Download Neoclouds: The AI Infrastructure Revolution

Neoclouds are emerging as a new class of cloud provider purpose-built for the demands of AI. Designed around GPU-intensive workloads, high-density infrastructure and rapid access to compute, they are creating new opportunities across data centres, power, cooling, connectivity, hardware and investment.

As AI-native businesses, enterprises and even hyperscalers look for greater access to specialist GPU capacity, the Neocloud market is evolving rapidly. But with growth comes significant capital requirements, resource constraints and competitive pressures that will shape which providers successfully scale.

Download Neoclouds: The AI Infrastructure Revolution to:

  • Understand what is driving Neocloud adoption and why AI-native companies, enterprises and hyperscalers are turning to specialist AI infrastructure providers.
  • Explore the opportunities across the wider AI infrastructure ecosystem, from data centre capacity, power and liquid cooling to networking, GPUs and hardware.
  • Discover how Neoclouds are differentiating themselves, including GPU-first infrastructure, bare-metal performance, specialist software and greater agility than traditional cloud environments.
  • See how the competitive landscape is evolving, including the relationship between Neoclouds and hyperscalers and the potential for market consolidation.
  • Understand the economics and risks behind the sector, including hardware costs, capital intensity, GPU supply constraints, utilisation pressure and the need for continuous investment.

With AI demand accelerating and infrastructure struggling to keep pace, understanding the role of Neoclouds is becoming increasingly important for anyone building, funding or enabling the next generation of AI infrastructure.

Download the report to explore where the market is heading — and where the opportunities are emerging.