A new class of AI-specialist infrastructure provider is reshaping the compute landscape, attracting billions in capital and winning contracts that hyperscalers cannot fulfil.
For the connectivity and data centre sector, understanding what neoclouds are, and where they are heading, is becoming essential.
The term has spread rapidly through infrastructure investment circles over the past eighteen months, but the underlying reality is straightforward. A neocloud is a cloud provider built specifically around GPU-accelerated computing for AI workloads, rather than the general-purpose compute infrastructure that underpins the traditional hyperscaler model.
Where Amazon Web Services, Microsoft Azure and Google Cloud were designed to serve the broadest possible range of enterprise applications, neoclouds exist to do one thing at scale: deliver large blocks of high-performance GPU capacity for AI training and inference...