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