Gartner Predicts Neocloud Providers Will Capture 20% of the $267B AI Cloud Market by 2030
STAMFORD, Conn., June 23, 2026 — By 2030, neocloud providers will capture 20% of the $267 billion AI cloud market, according to Gartner, Inc., a business and technology insights company. “Neocloud” refers to cloud providers built specifically for AI and high-performance workloads. The rapid growth of GenAI is creating unprecedented demand for GPU-intensive computing, accelerating […] The post Gartner Predicts Neocloud Providers Will Capture 20% of the $267B AI Cloud Market by 2030 appeared first on HPCwire .
The rapid and accelerating demand for GenAI compute, particularly GPU-intensive workloads, is driving the emergence of specialized cloud infrastructure providers capable of meeting these unique requirements more efficiently than traditional hyperscalers.
This development indicates a significant market fragmentation in the AI cloud sector, highlighting a strategic imperative for businesses to choose infrastructure optimized for AI and high-performance computing, potentially unbundling services from general-purpose cloud providers.
The market landscape for AI compute is diversifying, with 'neoclouds' capturing a substantial portion, implying a shift in investment and competitive dynamics within the broader cloud and AI infrastructure industries.
- · Neocloud providers
- · GPU manufacturers
- · AI-first startups
- · Specialized data center operators
- · General-purpose hyperscalers (for AI workloads)
- · Traditional enterprise IT infrastructure
- · Companies relying on outdated compute strategies
Increased investment and innovation in specialized hardware and software stacks optimized for AI and HPC.
Hyperscalers will either acquire neocloud capabilities, build similar offerings, or strategically partner to maintain market share in the AI segment.
The emergence of regional or national 'neoclouds' could support sovereign AI initiatives, reducing dependency on a few global providers and addressing data residency concerns.
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