AI compute decisions are becoming too expensive for shallow diligence. GPU cloud and neocloud markets now sit at the intersection of data centers, financing, networking, workload shape, utilization, reliability, procurement, developer experience, and customer trust. The Compute Desk exists to help investors, enterprises, operators, and sovereign AI teams evaluate these decisions with more technical and commercial clarity. The core question we care about is simple: is an AI compute business durable, or is it rented capacity with better marketing? We’re starting with focused advisory calls, diligence memos, strategy sprints, and retained advisory for teams evaluating GPU clouds, neoclouds, inference infrastructure, training workloads, vendor credibility, and infrastructure defensibility. Would love feedback from anyone investing in, buying from, or building in the AI compute market.

The Compute Desk

AI compute diligence for GPU cloud decisions

AI compute diligence for GPU cloud decisions