Agenda 2026

The total addressable GPU-as-a-service market is expected to grow at 35% a year, reaching $260 billion by 2030. Given the lower-price point for enterprise, data sovereignty benefits, and proximity to the end-user through smaller deployments, this anticipated growth isn’t a surprise. 

• Have neoclouds evolved into a durable alternative to hyperscale, or is a Cloud 1.0 era on the horizon? 

• Is moving up the stack into AI-native software the only answer for neocloud durability? 

• Has consolidation among these players happened, and what are the forecasts for the year ahead?