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Professional portrait of Neel Khokhani

Neel Khokhani

A.I. Infrastructure & Computing Expert

Neel is an Australian entrepreneur and investment professional based in Dubai. Having built and exited two businesses, he now runs Epochal Corporation, a private investment vehicle with a concentrated, high-conviction focus on A.I. infrastructure, data center power, and compute picks-and-shovels plays. Neel manages diversified portfolios across multiple custodians and geographies, compounding capital at 24% CAGR over more than eight years. His deep expertise spans options overlay strategies, DCF modeling and macro-driven portfolio positioning, with an analytical approach that combines rigorous financial modelling with original investigative research—work he shares through his Substack and X, where he engages directly with the A.I. infrastructure investor community. Beyond markets, Neel collects contemporary art and operates multiple private businesses, while advising on deal flow across private markets.

A lit up computer circuit board in the shape of a brain

Edge A.I. Infrastructure and the Limits of Hyperscale Thinking

By Neel Khokhani
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