Data Centre News & GPU's - Episode 4

Data Centre News & GPU's - Episode 4

From Inside Data Centre Podcast by Andy Davis

April 17, 2026 · 45 min · Season 5 · Episode 5

About this episode

In this episode, Andy Davis and Ben Baldieri discuss the growth of the Neo cloud market and the shifting demands in data centres.

Send us Fan Mail 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 gro...

People in this episode

Host: Andy Davis

Guest: Ben Baldieri

Topics covered

  • data centre
  • GPU
  • cloud market
  • technology trends
  • business growth

Keywords

  • data centre
  • GPU
  • Neo cloud
  • Ben Baldieri
  • technology
  • business
  • cloud revenue

Mentioned in this episode

Organizations: The GPU Newsletter, Neo cloud

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