Neocloud Infrastructure Strategies: Silicon to Servers

Price: Starting at USD 4,500

Publish Date: 14 Nov 2025

Code: AN-6476

Research Type: Report

Pages: 12

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Actionable Benefits

Actionable Benefits

Understand the infrastructure procurement strategies of neoclouds.
Discover how a selection of neoclouds differentiates and builds commercial moats.
Obtain insight into the market dynamics of Graphics Processing Unit (GPU) instance pricing.

Research Highlights

Research Highlights

The impact of sovereign Artificial Intelligence (AI) on the neocloud market.
On-demand B200 GPU instance price forecasts.
Recommendations for silicon vendors and AI server Original Equipment Manufacturers (OEMs) targeting neoclouds.

Critical Questions Answered

Critical Questions Answered

What has affected various aspects of the neocloud market value chain to date?
How do neoclouds differ from hyperscalers?
Why are GPU instance prices falling?

Who Should Read This?

Who Should Read This?

Silicon vendors and AI server OEMs targeting neoclouds.
Market intelligence professionals researching the neocloud landscape.
Investors gauging the neocloud opportunity.

Companies Mentioned

Massed Compute

Nebius

TensorWave

Table of Contents

1. KEY FINDINGS

2. KEY FORECASTS

3. KEY COMPANIES AND ECOSYSTEMS

3.1. NEBIUS

3.2. TENSORWAVE

3.3. MASSED COMPUTE

4. RECOMMENDATIONS FOR “CHALLENGER” SILICON AND AI SERVER VENDORS TARGETING NEOCLOUDS

Companies Mentioned

Massed Compute
Nebius
TensorWave