INSTITUTIONS: NEW CLOUD PROVIDERS WILL ACCOUNT FOR 20 PER CENT OF THE AI CLOUD MARKET BY 2030

Gartner predicts that in 2030, new cloud-end (neocloud) providers will account for 20 per cent of the market in the AI cloud-end market, or $267.0 billion. New cloud-side providers are often more competitive in pricing in the form of high performance and flexible AI load deployments, combined with a differential advantage for high input to data sovereignty. The AI cloud market is entering a new phase, with sovereignty, performance and infrastructure specialization becoming the primary factors in corporate decision-making. GPU-intensive work load demand has accelerated, and general cloud patterns are difficult to keep pace and create conditions for new cloud-side providers to deliver AI infrastructure on a large scale。