[The market expects that by 2030, new-type cloud providers will account for 20% of the AI cloud market.]
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.