Build vs. Rent

Neoclouds have made GPU capacity a utility. That is the right answer for many workloads — and the wrong one for others. Here is what they sell, and what nobody sells you but we build.

Day 0Year 1Year 2Year 3Year 4Year 5Break-evenRent (neocloud)Own (we build)Capex day 0Cumulative cost · illustrative, 70% utilisation
The shape of the decision: renting is cheaper until it isn’t. Utilisation, power price and refresh cycle move the break-even.
What neoclouds offer · 2026

GPU-as-a-service

H100/H200, B200/B300, GB200/GB300 NVL72 by the hour — on-demand, reserved and spot. First Vera Rubin NVL72 bring-ups underway.

Managed Kubernetes & Slurm

Orchestration, cluster health and observability (SemiAnalysis ClusterMAX-rated), pre-tuned InfiniBand fabrics.

Inference Clouds & Model APIs

Serverless endpoints, token pricing, LPU/ASIC inference (Groq), Llama-class model access.

AMD Alternatives

MI300X / MI355X on rate cards (Crusoe) for ROCm-native teams.

Sovereign & Regional Clouds

EU-resident capacity (Nebius, Nscale), Stargate-scale national campuses.

Energy-First Campuses

Stranded and behind-the-meter power (Crusoe), 3–5 GW contracted pipelines, multi-year take-or-pay contracts.

AI-native Storage & Networking

Object and parallel file storage, GPUDirect, private interconnect to hyperscalers.

Hyperscale Anchor Deals

Tens of billions in dedicated capacity for Meta, OpenAI, Microsoft — priority goes to the largest tenants.

What they don't · where we come in

Infrastructure You Own

Neoclouds rent. We design, build and hand over the same NVL72-class racks, cooling and fabrics as a capitalised asset with no hourly meter.

Small and Medium Deployments

Their business is gigawatt campuses for anchor tenants. A 200 kW pilot or a 2 MW private cluster is below their floor — it is our core work.

Your Building, Your Floor

On-premise, colo cage or greenfield — retrofit assessment, slab loading, liquid-cooling fit-out into facilities you already control.

Vendor-Neutral Bill of Materials

Neoclouds standardise on their own stack. We engineer per workload across NVIDIA, AMD, Supermicro, Dell, Vertiv, CoolIT, Arista and more.

Air-Gapped and Regulated

Defence, healthcare, finance and government workloads that cannot leave the premises — sovereign at the rack level, not the region level.

Power Development for Third Parties

Utility interconnect, substations, generation and 800 VDC-ready distribution for your site, not theirs.

Commissioning and Handover

L1–L5 commissioning, thermal mapping, operator training and documentation. Managed NOC only if you want it.

Build-Vs-Rent Advisory

Independent TCO against live neocloud rate cards. We will tell you when renting is the right call.

Not Sure Which Side You're On?

Our capacity advisory models your workload against current neocloud rate cards and a 5-year owned-asset TCO — and tells you honestly when renting wins.

Request a build-vs-rent analysis