Neoclouds disrupt AI compute market, threaten hyperscaler dominance by 2030

A new wave of cloud startups—dubbed Neoclouds—is rewriting the AI infrastructure map, aiming to generate $65 billion in GPUaaS revenue by 2030, according to ABI Research. Built specifically for AI, these firms bypass traditional hyperscalers with full-stack, GPU-optimized platforms. While solving GPU access bottlenecks, Neoclouds now hold growing sway over chipmakers and enterprises alike—raising fresh questions around vendor lock-in, sovereignty, and the future balance of power in AI infrastructure.