650 Group market study
Neoclouds and winning the race to scale in the AI era
Neoclouds are positioned for major growth, with revenues projected to hit $200 billion by 2029. The opportunity is clear, but what does it take for neoclouds and sovereign clouds to seize this opportunity and stand out?
In this 650 Group market study, explore what these emerging providers need to thrive in the rapidly evolving AI landscape and meet the demands of AI workloads, including low latency, high performance, specialized GPU infrastructure, and critical data sovereignty requirements.
Get in-depth insights on key drivers of neocloud success:
- Prioritizing efficiency and rapid deployment: Efficiency is paramount for scaling AI infrastructure, increasing the need for advanced cooling, adaptable power systems, and fast, nimble data center designs. Rapid cluster deployment, treating infrastructure as a pre-engineered system, is also important to minimize setup time and therefore maximize the lifecycle of expensive GPUs.
- Embracing data sovereignty as a core offering: For neoclouds, sovereignty—including data localization, guardrails over network traffic between tenants, security, and uninterrupted operations—is a core differentiator. Focus on robust encryption, zero-trust architecture, and strategic vendor partnerships to meet diverse regional compliance requirements and build trust.
- Investing in resilience: Uptime matters for establishing credibility and retaining customers. Neoclouds should prioritize investing in the resilient and redundant infrastructure that can provide consistent, high-quality services.
In addition to unpacking these practical steps providers can take to build scalable, resilient, and compliant ecosystems, this white paper also provides a helpful overview of core trends and the infrastructure outlook through 2030.
Download your copy today to gain the knowledge your neocloud needs to differentiate, achieve hyperscaler-like economics, and capitalize on the massive AI opportunity.
