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Panel: The economy of neoclouds: what’s next for GPU-aaS?
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.
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Have neoclouds evolved into a durable alternative to hyperscale, or is a Cloud 1.0 era on the horizon?
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Is moving up the stack into AI-native software the only answer for neocloud durability?
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Has consolidation among these players happened, and what are the forecasts for the year ahead?