Analyzing the shift from centralized cloud to distributed edge processing in the post-hyperscaler era.
Latency is no longer a property of distance — it is a property of architecture. As compute moves outward to the edge, the centralized cloud begins to look less like a destination and more like a control plane.
This brief examines three forces driving distribution: regulatory pressure on data residency, the economics of regional bare-metal, and the inference profile of modern AI workloads.
A read on capital flows in jurisdictionally bounded compute. Q1 saw a 23% rise in dual-region deployment requests across the Sove…
The all-optical inter-rack interconnect prototype has cleared its third bench validation gate, two months ahead of schedule.
Six engagements across Hong Kong, London, and New York between July and December. Investor briefings remain by application only.