Key Features
Cloud AI
Hyperscaler AI Capex Tracking :
Quarterly AI-attributable capex by hyperscaler with splits across compute, networking, storage and facilities.
Accelerator Deployment View :
Installed and shipped AI accelerators by vendor, architecture and cloud operator, including custom silicon programs.
Training vs Inference Economics :
Cost-per-token and utilization benchmarks across major cloud regions and instance families.
Capacity and Power Outlook :
AI data center capacity, power availability and cooling mix with multi-year forward views.
Cloud AI Services Landscape :
Managed model, GPU-as-a-service and AI platform offerings with pricing and positioning analysis.
What is included?
Cloud AI Capex
Tracker & Forecast
Quarterly AI capex by hyperscaler and neocloud with component-level breakdowns; long-term forecasts by operator.
AI Accelerator
Deployment Tracker
Quarterly AI accelerator shipments and installed base by vendor, architecture and cloud operator, including in-house ASIC programs.
Cloud AI Capacity
& Power Tracker
AI data center capacity additions by region with power, cooling and rack density metrics.
Cloud AI Services
Pricing Tracker
Instance and managed-service pricing across major clouds, with cost-per-token benchmarks for leading model families.
Cloud AI Intelligence Report
Monthly analysis of cloud AI announcements, capacity deals, supply agreements and partnership activity.
Thematic Reports
Deep dives into sovereign cloud AI, neocloud business models, inference cost curves and AI networking.
Quick Reports
Timely takes on hyperscaler earnings, accelerator launches and major cloud AI investments.
Related Research
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Coverage Areas
AI
Automotive
Consumer Electronics
Display
eSIM
IoT & cIoT
Location Platform
Macro & Geopolitics
Manufacturing
Networks
Robotics
Semiconductors
Smartphones
