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1、Cloud Market Trend Report AI,GPU Clouds,and Neoclouds in the Age of Inference October 2025 Sponsored by:2 AI Clouds,GPU Clouds,and Neoclouds|2025 FUTURIOM.COM Cloud Market Trend Report Key Findings:AI datacenter spending is enormous and shows no signs of slowing.Its likely thatmore than$1 trillion h

2、as been committed to AI datacenter buildouts.Neocloudsclouds purpose-built for AIare grabbing headlines in the datacenterindustry.Most prominent in this group is CoreWeave,which went public in 2025and now has a market cap exceeding$60 billion.NVIDIA is providing fuel by funding neoclouds,which are a

3、lso NVIDIA customers.Its legal,and its in NVIDIAs best interest,but the circular nature of the NVIDIA AIeconomy is raising uncomfortable bubble questions.Alternative clouds have a promising niche in enterprise AI.These clouds,whichtout lower prices than the likes of AWS,provide both GPU clusters and

4、 enterprisecloud computing services.Vultr in particular is finding traction with thiscombination.The need for power is driving AI cloud expansion.The heated competition to buildmore AI capacity is primarily a race to lock down power guarantees.This new market is driving the evolution of a new infras

5、tructure stack with needsin networking,storage,and security.Each layer of the infrastructure has newdemands to support the scale and complexity of hosting AI clouds.Debt is starting to outweigh equity in neocloud funding.The scale is tipped bycompanies like CoreWeave.The debt usually goes toward buy

6、ing GPUs,but forthose neoclouds that are building datacenters themselves,the debt also financesconstruction projects.Hyperscalers are implementing diversification strategies to offset risks.Themarket abhors a monopoly,which in this case includes not only NVIDIA GPUs butalso the rest of the NVIDIA so