The front page of the neocloud ecosystem

Model the economics first. Load a scenario, configure the cluster power and pricing, and set the debt structure. See projected IRR, MOIC, and DSCR across 15 integrity checks. Export the institutional-grade Excel model for your deal team.

Check the market rate. Pull current GPU pricing across on-demand, reserved, and spot. Track the erosion curve to validate the $2.50/h assumption against live data.

Validate capex assumptions. Compare your model inputs against actual capital expenditure data from SEC XBRL filings. See how hyperscalers and neoclouds are spending, and track year-over-year growth rates.

Diligence the company. Find their profile in the directory, with funding history, investor backing, customer relationships, and competitive positioning.

Watch for competing raises. Filter the newsfeed by "Finance & Capital Providers" and "GPU Clouds & Neoclouds" to catch deployment announcements from other players chasing the same capacity.

Check their SEC filings. Pull 10-Ks, 10-Qs, and S-1s for publicly traded neoclouds. Cross-reference revenue figures, capex disclosures, and risk factors against the financial model assumptions.

Map the landscape. Browse the directory by category: neoclouds, semiconductor, GPU manufacturers, networking, cooling, power, data centres. Get a structural snapshot of market density.

Benchmark pricing. Compare H100 vs B200 vs MI300X pricing across providers. Identify pricing tiers and track rate compression over time for the report.

Track capex trends. Pull capital expenditure data for hyperscalers and neoclouds. Year-over-year heatmaps and capex-to-revenue ratios show where the buildout capital is actually going.

Map global trade flows. Visualise GPU and semiconductor trade between 18 countries. The heatmap matrix, Sankey diagrams, and country profiles show where chips are shipping and who depends on whom.

Source primary data. Filter the newsfeed by "Semiconductor" for chip launches, "Data Centre" for buildout announcements, or search for specific companies. Pull the quotes and data points.

Model a reference case. Use the LCOAI tab to compare self-hosted inference vs API costs. Pull the sensitivity matrix for the report's financial section.

Pull SEC disclosures. Search filings across public neoclouds and GPU manufacturers. 10-K revenue breakdowns, 8-K material events, and S-1 risk factor sections add primary source depth to the report.

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Price against the market. See where competitors price H100s and B200s. Identify gaps between on-demand and reserved tiers. Track how the market has moved in the last 3-6 months.

Model the expansion. Test different accelerator types, pricing strategies, and debt structures. Find the reserved rate you need to hit 20% Equity IRR at target utilisation.

Scout competitors. Browse "GPU Clouds & Neoclouds" and "Inference Clouds" in the directory. Check what they offer, where they operate, and who backs them.

Find supply chain partners. Browse cooling, networking, power, and data centre categories to find vendors and distributors for GPU sourcing alternatives.

Track expansion announcements. Filter the newsfeed by "Data Centre" for buildout news and "GPU Clouds & Neoclouds" for new deployments. Every announcement is a potential lead.

Identify prospects. Browse "GPU Clouds & Neoclouds" in the directory. Filter by "Data Centre Construction" for companies actively building. Check each profile for location, scale, and partnerships.

Check regional trade flows. Trade data shows import volumes by HS code and trading partner across key regions. If your customers are building in the UK, US, or elsewhere, this tells you the scale of hardware flowing in.

Understand buyer economics. Model a typical customer's cluster to see where cooling sits in their cost stack and what fraction of total capex your product represents.

Scope your competitors. Browse your own category in the directory. Check their profiles for positioning, scale, and customer relationships. Know the landscape before the pitch.

Read the filing. Search SEC filings by company or form type. Pull the S-1 for revenue figures, risk factors, and capex breakdowns. Cross-reference with 10-Qs for quarterly trends.

Cross-reference capex claims. The S-1 will quote capital expenditure numbers. Check those against the capex tracker to see how they compare to hyperscaler and peer spending levels.

Build a source trail. Search the newsfeed for the company name. Pull their recent press releases. Filter by "Finance & Capital Providers" for related financing activity.

Pull the company profile. Find them in the directory for founding info, key stats, category tags, and relationships with suppliers, customers, and investors.

Add pricing context. What are GPUs going for across the market? How does this company compare? Historical data shows whether the market is compressing or holding.

Compare pricing. Sort 37+ providers by price. Compare on-demand vs reserved rates. Check spot pricing for interruptible workloads.

Model total cost. Use the LCOAI tab to compare renting from a neocloud vs building your own cluster. The break-even analysis shows the volume threshold where self-hosting wins.

Evaluate providers. Find candidate providers in the directory. Check profiles for location, accelerator availability, funding, and customer relationships. Counterparty risk matters.

Check sourcing geography. Trade flow data shows where GPUs are actually shipping. If your provider sources hardware through a specific corridor, the trade matrix tells you how exposed that route is.

Assess provider stability. Cross-reference with the newsfeed. Are they growing, raising capital, expanding, or struggling? Recent news tells you what the profile page can't.

Check public disclosures. For publicly traded providers, pull their 10-K and 10-Q filings. Revenue concentration, debt covenants, and capex commitments tell you about counterparty risk.