New Edge Publications
Through The Lens: A Series of Publications in NEA’s Research Universe and Social Media Posts
Is Cyber the Next Leg Up for IaaS?
A platform-level view of cybersecurity’s role inside the hyperscaler era—positioning, consolidation logic, and how security attaches to cloud infrastructure economics.
Navigating the Genesis Mission
A framing piece for NEA’s “Genesis Mission” work—connecting AI-era infrastructure buildouts to investment process, economic context, and durability of business models.
Corporate Debt and AI Infrastructure: Financial Leverage in the Hyperscaler Era (2021–2025)
Examines how the AI infrastructure cycle intersects with balance sheets and debt markets, including leverage tolerance, cash-flow coverage, and the mechanics of funding large-scale buildouts.