NeoVerity Group published a new essay titled The Five-Billion-Dollar Exam.

NeoVerity Group is a consulting and professional services firm specializing in HPC, AI infrastructure, high-speed networking, and data center strategy. We partner with technology companies, system vendors, hyperscalers, government agencies, and investors who need senior-level expertise — applied directly, not delegated. The firm was founded by Mike Vildibill, a 30+ year veteran of HPE, Qualcomm, DDN Storage, Appro (acquired by Cray), Sun Microsystems (acquired by Oracle), and SDSC at UC San Diego. His work spans P&L leadership, first-generation product launches, US Government R&D programs, M&A due diligence, and standards body participation across the Ultra Ethernet Consortium (UEC), UALink, OCP, and OFA. Representative milestones: Principal Investigator on the DOE PathForward exascale R&D program ($70M). VP & GM of HPE's Slingshot high-performance networking business — deployed in the world's first exascale supercomputers. Launch of Qualcomm's first AI inference accelerator (Cloud AI 100), achieving world-record MLPerf results. $90M sole-source DOE HPC contract at Appro. $110M+ in government-funded R&D at Sun. NeoVerity offers three practice areas: Consulting (strategy, organizational design, go-to-market), Professional Services (accountable execution, PLM governance, program management), and Start-up Services including filling fractional CXO leadership and providing structured evaluation of new business opportunities and market entries. We publish technically grounded content on HPC, AI infrastructure, networking, and data center topics. Follow the page for analysis and commentary aimed at practitioners — not press releases.