Actionable Benefits
- Identify pathways for neocloud providers to move “up the stack” and increase margins through software and managed services investment.
- Benchmark against leading neoclouds to inform competitive positioning, partnership, and acquisition strategies.
- Prioritize investment in high-impact service layers that align with evolving customer needs, especially in enterprise Artificial Intelligence (AI) adoption.
Research Highlights
- Identifies three tiers of neocloud providers and their evolving business models.
- Highlighted neocloud case studies that reflect c
- Provides detailed analysis of entire neocloud stack with emphasis on software and managed service ecosystem, strategic investments in managed services, open-source integration, and ecosystem partnerships.
- Strategic playbook: mix of acquisitions, partnerships, in-house development, and open-source integration.
Critical Questions Answered
- How can neocloud providers differentiate in a saturated Graphics Processing Unit (GPU) infrastructure market?
- Which managed services will generate the greatest developer and enterprise stickiness?
- What build, buy, or partner strategies should vendors pursue to scale software and services profitably?
Who Should Read This?
- Strategy and corporate development executives at cloud and AI infrastructure providers assessing Mergers and Acquisitions (M&A) or partnership strategies.
- Product and platform leaders at neoclouds, hyperscalers, and AI service vendors seeking to expand software and services.
- Sales & product leads across neocloud supply chain (GPUs, servers, Machine Learning Operations (MLOps), power/cooling) aiming to develop an understanding of the market and expand business relationships.
Companies Mentioned
