Neocloud revenue jumps as enterprises question their fit
Specialized 'neocloud' providers, focused on AI infrastructure, saw revenues hit $9 billion in Q4 2025—a 223% year-over-year jump—reaching $25 billion for the year, per Synergy Research. The market could near $400 billion by 2031. But enterprises aren't yet widely embracing neoclouds, citing unclear messaging about how these fit alongside traditional cloud and IT options.
- Neoclouds focus on GPU power for AI training and inference
- CoreWeave passed $5 billion annual revenue rapidly
- Over 2,200 neocloud data centers expected by 2035
- Enterprises remain confused by provider messaging
Sources covering this
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