Gartner says neo cloud providers could take 20% of the AI cloud market by 2030

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.