
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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