Actionable Benefits
- Understand how neoclouds’ sovereign-ready, Artificial Intelligence (AI)-first architectures offer differentiated value compared to hyperscaler retrofits.
- Track how neoclouds are reshaping upstream (silicon, Original Equipment Manufacturer (OEM)), midstream (colocation), and downstream (enterprise AI) dynamics.
- Tailor offerings to region-specific drivers & sovereignty mandates in Europe, hyperscaler outsourcing in North America, and government-backed AI initiatives in Asia-Pacific.
- Monitor how hyperscaler dissatisfaction (e.g., egress fees, compliance gaps) is driving demand for neocloud alternatives.
Research Highlights
- Detailed forecast of the revenue from AI server shipments to neocloud providers by region through 2030.
- Comparative analysis of scale, ecosystem differentiation, and financial resilience across leading neocloud providers
- Insight into how neoclouds embed within hyperscaler ecosystems, while enabling sovereign and latency-sensitive enterprise workloads.
- Evaluation of risks (Graphics Processing Unit (GPU) scarcity, Capital Expenditure (CAPEX) intensity, pricing pressure), and resilience strategies (e.g., hyperscaler partnerships, asset-backed financing).
Critical Questions Answered
- How does the sale of AI server shipments to neoclouds differ by region and what is driving these variations?
- How are neoclouds structurally positioned to outperform hyperscalers in AI infrastructure delivery?
- What regional factors are driving neocloud adoption and how should providers respond?
- How do neoclouds influence upstream and downstream dynamics in the compute supply chain?
- What financial and operational models will determine neocloud sustainability and scale?
Who Should Read This?
- Neocloud providers seeking to scale Graphics Processing Unit-as-a-Service (GPUaaS) offerings, embed in enterprise workflows, and differentiate through compliance and performance.
- Silicon vendors and server OEMs looking to diversify beyond hyperscaler mega-deals and engage with emerging neocloud buyers.
- Colocation operators and data center partners evaluating opportunities to support sovereign-ready, AI-optimized infrastructure deployments.
- Enterprise Information Technology (IT) leaders and AI strategists exploring alternatives to hyperscaler lock-in for regulated, latency-sensitive, or domain-specific workloads.
Companies Mentioned
