$25 billion in 2025 revenue and 223% fourth-quarter growth have not translated into broad enterprise uptake, as neocloud providers still struggle to explain where they fit in corporate IT architectures.
Enterprise architects often default to hyperscalers, managed service providers or in-house GPU builds because neocloud vendors cannot clearly position themselves against those alternatives in security, governance and reference-architecture terms.
Much of the sector's early growth came from tech-to-tech deals rather than end customers—Microsoft accounted for 62% of CoreWeave's 2024 revenue—raising pressure to win mainstream enterprise workloads as that demand pool matures.
Inference is becoming the biggest revenue opportunity, making enterprise sales execution more urgent because real-time, regulated and sovereign-data use cases require tailored architectural guidance rather than raw performance benchmarks.
Without more solutions architects and a clearer enterprise value proposition, neoclouds could cede the very AI infrastructure market forecast to approach $400 billion by 2031 to hyperscalers, MSPs and on-prem spending.