Gartner expects neo cloud providers to capture 20% of the AI cloud market by 2030, equal to $267 billion. The firm said these providers are setting themselves apart through stronger performance, more flexible deployment options for AI workloads, and heavier investment in data sovereignty. Pricing is also typically more competitive. Gartner added that the AI cloud market is moving into a new phase in which sovereignty, performance and infrastructure specialization are becoming the main factors in enterprise buying decisions. At the same time, demand for GPU-intensive workloads is rising სწრაფly, while traditional cloud models are struggling to keep pace, creating room for neo cloud providers to deliver AI infrastructure at scale.
Gartner expects neo cloud providers to account for 20% of the AI cloud market by 2030, representing $267 billion, according to an Odaily report citing Jin10.
The firm said neo cloud providers are differentiating themselves through stronger performance, more flexible ways to deploy AI workloads, and a high level of investment in data sovereignty. Their pricing is also typically more competitive.
Gartner said the AI cloud market is entering a new phase, with sovereignty, performance and infrastructure specialization becoming the top priorities for enterprise decision-making.
Demand for GPU-intensive workloads is also accelerating. Gartner said conventional cloud models are finding it hard to keep up, creating an opening for neo cloud providers to deliver AI infrastructure at scale.
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