AI Clouds, GPU Clouds, and Neoclouds in the Age of Inference
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In this report you can learn:
• Neoclouds—clouds purpose-built for AI—are grabbing headlines in the datacenter industry. Most prominent in this group is CoreWeave, which went public in 2025 and now has a market cap exceeding $60 billion.
• NVIDIA is providing fuel by funding neoclouds, which are also NVIDIA customers. It’s legal, and it’s in NVIDIA’s best interest, but the circular nature of the NVIDIA AI economy is raising uncomfortable bubble questions.
• Alternative clouds have a promising niche in enterprise AI. These clouds, which tout lower prices than the likes of AWS, provide both GPU clusters and enterprise cloud computing services. Vultr in particular is finding traction with this combination.
• The need for power is driving AI cloud expansion. The heated competition to build more AI capacity is primarily a race to lock down power guarantees.
• This new market is driving the evolution of a new infrastructure stack with needs in networking, storage, and security. Each layer of the infrastructure has new demands to support the scale and complexity of hosting AI clouds.