金色财经|7月 17, 2026 07:36
[Institutions: New Cloud Providers to Capture 20% of AI Cloud Market Share by 2030]
According to a report by Jinse Finance, Gartner predicts that by 2030, new cloud (neocloud) providers will account for 20% of the AI cloud market, equivalent to $267 billion. These new cloud providers are differentiating themselves with superior performance, flexible AI workload deployment methods, and a strong commitment to data sovereignty, often offering more competitive pricing. The AI cloud market is entering a new phase, where sovereignty, performance, and infrastructure specialization have become top priorities for enterprise decision-making. The demand for GPU-intensive workloads is accelerating, and traditional cloud models are struggling to keep pace, creating opportunities for new cloud providers to deliver AI infrastructure at scale.
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