24.4 billion during the quarter and recognized $16.1 billion in AI server revenue.

Team VAINETRA May 30, 2026

CBRE cautions that many Neocloud companies have shorter operating histories and comparatively weaker credit profiles than established hyperscalers.

Artificial Intelligence Data Centres

AI fuels rise of Neocloud providers, creating a new growth engine for data centres

Neocloud providers first emerged during 2023 and 2024 and gained substantial momentum in 2025 as specialised cloud operators focused on high performance computing (HPC) workloads.

Team VAINETRA May 29, 2026