How Changing AI Economics Will Reshape the Neocloud Market

• Understand how AI computes market consolidation driven by cost pressures and undifferentiated business models will affect product strategy and operating costs.

• Differentiate the most competitive AI compute providers from the rest of the pack based on platform, data management, governance, orchestration, infrastructure footprint, and sovereignty.  

• Identify the key signals needed to determine if a neocloud provider’s strategy is well aligned to succeed.

By 2030, Gartner predicts that cost pressure and a lack of a differentiating business model will force over 80% of neocloud providers to cease independent operations.  The neocloud business model of spending down cash to acquire scarce compute resources only works so long as revenue growth keeps pace. Limited enterprise ROI, evolving market expectations, expanding compute supply, and improved efficiencies in training and operating AI models are just some of the existential threats to AI-optimized compute providers . Those that cannot expand margins through scale or platform will be forced from the market. Join us to understand what will separate the winning neocloud providers who are able to capture the $199 billion opportunity in AI-optimized IaaS.

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