Quarterly research.

The first Sorso View Report ships in Q3 2026. The publication's deepest analytical work, on the questions where the weekly Index ends and the structural reading begins. Working titles in development:

• The 2026 Neocloud Reset. Financial health of major operators, capacity dynamics, pricing trajectories.
• Reserved Contract Math. Procurement playbook on reserved-instance economics, breakeven analysis, contract negotiation.
• Hyperscaler Pricing Convergence. Empirical analysis of how AWS, Azure, GCP, and Oracle price competitively against each other and against neoclouds.
• The Inference Token Economy. Inference pricing dynamics, token-vs-rental economics, strategic implications.
• Where the Capex Doesn't Add Up. Financial analysis of which AI infrastructure investments are likely to deliver returns and which are not.

Four reports per year plus monthly research briefs, read by the operators making capital decisions, the analysts covering the equities, and the firms preparing client engagements. Pricing is announced closer to first publication. Founding subscribers receive preferred rates and early access.

Register for launch pricing