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Gartner predicts that by 2030, new-type cloud (neo cloud) providers will account for 20% of the AI cloud market, or $267 billion. These new-type cloud providers are differentiating themselves through high-performance, flexible deployment of AI workloads, combined with a strong commitment to data sovereignty, and their pricing is typically more competitive. The AI cloud market is entering a new phase where sovereignty, performance, and infrastructure specialization have become the primary factors in enterprise decision-making. Demand for GPU-intensive workloads is accelerating, making it difficult for conventional cloud models to keep pace, thereby creating opportunities for new-type cloud providers to deliver AI infrastructure at scale.

On July 17, at the 2026 World AI Conference and High-Level Meeting on AI Global Governance held in Shanghai, the Global AI Innovation Index Report 2026 was released. Regarding global AI development trends, the report shows that: AI infrastructure continues to expand, and energy supply becomes a new variable for future development; the focus of large model industrialisation is shifting from general to vertical, from training to inference, and from single-point technology application to full business process reengineering, with enterprises showing significant heavy asset investment characteristics; global AI governance faces urgent demands, and China promotes global governance and inclusive cooperation in multiple dimensions.