Why does it matter?
Neocloud growth would show AI infrastructure demand spilling beyond the biggest cloud providers.
Direct quote
Neoclouds will grab $20 billion in revenue, eroding hyperscaler dominance in genAI. Backed by NVIDIA chips and VC funding, neoclouds like CoreWeave, Lambda, Nebius, and Vultr prioritize GPU workloads over x86/ARM, offering scalable, high-performance AI infrastructure.
Forrester