Neoclouds Top $25 Billion in 2025, Eye 20% of AI Cloud by 2030

3 articles · Updated · InfoWorld · Aug 24

$25 billion in 2025 revenue shows neoclouds have become a meaningful AI-compute category, though analysts still see them as a complement to hyperscalers rather than a replacement.
20% of the $267 billion AI cloud market by 2030 is Gartner’s forecast, driven by GPU infrastructure that can cost roughly one-third less than hyperscalers and provision faster for training and inference.
Hyperscalers themselves are among the biggest buyers: Microsoft reportedly made up 67% of CoreWeave’s 2025 revenue, underscoring both demand for outsourced GPU capacity and neoclouds’ customer-concentration risk.
43% hybrid database adoption and enterprise demands for security, governance, identity and managed services still keep many companies on AWS, Azure or Google Cloud despite neocloud performance gains.
Over 100 neoclouds now exist, but only 10 to 15 operate at meaningful U.S. scale, and rising hyperscaler custom chips such as Trainium, Ironwood and Maia could cap neoclouds’ long-term share.