Long-form research.

The first Sorso View Report remains scheduled for Q3 2026, with a current public target of September 29 and a hard Q3 boundary of September 30. The release does not clear until its source map, quantitative work, final PDF, site page, and access flow pass the publication's release gate. 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.

The current production plan is four long-form reports in the first twelve months after Report 1, measured on a rolling basis rather than inside calendar year 2026. One Reports Research Note is planned each month beginning after Report 1. Reports Research Notes are source-backed analytical memos and are separate from the short-form, event-driven Sorso View Brief, which is not yet active. Pricing and founding-subscriber terms will be published before Report 1; no price or access entitlement exists until those terms are posted.

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